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

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

product-release-notes-0417

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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Release Notes for January 28, 2017 – CRM, & Project Management

Posted on 1:51 am, January 31, 2017 by

product-release-notes-2817

On January 28, 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: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…

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Apptivo Invoices App for Windows is here

Posted on 1:57 am, December 20, 2016 by

windows-invoices

Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away…

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How CRM Helps In Aligning Marketing And Sales Team

Posted on 11:30 pm, December 12, 2016 by

marekting-sales-team

Its a commonly known fact that sales team depends on the marketing team to give them the quality qualified leads and marketing team on the other hands wants the sales team to close almost all the leads that they procure. That is sales and marketing teams are symbiotic and support the business to generate revenue….

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Easily manage calls with Apptivo’s RingCentral integration

Posted on 10:29 pm, November 29, 2016 by

ringcentral-apptivo-integrat

Nowadays, all the business are depends only on the calling system, they make calls to grow their business. RingCentral is a cloud based phone system and you can use this single option to make calls, also you can manage the entire department and system of your company with the extensions & direct numbers. Another interesting…

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How to setup SPF and DKIM/Domain Key text records in GoDaddy Hosting?

Posted on 12:44 am, November 23, 2016 by

godaddy-hosting

Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM records are set up properly. For users with…

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Importance of Periodic CRM Reviews

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

crm reviews

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

avoid deployment crm

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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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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