Visual Charts and Sales Reports for CRM & Marketing Apps Updated to 2.0 – August 8th, 2012

Posted on 12:29 pm, August 16, 2012 by

The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…

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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by

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Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by

opportunities_reports

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by

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Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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Invoices Overhaul! New PDF Template Builder & Other Invoicing Improvements – June 18th, 2012

Posted on 7:39 pm, June 18, 2012 by

invoice_pdf_template

This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by

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Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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New Demo Data Installer & Employees 2.0 – June 8, 2012

Posted on 6:24 pm, June 8, 2012 by

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This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…

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Invoices App Auto-Reminders & Message Templates and Activities Enhancements

Posted on 8:05 pm, May 21, 2012 by

invoices_configuration_reminders

For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…

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