Learn Complete Vtiger CRM 6.5 Free Edition.
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Learn Complete Vtiger CRM 6.5 Free Edition.

Improve Your Business Flow & Strategies with Open Source Customer Relationship Management Tool.
3.5 (4 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
59 students enrolled
Created by NEF System
Last updated 4/2017
English
Current price: $10 Original price: $25 Discount: 60% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • 2 Articles
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Install & Configure the VtigerCRM to enhance and improve the business operation.
  • Drive more effective marketing campaign.
  • Increase the sales growth with accurate sale progress tracking.
  • Improve customer retention & care
  • Better team management.
View Curriculum
Requirements
  • Basic computer knowledge and business operation experience.
Description

VTiger CRM 6.5 is the world most popular honest open source CRM (Customer Relationship Management) platform. Used by millions of people around the world. 

The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, it’s no wonder that Vtiger’s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date.

This course provides complete in depth training starting from CRM concepts and definitions, installation (both platform MS Windows & Linux) and then step by step HD video instructions to configure and deploy full features and working CRM application.   

Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version).

You will be able to customize the standard forms available in VTiger CRM 6.5 using the power and flexibility of VTiger CRM studio and will take advantage of Business Analytics & Reports available inside VTiger CRm 6.5.

 

Who is the target audience?
  • Business Owner
  • Operation Manager
  • Sales Manager
  • MBA Marketing Students
Compare to Other CRM Courses
Curriculum For This Course
50 Lectures
02:54:35
+
CRM Concepts & Definitions
5 Lectures 16:02

This is the introductory video lecture about course. The CRM definition, VTiger introduction and course outline are the discussed in this lecture. 

Preview 03:57

In this lecture, we are discussing the brief history of VTigerCRM like how it started and the founder inspiration. 

Preview 01:26

In this lecture, we talk about the core features of vtigerCRM and the common terms used in CRM domain. 

Preview 03:19

In this lecture, we will learn about the building block of VTigerCRM that is Apache, PHP and MySQL. 

Preview 04:23

Open Source VtigerCRM v/s OnDemand Cloud VtigerCRM.
02:57

CRM Concepts & Definitions Quiz

Quiz 1
5 questions
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Installation & Configuration of VtigerCRM.
10 Lectures 49:03

In this lecture you will learn about the hardware server specifications for installing VtigerCRM.  

Server Specifications for VTigerCRM Installation.
04:23

In this lecture, we will learn about the right version of WAMP for Windows 8.0 platform for CRM Installation. 

Installation on Microsoft Windows. Pre - Requisites
02:16

In this lecture, I will show you the installation of WAMP and MYSQL Database setup and permission to use for VTigerCRM installation. 

Setting WAMP - Configuring Database & Permission for VTigerCRM Access.
09:25

In this lecture, I will show the download of VTigerCRM and basic web root directory settings. 

Downloading VtigerCRM for Windows platform.
02:12

In this lecture, We will complete VTigerCRM installation on Microsoft Windows platform. You will also learn fixing the PHP recommended settings for VTigerCRM. 

Time for Action: VtigerCRM Windows Installer.
08:50

In this lecture, i will show how to install and setup LAMP - Linux Apache MySQL and PHP for VtigerCRM. 

Installation on Linux - Pre - Requisites
03:32

In this lecture, I will show you the MySQL configuration for VTigerCRM. The database user creation and grant privileges for VTigerCRM database. 

Setting LAMP - Configuring Database & Permission for VTigerCRM Access.
03:58

In this lecture, You will learn about downloading VTigerCRM for Linux platform and getting ready to the installation screen. Make sure you disable the selinux. If you don't know how to configure it. 

Downloading ViterCRM for Linux platform.
04:02

In this lecture, You will learn the PHP settings and configurations for the VTigerCRM installation and will complete the installation phase on Linux platform. 

Time for Action: VtigerCRM Installation on Linux.
10:16

Installation & Configuration of VTigerCRM.

Quiz 2
3 questions

Practical Activity 01
00:09
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Basic Administrative Settings - Company & Users Roles Setup
6 Lectures 22:38

Get familiar with VtigerCRM GUI layout and navigation. 

General Overview of VTigerCRM.
04:10

Let start configuring CRM. In this lecture, I will show you how you would enter your business details into the VtigerCRM. 

Entering Business Basic Details.
01:45

In this lecture, We will discuss the mandatory step or documentation that you need to perform before you actually start CRM implementation. 

Gathering Data About Your Organization for VtigerCRM.
05:20

In this lecture, you will learn the role based security for VtigerCRM. You will learn how to create different profiles and roles that will access to certain features or fields. 

Creating Profiles, Groups, Roles & Sharing Rules in VTigerCRM.
08:22

In this lecture, you will learn the users creation in the VtigerCRM. 

Creating VTigerCRM Users.
02:54

Practical Activity 02
00:07
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Setting Company Inventory: Products Services Price Books & Vendors.
4 Lectures 16:10

In this lecture, You will learn how to setup Vendor and Price Book in VtigerCRM. 

