Cloud Yogi CRM


CRM For SALONS 1

Yes! Your Salon needs a CRM software as well. With the immensely increasing competition in service industry, arthritis pleasing the client becomes extremely important. To give your customers that WOW experience, unhealthy couple your services with a CRM for the increased customer Step-In. Wouldn’t it be appealing for your customers to […]


Jewellers Need an ERP too!! 1

The face of jewelery market has long been changing. Multi-outlet retails are dominating the picture and have been successful in not only attracting the customers but also building a level of trust. Thus it becomes essential on the part of the jeweler chains to incorporate technology with your business. This […]


Is CRM an Over-Hyped Software?

Companies around the globe are using Customer Relationship Manager (CRM) software. But is it really worth the time and money which is being put in to it? Why not! A CRM is a very simple to use and an intelligent software, which can incorporate easily with businesses of any size […]


Vtiger vs Microsoft Dynamics: Which is the better CRM?

Vtiger CRM: Vtiger CRM from Vtiger is an open source product which can also be installed as a closed source product. With a user friendly interface, it is an easily customizable software, tailored to suit customer needs. Microsoft Dynamics CRM: Microsoft Dynamics CRM is part of Microsoft Business Solutions, providing sales, service, […]


Vtiger vs Sales Mantra: Which Serves your Business Better?

Vtiger CRM: Vtiger CRM is Customer Relationship Management Software available in both open and closed source, aiming to bring transparency and accuracy to a business. Sales Mantra: Sales Mantra CRM is an online software solution, enabling efficient business management. Vtiger vs Sales Mantra: Below is a table to list and […]


Vtiger vs Salesforce: Which is the Right CRM choice for you? 1

Vtiger CRM: Available in both open and closed source version, Vtiger customer relationship management software is an easily customizable software. Salesforce CRM: Salesforce CRM is one of the main products of the company Salesforce. It provides CRM to all sizes of business enterprises. Vtiger vs Salesforce: The table below highlights […]


Running two different apps for CRM and ERP? Why?

A Customer Relationship Management (CRM) software and an Enterprise Resource Planner (ERP) software are two of the software used to automate and manage a businesses’ internal processes related to different functions like sales, marketing, customer service and technical support in case of a CRM software. An ERP software apart from […]


Vtiger Security Feature 1

Vtiger CRM is one of the most widely used CRM across the globe. The various features and modules of Vtiger ensure proper integration and utilization of the information resource. Thus it can be easily established that a CRM is like an information pool, storing large, critical and confidential company data. […]


How to use customer portal for registering complaints 1

How to use customer portal for registering complaints Go to your URL for example – http://xyz.cloudyogi.com/portal , Once you do so the below screen will open Use your username and password provided by the customer or CRM and login After you login below screen will open Below screenshot will let […]