Learn Complete Vtiger CRM 6.5 Free Edition.

Learn Complete Vtiger CRM 6.5 Free Edition., available at $79.99, has an average rating of 4.25, with 52 lectures, 2 quizzes, based on 113 reviews, and has 485 subscribers.

You will learn about 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. This course is ideal for individuals who are Business Owner or Operation Manager or Sales Manager or MBA Marketing Students It is particularly useful for Business Owner or Operation Manager or Sales Manager or MBA Marketing Students.

Enroll now: Learn Complete Vtiger CRM 6.5 Free Edition.

Summary

Title: Learn Complete Vtiger CRM 6.5 Free Edition.

Price: $79.99

Average Rating: 4.25

Number of Lectures: 52

Number of Quizzes: 2

Number of Published Lectures: 52

Number of Published Quizzes: 2

Number of Curriculum Items: 54

Number of Published Curriculum Objects: 54

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will 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 Should Attend

Business Owner
Operation Manager
Sales Manager
MBA Marketing Students

Target Audiences

Business Owner
Operation Manager
Sales Manager
MBA Marketing Students

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. �

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, it’s no wonder that Vtiger’s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date. �

This course provides complete in depth training starting from CRM concepts and definitions, installation (both platform MS Windows & Linux) and then step by step HD video instructions to configure and deploy full features and working CRM application. �

Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version). �

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.

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Course Curriculum

Chapter 1: CRM Concepts & Definitions

Lecture 1: Course Introduction

Lecture 2: Instructor Message

Lecture 3: History of the VTigerCRM.

Lecture 4: VTigerCRM Core Features Set & Common CRM Terms.

Lecture 5: Technical Components of VTigerCRM.

Lecture 6: Open Source VtigerCRM v/s OnDemand Cloud VtigerCRM.

Chapter 2: Installation & Configuration of VtigerCRM 6.5

Lecture 1: Server Specifications for VTigerCRM Installation.

Lecture 2: Installation on Microsoft Windows. Pre – Requisites

Lecture 3: Setting WAMP – Configuring Database & Permission for VTigerCRM Access.

Lecture 4: Downloading VtigerCRM 6.5 for Windows platform.

Lecture 5: Time for Action: VtigerCRM 6.5 Windows Installer.

Lecture 6: Installation on Linux – Pre – Requisites

Lecture 7: Setting LAMP – Configuring Database & Permission for VTigerCRM Access.

Lecture 8: Downloading ViterCRM for Linux platform.

Lecture 9: Time for Action: VtigerCRM Installation on Linux.

Lecture 10: Practical Activity 01

Chapter 3: Basic Administrative Settings – Company & Users Roles Setup

Lecture 1: General Overview of VTigerCRM.

Lecture 2: Entering Business Basic Details.

Lecture 3: Gathering Data About Your Organization for VtigerCRM.

Lecture 4: Creating Profiles, Groups, Roles & Sharing Rules in VTigerCRM.

Lecture 5: Creating VTigerCRM Users.

Lecture 6: Practical Activity 02

Chapter 4: Setting Company Inventory: Products Services Price Books & Vendors.

Lecture 1: Setting up Vendors, Price Book & Currency.

Lecture 2: Setting up Products Portfolio.

Lecture 3: Setting up Services Portfolio.

Lecture 4: Configuring Outgoing Email: CRM Alerts & Notification.

Chapter 5: Marketing Modules.

Lecture 1: Marketing Automation Overview.

Lecture 2: Create Marketing Campaign.

Lecture 3: Add Event & To Do Task to Marketing Campaign.

Chapter 6: Lead Management

Lecture 1: Leads Default Form

Lecture 2: Vtiger Studio: Adding Custom Fields to New Lead Form.

Lecture 3: Import & Export Bulk Leads.

Lecture 4: Leads Follow UP – Events, To Do List & Email.

Chapter 7: Sales Force Automation Module

Lecture 1: Sales Process Automation Overview.

Lecture 2: Convert Lead to Contact & Organization

Lecture 3: Create Customers Contacts & Organizations without Converting From Leads.

Lecture 4: Create Sale Opportunity to Forecast Sales Pipeline.

Lecture 5: Create Sales Quotes.

Lecture 6: Create Sales Invoices.

Lecture 7: Create Sales Orders

Chapter 8: Customer Support Service Automation Module.

Lecture 1: After Sale Service Overview.

Lecture 2: Create Project & Milestones

Lecture 3: Create Service Contract SLA.

Lecture 4: Creating Complaint Reference No or Support Ticket

Lecture 5: Convert Support Ticket or Complaint to FAQ – Building Knowledge Base.

Chapter 9: Business Reports & Analytics

Lecture 1: Sample Report 01: Sales Pipeline & Forecasting Report.

Lecture 2: Sample Report 02: Monthly Project Report

Lecture 3: Add Widget: VTigerCRM Dashboard.

Chapter 10: CRM Maintenance & Backup

Lecture 1: Backup up on MS Windows.

Lecture 2: Back up on Linux Platform.

Lecture 3: Final Lecture – Conclusion of the Course.

Chapter 11: Bonus Material

Lecture 1: VtigerCRM on Virtual Machine (VM) Platform – OVA file

Instructors

Numan Khan
16+ years Experience in Information & Communication Tech.

Rating Distribution

1 stars: 5 votes
2 stars: 3 votes
3 stars: 25 votes
4 stars: 44 votes
5 stars: 36 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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