Category Archives: Leads

Updated WordPress Plugin – Integrate Your Website!

Updated WordPress Plugin – Integrate Your Website!

Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over …Read more

Posted in 3rd Party Integrations, Blog, Leads, Product Blog, Product Updates
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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM 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 a contact”?, …Read more

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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More CRM Enhancements, and Projects V5 Beta – October 26th Update

More CRM Enhancements, and Projects V5 Beta – October 26th Update

This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many …Read more

Posted in Answers, Blog, Cases, Contacts, Customers, Leads, Opportunities, Product Blog, Projects
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Improved CRM to Boost Sales! Contacts, Leads, and Opportunities V5 – Sep 21, 2013

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

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

Posted in Blog, Cases, Contacts, Leads, Opportunities, Product Blog, Upcoming Releases
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Implementing a Product Sales Process using Apptivo Apps

Implementing a Product Sales Process using Apptivo Apps

Glocial Machineries would like to track their company product sales. The process would start from scratch till they get paid from a customer. This is for machinery sale to a customer. Apptivo apps definitely help Glocial machineries to track their product sale. Integration would allow them to move one step to another that is one …Read more

Posted in Blog, Estimates, Invoices, Leads, Opportunities, Orders, Product Blog
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The Difference Between Leads & Opportunities in Your Sales Process

The Difference Between Leads & Opportunities in Your Sales Process

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 differences between these objects, and how to properly configure your apps in Apptivo’s online crm software. Keep in mind that every business will classify …Read more

Posted in Blog, Leads, Opportunities, Product Blog
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5 Reasons Your Business Needs Sales Force Automation

5 Reasons Your Business Needs Sales Force Automation

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

Posted in Blog, Cases, Contacts, Customers, Leads, Opportunities, Product Blog
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Visual Charts and Sales Reports for CRM & Marketing Apps Updated to 2.0 – August 8th, 2012

The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a …Read more

Posted in Apptivo, Blog, General, Invoices, Leads, Opportunities, Product Blog
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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

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

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

Posted in Blog, Contacts, Customers, Invoices, Leads, Orders, Product Blog
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Implementing Service Delivery Process using Apptivo Apps

Implementing Service Delivery Process using Apptivo Apps

Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes …Read more

Posted in Blog, Estimates, Invoices, Leads, Opportunities, Product Blog, Service Work Orders
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