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.
This is the introductory video lecture about course. The CRM definition, VTiger introduction and course outline are the discussed in this lecture.
Instructor message about the course.
In this lecture, we are discussing the brief history of VTigerCRM like how it started and the founder inspiration.
In this lecture, we talk about the core features of vtigerCRM and the common terms used in CRM domain.
In this lecture, we will learn about the building block of VTigerCRM that is Apache, PHP and MySQL.
CRM Concepts & Definitions Quiz
In this lecture you will learn about the hardware server specifications for installing VtigerCRM.
In this lecture, we will learn about the right version of WAMP for Windows 8.0 platform for CRM Installation.
In this lecture, I will show you the installation of WAMP and MYSQL Database setup and permission to use for VTigerCRM installation.
In this lecture, I will show the download of VTigerCRM and basic web root directory settings.
In this lecture, We will complete VTigerCRM installation on Microsoft Windows platform. You will also learn fixing the PHP recommended settings for VTigerCRM.
In this lecture, i will show how to install and setup LAMP - Linux Apache MySQL and PHP for VtigerCRM.
In this lecture, I will show you the MySQL configuration for VTigerCRM. The database user creation and grant privileges for VTigerCRM database.
In this lecture, You will learn about downloading VTigerCRM for Linux platform and getting ready to the installation screen. Make sure you disable the selinux. If you don't know how to configure it.
In this lecture, You will learn the PHP settings and configurations for the VTigerCRM installation and will complete the installation phase on Linux platform.
Installation & Configuration of VTigerCRM.
Get familiar with VtigerCRM GUI layout and navigation.
Let start configuring CRM. In this lecture, I will show you how you would enter your business details into the VtigerCRM.
In this lecture, We will discuss the mandatory step or documentation that you need to perform before you actually start CRM implementation.
In this lecture, you will learn the role based security for VtigerCRM. You will learn how to create different profiles and roles that will access to certain features or fields.
In this lecture, you will learn the users creation in the VtigerCRM.
In this lecture, You will learn how to setup Vendor and Price Book in VtigerCRM.
In this lecture, I will show you how to customized and edit the product form after it we will add the product to our VTigerCRM.
In this lecture, I will teach you how to create professional services in VTigerCRM.
Configuring the outgoing email server for all notifications and alerts from VtigerCRM.
VTigerCRM Marketing Automation overview.
Creating our first marketing campaign inside VTigerCRM.
Marketing Campaign Events & To Do - Activities Management in VTigerCRM.
Leads Management in VTigerCRM.
In this lecture, I will show you the VTigerCRM Leads form customization like adding dropdown, custom fields and dependency drop down box. This will help you to customized all VTigerCRM forms and adopt to your business needs and requirements.
In this lecture, You will learn how to perform the bulk import/export of leads into the VTigerCRM.
This lecture will teach you to perform the follow up to the leads by using the activity management inside VTigerCRM. You will be able to create the events and To Do list for the leads follow up and also sending an email using the email templates in VTigerCRM.
Complete Sale Process Automation Overview.
In this lecture, You will learn to convert Lead into the Contacts & Organization.
Contacts & Organizations Management in VTigerCRM.
In this lecture, I will show you to prepare the sales pipeline for your business by creating the opportunity inside VTigerCRM.
in this lecture, You will learn to create a Sales Quote from the Sales Pipeline(Sale Opportunity).
In this lecture, I will teach you to generate the Invoice from approved sale quote.
In this lecture, you will learn about creating the sale order from the available quote in VTigerCRM.
In this lecture, You will learn the after sale services and support management flow in VTigerCRM.
In this lecture, you will learn about Project Management inside VTigerCRM. Creating Project Milestone and managing the Project Tasks.
In this lecture, You will learn about creating a Service Support Contract for your customer. After project completion.
In this lecture, You will learn about creating a service ticket in VTigerCRM.
To Build your knowledge base, you need to convert your ticket that been resolved into the FAQ - Frequently Asked Question. In this lecture, I will show you how to convert ticket into the FAQ.
In this lecture, I will show you the Reporting & Analytics feature of VTigerCRM and will give you an overview of pre-available reports in VTigerCRM.
In this lecture, I will show you of creating a custom report in VTigerCRM based on your requirements and needs.
In this lecture, You will learn to design your own custom Home Dashboard screen in VTigerCRM. Where you can add different widgets related to sale & support.
In this lecture, You will learn to backup your VTigerCRM on Microsoft Windows platform.
You will learn how to perform VTigerCRM on Linux platform.
Final & Course completion lecture by the Instructor.
If you are not familiar with PHP/MySQL database setup and all web server configurations and really like to skip the installation part or tech details for installation. I've added Virtual Machine OVA file that you can import on Virtual Box Host on any Microsoft Windows (TM) platform and start exploring VtigerCRM.