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Marketing in Vtiger CRM Overview

Use Vtiger CRM to simplify your marketing efforts!

Megha KR

4 Dec, 2024 - Updated 15 days ago

Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise

Introduction

A well-crafted marketing strategy can help you reach your business goals and stand out from the competition.

Marketing is the process of promoting and selling products or services, including market research, advertising, and customer engagement. Marketing encompasses all facets of a business, including product creation, distribution channels, sales, and advertising.

Vtiger CRM's marketing features help you run targeted campaigns, track leads, and measure performance — all in one place to boost engagement and drive sales!

Let’s take a closer look at marketing capabilities in Vtiger CRM.

Marketing Module in Vtiger CRM

The Marketing module in Vtiger CRM is designed to streamline and enhance marketing efforts by helping teams manage campaigns, segment audiences, track leads, and analyze campaign performance.

Following are some of the key features in Vtiger CRM marketing module:

Campaign Management
Lead Nurturing
Audience Segmentation
Analytics and Reporting
Social Media Integration

Benefits of Marketing in Vtiger CRM

The following are some benefits of using Vtiger CRM for marketing:

Coordinate email, SMS, and social media campaigns in one platform, saving time and staying organized.
Automate follow-ups, lead scoring, and tracking for better lead prioritization and conversion rates.
Access campaign analytics like open rates, click-throughs, and ROI for data-driven strategy optimization.
Capture leads with webforms on your site, automatically sending new leads to CRM for follow-up.
Facilitate real-time lead data sharing for smoother conversion from marketing to sales.

In this article, you will learn about:

Vtiger Integrations for Marketing
Marketing features in Vtiger CRM
Marketing Tools in Vtiger CRM

Key Terminology

Field Name	Description
Campaigns	Campaigns involve coordinated activities across various channels, like email, social media, and ads, to promote a product, service, or brand message to a target audience.
Lead Management	Process of capturing, tracking, and managing potential customers (leads) throughout their journey in a structured way to nurture them toward a sale.
Contact Management	Contact management refers to the systematic organization, storage, and tracking of information about customers, leads, and business contacts.
Marketing Enablement	Marketing enablement tools refer to a set of integrated features and resources that empower marketing teams to effectively plan, execute, and measure their campaigns within a Customer Relationship Management (CRM) system.
Marketing Lists	A marketing list is a selected list of leads, contacts, or organizations at whom you launch an email campaign.

Vtiger Integrations for Marketing

Vtiger CRM integrates seamlessly with popular marketing tools like Google Analytics and social media platforms to streamline marketing efforts and drive growth.

Phone Calls

Vtiger CRM integrates seamlessly with leading telephony providers like Twilio, Plivo, Asterisk, Telzio, ViciDial, Exotel, Knowlarity, Duocom, and Ozonetel, enabling efficient call management and advanced telephony features.

SMS Integrations

Vtiger CRM integrates with leading SMS providers like Clickatell, TextAnywhere, SMS 99, Solutions Infini, India SMS, Zoom Connect, Gupshup, and imimobile, enabling you to send targeted SMS campaigns and notifications directly from the platform.

Lead Generation

Vtiger CRM integrates with various lead generation tools like Google Lead Ads, Facebook Lead Ads, Webforms, Landing Pages, SurveyAnyplace, and naturalForms to streamline lead capture and nurturing processes.

Lead Enrichment

Vtiger integrates with Clearbit, Hunter.io, and Constant Contact to enrich leads with valuable data and automate marketing workflows.

Conversations

Vtiger CRM integrates with conversational tools like WhatsApp, Google Chat Bot, WabLas, and SharpSpring to enhance customer engagement and streamline marketing efforts.

Social Media

Vtiger CRM integrates with popular social media platforms like Facebook, LinkedIn, and Instagram, allowing you to manage social media marketing efforts directly from within the CRM.

Collaboration

Vtiger CRM integrates with collaboration tools like Gmail, Microsoft Outlook, Zoom, and Microsoft Teams to enhance team productivity and streamline communication.

Productivity

Vtiger CRM integrates with popular productivity tools like Google Workplace, Microsoft Exchange, Office 365, and Clearbit, streamlining workflows and enhancing marketing efficiency.

