Integrate Vtiger with Customerly

Vtiger?

Vtiger is a CRM (Customer Relationship Management. which helps to organize the contacts, activities and tasks of sales team. It has a feature to create, organize and manage customers. One can easily add, edit and delete contact information such as name, address, email id etc. In addition to this it also shows the history of communications between customer, seller and third party. Customerly is another CRM that helps to manage all the customers in a company. Customers need to be registered on Customerly in order to track all their information. It helps to log the calls, visits, services used by the customers. It has features like call recording, call screening and automatic call transfer . It helps to organize the communication with the customers through emails, SMS, video calls etc.

Customerly has a feature called ‘Vtiger Connector’. This helps to integrate Customerly with Vtiger effectively. The flow of integration of both the systems is as fplows:

• Once the user of Customerly logs into Customerly , a new account is created in Vtiger .
• After this there are options like import contacts from Vtiger , import contacts from CSV, add manually and bulk add contacts from list . When you import contacts from Vtiger , then Vtiger syncs its own contacts with the contacts imported from Customerly .
• This way any changes made in one system will reflect in the other. There is an option for viewing all the changes made in Customerly in Vtiger . This can be done by clicking on Show Changes in Vtiger button which is given in the top right corner .
• There is a feature in this system named ‘Contact Sync Status’. It shows the status of synchronization between both systems. For example if you have synced your Vtiger account with Customerly , it will show green cpor indicating synced accounts . If there is any error , then it shows red cpor . Similarly , if you are syncing your accounts manually then it shows blue cpor . In case of bulk add , it shows yellow cpor because there is an option of bulk add from list in Customerly .
• This feature helps to keep a track of contact information. It shows all the details like phone numbers , emails and addresses added in Vtiger and Customerly . Both systems show same contact information when synced because they are integrated together .

There are many benefits of integration of these two systems. Some of them are listed below:

• User friendly – The interface of both systems is quite user friendly. They have a clean and simple graphical user interface . There is proper categorization of items in each screen so that it is easy to use them.
• Easy to Install – Both systems are very easy to install. They don’t require much technical knowledge to understand them or use them. People from any background can use them without much stress.
• Cost effective – Both these systems are cost effective. They don’t require high technical knowledge to configure them or use them. This makes them cost effective because they don’t require much technical knowledge and hence they are affordable for users.

In this way Vtiger and Customerly can be integrated successfully using their ‘Vtiger Connector’ feature . This integration helps to keep a track of contact information. Both the systems can be integrated together effectively using this top . It helps to reduce work load of sales team by providing effective customer management . In short this integration helps to improve efficiency of sales team by providing better customer management tops .

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