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Category Archives: CRM Solution

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vTiger Customization: Three Advanced Functionalities You Must Have

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vTiger is one of the most popular CRM solution. Two major characteristics of the vTiger CRM Solution are

  1. It is an open source
  2. It is highly customizable

Thus, you can get an advanced CRM system at affordable rates. The vTiger customization performed by experts assures that you customize this open source solution at its best to meet your custom needs.

You can get any feature you want with the custom development service and enhance the functionality of this CRM system by using expert vTiger customization services.

We, at Elisiontec, have a team of expert vTiger developers that has benefited many clients with their experience and expertise. The vTiger customization can get many interesting functionalities to empower your sales and business development department.

Today, we will talk about 3 advanced and crucial vTiger features that you must get in your Customer Relationship Management System.

1. Lead Date Encryption

Our developers have developed an advanced security module that will project an encrypted version of leads in front of your agents. This will assure that nobody except the authorized people can see real contact information and other data of a lead.

This will not only help you in complying the privacy rules, but it will also assure that nobody misuse critical user data intentionally or unintentionally. This is an advanced security module, which all call centers, businesses and organizations must have.

2. Click2Call

This vTiger module will add a click to call functionality within your CRM system. It means your agents or sales representatives will not waste time in manually dialing each number all the time.

They can simply click on the lead and the call will be connected. You may find the time spent on manually dialing a lead is negligible, but when we consider ongoing calling operations for lead generation, follow-ups and lead nurturing, collectively, the time saved is huge.

3. Third Party Solution Integration

Your team will definitely need additional applications and solutions to run sales and business development operations effectively and efficiently. The vTiger solution itself doesn’t come with many other 3rd party applications integrated within it, but we can help you with our vTiger customization services.

We can integrate different applications / solutions within your CRM system with our custom integration services such as, Social media integration, vTiger VICIDial integration, etc. We can integrate any solution and application within your vTiger CRM system in a way that it can be used as an integral part of the CRM system itself.

With our expert vTiger customization services, we can improve the functionality of your open source CRM software that will further increase productivity of your staff and you will enjoy a wide range of business benefits.

Let’s get in touch and we will share what amazing things we can do for your business with our vTiger customization services.

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How To Open A Call Center Startup? A Step-wise Guide

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Call center business has always been in demand. These days it is evolving at a rapid rate because companies need professional customer care executives to take care of their customers and their concerns.

For businesses, more convenient option is to outsource customer care and support tasks to a call center than opening a complete call center, recruiting and managing agents, buying software like call center software, CRM solution, etc.

This has opened doors of opportunities for many aspiring business owners. Yes, you can be the next successful business owner. You can start a business by opening a call center. You can get local and international contracts of customer care.

Thinking about the budget? Guidance? And other similar questions?

Worry not! We, Elisiontec, have helped many companies to start a call center department or business. We can help you with our more than a decade long industry experience.

If you are starting with a good budget, then you should buy the best tools and hire the most skilled and experience agents. We can help you in the process with free consultancy service, get in touch.

But, if you want to start with a low budget, then the plan should be more strategic and cost effective. Let me help you with a step-wise process:

1. Complete legal formalities first

The call center is not a freelancing business; it is a full fledged business. Thus, according to your country’s law you should get a license and finish required legal formality.

2. Hire limited staff

You will need agents to handle calls and they must be well trained and skilled. However, until you get a handful of projects you can start slow. Hire limited agents. Once you get one or two projects, please make sure to hire more agents and supervisors. Don’t wait until you get too much of load to handle.

3. Start with open source software

To open a call center, you will require more than one solution such as Call center software, CRM solution, Helpdesk ticketing solution, etc. based on your service area. The custom solution can be heavy on the pocket. Thus, you can use open source solutions.

The open source solutions are free to use and you will get almost all required features to support your startup. All you need to pay is a setup fee to the developers who will install it for you. Below is the list of two most important open source solutions you must have:

  1. VICIDial: Call Center Software
  2. vTiger: CRM Solution

4. Customize the open source solution

This is really beneficial to invest some money in customization. The open source solution will not have all required features. With customization, you can get those missing features.

For example, VICIDial doesn’t come with a sticky agent feature. The VICIDial customization will get that feature for you. Your investment in customization will help you,

  • Providing better service
  • Increasing productivity
  • Increasing business

Thus, you must customize your open source solutions.

That’s it! You have a pathway to start your own business of a call center in limited budget. Still, having any confusion or query? Contact us.

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Call Center CRM Integration: Complete Guide

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Call Center CRM Integration-Complete Guide

The call center and BPO industries have been growing for many years. With the revolution in the digitization sphere, the customers have become more informed and competition has been fierce. That’s the reason more and more businesses have started understanding the worth of a customer support and call center department.

The organizations either outsource their projects to renowned call centers or they buy call center software and set up an in-house customer care team. To provide improved and the best customer support, you will also need a CRM (Customer Relationship Management) solution. CRM is a huge system that helps your support and business development teams to manage and automate lead conversion and lead nurturing tasks.

The call center software and CRM solution are two different systems and generally, the agents and staff need to switch back and forth between these two systems to perform lead nurturing and customer support tasks. This results in delayed response, decreased productivity, long call wrap-up time, and some other concerns that negatively affect the revenues and business.

CRM Call Center Integration

This is a service offered by the experts that integrate the CRM solution into call center software and vice versa, based on your requirements. Once these two solutions are successfully integrated, you can use both of these solutions within a single system.

For example, you can get a call widget from call center software within the CRM solution. On the other hand, you can access lead information as well as edit and/or add lead information in the CRM solution from Call center software.

Here is the video that provides a step-wise guide on CRM Call Center Integration:

The experts can integrate your existing solutions with each other so you don’t need to worry about data loss or data migration. You can integrate any custom or open-source solution. Some of the most commonly used call center and CRM solutions are listed below:

Pros of CRM Call Center Software Integration:

There are many benefits of integrating a CRM solution in the call center solution and vice versa. Let’s have a look at the top 15 benefits of the same:

  1. Flexible and Convenient
  2. One time process
  3. No need for data migration
  4. No investment of time or money to learn a new solution
  5. No need to switch windows
  6. Provide personalized response to callers
  7. Update CRM data from call center software
  8. Get click to call and call center call widget within the CRM solution
  9. Save time
  10. Reduce the call wrap-up time
  11. Increase productivity
  12. Increase customer delight
  13. Improve Customer Loyalty
  14. Improve revenues
  15. Increase ROI

These are the 15 major benefits of Call center and CRM Integration. It will combine features of both systems within a single window.

We, Elisiontec, have benefited many clients all across the globe with our best in the industry call center and CRM solution integration service. We would be happy to provide free consultation and a free quote. Contact us to initiate discussion.

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