When it comes to building out a business software system, we’ll look at the fields and data we capture, the automatic activities to perform, and the reports we want to generate at the end of the day. But… none of this will matter without the users performing their daily activities and inputting into the software….
Posts Tagged: configuration
Projects App V6 Now Available – September 3rd Update
This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…
August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder
Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…
Set Up Apptivo for Cold Calling Efficiency
There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…
Managing Multiple Sales Pipelines in One CRM
Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline. A “pipeline” consists of all the steps, fields, and workflow rules that…
Selecting the Right Apps & Building a Business Solution
In the day-to-day world of business, we are continually searching for approaches to enhance our efficiencies and lessen manual work. A Customer Relationship Management (CRM) framework is a sensible decision. Now the question is What is the Right CRM app for my business?”. Apptivo has business apps for just about everything, but how do you…
Homepage Version 5.0 Released! Introducing My Agenda
This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…
CRM Structure – Contacts vs Customers & Leads vs Opportunities
In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software 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…
Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?
UPDATED: Version 5.0 Now Available! The below information is not out of date. The Version 5.0 rollout has already begun, and the first few apps (customers, contacts, cases) are already converted. Click here for more information on V5. The Original Post We have been working very hard at Apptivo and are happy to give you…
Recent Updates to Apptivo & Some Big New Announcements! May 30th Update
Well, we apologize about the lack of updates recently. We’ve been a bit secretive the last few weeks, because we’ve been working on some BIG changes. Over the next week, we’ll be announcing further details and giving previews into new major new initiatives: Xinnect & V5. We can’t tell you too many details quite yet,…