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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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by

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In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is a contact”?,…

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More CRM Enhancements, and Projects V5 Beta – October 26th Update

Posted on 1:09 am, October 29, 2013 by

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This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many…

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Improved CRM to Boost Sales! Contacts, Leads, and Opportunities V5 – Sep 21, 2013

Posted on 10:47 pm, September 24, 2013 by

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After this weekend, we’ve officially finished converting all of the sales and support applications to version 5.0 within the CRM module! On the previous release, September 11th, we updated the Contacts App to V5. This past weekend we completed the Leads & Opportunities Apps… all changes have taken effect automatically and are ready to use!…

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5 Reasons Your Business Needs Sales Force Automation

Posted on 7:53 pm, January 7, 2013 by

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For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many different questions to ask yourself. Everyone knows that the customer is a cornerstone of any business, and sales force…

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Why is my contact sharing not working?

Posted on 12:17 pm, September 3, 2012 by

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Apptivo’s Contact Sharing for Google Apps is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their google apps accounts. This…

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Outlook Contacts Syncing with Apptivo

Posted on 9:04 am, August 28, 2012 by

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Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing Google Apps Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…

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