Founded in 2004, Vtiger CRM is a customer relationship management system provider based in India. It provides AI/ML-powered CRM capabilities to 300,000+ companies around the world. Recently, the company launched its fully cloud-based CRM V9, which brings a reimagined UI, powerful analytics and a versatile set of integrations to the CRM experience. Small, mid-sized and large organisations, including Lenovo, kPoint Technologies, Lenskart, and several other regional organisations trust Vtiger CRM. The platform’s key features include 360-degree customer intelligence., a sales CRM module, chat-based customer service, and meeting productivity enablement.
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The company launched the Vtiger CRM app for Microsoft Teams in July 2021, making your CRM data and dashboards accessible from the Microsoft Teams interface. “If you are a Teams user, you can see your Vtiger account’s information from Microsoft Teams. You can view contact and deal information from the Channel tab and add dashboards to your tab,” the company announced in the press release. Vtiger CRM’s flagship Calculus AI feature is also available via Teams integration. Using Calculus AI, you can analyse meeting recordings and extract key insights.
The Vtiger CRM Teams app is rated 5/5 on Microsoft AppSource, and users appreciate its fast response, bot-based functionalities, and easy shareability. Let us review the app in more detail.
Inside Vtiger CRM for Teams
You need to sign up for a Vtiger CRM account before you can enable Teams interoperability. Pricing starts at INR 2100 per user per month or approximately $28. Once you have set up your account with customer records, deal information, sales funnel data, ownership, etc., you are ready to start using Vtiger’s Teams integration. Head to Microsoft AppSource to download the app or install it from the application store in Teams. Here are its top features:
- The sales and CRM dashboard – Sales representatives can monitor their activity and progress from the dashboard in the Vtiger CRM app. Here, you will find an analysis of the leads and sales funnel, indicating exactly where your open accounts are positioned. You will also see key metrics like total deals created for that user, average sales cycle, weighted revenue, follow-up per lead, etc. the dashboard is entirely customisable, which means that you can add/remove data widgets and modules. Also, you can analyse sales and CRM data for a particular period by configuring the calendar.
- My Deals view – The My Deals tab of the Vtiger CRM app shows you all the deals assigned to you as per the CRM. Deals are classified as per their position on the sales funnel from the value proposition stage to requirements gathering, qualifications, and readiness to close. Unclassified deals will be shown under the new category, and swim lanes are dedicated to each funnel stage. Notably, the Vtiger CRM Teams app is a bidirectional integration, which is why you can add new deal information directly from Teams and view and sort existing data.
- My Cases view – The My Cases tab of Vtiger lists all the open cases that are assigned to you. Cases are incidents or bottlenecks your leads have faced during the conversion process. Cases will be listed based on their priority level, their due date, contact name, and the sales representative assigned to them.
- My Tasks view – Tasks refer to any activity you may need to complete to close a deal win. All the tasks assigned to you in your CRM are listed under My Tasks tab in the Vtiger Teams app.
- The Vtiger CRM chatbot provides a conversational interface where you can retrieve CRM information (contacts, cases, and tasks) through simple commands.
Why the Vtiger CRM App Makes a Difference
Vtiger CRM offers seamless integration with Microsoft Teams. Sales representatives can work on-ground entirely via the Teams app, while the decision-making, analysis, and delegation can happen on the primary Vtiger CRM platform. All the necessary information is accessible from Teams, and sales reps can work collaboratively using the app’s messaging extension.
What We Think
The Vtiger CRM Teams app presents information in a comprehensive and actionable manner, and it is among the better CRM add-ins we have seen in the Teams app marketplace. At only $28 per user per month, Vtiger CRM is a sound investment – you can download the Teams app here.
