Book Image

vtiger CRM Beginner's Guide

By : Ian D. Rossi
Book Image

vtiger CRM Beginner's Guide

By: Ian D. Rossi

Overview of this book

<p>vtiger CRM is free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users. It is used widely in dozens of countries with localization available in over 15 languages. If you want to manage your customer relationships successfully using one of the most dynamic CRM systems that is truly open source then this is the right book for you.</p> <p>vtiger CRM <em>Beginner's Guide</em> will show you how to unlock the power of the Open Source vtiger CRM system, to reorganize your sales processes and manage customer relationships better. It explains the basics of a CRM, going on to explain how to create a CRM using vtiger, adding extensions, plug-ins, and theming.</p> <p>This book will teach you how to organize and streamline sales processes and customer service processes and to automate routine business processes to save valuable time. With it you can empower your sales force and start increasing sales. You can get more visibility to sales performance through centralized activity management and reporting. You will understand how vtiger receives data from external systems through its API and how you can use that API to get data into vtiger. You will discover how vtiger provides many extensibility and customization features to enable your CRM solution to meet the needs of your business and how use them correctly.</p>
Table of Contents (19 chapters)
vtiger CRM
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 9. Kitty, Play Nice! — Integrating vtiger

Any organization that is prone to adopt an open source software package is bound to be using another — or soon will be. In this chapter, you will learn how to do some basic integration between vtiger and external systems such as your company website.

In this chapter we'll discuss:

  • vtiger's API

  • How to use vtiger's web lead feature

  • How to include custom fields in the lead form

To go through the exercises in this chapter, you'll need basic knowledge of HTML. If you already understand basic web development concepts, then you'll also be well prepared to delve into vtiger CRM's API.