Last updated 6/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 467.34 MB | Duration: 2h 59m
Improve Your Business Flow & Strategies with Open Source Customer Relationship Management Tool.
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
Basic computer knowledge and business operation experience.
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.
Overview
Section 1: CRM Concepts & Definitions
Lecture 1 Course Introduction
Lecture 2 Instructor Message
Lecture 3 History of the VTigerCRM.
Lecture 4 VTigerCRM Core Features Set & Common CRM Terms.
Lecture 5 Technical Components of VTigerCRM.
Lecture 6 Open Source VtigerCRM v/s OnDemand Cloud VtigerCRM.
Section 2: Installation & Configuration of VtigerCRM 6.5
Lecture 7 Server Specifications for VTigerCRM Installation.
Lecture 8 Installation on Microsoft Windows. Pre - Requisites
Lecture 9 Setting WAMP - Configuring Database & Permission for VTigerCRM Access.
Lecture 10 Downloading VtigerCRM 6.5 for Windows platform.
Lecture 11 Time for Action: VtigerCRM 6.5 Windows Installer.
Lecture 12 Installation on Linux - Pre - Requisites
Lecture 13 Setting LAMP - Configuring Database & Permission for VTigerCRM Access.
Lecture 14 Downloading ViterCRM for Linux platform.
Lecture 15 Time for Action: VtigerCRM Installation on Linux.
Lecture 16 Practical Activity 01
Section 3: Basic Administrative Settings - Company & Users Roles Setup
Lecture 17 General Overview of VTigerCRM.
Lecture 18 Entering Business Basic Details.
Lecture 19 Gathering Data About Your Organization for VtigerCRM.
Lecture 20 Creating Profiles, Groups, Roles & Sharing Rules in VTigerCRM.
Lecture 21 Creating VTigerCRM Users.
Lecture 22 Practical Activity 02
Section 4: Setting Company Inventory: Products Services Price Books & Vendors.
Lecture 23 Setting up Vendors, Price Book & Currency.
Lecture 24 Setting up Products Portfolio.
Lecture 25 Setting up Services Portfolio.
Lecture 26 Configuring Outgoing Email: CRM Alerts & Notification.
Section 5: Marketing Modules.
Lecture 27 Marketing Automation Overview.
Lecture 28 Create Marketing Campaign.
Lecture 29 Add Event & To Do Task to Marketing Campaign.
Section 6: Lead Management
Lecture 30 Leads Default Form
Lecture 31 Vtiger Studio: Adding Custom Fields to New Lead Form.
Lecture 32 Import & Export Bulk Leads.
Lecture 33 Leads Follow UP - Events, To Do List & Email.
Section 7: Sales Force Automation Module
Lecture 34 Sales Process Automation Overview.
Lecture 35 Convert Lead to Contact & Organization
Lecture 36 Create Customers Contacts & Organizations without Converting From Leads.
Lecture 37 Create Sale Opportunity to Forecast Sales Pipeline.
Lecture 38 Create Sales Quotes.
Lecture 39 Create Sales Invoices.
Lecture 40 Create Sales Orders
Section 8: Customer Support Service Automation Module.
Lecture 41 After Sale Service Overview.
Lecture 42 Create Project & Milestones
Lecture 43 Create Service Contract SLA.
Lecture 44 Creating Complaint Reference No or Support Ticket
Lecture 45 Convert Support Ticket or Complaint to FAQ - Building Knowledge Base.
Section 9: Business Reports & Analytics
Lecture 46 Sample Report 01: Sales Pipeline & Forecasting Report.
Lecture 47 Sample Report 02: Monthly Project Report
Lecture 48 Add Widget: VTigerCRM Dashboard.
Section 10: CRM Maintenance & Backup
Lecture 49 Backup up on MS Windows.
Lecture 50 Back up on Linux Platform.
Lecture 51 Final Lecture - Conclusion of the Course.
Section 11: Bonus Material
Lecture 52 VtigerCRM on Virtual Machine (VM) Platform - OVA file
Business Owner,Operation Manager,Sales Manager,MBA Marketing Students
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