Without proper planning and management, do you think you will be able to win your customer's trust and provide reliable services?
Not Really! Project management is one of the most significant processes for business admins. Most businesses search for a suitable tool to automate and run their project management tasks smoothly.
Read the article below to know how you can utilize Vtiger’s advanced features and add additional custom extensions to manage your projects seamlessly and upgrade the workflow.
Table of contents:
- The concept of CRM solutions around the world.
- Vtiger: A perfect business management tool.
- The importance of Project management software.
- The power of Vtiger extensions.
- Top 3 Vtiger extensions for Project Management.
The concept of CRM solutions around the world:
CRM software is extremely misunderstood by its users. Mostly what people assume about CRM software is that these software are simple customer relationship management tools and offer ways to manage and interact with your customers. However, the truth is almost the opposite. Although CRM software stands for a customer relationship management solution, the perks of such software are way more than that. Some CRMs are designed to handle sales and marketing processes along with customer engagement. While others focus on team management and project-handling capabilities. Overall, CRM software is a highly effective and useful tool for any business. Depending on your needs and requirements you can choose a suitable one for your organization.
Vtiger: A perfect business management tool:
Vtiger is a popular and in-demand CRM solution used by over 3 million businesses. The software is available In both open-source and cloud-based versions for its users so they can configure the more effective one for their use. Vtiger CRM allows its users to customize the software like adding additional vtiger extensions or integrating third-party software tools. But, performing vtiger customizations can be challenging for a new and unknown user. To resolve the issue, hundreds of expert Vtiger developers offer advanced Vtiger services to help out people in need. And configure the software for their customers.
The importance of Project management software:
Project management is a huge concern for business owners and even the administrators. The project managers, team lead, and business admins work together with their team to carry out a single project successfully. If not properly planned and managed the project may be unsuccessful for the business and cause huge loss. Today, most businesses use Vtiger’s top-level features and advanced Vtiger extensions to manage their projects effortlessly and grab the trust of their clients.
Not having a powerful business management tool can be fatal for any business. These tools pave the way for the employees to conduct meetings, collaborate with the team, track the sales pipeline, run marketing campaigns, interact with the audience, and so on.
The power of Vtiger extensions:
Extensions or Vtiger add-ons are the additional features designed and developed by vtiger experts to enhance the working capabilities of the software. Some extensions offer a more intuitive and up-to-date interface, while others primarily focus on increasing the productivity and functionality of the tool. Similarly, many vtiger extensions offer ways to upgrade the project management skills of your business.
Top 3 Vtiger extensions for Project Management:
Now, let's discuss the top 3 Vtiger extensions that will be a game changer for your business in project management:
- Google Suite: Integrating the Google Suite software with your Vtiger CRM will be very beneficial for your project managers and other staff allowing them to seamlessly collaborate and conduct the projects. Google Suite is a set of software developed to revolutionize business management. It offers tools like, google teams, outlook, Google Office, calendar, etc for businesses to upscale the project management game. With the help of Google Teams, admins can communicate with their team, schedule meetings, and track the progress.
- Reports and Tracking: Reports are created regularly throughout the project timeline, starting from the project planning, and budgeting to delivery. Designing reports in Vtiger enables the users to create a detailed analysis, share with the team, and make informed decisions. On the other hand, the project manager is responsible for ensuring the tasks are performed properly, a tracking extension should be configured with the CRM to assist the manager and allow them to track the project progress and employees' tasks. Similarly, multi-user assignment extensions and round robin are useful for assigning tasks to the employees.
- Document Manager: During the project pipeline, managing the documents efficiently, that can be retrieved when needed helps the users work smoothly. Vtiger document manager extension is a smart tool designed to store and manage documents seamlessly in a specified order, so they can be accessed easily when needed.
Overall, these extensive vtiger extensions can work wonders for your business if configured rightly. However, research what your needs are and how you want things to work. After properly investigating, configure the best vtiger extensions for your organization.
Conclusion:
Vtiger is a perfect business management tool, with all the possible features and tools you may need in your management phase. From sales automation features to marketing campaigns, customer ticket management, and team collaboration. The software can be extremely profitable for your company. Now, even project management has become a lot easier with the help of Vtiger's top-notch features.
