5 Tactics to Align Digital Marketing Efforts With CRM

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

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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

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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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How we can use business branding with Apptivo?

Posted on 2:17 am, August 25, 2016 by

To improve your business, the concept of branding is most important to promote among their customers and others. The branding helps to convert the perceptions about your company. The customers may attract with your positive perceptions and get involved with your business. Now, we shall see, like how well the branding can be done with…

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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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