If you’re in sales or marketing, chances are you’ve used a CRM. For those who do not know, CRM (customer relationship management) or GRC in French are used to keep a lot of information and statistics in relation to customers in order to have a personalized approach.

By working with a CRM, all your colleagues can update the data and see what the customer’s last orders were. This allows you to know what he needs, but also to interact with him in unique ways. If you have customers, having a CRM is an essential tool to have a competitive advantage.

vTiger: What is it?

One of the best CRM software available on the market is without a doubt vTiger. Thanks to vTiger, you will be able to manage the relationship with your customers in a few clicks. Everything is located in one place and the software allows it to be linked to other communication, sales, accounting and marketing tools.

Your products and inventory as well as what you sell for each customer are held in vTiger’s database. Also, you will have access to your customers’ accounts, your quotes, invoices or supplier orders. A CRM such as vTiger allows you to always be one step ahead. At the speed at which things are moving today, it is a luxury that we do not want to deprive ourselves of.

Of course, vTiger is made up of a multitude of advanced tools to put you in control when it comes to customer relationship management. In this regard, Doussou Formation can certainly help you get started with this software.

How can Doussou Formation help you?

The first step in adapting our marketing or sales approach is the consumer journey. Our course is no different. Thus, you will see the user journey and what it entails in a CRM like vTiger. Then we will learn together how to build multi-channel relationship marketing. You will learn to manage the combination with the different tools, but also to segment your customers. Once that’s done, we’ll explore the plethora of data management possibilities.

At the end of this training, you will be able to use vTiger to its full potential. All this, thanks to the expertise of our trainers who have more than 20 years of experience in web marketing and teaching.

If you are in sales and unfamiliar with vTiger or want to improve your results through customer relations, enroll in our vTiger course without hesitation.

Vtiger CRM Training:

https://www.doussou-formation.com/formation/formation-crm-vtiger-relation-client/

Module 1 – Understanding the Logic of a Modern CRM

• The role of a CRM in an organization: objectives, benefits, and limitations
• Differences between CRM, marketing automation, and sales tools
• Overview of HubSpot (CRM, Marketing, Sales, Service) and common use cases
• Best practices: adoption, data quality, and follow-up discipline

Module 2 – Getting Started with the HubSpot Environment

• Interface discovery: navigation, menus, views, and search
• Essential settings: profile, company details, preferences, units
• User management: roles, access rights, and security principles
• Work organization: dashboards, shortcuts, and startup methodology

Module 3 – Structuring Your Customer Database

• Creating and managing contacts, companies, and associations
• Understanding properties: standard fields, custom fields, field types
• Data import and cleanup: formats, duplicates, and consistency rules
• Effective segmentation: filters, views, and lists for targeting

Module 4 – Centralizing Interactions and Customer Follow-Up

• Activity timeline: notes, emails, calls, meetings, and traceability
• Task creation and management: priorities, reminders, organization
• Managing interaction history: search, sorting, and key information
• Daily routine: a simple method to ensure nothing is missed

Module 5 – Capturing Leads Effectively

• Conversion principles: visitor → lead → contact journey
• Form creation: fields, validation, messages, and best practices
• Website integration: tracking, embedding, and data consistency
• Conversion pages: structure, calls to action, and compliance principles

Module 6 – Communicating with Your Contact Database

• Campaign preparation: objectives, audience, messaging, and scheduling
• Email creation: content, subject lines, personalization, segmentation
• Best practices: deliverability, consent, frequency, and quality
• Performance analysis: open rates, clicks, and optimization opportunities

Module 7 – Automating Simple Actions

• Understanding automation: triggers, conditions, and actions
• Basic automations: notifications, assignment, follow-up, reminders
• Structuring a simple journey: post-form or post-interaction automation
• Best practices: avoiding over-automation, testing, and monitoring

Module 8 – Organizing Support and Request Follow-Up

• Structuring customer request handling: tracking logic and priorities
• Centralizing exchanges: traceability and internal collaboration principles
• Organization methods: categories, statuses, and urgency levels
• Continuous improvement: standardizing responses and reducing delays

Module 9 – Measuring and Managing Performance

• Defining relevant KPIs: acquisition, conversion, follow-up, engagement
• Dashboards: reading, widgets, and essential indicators
• Interpreting results: trends, anomalies, and corrective actions
• Improvement planning: adjusting messages, segments, and processes

By email: info@doussou-formation.com