5 Tactics to Align Digital Marketing Efforts With CRM

Posted on 7:54 am, September 21, 2016 by


Creating a balance between your digital marketing efforts and your Customer Relationship Management software is really all about aligning your objectives and being determined to run your CRM and not let your CRM run you. If you’re clear about what your objectives are from the beginning and have boiled those down to their essence you’ll…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by


Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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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


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


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


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


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 the…

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Invoices Version 6 Rollout Begins!

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


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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