Creating the Right Workflow Strategy in Business Software

Posted on 11:04 am, April 10, 2019 by Todd Miner

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….

Read more »


Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by Todd Miner

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…

Read more »


Managing Multiple Sales Pipelines in One CRM

Posted on 1:35 pm, May 11, 2016 by Todd Miner

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…

Read more »


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

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

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!…

Read more »


The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by Todd Miner

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…

Read more »


5 Reasons Your Business Needs Sales Force Automation

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

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

Read more »


Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by Todd Miner

Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

Read more »


Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by Todd Miner

Install app

This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

Read more »


Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by Todd Miner

Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

Read more »


What happens when I convert an opportunity into an order?

Posted on 11:34 am, April 18, 2012 by kdevarakonda

The Question: I am trying to learn the sales process in Apptivo, and I am wondering what the “Convert to Order” button does when viewing a sales opportunity The Answer: If you haven’t read about converting leads, take a look at that question first.The sales process in Apptivo work in three phases. Lead Opportunity Order…

Read more »


× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter