For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many different questions to ask yourself. Everyone knows that the customer is a cornerstone of any business, and sales force …Read more
This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation. …Read more
The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that youll need to customize. For this app, you …Read more
The Question: Im already using Apptivo for my sales process management, but I need a system to organize and resolve problems coming from my customers. Does Apptivo do this? The Answer: Absolutely! An integral part of a customer relationship management (CRM) application is a customer service applications. The application designed to manage customer issues is …Read more