Vtiger's integration capabilities serve as the foundation for successful marketing initiatives, from lead capture and nurturing to focused marketing campaign execution.

Now, let's examine the marketing features in detail.

Lead and Contact Management

The Leads and Contacts module in Vtiger CRM helps you differentiate qualified customers from the list of unqualified customers. You can store all their information under one umbrella to manage them better.
Good contact management improves sales, marketing, and customer service and saves time. With Vtiger, you have all you need for effective contact management.

You can customize your contacts by modifying the following:

Contacts Fields and Layout: You can add/modify fields and the layout of the fields. You can also identify header and key fields that you would like to be shown
Deduplication rules: Identify the duplicate matching fields (usually the email address or phone number), and let Vtiger do the rest. Though you can use the duplicate merging tool to merge records after importing, it is better to do this before importing your data.
Consents: Vtiger Privacy Guard allows you to configure the consents you need to comply with privacy laws such as GDPR in Europe. Contacts will be able to grant consent from the communication preferences page and contact forms.
Contact Lifecycle Stages and Statuses: From Lead Stage to Customer, your Contact's lifecycle will involve many stages. Each stage will also have statuses (For example: The lead stage might have Hot, and Cold statuses). You can customize these from the picklist editor, and the mapping to the stage-specific statuses can be done on the Picklist Dependency Settings page.
Contact Profile Score: You can customize the scoring rules from the Profile Score configuration page.
Contact Engagement Score: Track your email interactions with a lead or a contact using Engagement Score. Engagement score is a point added to a contact on every interaction.
Contact Closed States: The contact has been converted to a customer after a deal is closed successfully.
Contact One View: In the Contact Summary view, you can see everything you need on one page. From One View Settings, you can customize the related records you would like to see when viewing a Contact
Contact Analytics: Any stats related to the contact, such as outstanding invoice amount, and the # of products bought, can be shown on the Contact Analytics page.

Organizations

An organization represents a company you are doing business with. It could have multiple employees and sell multiple products or services. Organization records are typically created for those who buy from your business.
Now, a Contact can be someone doing business personally or representing an organization you are doing business with. You create a contact record whenever you have a potential lead or new contact. You can create an organization record linking the contact to the organization.

Note: An organization record might be linked to multiple contacts.

Vtiger CRM provides many advantages by interlinking organizations with contacts, deals, and quotes.

While adding an organization, you can create quotes, contacts, contracts, sales orders, invoices, etc.
Whenever you add/modify data in one record, all linked records (contact, deals, etc.) are also updated.
When a lead is converted into a deal, a Contact record and an Organization record are created simultaneously to store personal and company information.
The Roll-up advantage: Any comments on related records can be viewed in the deal by clicking on the ‘roll up’ button in the comments section.

You can take the following actions in the CRM to manage organizational data:

Displaying organizational records
Adding an organization
Editing organizational data
Deleting organizational data

Communicating with a Contact

What if you wanted to reach the contact linked to an organization record? That's easy.
You can call, email, or send an SMS to any contacts associated with an organization record in the List View or the Summary View.
To get in contact, just click on the appropriate icons.

To learn more about organizations in Vtiger, click here.

Marketing Lists

A marketing list is a selected list of leads, contacts, or organizations at whom you launch an email campaign. You can create or select an existing marketing list while creating an email campaign. For example, you would like your prospective customers to know about the unique features of your product. You first create an email campaign about your product. Then you create a marketing list of only your leads and use the list for your email campaign.

You can create a marketing list from the Marketing Lists module or while creating an email campaign.

To create an marketing lists, you need to create an marketing list segment. A segment is a part of a marketing list.
When you want to send an email campaign only to a select group of contacts in a marketing list, then you can create a segment of the list.
You can create a segment in a marketing list from the list’s Summary View or while creating an email campaign.

To learn more about marketing lists, click here.

Find Duplicates

Duplicate records in a module have the same name and information as one or more records in the same module. To maintain your data integrity, Vtiger helps you prevent the creation of duplicate records in the CRM from any source.
By removing duplicate records, you can eliminate identical information as well as save storage space in the CRM.

There are plenty of ways through which duplicate records can accumulate in the CRM. Duplicate records are created:

When you create, import, or perform a mass edit on records
When you create records using Quick Create
From Mailroom, Workflows, Webforms, and Chrome Plugin features

If you set up duplicate prevention, then duplicate records are not created from the above processes.

