Today I'll continue with more vTiger customizations. One of our popular customizations is the Leadscraper.
The Leadscraper automates your email processing. Say you have a form on your website for customers to fill out support requests.
You might have somebody check the account for support requests, and when an email comes in they create a trouble ticket, associate it with the appropriate contact, and assign the trouble ticket to one of your support employees to resolve.
If you get more than a handful of support requests, that's a lot of work.
The Leadscraper can automate this step for your support staff, because the process described above is exactly what the Leadscraper does.
I should say, it is just one example of what the Leadscraper does.
You might also have a form for quote requests. The Leadscraper would match try to match the sender to your vTiger database, and if it's not there, it'll automatically create a new contact using the form data, and assign the quote request to sales.
The above examples both use forms, because the Leadscraper likes regular data; it can automate based on any number of form templates. You can also setup the Leadscraper to respond to regular email, but your range of automation will be limited.
Post a comment or visit Boru's vTiger Customization page for more info about what Leadscraper can do.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment