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Learn Complete Vtiger CRM 6.5 Free Edition.

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CRM Customer Relationship Management

Operations

Learn Complete Vtiger CRM 6.5 Free Edition.

Improve Your Business Flow & Strategies with Open Source Customer Relationship Management Tool.

4.1

(118)

506 enrolled on this course

Last updated 11/2021

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₹ 3499.0

₹ 4999.0

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Lessons

Quizzes

Duration

13 Hours

Skill level

Beginner

Language

English

Certificate

Yes

Full lifetime access

Yes

Description

VTiger CRM 6.5 is the world most popular honest open source CRM (Customer Relationship Management) platform. Used by millions of people around the world.
The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, it’s no wonder that Vtiger’s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date.
This course provides complete in depth training starting from CRM concepts and definitions, installation (both platform MS Windows & Linux) and then step by step HD video instructions to configure and deploy full features and working CRM application.
Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version).
You will be able to customize the standard forms available in VTiger CRM 6.5 using the power and flexibility of VTiger CRM studio and will take advantage of Business Analytics & Reports available inside VTiger CRm 6.5.

Who this course is for:
Business Owner
Operation Manager
Sales Manager
MBA Marketing Students

What you'll learn

Install & Configure the VtigerCRM to enhance and improve the business operation.

Drive more effective marketing campaign.

Increase the sales growth with accurate sale progress tracking.

Improve customer retention & care

Better team management.

Requirements

You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
No previous design experience is needed.
No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures

Expand All Sections

1-CRM Concepts & Definitions

1.1-Course Introduction

1.2-Instructor Message

1.3-History of the VTigerCRM.

1.4-VTigerCRM Core Features Set & Common CRM Terms.

1.5-Technical Components of VTigerCRM.

1.6-Open Source VtigerCRM v/s OnDemand Cloud VtigerCRM.

1.7-Quiz 1

2-Installation & Configuration of VtigerCRM 6.5

2.1-Server Specifications for VTigerCRM Installation.

2.2-Installation on Microsoft Windows. Pre - Requisites

2.3-Setting WAMP - Configuring Database & Permission for VTigerCRM Access.

2.4-Downloading VtigerCRM 6.5 for Windows platform.

2.5-Time for Action: VtigerCRM 6.5 Windows Installer.

2.6-Installation on Linux - Pre - Requisites

2.7-Setting LAMP - Configuring Database & Permission for VTigerCRM Access.

2.8-Downloading ViterCRM for Linux platform.

2.9-Time for Action: VtigerCRM Installation on Linux.

2.10-Quiz 2

2.11-Practical Activity 01

3-Basic Administrative Settings - Company & Users Roles Setup

3.1-General Overview of VTigerCRM.

3.2-Entering Business Basic Details.

3.3-Gathering Data About Your Organization for VtigerCRM.

3.4-Creating Profiles, Groups, Roles & Sharing Rules in VTigerCRM.

3.5-Creating VTigerCRM Users.

3.6-Practical Activity 02

4-Setting Company Inventory: Products Services Price Books & Vendors.

4.1-Setting up Vendors, Price Book & Currency.

4.2-Setting up Products Portfolio.

4.3-Setting up Services Portfolio.

4.4-Configuring Outgoing Email: CRM Alerts & Notification.

5-Marketing Modules.

5.1-Marketing Automation Overview.

5.2-Create Marketing Campaign.

5.3-Add Event & To Do Task to Marketing Campaign.

6-Lead Management

6.1-Leads Default Form

6.2-Vtiger Studio: Adding Custom Fields to New Lead Form.

6.3-Import & Export Bulk Leads.

6.4-Leads Follow UP - Events, To Do List & Email.

7-Sales Force Automation Module

7.1-Sales Process Automation Overview.

7.2-Convert Lead to Contact & Organization

7.3-Create Customers Contacts & Organizations without Converting From Leads.

7.4-Create Sale Opportunity to Forecast Sales Pipeline.

7.5-Create Sales Quotes.

7.6-Create Sales Invoices.

7.7-Create Sales Orders

8-Customer Support Service Automation Module.

8.1-After Sale Service Overview.

8.2-Create Project & Milestones

8.3-Create Service Contract SLA.

8.4-Creating Complaint Reference No or Support Ticket

8.5-Convert Support Ticket or Complaint to FAQ - Building Knowledge Base.

9-Business Reports & Analytics

9.1-Sample Report 01: Sales Pipeline & Forecasting Report.

9.2-Sample Report 02: Monthly Project Report

9.3-Add Widget: VTigerCRM Dashboard.

10-CRM Maintenance & Backup

10.1-Backup up on MS Windows.

10.2-Back up on Linux Platform.

10.3-Final Lecture - Conclusion of the Course.

11-Bonus Material

11.1-VtigerCRM on Virtual Machine (VM) Platform - OVA file

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