Learn Complete Vtiger CRM 6.5 Free Edition.

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NEF System

2:58:02

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1 - CRM Concepts & Definitions

1 - CourseIntro01.pdf

1 - Course Introduction.mp4

03:57

1 - Quiz 1.html

2 - Instructor Message.mp4

02:48

3 - History of the VTigerCRM.mp4

01:26

3 - historyVTigerCRM02.pdf

4 - VTigerCRM Core Features Set & Common CRM Terms.mp4

03:19

5 - Technical Components of VTigerCRM.mp4

04:23

6 - Open Source VtigerCRM vs OnDemand Cloud VtigerCRM.mp4

02:57

2 - Installation & Configuration of VtigerCRM 65

2 - Quiz 2.html

7 - Server Specifications for VTigerCRM Installation.mp4

04:24

8 - Installation on Microsoft Windows Pre Requisites.mp4

02:16

9 - Setting WAMP Configuring Database & Permission for VTigerCRM Access.mp4

09:26

9 - WindowsMySQLQuries.txt

10 - Downloading VtigerCRM 65 for Windows platform.mp4

02:56

11 - Time for Action VtigerCRM 65 Windows Installer.mp4

08:50

11 - vtbackup.zip

12 - Installation on Linux Pre Requisites.mp4

03:32

12 - crmlinuxinstallationnotes.txt

13 - Setting LAMP Configuring Database & Permission for VTigerCRM Access.mp4

03:58

13 - crmlinuxinstallationnotes.txt

14 - Downloading ViterCRM for Linux platform.mp4

04:04

15 - Time for Action VtigerCRM Installation on Linux.mp4

10:16

16 - Practical Activity 01.html

3 - Basic Administrative Settings Company & Users Roles Setup

17 - General Overview of VTigerCRM.mp4

04:10

18 - Entering Business Basic Details.mp4

01:45

19 - Gathering Data About Your Organization for VtigerCRM.mp4

05:20

20 - Creating Profiles Groups Roles & Sharing Rules in VTigerCRM.mp4

08:22

21 - Creating VTigerCRM Users.mp4

02:54

22 - Practical Activity 02.html

4 - Setting Company Inventory Products Services Price Books & Vendors

23 - Setting up Vendors Price Book & Currency.mp4

04:19

24 - Setting up Products Portfolio.mp4

06:04

25 - Setting up Services Portfolio.mp4

04:03

26 - Configuring Outgoing Email CRM Alerts & Notification.mp4

01:45

5 - Marketing Modules

27 - Marketing Automation Overview.mp4

01:12

28 - Create Marketing Campaign.mp4

03:08

29 - Add Event & To Do Task to Marketing Campaign.mp4

03:25

6 - Lead Management

30 - Leads Default Form.mp4

01:17

31 - Vtiger Studio Adding Custom Fields to New Lead Form.mp4

08:23

32 - Import & Export Bulk Leads.mp4

01:34

33 - Leads Follow UP Events To Do List & Email.mp4

03:03

7 - Sales Force Automation Module

34 - Sales Process Automation Overview.mp4

02:00

35 - Convert Lead to Contact & Organization.mp4

01:47

36 - Create Customers Contacts & Organizations without Converting From Leads.mp4

01:40

37 - Create Sale Opportunity to Forecast Sales Pipeline.mp4

03:00

38 - Create Sales Quotes.mp4

03:11

39 - Create Sales Invoices.mp4

01:49

40 - Create Sales Orders.mp4

00:47

8 - Customer Support Service Automation Module

41 - After Sale Service Overview.mp4

04:02

42 - Create Project & Milestones.mp4

05:07

43 - Create Service Contract SLA.mp4

02:12

44 - Creating Complaint Reference No or Support Ticket.mp4

03:47

45 - Convert Support Ticket or Complaint to FAQ Building Knowledge Base.mp4

01:27

9 - Business Reports & Analytics

46 - Sample Report 01 Sales Pipeline & Forecasting Report.mp4

02:54

47 - Sample Report 02 Monthly Project Report.mp4

04:51

48 - Add Widget VTigerCRM Dashboard.mp4

03:56

10 - CRM Maintenance & Backup

49 - Backup up on MS Windows.mp4

02:03

50 - Back up on Linux Platform.mp4

03:37

51 - Final Lecture Conclusion of the Course.mp4

00:36

11 - Bonus Material

52 - Import OVA file into the VirtualBox Machine.txt

52 - Install VirtualBox on Windows 10.txt

52 - VtigerCRM on Virtual Machine VM Platform OVA file.html

Description

Improve Your Business Flow & Strategies with Open Source Customer Relationship Management Tool.

What You'll Learn?

Install & Configure the VtigerCRM to enhance and improve the business operation.
Drive more effective marketing campaign.
Increase the sales growth with accurate sale progress tracking.
Improve customer retention & care
Better team management.

Who is this for?

Business Owner

Operation Manager

Sales Manager

MBA Marketing Students

What You Need to Know?

Basic computer knowledge and business operation experience.

More details

Description
VTiger CRM 6.5 is the world most popular honest open source CRM (Customer Relationship Management) platform. Used by millions of people around the world.Â Â Â
The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, itâ€™s no wonder that Vtigerâ€™s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date.Â Â
This course provides complete inÂ depth training starting from CRM concepts and definitions, installation (both platform MSÂ Windows &Â Linux) and then step by step HDÂ video instructions to configure and deploy full features and working CRM application.Â Â Â Â Â
Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version).Â Â
You will be able to customize the standard forms available in VTiger CRM 6.5 using the power and flexibility of VTiger CRM studio and will take advantage of Business Analytics & Reports available inside VTiger CRm 6.5. Â
Â
Who this course is for:
Business Owner
Operation Manager
Sales Manager
MBA Marketing Students

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NEF System

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The top e-learning company for VoIP-related services and training is NEF System. It provides a comprehensive range of training programs and services for CRM, contact centers, and VoIP telephony. It offers a skilled and qualified team to conduct training both in-person and online. Open Source IP Telephony, Linux, Networking, and Call Center Solutions are all part of the training offering.

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