MeetApp for vtenext

• Introduction to MeetApp for vtenext
• CRM vtenext
• Events
• Tags
• APP MeetApp for vtenext
• Viewing and Reports on vtenext CRM
• PRO Version

Introduction to MeetApp for vtenext

Do you have a trade fair, an event, or client meetings? Meetapp for vtenext helps you gather and profile new leads, register meetings at your contacts' events, and instantly obtain all statistics.
MeetApp for vtenext synchronizes with your CRM and provides all the useful data to create reports and analyze the ROI of events such as trade fairs, workshops, and networking conferences.

What are the advantages of the APP?

• No post-event data entry activities. Register and/or update directly from your mobile.
  
• Enter name, surname, and company from your mobile device or tablet to create a new lead.
  
• Take note of the information exchanged with the lead/contact in the NOTES field and attach photos.
  
• Define clear and unique objectives for the team by setting precise tags to associate with.
  
• Analyze the reporting and results obtained on leads, contacts, and accesses.
  
• PRO Version! Capture personal information directly by scanning the business card.

CRM vtenext

Events

Access vtenext and search among the modules EVENTS.

Create new Event

Click on Create

Fill in the data Name (mandatory), start date, end date, location, address, city, province, ZIP code, and country/state and click SAVE in the top right corner.

Remember that your event can simply be called Business Meetings for everyday use of the app unrelated to a particular event.

By checking the “Tag Relationality” option, you allow the addition of tags even from mobile. It is advisable to use it only in specific cases to avoid the uncontrolled proliferation of tags.

Tags

Enter vtenext and search among the modules for the Tags module. Here you can see the list of tags, create new tags, or manage them.

Create new Tag

There are two ways:

1. Enter the Tags module and click on "Create Tag" at the top left (you will then need to associate the tag with the event).
   
2. From the Event, click on the right on the relationship and select "Tags". At this point, you can either select an existing tag or add a new one.

APP MeetApp for vtenext

Download App
To get the app is easy! Search for "MeetApp for vtenext" on your preferred app store (or click on the App Store or Google Play) and download it.

Login
To log in, enter your credentials by clicking on the button in the top right corner and going to settings.
The three pieces of information needed to log in are:

1. URL of your vtenext environment preceded by https://
   
2. Username of your user
   
3. Password of your user

The language of the app changes based on the language of the mobile device.

Select Event
Select the event you are attending or simply a generic event such as business visits.

Insert a new meeting
When you meet a new person and enter the data such as company, last name, and first name, the meeting will be saved.

To create a lead, you will need to go to the meeting in vtenext, click on the three dots, and select "Convert to Lead."

Search and select an existing contact or lead
You can associate a meeting with an existing contact or lead. To do this, click on "Search," and you will see a list of your contacts and leads based on your visibility in the CRM.

To differentiate them from the list, leads are highlighted in 🟢green and contacts in 🟡yellow.

Save the meeting
On the meeting, you can save useful data such as associating tags, taking notes, dictating through the microphone, and adding photos to the meeting.

Priority Tag
If you wish to highlight a tag as priority, meaning the one you consider most significant for that meeting, such as the interest shown by a potential customer in a specific product, press and hold the desired tag until it turns golden.

Menu
At the top right, you'll find the menu.

Settings

Within the settings, you can:

• Change event (select a new event)
  
• Tags: view existing tags or create a new one
  
• Users: view the current user or select a different user ● "Recurrence Selection" mode: if enabled, for each new meeting, you can manually link the user to whom it belongs. This is useful in cases where a single tablet is set up for multiple people to enter data.
  
• Disconnect

Your Meetings
From the menu, you can click on "Your Meetings" to view the list of saved meetings. Additionally, you can filter the meetings by date, meetings and sort them chronologically or otherwise.

Edit Meeting
By selecting a meeting from the list, you can enter the details and make modifications.

Viewing and Reports on vtenext CRM

From your CRM vtenext, you can access all the data entered through the mobile or tablet app.

View meetings

On the Meetings Module, you can consult the list of meetings saved with the application.

Create Reports
Now you have all the relevant data in your CRM to create reports and analyze the ROI of events such as trade shows, workshops, and networking events.
Graphical example of meetings per event.

Example graph of tags associated with meetings.

With drill-down functionality, you can open a tag and view the events associated with it. For example, clicking on CRM.

PRO Version

Thanks to the PRO version, you can access the business card reading feature via the app. By clicking on 'Scan', the fields will be automatically filled in.

Capture text from business card
Thanks to the PRO version, you can access the business card reading feature from the app. By clicking on Capture text, the fields will be automatically filled in.

Convert to Leads
By entering a meeting, you can convert the contact into leads by selecting the three dots at the top left and clicking Convert to Leads.

Convert to Visit Report
By entering a meeting, you can convert the meeting into a visit report by selecting the three dots at the top left and clicking Convert to Visit Report. If there is no lead associated, the name will also be converted to leads."