Improving the overall customer experience is a top business priority for companies and the primary driver behind their digital transformation goals. But most businesses have yet to differentiate themselves from competitors through the digital customer experience they deliver , according to a new study from Accenture2 .
So how can businesses stand out?
The solution lies in implementing CRM software that offers customized features.
With Vtiger Layout Designer, you can:
1) Manage data effectively: Managing data can be complex when dealing with large amounts of data from different sources. Custom layouts can help businesses capture and display relevant data by including only necessary fields and removing irrelevant fields. By doing so, you can reduce clutter, improve data accuracy, and make data entry easier for your team.
2) Streamline Workflow:
By customizing the layout of the Vtiger module, you can ensure that your business operations are optimized and run smoothly. You can ukraine phone number data create a layout that matches your workflow, making it easier for users to navigate and interact with the CRM system.
3) Improve user experience: With Vtiger’s layout designer, you can create intuitive, user-friendly, and easy-to-use layouts, shortening your users’ learning curve. You can personalize the interface to match your brand and make it visually appealing.
4) Increased flexibility: Businesses can adapt to changing needs and manage specific business processes through customization options. This flexibility can help you stay ahead of the competition and respond quickly to different how to choose your mobile sesame in 2024 needs and requirements.
Three steps to customize Vtiger CRM module
Designing module layouts in Vtiger CRM does not require extensive technical knowledge. The following 3 simple steps can help you save time effectively:
- Install Layout Designer from Vtiger Extension Store. Go to Layout Designer application in CRM. Select the module you want switzerland leads to design from the drop-down menu of Add Layout option.
- Add a name for the module you want to create. And, using the layout editor, you can add, remove, or rearrange fields by simply dragging and dropping widgets into columns.
- Preview your design in real time to ensure the layout meets your unique preferences. Once you are satisfied with the changes, you can publish them to make them live in Vtiger CRM.