Vtiger Customization: Policy Search & Edit Form for Increased Productivity

We often create specialized customizations for clients that address their exact needs and improves overall productivity.  Our client who works with policies has constant status changes to those policies.  This then affects many of their contact records in Vtiger because they have to search for each contact who has that policy and change the statuses one […]

Vtiger Integration: Five9 – Data to Evaluate Your Sales Team’s Productivity

An integration between Five9 and Vtiger is a nice way to evaluate each salespersons’ productivity.  How Do You Track the Agents Sales Productivity? First, data from the lead vendor is posted to the client’s Vtiger and when it posts, it gets put into the Five9 dialer.  Then, Five9 has dialing algorithms so when someone picks up the […]