How to Use Yetiforce CRM to Boost Your Business Success

Introduction

Hello and welcome to our comprehensive guide on how to use Yetiforce CRM to optimize your business operations and enhance your customer relationships. If you are a business owner, sales manager or customer relations specialist, you will find Yetiforce CRM an indispensable tool for achieving your goals.

Yetiforce CRM is a robust and scalable customer relationship management (CRM) software that offers you an all-in-one solution for managing your business processes, contacts, leads, sales, marketing campaigns, inventory, and much more. With Yetiforce CRM, you can streamline your business processes, improve your productivity, and deliver outstanding customer experiences that will set you apart from your competitors.

In this article, we will provide you with a detailed explanation of how to use Yetiforce CRM, with step-by-step instructions, screenshots, and practical tips that will help you get the most out of this powerful software. Whether you are a beginner or an advanced user, you will find valuable insights and ideas that will help you take your business to the next level.

So, let’s get started!

1. What is Yetiforce CRM?

Yetiforce CRM is a web-based, open-source software that allows businesses to organize, automate, and synchronize their sales, marketing, customer service, and support activities. Unlike proprietary or closed-source CRMs, Yetiforce CRM gives you complete freedom to customize and extend its functionality according to your specific needs, without any licensing fees or restrictions.

Yetiforce CRM is coded in PHP and uses MySQL as its database engine. It can be installed on any compatible server platform, such as Linux, Windows, or macOS, and accessed via any modern web browser. Yetiforce CRM is built on top of the Vtiger CRM framework, and it incorporates many of its features and modules, as well as several new ones that are unique to Yetiforce CRM.

2. Why Use Yetiforce CRM?

There are many reasons why you should consider using Yetiforce CRM for your business. Here are some of the most compelling ones:

• Increased Efficiency: Yetiforce CRM automates many routine tasks, such as lead capture, contact management, email campaigns, and sales forecasting, which frees up your time to focus on more important activities, such as closing deals, improving your products or services, or expanding your business.
• Enhanced Collaboration: Yetiforce CRM enables you to share data, documents, and insights with your team members, suppliers, partners, and customers in real-time, from any location, using any device. This fosters a culture of collaboration and transparency, and helps you build stronger relationships with your stakeholders.
• Better Customer Insights: Yetiforce CRM provides you with a centralized repository of your customer data, which you can analyze and visualize using a wide range of built-in reports and charts. This helps you gain deeper insights into your customers’ behavior, preferences, and needs, and tailor your products or services to their expectations.
• Multichannel Marketing: Yetiforce CRM supports multiple communication channels, such as email, SMS, social media, and chat, which allows you to reach your customers where they are, and deliver personalized messages that resonate with their interests and motivations.
• Cost-Effective: Yetiforce CRM is an open-source software, which means you can download, install, and use it for free, without any licensing fees or vendor lock-ins. Moreover, you can customize and extend its functionality using your in-house IT team or third-party developers, which saves you money on software development and maintenance costs.

3. How to Set Up Yetiforce CRM

Before you can start using Yetiforce CRM, you need to install it on your server, and configure its various settings and modules. Here are the steps you need to follow:

1. Download the latest version of Yetiforce CRM from the official website, and extract it to your web server root directory.
2. Create a new MySQL database and user, and grant the necessary permissions to the user.
3. Open your web browser, and navigate to the Yetiforce CRM login page, which should be located at http://your-domain.com/yetiforce
4. Enter your admin credentials, which should be the same as your MySQL database user, and click the “Login” button.
5. Go to the “Settings” menu, and configure your organization details, such as name, logo, address, timezone, and language.
6. Go to the “Modules” menu, and enable the modules you need for your business, such as sales, marketing, support, inventory, or project management.
7. Customize the fields, layouts, workflows, and reports of your modules, using the drag-and-drop interface and the web-based editors.
8. Import your contacts, leads, products, or services, using the built-in import tool, or connect to external data sources, such as Google Sheets, Microsoft Excel, or CSV files.
9. Create campaigns, tasks, events, or cases, using the intuitive interface and the automation features of Yetiforce CRM.
10. Collaborate with your team members, suppliers, partners, or customers, using the built-in communication tools, such as email, chat, or social media.

