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Boru vTiger
Capabilities
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The Boru Team are
vTiger experts focused on custom development, support, and training. We cater
to small and medium sized companies, so we are committed to providing big
company technology at a small company price.
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| Basic Setup
Let us get you up and running with our Basic Setup. We'll install a standard
vTiger build, ensure software compatibility, and perform basic configuration of
the standard settings. For a more complex setup that includes our most useful
modifications and customizations, see vTiger+.
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vTiger+
After performing setups, configurations, and customizations for hundreds of
vTiger builds, we have learned a lot about what customers are looking for; what
features are lacking; what features are extraneous; what bugs need to be fixed.
Rather than performing the same modifications over and over again to each
individual build, we are now offering vTiger+.
vTiger+ is our own special vTiger build: nearly 100 fixes, improved default
configuration, and the best Boru customizations are all included.
Our goal with vTiger+ is to make vTiger faster, more
practical, and more intuitive.
We made the most commonly used features more accessible, because in a large
operation, saving one or two clicks on a common operation can add up to an
incredible savings over time. And that is multiplied by the number of users in
the build. We also simplified access to other users' information. A number of
features now allow users to switch between their own data and another user's
(provided they have proper permissions). For instance, in vTiger+ you either view individual user's events or all events at once in the Calendar
We changed the standard defaults to the settings that work best, which saves
our clients the aggravation of digging through settings menus or code. These
default settings range from the Calendar View to Outgoing Email setup.
We removed rarely used modules and buttons, though these can
easily be added back.
We added customizations such as our
PDF customization
and a simplified version of our
Google Maps Integration (NOTE: vTiger+ does not include the ability to view other Contacts within a specified radius) and
to enhance the feature
set.
And finally, we made it more attractive with a custom theme.
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Custom vTiger
We tailor your vTiger to work best for you. Schedule a meeting with us to
discuss what you want out of your CRM. Together, we'll determine your
requirements and then we'll present you with a quote. After that, the Boru team
works together to ensure your vTiger has the capabilities that you need.
| Configure
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Integrate
Integrate vTiger with other systems and databases. Boru can configure vTiger to
share data with the other software that you need:
- Transmit data directly from your web forms to your vTiger
- QuickBooks
- Mobile devices
- Google Apps
- Phone systems (i.e. Asterisk based IP Phone systems, etc)
- Live data feeds to and from other databases (data transfer to insurance
quoting system,m data feeds from carriers)
- ERP/Operating systems
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Customize
Google Maps Integration
Google Maps Integration allows you to see where a customer or contact is
located from within vTiger. Another useful feature is that it will also
display nearby customers and contacts as well. With this information at your
sales team's fingertips, they will be able to get from place to place without
driving back and forth across town. Just check which contacts are nearby and
plan your route accordingly.
First, select a contact and click the Map button:
Then, a map will display with all nearby contacts listed on the left. In this
screenshot, everything but qualified leads is filtered out:
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Leadscraper
No matter where your leads are coming from, the Leadscraper can pull them all
into vTiger by searching the text in emails. The Leadscraper is an
excellent tool for parsing and automatically importing leads such as
- Web forms
- Purchased leads
Use leadscraper to parse any regular data, meaning any text that you receive in
a predictable form. It can automate based on any number of form templates. This
includes tasks beyond lead creation (i.e. data transfer to insurance quoting
systems, data feeds from insurance carriers, etc). The leadscrapper can even
monitor equipment uptime and send you an alert if it is down (The equipment
must be capable of sending emails).
Consider a form on a website for customers to fill out support requests.
Without leadscraper, sombeody hs to check the email account for support requests, and when an
email comes in they create a trouble ticket, associate it with the appropriate
contact, and assign the trouble ticket to one of the support employees to
resolve.
If you get more than a handful of support requests, that's a lot of work.
The Leadscraper can automate this step for your support staff, because the
process described above is exactly what the Leadscraper does.
Actually, it is just one example of what the Leadscraper does.
You might also have a form for quote requests. The Leadscraper would try to
match the sender to your vTiger database, and if it's not there, it would
automatically create a new contact using the form data, and assign the quote
request to sales.
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RoundRobin Lead Assignment
Lead assignment can be a tricky business. In the simplest case, leads are
distributed evenly among your sales reps in rotation. Even then, you have to
remember who was assigned the last lead. And if there is more than one person
