Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR

Posted on 4:11 am, February 7, 2017 by

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On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…

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Importance of Periodic CRM Reviews

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

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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

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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

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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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Where can I find best business software for Carpenters?

Posted on 9:27 am, July 17, 2016 by

Apptivo generally helps to track the database and financial informations of the business and drives them to the success path . We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in carpenters industry. Carpenter industry workflow Carpenter is the one who renovates the…

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Sales Performance Dashboard

Posted on 2:51 am, June 29, 2016 by

Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance are tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…

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Does Apptivo stick to pharmaceutical industry?

Posted on 1:25 am, June 10, 2016 by

In the modern world, everything revolves around the computer industry. We cannot handle anything without those technologies. Now, it has become user-friendly and made easy to access by all kinds of people. Many new software’s were started releasing to help the small scale business to manage their data and finance. Our Apptivo software is one…

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Collective Sales Pipeline in Single Dashboard

Posted on 3:07 am, April 19, 2016 by

Apptivo comes up with an intuitive representation of sales tracking tool that perfectly matches not only the requirement for salespeople also for anyone who wants to get super organized and close deals in less time. This tool provides you an excellent sales reports information comprising of sales stages, size of the deal, percentage of deals…

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Track Your Sales Activity through Win and Loss Analysis

Posted on 10:39 pm, April 12, 2016 by

Apptivo introduced a new sales activities track report in CRM V6, like win and loss analysis of sales. Specially designed for sales managers, product marketers and small business owners. How apptivo help them: We have analyzed with some sales managers & watched their minds, which finally made us to release this feature. Sales managers would…

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