You need to define strategic decisions, drive the sales process, deals, and keep everyone informed so you can deliver for your customers and win.

How do sales/marketing teams actually want to work today?

• Team enables sales teams, plus the people they collaborate with, to use Microsoft Team to easily enter information into vTiger, collaborate on deals, and follow workflows that empower them to sell and serve customers.
• From any device, anywhere. No more wasting time searching for and entering limited CRM data after the fact. No more nagging your team for updates.

How CRMTiger’s Microsoft Team Integration with vTiger Helps you?

CRMTiger Team builds Robust Integration tools to integrate Microsoft Team with Vtiger.

Some of the Important integrated features as below,

Integration of comments from Leads/Contacts/Opportunity

• When a user adds comments to Leads/Contacts/Opportunity it will send the same message to users in MS Teams.
• Whoever adds through “@mention” features it will send a message to respected users.

Workflow Action to send personalized message

• Integration of workflow to send personalize message on addition of comments to leads/contacts/opportunity.
• Field mapping of vTiger with SAP helps you to select fields which need to sync between this two system.

vTiger Organization / Contact Integration with SAP Customer:

• Integration of Organization with SAP customer help to connect/sync information across two systems.
• Update AccountID of SAP to vTiger to uniquely identify Record of SAP system.

Auto display message to MS Teams on adding comments to vTiger

• Integration of workflow to send personalize message on addition of comments to leads/contacts/opportunity.

Hope you found this blog useful.

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