Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by

Cold Call Process

There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…

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Document Management With Microsoft OneDrive Now Available

Posted on 12:13 pm, May 25, 2016 by

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Apptivo now supports linking documents from Microsoft OneDrive!  This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps!  Keep your files stored in OneDrive, and link relevant files…

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Simple Expense Management With Apptivo Expense Reports

Posted on 9:57 am, May 23, 2016 by

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As you might have seen, the Expense Reports App is now available across all Apptivo plans, and various marketplaces. In this post we’ll cover everything you need to know about our new expense management solution. All about Apptivo’s expense report software The Apptivo Expense Reports App is a simple expense management solution available on the…

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Creating Custom Formulas With Function Attributes

Posted on 11:04 am, May 13, 2016 by

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One of the newer features packed into Apptivo’s V6 technology are Function Attributes.  These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like.  In this article we’ll cover some example scenarios where functions can be used, walk through the…

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Managing Multiple Sales Pipelines in One CRM

Posted on 1:35 pm, May 11, 2016 by

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Overview Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create different pipelines.  A “pipeline” consists of all the steps, fields, and workflow rules that would apply to a sales opportunity from input to closing…

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Invoices Version 6 Rollout Begins!

Posted on 6:15 pm, April 21, 2016 by

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It’s finally here!  The long-awaited Invoices V6 upgrades will commence starting next week.  After quite some time in beta working with key customers, the new app will soon be available to the public.  As of next week, Apptivo will begin upgrading all customers in waves, expecting to complete over the course of the next 3…

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Apptivo Earns PCMag.com Editor’s Choice

Posted on 5:14 pm, September 9, 2015 by

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What an exciting time it is for Apptivo! As we approach the end of 2015, things have grown anything but quiet in our neck of the woods. After just two years of grinding it out on the open market, we have reached a tremendous point in our growth; our presence among SMEs continues to swiftly…

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Homepage V6 Launches & CRM Beta Begins

Posted on 10:00 am, March 17, 2015 by

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After several weeks of beta testing and working on great feedback from our customers, we’ll be launching the new Homepage Version 6. There are still a lot of great features we have planned in upcoming releases, but we’re pleased to get this first version of the new technology into the hands of all Apptivo customers….

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