What is the best solution you can think of here that will help Neha coordinate smoothly with her team?
She could have implemented a Google Calendar integrated with her CRM to schedule meetings virtually and set reminders to stay on top of the expected date and time.
Let’s take the example of Google Calendar integration with Vtiger CRM and see how it works. Before that, let’s take a general look at Google Calendar and its features.
What is Google Calendar
Google Calendar provides you with a platform to schedule online meetings, create appointments, and tasks. You can manage your events by venezuela phone number data adding details like meeting title, a brief description of the meeting agenda, location, etc. You can customize it as per your choice by setting up meetings on a daily, weekly, or yearly basis. Moreover, reminders can be set a day or a week before the scheduled time.
Next, let’s jump to the section below to learn about Vtiger Google Calendar integration.
Manage calendars in Vtiger CRM and Google Calendar
When you link Google Calendar with Vtiger CRM, you will be able to sync your events from Google Calendar to Vtiger CRM and vice versa (two-way sync). To do this, you need to configure the settings by switching to the Vtiger lucy from our earlier example Events module. You can choose to sync from Google to Vtiger, from Vtiger to Google, or both, depending on your business needs.
Click here to know more about step-by-step configuration of Vtiger Google Calendar integration.
Once the integration is completed successfully, you will be able to schedule events from Google Calendar or from different modules in Vtiger CRM. The created events will automatically be reflected and recorded in both the locations.
Calendar in Vtiger CRM
Let’s say, Neha is updating a contact record in her CRM, and suddenly she remembers that she has to schedule a webinar with her colleagues on best pharmaceutical manufacturing practices.
So, instead of switching to her Gmail account to create an event from Google Calendar, she can use the Vtiger Event module and add all jiangxi mobile phone number list the relevant information. You can add information like subject, event type like call, event, group event, etc. Once saved, it will appear on Google Calendar.
She can also create events from Vtiger Contacts, Deals, or Quick Create sections. There is also an option to schedule a normal call or a mobile call. And, by clicking on the Calendar icon, she will be able to create tasks and projects by adding a start date and setting a due date.
Calendars in Google Calendar
Similar to Vtiger CRM, events or meetings can be scheduled from Google Calendar and they will be recorded in CRM. This is only possible if she sets up sync from Google to Vtiger in Vtiger event settings.
You can book appointment slots and create tasks by adding in-depth information.
Neha can assign tasks to her teammates for Phase 1 or Phase 2 of the drug trial by mentioning the date and time of starting and ending the task. This way, her team members will be able to deliver the tasks without missing the deadline.