The Duplicate Prevention setting prevents the creation of duplicate records. By setting up a duplicate prevention check, you can prevent users and external applications from creating duplicate records in a module.

Note: You can set up duplicate prevention only if you are an Admin user.

Lead Capture

Lead capture in Vtiger CRM helps businesses automatically collect and organize potential customer information from multiple sources, streamlining the lead generation process.

With lead capture, you can import data into Vtiger CRM using the import tool from the Main Menu > Marketing > Lead Capture.

To learn more about importing data into Vtiger CRM, click here.

Here’s how Vtiger supports effective lead capture:

Webforms

Create customizable webforms that capture lead details directly from your website, such as name, email, and contact information.
Map fields in webforms to corresponding CRM fields, ensuring seamless data integration and proper lead classification.

Landing Pages Integration

Design landing pages that capture visitor information for specific campaigns or promotions, directly funneling leads into Vtiger.
Track conversion rates and engagement from these pages, helping to assess and refine marketing strategies.

Email Capture

Automatically capture leads from incoming emails with tools that parse lead data from email inquiries, support requests, or newsletter signups.
Assign and categorize these leads in the CRM for efficient follow-up by the marketing or sales team.

Social Media and Ad Integration

Connect social media and paid ad accounts with Vtiger to capture leads generated from platforms like Facebook, LinkedIn, and Google Ads.
Gain insights into social and ad campaign performance and understand which channels are driving the most qualified leads.

Lead Assignment and Scoring

Automatically assign leads to team members based on predefined criteria and apply scoring to prioritize high-value leads.
Use lead scoring based on factors like engagement, demographics, or behavior to focus efforts on leads most likely to convert.

Marketing Planning

Tasks within the Marketing module help you manage and track marketing-related activities, ensuring that your team stays organized and on schedule.

The tasks module provides tools for precise targeting, budget management, and performance tracking in structured planning.

With Task management, you can:

Create tasks for various marketing activities, such as preparing email campaigns, conducting research, or following up with leads.
Set task due dates with reminder notifications to avoid overlooking them.
Prioritize tasks with levels of focused teamwork.
Generate reports to track task progress in various campaigns or initiatives.

Marketing Enablement

Vtiger CRM’s Marketing Enablement tools are designed to empower marketing teams by simplifying campaign creation, enhancing team collaboration, and streamlining content distribution.

The tools involve audience segmentation, email marketing, automation, and social media integration. Vtiger CRM's marketing enablement tools enables teams to target the right audience, personalize messaging, and automate tasks for efficiency and consistency.

Email Templates

An email template is a predesigned or preformatted email that you can use to write your own emails. You can replace the content in the template with your own, including text, colors, designs, logos, and style. Email templates save time!
Using templates, you can quickly create or design emails to:

Introduce new products, or services
Create new marketing campaigns
Announce offers and discounts, and even,
Create season’s greeting

Vtiger gives you an inbuilt template designer using which you can create reusable email templates from scratch. Moreover, each of these templates can be reused or redesigned for future requirements. As you are creating and editing templates in the CRM itself, you can directly use them to write and send emails to all your leads, contacts, and partners at the same time.
Our Email Templates module gives you the following options and building tools to customize your templates:

Flexible drag-and-drop editor
Highly customizable HTML editor
Simple blueprints
Merge tag editor

To learn more about email templates in Vtiger, click here.

SMS Templates

SMS templates are customized to include specific information, such as the recipient's name or other personal details. You can send appointment reminders, promotional offers, event invitations, and other messages. SMS templates can help organizations streamline communication and improve efficiency while ensuring messages are clear, professional, and on-brand.
SMS templates are used for various purposes in both personal and business settings. Here are some common use cases:

Marketing: Businesses can use SMS templates to send their customers promotional offers, sales alerts, and other marketing messages.
Appointment reminders: Healthcare providers, salons, and other businesses that schedule appointments can use SMS templates to send automated reminders to their customers.
Event invitations: Organizations can use SMS templates to invite customers, employees, or other stakeholders to events such as product launches, conferences, and webinars.
Customer service: Companies can use SMS templates to respond quickly and consistently to customer inquiries, such as order confirmations or shipping updates.
Personal communications: Individuals can use SMS templates to save time sending messages to friends and family, such as birthday greetings, holiday wishes, or general updates.

