Easily manage calls with Apptivo’s RingCentral integration

Posted on 10:29 pm, November 29, 2016 by

ringcentral-apptivo-integrat

Nowadays, all the business are depends only on the calling system, they make calls to grow their business. RingCentral is a cloud based phone system and you can use this single option to make calls, also you can manage the entire department and system of your company with the extensions & direct numbers. Another interesting…

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How to setup SPF and DKIM/Domain Key text records in GoDaddy Hosting?

Posted on 12:44 am, November 23, 2016 by

godaddy-hosting

Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM records are set up properly. For users with…

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Importance of Periodic CRM Reviews

Posted on 1:48 am, November 8, 2016 by

crm reviews

Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing…

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Avoiding Common Mistakes When Deploying a CRM System

Posted on 2:56 am, October 31, 2016 by

avoid deployment crm

One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…

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5 Tactics to Align Digital Marketing Efforts With CRM

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

arrow-838404

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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September 19 Product Updates: Stripe & Quickbooks Integration with Apptivo

Posted on 3:20 am, September 21, 2016 by

stripe-invoices

We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the…

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How can we get the reports in Invoices?

Posted on 12:39 am, September 6, 2016 by

Mostly the reports are used to track the particular set of information in a specified way. The reports can be of any form like graphics, images, voices or any type of vocabulary. The normal reports are used to track the work which is associated to the particular period. The past discussions was generally on the…

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

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

procurement_apps

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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