RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT

Posted on 2:50 am, June 22, 2017 by

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We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting…

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Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by

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We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

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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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