How to Use Yetiforce CRM

Now that you have installed Yetiforce CRM on your server and set up its initial configurations, it’s time to dive into its various modules and features, and discover how you can use them to optimize your business processes and deliver exceptional customer experiences. Here are some of the core modules and features of Yetiforce CRM, and how to use them effectively:

4. Sales Management

The Sales module of Yetiforce CRM allows you to manage your sales pipeline, track your deals, generate quotes and invoices, and analyze your sales performance. Here’s how to use it:

1. Go to the “Sales” menu, and click the “Leads” tab, to add new leads, and categorize them according to their interests, status, and source.
2. Click on a lead to view its details, and convert it into a contact, account, or opportunity, depending on its potential value.
3. Go to the “Opportunities” tab, and create a new opportunity, by specifying its name, stage, probability, amount, and close date.
4. Add products or services to your opportunity, by selecting them from your inventory or catalog, or creating new ones on the spot.
5. Generate a quote or proposal, by clicking the “Create Quote” button, and customizing its layout, terms, and pricing.
6. Send the quote to your prospect, by email or SMS, and track its status and feedback, using the built-in notifications and reports.
7. If the quote is accepted, convert it into a sales order, by clicking the “Create Sales Order” button, and specify the delivery date, payment terms, and shipping details.
8. Generate an invoice or receipt, by clicking the “Create Invoice” button, and customize its design, language, and payment options.
9. Track your sales performance, using the sales dashboard, which displays your revenue, margins, conversion rates, and other KPIs in real-time.

5. Marketing Automation

The Marketing module of Yetiforce CRM allows you to create and execute multichannel marketing campaigns, segment your audience, and analyze your marketing ROI. Here’s how to use it:

1. Go to the “Marketing” menu, and click the “Campaigns” tab, to create a new campaign, and specify its name, objective, budget, and channels.
2. Add target segments to your campaign, by selecting them from your contacts, leads, or opportunities, or creating new ones based on their demographics, interests, or behavior.
3. Create email templates, landing pages, or social media posts, using the built-in editors, and customize their design, content, and CTAs.
4. Send the campaign materials to your target segments, using the email, SMS, social media, or chat channels, and track their opens, clicks, conversions, and bounces.
5. Measure the effectiveness of your campaign, using the campaign dashboard, which shows you the engagement rates, conversions, and revenue generated by your campaign.
6. Automate your marketing workflows, by setting up triggers and actions, such as sending follow-up emails, assigning leads to sales reps, or updating lead scores, based on specific conditions or events.
7. Integrate your marketing data with your CRM data, by connecting Yetiforce CRM with your external marketing tools, such as Google Analytics, Mailchimp, or Facebook Ads.

6. Support and Service

The Support module of Yetiforce CRM allows you to manage your customer service and support requests, track your cases, and measure your customer satisfaction. Here’s how to use it:

1. Go to the “Support” menu, and click the “Cases” tab, to add a new case, and classify it according to its type, priority, and severity.
2. Assign the case to a support agent, by selecting them from your team or creating a new one, and specify the estimated resolution time.
3. Add notes, attachments, or comments to the case, using the built-in communication tools, and keep your customer informed about the progress.
4. Resolve the case, by clicking the “Close Case” button, and ask your customer for feedback, using the built-in survey or rating tool.
5. Analyze your support performance, using the support dashboard, which displays your response times, resolution rates, and customer satisfaction levels in real-time.
6. Automate your support workflows, by setting up triggers and actions, such as sending automatic replies, escalating urgent cases, or triggering alerts, based on specific conditions or events.
7. Integrate your support data with your CRM data, by connecting Yetiforce CRM with your external support tools, such as Zendesk, Jira, or Freshdesk.