To learn more about SMS templates, click here.

Whatsapp Templates

With Vtiger's whatsapp templates, you can:

Utilize templates to personalize and automate WhatsApp messages.
Track delivery and response rates for enhanced engagement.

Key features
Following are some of the key features of the whatsapp templates:

Personalization: Use dynamic fields like names or order details to customize messages.
Automation: Send WhatsApp messages automatically based on workflows or triggers (e.g., order confirmation).
Compliance: Ensure messages follow WhatsApp Business guidelines with pre-approved templates.
Integration: Link templates with CRM modules like leads, contacts, or deals for seamless communication.

Documents

Here is how Vtiger CRM becomes your saviour in managing your documents:

Centralization of all your documents makes your search easy.
Sharing documents becomes easy with the help of click-to-embed links.
Real-time notifications keep you updated about your customers’ actions on documents.
Collaboration with customers becomes easy as you can comment on the document itself.
Document analytics and sales attribution tracking.
Automated sharing of documents via workflows eases your tasks.

As a marketing rep, you send a presentation document to your sales team. The sales team shares it with your customers.
Feedback offered by the customers does not reach you, which can be a setback for your development. Also, you will not know how your documents influenced a deal.

Landing Pages

A Landing Page is where your customers and prospects ‘land’ after clicking on a call-to-action or CTA. Landing Pages are dedicated to specific promotions or marketing campaigns designed to accomplish single, specific objectives.

Vtiger CRM Landing Pages is a tool that helps you create specific yet responsive web pages with CTAs easily. Landing Pages provides you with an editor to create, edit, add elements, and publish a page using a simple Drag and Drop action.

You can:

Use the URL to add and display the created Landing Page at your desired location.
Add URLs as links in SMS messages, emails, etc., to generate interest and response.
Select one of our pre-loaded templates directly or use them to create a customized page.

To learn more about landing pages, click here.

Appointment Pages

With Appointment Pages, you can schedule a meeting with just a few clicks. All you need to do is set up an appointment page and share it with your prospects and customers. Your calendar is blocked when they pick a date and time for the meeting.

In Vtiger CRM, you can create the following appointments:

Meet Me Page: Meet Me pages are for one-on-one meetings. They let you invite a customer to meet a specific individual. You can schedule a meeting for yourself or another team member using Meet Me pages.
Auto-Assigned Page: Auto-Assigned pages are assigned to a team/group. When the customer picks a date and time, Vtiger CRM automatically gives the meeting to a team/group member who is available to host the meeting, depending on his or her business hours.
Group Event Page: Group Event pages allow you to invite multiple customers to attend an event. For example, if you are hosting a webinar or a workshop, you can create an appointment page and send it to your customers.

To learn more about appointment pages in Vtiger, click here.

Campaigns

Vtiger CRM campaigns aid businesses in coordinating marketing efforts efficiently. Vtiger campaigns module boost products, generate leads, raise brand awareness, and drive conversions via email, social media, and SMS.

Email Campaigns

Email campaigns are a sequence of marketing emails. They are designed to market a business or a product and contain promotional offers and valuable content for the subscribers.

Vtiger CRM allows you to create two types of email campaigns:

Regular

Regular email campaigns are promotional emails sent to your contacts. You can send them immediately or at a scheduled time.
For example, if you sell some of your products at a discount and want to inform your customers, you can send them an email campaign.

Autoresponder

Autoresponder email campaigns are emails you send in response to the contacts’ reaction to your previous email campaign. They are sent automatically when triggered at the scheduled date and time. You must set up trigger conditions, the date, and the time at which they must be sent.

For example, you send a Christmas offer to your customers through an email campaign. When they buy a product from the offer, you send them an autoresponder email with a Thank You note. The autoresponder is triggered automatically when they buy a product from the offer mentioned in the email.

To learn more about email campaigns, click here.

SMS Campaigns

SMS marketing is a text-based service used to send promotional messages such as discount offers and product updates.
With the Vtiger's SMS Campaigns module, you can:

Create and send out mass SMS messages
Track delivery statuses in real-time
Configure reply actions for SMS replies

To learn more about SMS Campaigns, click here.

