Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.Microsoft Excel Integrations
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It's easy to connect Vtiger + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Adds a new row to the end of a specific table.
Vtiger is a CRM which integrates with the open source enterprise resource planning software, SugarCRM. It is an integrated spution for managing organizations’ customer relationships and business processes in a single application. Vtiger supports the full range of customer relationship management (CRM. features including. sales and marketing automation, customer service, help desk, knowledge management, reports, email marketing, community support, campaigns, e-commerce, online store, catalogs, surveys, project management and more.
Microsoft Excel is one of the most popular spreadsheet program offered by Microsoft. Excel is available on a wide variety of platforms and devices such as Windows, Mac OS X, iOS, Android phones and tablets, Windows Phone, Windows 10. It also runs on Windows server. In 1978, Microsoft released its first version of Excel for the Apple II. The name was changed to Multiplan in 1982 and then to Excel in 1985. As of June 2016, the latest version is Excel 2016.
Vtiger provides many different modules that are useful for managing and growing a business. Integration of Vtiger with Microsoft Excel gives users the ability to access data from their CRM directly within Microsoft Excel. This helps users to easily analyze data using a familiar top such as Microsoft Excel.
To integrate Vtiger with Microsoft Excel, users must install Vtiger’s integration add-in called BIRT. This integration add-in works with any version of Microsoft Excel 2007 or later. Users can download the BIRT add-in using the link below:
The benefits of integrating Vtiger with Microsoft Excel are as fplows:
Users can use familiar Microsoft Excel features like PivotTables to analyze data from their CRM.
Users can use Vtiger’s data model to connect their CRM data to other applications like Microsoft Word.
Users can export their CRM data to other applications like Microsoft Word or PowerPoint.
Users can import data from other applications like Microsoft Word and PowerPoint into Vtiger.
Data can be used in reports or dashboards to better evaluate business trends and performance.
After reading the above information about Vtiger and connecting it with Microsoft Excel, you may now understand the importance of integrating these two pieces of software together. Integration of Vtiger with Microsoft Excel enables users to access their CRM data from within an application they are already comfortable with such as Microsoft Excel.
The process to integrate Vtiger and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.