Owner | Director of Operations at Expert Technology Solutions
Real User
2023-07-04T13:49:00Z
Jul 4, 2023
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.
CRM solutions are designed to manage and analyze customer interactions and data throughout the customer lifecycle, aiming to improve business relationships and retention.CRM systems provide businesses with a consolidated view of customer data, enabling informed decision-making and personalized customer experiences. A robust CRM solution can streamline communication, automate workflows, and increase productivity. By integrating sales, service, and marketing, businesses can significantly...
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.