Surveys

Surveys help you collect insights into contacts – they could be your customers, employees, or a target group of people. With Surveys, you will know what most of the audience thinks of. With this information, it’ll be easy for you to conclude and know where to focus on.

Conducting Surveys and loading those data to CRM is a tedious task. To ease that, we have Vtiger Surveys; you can create and send surveys directly from the CRM and sync the data with the target audience.
Vtiger offers a Survey module as an Add-On to send internal and external surveys.

To learn more surveys in Vtiger, click here.

Social Module

Vtiger CRM’s Social Media Integration empowers businesses to seamlessly connect with their audience across platforms like Facebook, Twitter, and LinkedIn, all from within the CRM. The Social module gives you a dashboard from where you can perform the following actions:

Post
Comment on a Post
Reply to a comment
Create a comment stream
Schedule a Post
Delete a comment or reply
Select and add Contacts, Leads, Deals, and Cases to your Posts.
Look up information using the Search Stream using specific hashtags and keywords.

Key Features

Integration with multiple social media platforms or channels - The Social module currently integrates with the following - Facebook (FB), Instagram (Insta), Twitter, and Google My Business (GMB).
Social Inbox - Lists the social media channels you have integrated with with Vtiger CRM with the following sections.
- Posts: You can manage your posts from this feature on single or multiple platforms simultaneously.
- Reviews: Lets you display and review the comments on your posts for different social media channels.
- Search Streams: Allows you to look up or search for posts with hashtags based on your requirements and interests on multiple platforms simultaneously. For example, you can look for posts on current product trends like winter wear using this phrase - #winterwear.

Marketing Analytics

The marketing analytics provides valuable insights into the effectiveness of your campaigns, helping you make data-driven decisions to optimize marketing efforts.

With Vtiger marketing analytics, you can:

Analyze key metrics like open rates, click-through rates, bounce rates, and conversions.
Track the revenue generated from each campaign to measure ROI.
Access visual reports and dashboards for an instant overview of marketing performance.
Evaluate how different audience segments respond to your campaigns.

Some of the key metrics tracked in Vtiger marketing analytics include:

Campaign Metrics
Lead Metrics
Revenue Metrics
Engagement Metric

Marketing Administration

Vtiger Marketing Administration includes capabilities that enable administrators to manage and configure CRM marketing for all Vtiger users.

Webforms

Vtiger Webforms are HTML forms that you add or embed on your website. Whenever a website visitor fills out the form, you can:

Capture data such as visitor details, customer feedback, or vendor information.
Automatically import data into the CRM and store it in the relevant CRM module, such as Leads, Contacts, Deals, or Cases.

To learn more about webforms, click here.

Consents

The Vtiger Marketing Administration comes with the Consents module. By using the module, you will reap the following benefits:

You will know if you have the consent to store and use a customer’s data.
You will be able to keep a record of when and from where the consent was granted.
You will be able to seek consents from select contacts by configuring conditions for each consent.

To learn more about consents, click here.

Module Layouts and Fields

Module Layouts & Fields is where you can customize and configure module-related settings. With module layouts and fields, you can:

Customize the layout of modules by moving around blocks and fields to desired positions
Create custom (new) fields and blocks
Configure other field-related settings, such as marking them for Quick Create, Mass Edit, etc.

To learn more about module layouts and fields, click here.

Mail Chimp Configuration

The Vtiger Mailchimp integration lets you sync your Mailchimp lists and associated contacts to a marketing campaign in Vtiger. Furthermore, you can sync Vtiger campaigns to Mailchimp.

With Mail Chimp configuration, you can:

Sync contact information seamlessly between the CRM and email marketing platforms.
Create automated email campaigns triggered by specific actions or events in your CRM.
Create highly targeted email lists based on customer behaviors, demographics, or interactions.
Save time by eliminating the need for duplicate data entry and streamlining marketing processes.

To learn more about Mail Chimp configuration, click here.

Summary

Vtiger CRM’s Marketing module brings everything you need for effective, streamlined marketing all in one place. From crafting targeted email and SMS campaigns to capturing leads and analyzing results, reaching your audience is easier and more impactful.

Overall, Vtiger’s marketing tools give you a powerful way to grow your customer relationships and drive your marketing goals forward.

References

Check out the following links for additional information:

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