vtiger CRM Training | vtiger CRM

By: Vtiger  09-12-2011
Keywords: Inventory Management, Help Desk, crm training

Online training helps you understand the features of vtiger CRM and reduce the time to implement vtiger CRM for your organization in a better way. This training is offered directly by the engineers working on the vtiger CRM project through an online desktop sharing software.

We also arrange customized vtiger CRM Training based on your specific business needs. For more information please drop mail to:
Package Duration Fees Topics
Basic Training 2 hrs (Day 1)
  • Introduction & Overview of vtiger CRM
  • Campaigns
  • Leads
  • Accounts & Contacts
  • Potentials
  • Activities & Calendar
  • Reports & Dashboards
Advanced Training 2 hrs (Day 2)
  • User Management
  • Data Import and Export
  • E-mail Templates
  • Notifications
  • System Administration Tools
  • Inventory Management
  • vtiger CRM - Best Practices
Help Desk 1 hr (Day 3)*
  • Trouble Tickets
  • Knowledge Base
  • Customer Self-service Portal
Outlook Edition 1 hr (Day 3)
  • Installing Outlook Plugin
  • Working with Tasks & Appointments
  • Working with Contacts
Office Edition 1/2 hr (Day 3)
  • Installing Office Plugin
  • Working with Mail Merge Templates
  • Creating Mail Merge Documents
Complete Package 3 days: 2 hrs / day

Overview & Installation + Advanced CRM + Help Desk + Add-Ons

* Basic Training is compulsory for all the participants. For example, if you are planning to participate in Help Desk or Outlook Edition training, you must complete the Basic Training before registering for the other packages.

** Training duration includes time for Questions and Answers.


  • All training sessions are offered only in English.
  • The format of the training is Online Web conference. Hence you must have an Internet connection with Multimedia supported Web browser (IE 6 is the preferable Web browser).
  • To give equal importance to each participant, we are restricting the amount participants to a maximum of 5 per training session. The remaining registrations will be processed during the next immediate training session.
  • You get a 30% discount, if you order for 3 or more participants.

Keywords: crm training, Help Desk, Inventory Management

Other products and services from Vtiger


Support Services | vtiger CRM

Vtiger offers support for both On Demand Customers and On Premise Customers. Depending on how you use vtiger CRM, there may or may not be a support cost. Web Meeting with a Support Engineer if required to troubleshoot the issue. Access to the vtiger Customer Portal to submit and track Trouble Tickets. Support is provided at no additional cost to On Demand Customers.


Customization Services | vtiger CRM

If your customizations include generic enhancements to the vtiger CRM platform, then we may integrate such features into the Open Source Edition. We deliver intermediate deliverables where applicable to get your feedback. The vtiger Team can make your CRM personalized for your Business Needs. Estimated Time and Quote given based on your requirements. Quote includes Design, Development, and Testing.


vtiger Products | vtiger CRM

Customers now gain secure, universal and instant access to full vtiger functionality in the cloud by simply using a browser and without incurring the capital and operational costs of installing, configuring and maintaining software on their own.


Migration Services | vtiger CRM

After the first round of data migration to a demo vtiger CRM Account, we provide you one week to review the migrated data and check for any problems in the migrated data. We urge you to test the results of the first migration and report any issues before the second migration is done. No matter what CRM system you use, our team has the experience to make the migration process quick and seamless.


vtiger Services | vtiger CRM

Our focus on vtiger CRM product development and the exposure to broad range of CRM requirements enable us to deliver on the unique needs of your business. Our team has done hundreds of vtiger CRM implementations for customers in different industries. Get training from the Developers who work on the vtiger CRM Open Source Project. Customers who use the free open source product can purchase support.