7. Inventory Management

The Inventory module of Yetiforce CRM allows you to manage your products or services, track your stock levels, and optimize your supply chain. Here’s how to use it:

1. Go to the “Inventory” menu, and click the “Products” tab, to add a new product, and assign it to a category, brand, or supplier.
2. Specify the product details, such as name, description, SKU, price, and tax rates, and upload images or videos to showcase your products’ features or benefits.
3. Track your stock levels, by setting up the product’s inventory tracking settings, such as its reorder point, safety stock, and lead time.
4. Create purchase orders, by clicking the “Create Purchase Order” button, and selecting the products you need to order, and the supplier you want to order them from.
5. Generate packing slips, shipping labels, or invoices, by clicking the corresponding buttons, and customize their design, language, and payment options.
6. Track your inventory performance, using the inventory dashboard, which displays your stock levels, reorder quantities, and order statuses in real-time.
7. Automate your inventory workflows, by setting up alerts, reminders, or notifications, such as when the stock levels fall below the reorder point, or when the lead time exceeds the expected delivery time.
8. Integrate your inventory data with your CRM data, by connecting Yetiforce CRM with your external inventory tools, such as QuickBooks, Shopify, or WooCommerce.

8. Project Management

The Project module of Yetiforce CRM allows you to manage your projects, tasks, milestones, and resources, and collaborate with your team members in real-time. Here’s how to use it:

1. Go to the “Project” menu, and click the “Projects” tab, to create a new project, and specify its name, description, budget, and timeline.
2. Assign team members to your project, by selecting them from your team or creating new ones, and specify their roles, responsibilities, and deadlines.
3. Create tasks, by clicking the “Create Task” button, and specifying the task details, such as name, description, priority, and duration.
4. Add subtasks, dependencies, or milestones to your tasks, using the built-in task editor, and visualize your project’s timeline and progress, using the Gantt chart or calendar view.
5. Track your resources, such as time, budget, or materials, using the resource management tools, and adjust your project’s scope or schedule accordingly.
6. Collaborate with your team members, using the built-in chat, video conferencing, or file sharing tools, and keep everyone informed about the project’s status and updates.
7. Automate your project workflows, by setting up triggers and actions, such as sending reminders, updating task statuses, or changing project milestones, based on specific conditions or events.
8. Integrate your project data with your CRM data, by connecting Yetiforce CRM with your external project tools, such as Asana, Trello, or Basecamp.

9. Documents and Knowledge Base

The Documents module of Yetiforce CRM allows you to manage your documents, files, and templates, and share them with your team members or customers. Here’s how to use it:

1. Go to the “Documents” menu, and click the “Files” tab, to upload a new file, and categorize it according to its type, format, or purpose.
2. Specify the file details, such as name, description, version, and access rights, and tag it with keywords or metadata that make it easy to search and find.
3. Create templates, such as proposals, contracts, or reports, using the built-in editor, and customize their design, content, and branding.
4. Share your files or templates with your team members, customers, or suppliers, using the built-in share function, and control their access, permissions, and visibility.
5. Track your file performance, using the document dashboard, which displays your file views, downloads, or edits, and the feedback or comments from your audience.
6. Create a knowledge base, by selecting the most relevant files, templates, or articles, and organizing them into categories or topics.
7. Integrate your document data with your CRM data, by connecting Yetiforce CRM with your external document tools, such as Google Drive, Dropbox, or OneDrive.

10. Workflow Automation

The Workflow module of Yetiforce CRM allows you to automate your business workflows, by defining triggers, conditions, and actions, that execute specific tasks, alerts, or notifications, without any manual intervention. Here’s how to use it:

1. Go to the “Workflow” menu, and click the “Automation” tab, to create a new workflow, and specify its name, description, and trigger conditions.
2. Choose the module, such as Sales, Marketing, Support, Inventory, or Projects, that the workflow will apply to, and select the trigger events, such as new record, update, or delete.
3. Define the trigger conditions, such as if the record matches certain criteria, such as sales stage, lead score, product category, or project status.
4. Specify the actions, such as sending an email, changing a status, adding a note, or creating a task, that the workflow will execute, based on the trigger conditions.
5. Test the workflow, by running a simulation, that shows you how the workflow will behave, and the results it will produce, when it is deployed.
6. Activate the workflow, by clicking the “Activate” button, and monitor its performance, using the workflow dashboard, which displays the status, execution time, and logs of your workflows.
7. Modify the workflow, by editing its parameters, conditions, or actions, based on your changing business needs, and optimize its effectiveness, by analyzing its impact on your processes, metrics, and KPIs.
8. Integrate your workflow data with your
   

   How to Use Yetiforce CRM to Boost Your Business Success