Setting up Vendors, Price Book & Currency.
04:19

In this lecture, I will show you how to customized and edit the product form after it we will add the product to our VTigerCRM. 

Setting up Products Portfolio.
06:03

In this lecture, I will teach you how to create professional services in VTigerCRM. 

Setting up Services Portfolio.
04:03

Configuring the outgoing email server for all notifications and alerts from VtigerCRM. 

Configuring Outgoing Email: CRM Alerts & Notification.
01:45
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Marketing Modules.
3 Lectures 07:44

VTigerCRM Marketing Automation overview. 

Marketing Automation Overview.
01:12

Creating our first marketing campaign inside VTigerCRM. 

Create Marketing Campaign.
03:08

Marketing Campaign Events & To Do - Activities Management in VTigerCRM. 

Add Event & To Do Task to Marketing Campaign.
03:24
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Lead Management
4 Lectures 14:17

Leads Management in VTigerCRM. 

Leads Default Form
01:17

In this lecture, I will show you the VTigerCRM Leads form customization like adding dropdown, custom fields and dependency drop down box. This will help you to customized all VTigerCRM forms and adopt to your business needs and requirements.  

Vtiger Studio: Adding Custom Fields to New Lead Form.
08:23

In this lecture, You will learn how to perform the bulk import/export of leads into the VTigerCRM. 

Import & Export Bulk Leads.
01:34

This lecture will teach you to perform the follow up to the leads by using the activity management inside VTigerCRM. You will be able to create the events and To Do list for the leads follow up and also sending an email using the email templates in VTigerCRM. 

Leads Follow UP - Events, To Do List & Email.
03:03
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Sales Force Automation Module
7 Lectures 14:13

Complete Sale Process Automation Overview. 

Sales Process Automation Overview.
02:00

In this lecture, You will learn to convert Lead into the Contacts & Organization. 

Convert Lead to Contact & Organization
01:47

Contacts & Organizations Management in VTigerCRM. 

Create Customers Contacts & Organizations without Converting From Leads.
01:40

In this lecture, I will show you to prepare the sales pipeline for your business by creating the opportunity inside VTigerCRM.  

Create Sale Opportunity to Forecast Sales Pipeline.
02:59

in this lecture, You will learn to create a Sales Quote from the Sales Pipeline(Sale Opportunity). 

Create Sales Quotes.
03:11

In this lecture, I will teach you to generate the Invoice from approved sale quote. 

Create Sales Invoices.
01:49

In this lecture, you will learn about creating the sale order from the available quote in VTigerCRM. 

Create Sales Orders
00:47
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Customer Support Service Automation Module.
5 Lectures 16:33

In this lecture, You will learn the after sale services and support management flow in VTigerCRM. 

After Sale Service Overview.
04:01

In this lecture, you will learn about Project Management inside VTigerCRM. Creating Project Milestone and managing the Project Tasks. 

Create Project & Milestones
05:06

In this lecture, You will learn about creating a Service Support Contract for your customer. After project completion. 

Create Service Contract SLA.
02:12

In this lecture, You will learn about creating a service ticket in VTigerCRM. 

Creating Complaint Reference No or Support Ticket
03:47

To Build your knowledge base, you need to convert your ticket that been resolved into the FAQ - Frequently Asked Question. In this lecture, I will show you how to convert ticket into the FAQ. 

Convert Support Ticket or Complaint to FAQ - Building Knowledge Base.
01:27
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Business Reports & Analytics
3 Lectures 11:40

In this lecture, I will show you the Reporting & Analytics feature of VTigerCRM and will give you an overview of pre-available reports in VTigerCRM. 

Sample Report 01: Sales Pipeline & Forecasting Report.
02:53

In this lecture, I will show you of creating a custom report in VTigerCRM based on your requirements and needs. 

Sample Report 02: Monthly Project Report
04:51

In this lecture, You will learn to design your own custom Home Dashboard screen in VTigerCRM. Where you can add different widgets related to sale & support. 

Add Widget: VTigerCRM Dashboard.
03:56
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CRM Maintenance & Backup
3 Lectures 06:15

In this lecture, You will learn to backup your VTigerCRM on Microsoft Windows platform. 

Backup up on MS Windows.
02:02

You will learn how to perform VTigerCRM on Linux platform. 

Back up on Linux Platform.
03:37

Final & Course completion lecture by the Instructor. 

Final Lecture - Conclusion of the Course.
00:36
About the Instructor
NEF System
4.3 Average rating
141 Reviews
570 Students
4 Courses
e-learning

NEF system is the leading e-learning provider for VoIP related training and services. It offers wide array of training and services related to VoIP telephony, contact center and CRM. It has expert and certified team to conduct training both onsite and video based. The training portfolio includes Linux, Networking and Open Source IP Telephony and Call Center Solution.