In today’s fast-paced business ecosystem, having a CRM that is tailored to your unique requirements is critical to success. In short, CRMs that provide customization are essential for maximizing special database team efficiency, making informed decisions, and improving customer service.
Data shows that customization can help companies increase growth rates by 6 to 10 percent, Boston Consulting Group 1 .
And all this is possible with Vtiger Layout Designer . If you are wondering how a layout designer can help your business, let's explore this topic in this blog post.
Layout designer at Vtiger CRM
Vtiger Layout Designer is a powerful tool that allows you to customize the layout of CRM modules. You can design the General Layout of Contacts, Deals, Organizations, etc. modules in Vtiger to provide a personalized user experience.
Available as an add-on, you can use it to:
Create custom layouts based on user roles.
Add or remove fields in the module by selecting basic blocks in the layout editor. Basic blocks contain different column types such as 1 column, 2 columns and 3 columns. Decide how many columns you want and arrange the widgets according to your unique requirements.
Add widgets of your choice using drag and drop. Available widgets include: Title Fields, Notes, Post Details, Single View, and more.
Want to know how this can help different teams in an organization?
Sales: Create custom layouts for your sales team, including fields for lead sources, lead scores, and sales stages. You can also add sales widgets to record calls and meetings.
Marketing Team: Create layouts that include fields for campaign types, budget, and ROI.
Customer Service: Create layouts to include fields for cases, case status, and customer satisfaction level.
4 Reasons Why You Should Integrate Layout Designer With Your CRM
Improving the overall customer experience is a top business priority for companies and a key driver of their digital transformation ambitions. But most companies are not yet standing out from the competition thanks to the digital customer experience they offer, according to new research from Accenture 2 .
So how can businesses differentiate themselves? The solution is to implement CRM software that provides customization options.
Using Vtiger layout builder you can:
1) Manage data effectively: Data management can be challenging when dealing with large amounts of data from multiple sources. A custom layout can help companies collect and display relevant data by including only the necessary fields and removing unnecessary ones. By doing this, you can reduce clutter, improve data accuracy, and make data entry easier for your team.
2) Optimize Workflows: By customizing the layout of Vtiger modules, you can ensure that your business operations are optimized and run smoothly. You can create layouts that match your workflows, making it easier for users to navigate and interact with the CRM system.
3) Improved User Experience: With Vtiger's Layout Designer, you can create intuitive, user-friendly, and easy-to-use layouts, reducing the learning curve for your users. You can personalize the interface to match your brand and make it visually appealing.
4) Increased Flexibility: Businesses can adapt to changing requirements with the customization option and manage specific business processes. This level of flexibility will help you stay ahead of the competition and respond quickly to different needs and demands.
Set up Vtiger CRM modules in three steps
Developing module layouts in Vtiger CRM does not require extensive technical knowledge. Here are 3 simple steps that will help you effectively save time:
Install Layout Designer from the Vtiger Extension Store. Go to the Layout Designer app in CRM. Select the module you want to design from the drop-down menu of the Add Layout option.
Add the name of the module you want to create. And use the layout editor to add, remove, or change the order of fields by simply dragging widgets into columns.
Preview your design in real time to ensure the layout matches your unique preferences. Once you are satisfied with the changes, you can publish them to appear in Vtiger CRM.
Explore the Article for more details.
