Track your customer journey and win more deals with Vtiger contact management

[ashammi238]

Customers are essential to growing a business. And the more customers you have, the more difficult it becomes to store and share data. Many organizations use multiple tools and applications to run their business. This creates fragmented data, which becomes a challenge when teams want to find relevant information and phone number database engage with customers effectively. Other obstacles include communication gaps between teams, poor customer service, ineffective reporting, etc. All of these have a negative impact on an organization’s growth and revenue goals.




You will need a good contact management system to store and manage customer data such as products purchased, discounts, raised inquiries, quote and invoice details, etc. A contact management system helps you organize, manage, and store information about leads, prospects, and customers in one place. This becomes a single source of information that customer-facing teams can use to build good relationships with them.




According to a statistical report , more than 91% of companies with 10 or more employees use a CRM to manage customer communications. Are you one of those? Do you use a CRM with a robust contact management system that gives you unified customer data?




Vtiger’s customer management feature, the Contacts module, is a great solution for managing customer data. Let’s take a look at Vtiger’s Contacts module, which addresses the pain points mentioned earlier.


Contacts module in Vtiger CRM
You can use the Contacts module in Vtiger CRM to store, track, and manage contact data. Contacts can be leads (potential customers who are ready to buy your product) or customers (who have bought a product from you).


On the Contacts module screens, you can:

Use different views to display contact information
Add contact
Change contact information
Communicate with your contacts
Collaborate with your team members
Save meeting notes
Send documents
Create a report
Let's discuss them in detail:

Using different views to display contact information
How easy would it be if you could display your CRM data in different ways?

You will be able to view all available contact records for quick viewing.
You can then take it a step further and get a summary of individual records.
Below you will be able to get detailed information about the contact.
Vtiger offers three different views - list view, summary view and detail view to do just that.