assigning leads, coordination quickly becomes a problem.
The Round Robin lead assignment customization automatically assigns leads to
your sales team.
With automated lead assignment you can do more than just assign leads in
rotation. Set leads according to profiles and ensure that your 9am-5pm and
5pm-9am workers get appropriate leads. You can distribute leads by type or
according to profiles. For example, only distribute a lead to a sales rep in
the same region. Or you can set sales criteria on a per sales rep basis, such
as a minimum or maximum number of leads per day.
The criteria themselves are only limited by the information that you gather
about leads and can be used in any combination.
Configuring your settings is done through a GUI within vTiger.
Set lead quotas for each user
Distribute leads by state
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Custom Dashboards
Display complex information in an easy to understand format with our custom
dashboards. Any data query can be filtered, sorted, and displayed attractively
and informatively in real time.
Left: Actual sales compared to goal. Right: Calls vs Sales
As a performance measurement tool, you can use our dashboards to calculate
calls to sales ratios for any user at any given period of time. Or make the
calculation more nuanced and ignore certain types of leads. No matter the
complexity, your dashboard is a just a click away.
You aren't just limited to vTiger data either. Dashboards can integrate
information from any of your software to give you the big picture, color coded,
all in one place.
Dashboards are a great motivational tool. Incentives, such as commissions or
bonuses, are most effective when they are received soon after a goal is met.
Dashboards give your sales team the ability to track their commissions during all stages of the approval process, from
pending to approved.
One motivation booster of ours is a dashboard where users set a goal for the
number of calls they will make in a day, the number of times they will speak
live, and the number of applications they will complete. Each day the user logs
in, it displays the previous day's goals, the actual numbers, and asks the user
for a new set of goals for the day.
Another motivational tool displays each sales team's performance ranked
against the others.
Sales team standings
When keeping track of many commissions, managers can often get bogged down
resolving disputes from the sales team, who in turn spend a lot of time
searching for missed commissions. By tracking the commission process in
dashboards, your sales team and managers will have instant access to sales
information and spend less time chasing down commissions, a serious time
savings for any organization
Contact Boru and discover dashboard possibilities for your company.
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Customized Contact Search
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Custom Report Output
Manipulate reports to display the information you need. Our reports
customization sorts reports by column and adds breaks and subtotals to help
organize your data.
The type of break can be different for each report and view. In this example,
the web view has a break in the table. If there were numerical columns, there
would be a subtotal at the end of each table. The second image is the PDF
output, which is configured to insert a page break between tables.
Projects displayed by state.
PDF output with page breaks.
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PDF Configuration
We improved the PDF Configurator created at crm-now and offer it to you as a standalone customization or as a standard feature in
vTiger+.
Like the original version you can choose how your Quotes, Invoices, Sales Orders, and Purchases appear. Select paper size, font, language, and other appearance options from any easy to use menu. In our version, we cleaned up the header section as you can see here:

Original Header |

Modified PDF Header |

Settings Page
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| Hosting
If you choose to host vTiger on our servers you'll be up and running
immediately. You'll also have peace of mind knowing that your data is backed up
daily onsite and offsite. All hardware and software maintenance is performed by
Boru, meaning you won't have to worry about your servers crashing, or keeping
up-to-date.
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Training
Get training from Boru and make the most of the vTiger experience.
- Live training from a vTiger expert via webconference.
- A recorded copy of your training sessions for later reference or to train
new staff.
- Training tailored to your needs and experience.
Our recommended training plan:
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Day 1 |
1.5 hours training with an assignment |
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Day 2 |
1.5 hours training with an assignment |
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Day 5 |
.5 hours training with an assignment |
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Day 12 |
.5 hours training with an assignment |
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Day 17 |
.5 hours training with an assignment |
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Day 24 |
.5 hours training with an assignment |
Then user assessments and focused training if needed.
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Pricing
- Basic Setup
- $100
- vTiger+
- $250
- Custom vTiger
- Call for a quote
- Hosting
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Boru offers a tiered monthly rate for hosting depending on the amount of space
you need.
- $40 per month per vtiger build or $2 per user per month; it's your choice
(15GB storage limitation, additional units of 5GB for $5 per month).
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