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
On March 9, 2010, Google launched Google Apps Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, Google Apps is taking off with many different sized businesses whether small, medium or large. Its a cheap and affordable solution for many businesses …Read more
Apptivo’s Contact Sharing for Google Apps is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their google apps accounts. This …Read more
Many of you have questioned why your Outlook Contacts arent syncing with your Apptivo Contacts even after installing Google Apps Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to …Read more
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows …Read more
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
See below for a comparison between Apptivo’s Google Contact Sharing App and some of our competition. Apptivo Shared Contacts Gmail Contact Sharing Florey Shared Groups # of Shared Contacts Unlimited Unlimited Unlimited # of Shared Contact Groups Unlimited Unlimited Unlimited Sync Interval 5 mins 30 mins 5 mins Contact Management View, Create, Edit, and …Read more
Apptivo offers direct integration with your Google Apps account. Once your Google Apps domain administrator has configured an Apptivo app, employees can navigate to Apptivo instantly while viewing their email, contacts, calendar, etc. Before Accessing Apptivo You must have an Apptivo App installed from the Google Apps Marketplace. Your Google Account must have proper access …Read more
There are many cases where a user may have a business contact shared with their colleagues, but then decide that this contact should no longer be shared. While you have the option to simply delete the contact from Apptivo or Google, this will permanently remove the contact. If you wish to keep this contact available …Read more
Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google …Read more
