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How to Find the Right CRM Analytics Solution
A great CRM analytics tool should easily integrate with your existing business structure, thus helping to achieve the set goals effectively.
Vtiger offers a set of analytical features that can be shaped according to your business needs. For example, Vtiger Calculus AI provides uk phone number data sentiment analysis, which means it can provide insights into call quality, AI-driven dashboards provide team performance metrics, Vtiger Reports enables you to build reports from any given data, and more.
Performance Insights(2)
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of how Vtiger’s analytics tools work and streamline your business for better ROI.
Web forms are a great way to capture contact information from your website.
Since things have gone online, businesses social media marketing have started using web pages to capture leads using registration forms. For example, booking an appointment or hotel, raising a complaint/ticket, collecting webinar registrations, and so on.
Now that you have captured the data from your web pages, where do you store it?
A contact database; follow up with belgium numbers other marketing and sales tools or a CRM – Customer Relationship Management tool.
Vtiger CRM cuts out those steps, letting you capture
web form entries directly into your CRM contact database and manage contacts in one place.
Let’s see how Webforms work in Vtiger:
Basic Information
With Vtiger, you can collect data into different modules; Cases, Contacts, Leads, Deals, etc. Select the primary module for which you want to capture data and secondary modules to capture the necessary data in the relevant modules.
Enter the Return URL – the URL to which visitors are
redirected when they submit the form. You can also enable CAPTCHA to avoid bot registrations.
User Assignment
Vtiger supports round-robin method of user assignment for web forms. Create a list of users to be assigned to a specific web form and then select them from the round-robin user list.