Vtiger CRM Training Course Overview

The objective of this course is to equip individuals responsible for sales and marketing with the knowledge and skills to use an open source customer relationship management software like Vtiger CRM to become effective and efficient in their tasks and win over more customers/clients.

About Vtiger CRM

Vtiger CRM is a community-driven, fully open source, CRM software project. The aim of the project is to provide the best and most open CRM solution with the lowest total cost of ownership to small and medium enterprises. The product is widely used throughout the world, with thousands of downloads a day. Vtiger CRM has an active community of developers and users, with contributors from many different countries.

There is no high investment cost or expensive license fees to be paid.

You can be up and running with Vtiger CRM within 1 day; installed and configured. Vtiger CRM was developed as an open source CRM for professional solutions.

Vtiger CRM Features Snapshot

The following is a snapshot of the features of Vtiger CRM:

  • End to end sales cycle management from campaigns, leads, potentials, quotes, invoices
  • Support automation using a customer portal and support tickets
  • Data import & export via CSV files, web-to-lead forms, reports & customisable user dashboards
  • Role based access control
  • Mobile applications
  • Workflows, tasks, and project management
  • Outlook, Thunderbird, Firefox, & Gmail plugins
  • Extensions marketplace for additional plugins

   Vtiger CRM Benefits

The following are some of the benefits using Vtiger CRM:

  • Effortlessly manage your sales team’s pipeline
  • Accelerate every step of deal nurturing
  • Win more deals with smart collaborative tools
  • Spend more time nurturing customers
  • Get to know your customers better
  • Growing sales and improving marketing campaigns

   Target Audience

This course is aimed at anyone who deals with customers/clients and is involved in sales and marketing, especially:

  • Sales and Support Representatives
  • Professionals Who Manage Sales Teams
  • Sales Managers
  • Sales Directors
  • Sales Executives
  • Marketing Managers
  • Sales Agents

   Course Prerequisites

The only prerequisite is that you must be computer literate.

You are required to bring a laptop/Mac or iMac to the course. If you do not have access to a laptop, then we can hire one to you.

   Course Duration and Time

Duration: 2 days

Times: 9:00 – 15:00

   Vtiger CRM Training Course Outline

Below are the topics to be covered.

PART 1: Setting Up Vtiger CRM

Module 1: User Management

  • Users
  • Role
  • Profiles
  • Sharing Rules
  • Groups
  • Login History

Module 2: Vtiger Module Management

  • Modules
  • Module Layouts and Fields
  • Module Numbering

Module 3: Automation

  • Webforms
  • Scheduler
  • Workflows

Module 4: Configuration

  • Company Details
  • Customer Portal
  • Currencies
  • Outgoing Server
  • Configuration Editor
  • Picklist Field Values
  • Main Menu

Module 5: Marketing and Sales

  • Lead Mapping
  • Opportunity to Project Mapping

Module 6: Inventory

  • Tax
  • Terms

Module 7: Other Settings

  • Mail Converter

PART 2: Using Vtiger CRM

Module 8: Marketing and Sales

  • Leads
  • Contacts
  • Organisations
  • Opportunities

Module 9: Projects

  • Tasks
  • Milestones

Module 10: Inventory Management

  • Products
  • Services
  • Invoice
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Price Books
  • Vendors

Module 11: Support

  • Tickets
  • Service Contracts
  • Assets

Module 12: Calendar

  • Tasks
  • Events

Module 13: Documents

   Course Venues & Dates

Alberton T B A
Cape Town T B A
Centurion T B A
Ferndale T B A
Port Elizabeth T B A
Bloemfontein T B A


   Course Registration

Registration for this course is open.

Download the Registration Form

Click Here to Register Online


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