Automatically analyzing calls and emails and flagging
Posted: Tue Jan 21, 2025 6:28 am
Ai-guided sales: vtiger’s ai engine, calculus ai, helps sales reps close more deals through predictive analytics and recommendations. Calculus ai also helps sales managers become coaches by them for review to facilitate proactive coaching. Marketing marketing automation in vtiger crm includes features designed to generate leads and execute marketing campaigns. Let’s take a look at these features. Web forms: web forms are online forms that can be embedded on your website.
These forms allow you to capture truemoney data information from potential customers. When a visitor submits a web form, vtiger crm automatically captures their details and creates a lead record, eliminating the need for manual data entry. In addition to leads, you can also create the following records using web forms: organize seller discount project project milestones case internal tickets email campaigns: the email marketing campaign feature allows you to send emails to your contacts in bulk. You can easily send promotional and offer marketing emails and set up autoresponders for your contacts to reply.
In addition, you can also set conditions for sending autoresponders automatically. Sms campaigns and reply actions: sms campaigns are similar to email campaigns, with the main difference being that sms campaigns are sent directly to a contact's phone number. Sms messages have higher open rates than email campaigns. You can also set up actions for contacts to reply to sms messages using sms reply actions. Help desk if you're part of a customer service team, you can automate case creation, automatically answer customer queries, and receive ready-made reports on your team's performance.
These forms allow you to capture truemoney data information from potential customers. When a visitor submits a web form, vtiger crm automatically captures their details and creates a lead record, eliminating the need for manual data entry. In addition to leads, you can also create the following records using web forms: organize seller discount project project milestones case internal tickets email campaigns: the email marketing campaign feature allows you to send emails to your contacts in bulk. You can easily send promotional and offer marketing emails and set up autoresponders for your contacts to reply.
In addition, you can also set conditions for sending autoresponders automatically. Sms campaigns and reply actions: sms campaigns are similar to email campaigns, with the main difference being that sms campaigns are sent directly to a contact's phone number. Sms messages have higher open rates than email campaigns. You can also set up actions for contacts to reply to sms messages using sms reply actions. Help desk if you're part of a customer service team, you can automate case creation, automatically answer customer queries, and receive ready-made reports on your team's performance.