vTiger Relationship Builder: Enhancing Data Connectivity and Management in CRM

Table of content

• Introduction

• What is vTiger Relationship builder

• When

• Benefits of using vtIger Relationship Builder

• conclusion

Introduction

Relationship builder helps to create meaningful connections between related data in your vTiger CRM.

is used to improve data connectivity within your CRM by creating relationships between different modules and there by having a united view of all related data.

What is vTiger Relationship Builder?

vTiger relationship builder helps you create Relationships between different modules whether newly created or already existing, without any complexities.

The Relationship Builder in Vtiger CRM is a feature that enables businesses to link different modules within the CRM. With Relationship Builder, all related data is displayed in one place. Create relationships between different modules for better data management and increased efficiency

When to use vTiger CRM Relationship builder

when a customer has multiple records across different modules that need to be accessible at once for better service, you can use Relationship Builder to create a meaningful relationship effortlessly. By relating data of

It allows you to connect related data thereby helping you get a full, accurate picture of information in just a few clicks.

For example, creating links between a Contact module and Tickets, Deals, and Invoices modules gives you a complete view of each customer’s journey, from their initial inquiry to ongoing support needs.

now onwards you don’t have to go one module after another for data relating to a single service.

you can access all the data which is organized separately in different modules by creating Relationships between them.

Benefits of using vTiger Relationship Builder

• Creating relationships between different modules helps better data management and increased efficiency

• Relationship between modules allows for an interconnected view of related data.

• It provides a variety of options like one-to-one, one-to-many, many-to-one, and many-to-many relationships.

• Creating relationships helps Analytics and in-depth Reporting by connecting different modules

• User no longer has to navigate to different modules separately. they can access all the related data under a single list.

• Relationship Builder enables clear and consistent connections between modules, helping to create structured relationships that can help track your business processes.

• By connecting the related data workflow becomes smoother. you don’t have to go to different records to collect the all information about a customer which is separately organized into different modules.

Conclusion

In essence, Vtiger CRM’s Relationship Builder is essential for any business aiming to maximize data accessibility, improve customer experience, and improve business processes. creating relationship between different modules helps every business in maximize its full potential by linking all related data under one click without complexities.

Want to know more about vTiger relationship builder?

Connect with Relationship Builder and learn about how to create relationships. Have any doubts about vTiger CRM contact us now or visit joobilant.com