We have added a few new features to V9 that will help users of all divisions.
- Sales - AI guided selling with Vtiger Calculus will help sales teams to amp up their game. Here are a few key features:
- Best time to contact
- Deal score and Deal recommendations
- AI-based forecast
- Conversation Signals
- Call Analysis
- Coaching Material and Coaches Dashboard
- Players Dashboard
- Email Assistant
- Marketing - V9 will enable your marketing personnel to obtain the right leads through various platforms.
- Capture leads through Facebook and Google Ads integration
- Use APIs to set consents
- Utilize responses volume chart in Surveys
- Track website activity while lead scoring
- Support - V9 will empower your support members to increase their assistance to customers.
- Use the Articles module and Help Center portal to display long-form help content
- Use Chat Insights to analyze your teams’ performance
Along with module-specific additions, we also have other additions that enhance the CRM.
- In the Deals’ Kanban View, you can choose ‘All Pipelines’ as a filter.
- Search for related lists in the List View.
- In the Tasks’ Kanban View, you can choose ‘All Tasks Types’ as a filter.
- Field value validations have been enabled to maintain data integrity.
- Google Meet and Sage Accounting integrations have been added.
- You can now send emails to new users from your domain.
To know more about What's New in V9, click here