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
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 well break down the differences between these objects, and how to properly configure your apps in Apptivos online crm software. Keep in mind that every business will classify …Read more
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
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
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
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
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
The Question I currently have all of my sales leads tracked in Apptivo. I’d like to export them into a CSV file for personal backup purposes, or in case I want to change platforms in the future. I see the option to export single leads at a time, but how do I export all leads …Read more
The Question: I am using the CRM apps for my sales process, and noticed the Items of Interest tab is present for viewing one of my opportunities. What is this tab for, and how can I use it? The Answer: The Items of Interest feature is designed for companies who are selling a physical product. …Read more
The Question: I have been managing my leads using Apptivo, and I just noticed the Convert button. What does converting a lead do, is this a feature I need? The Answer: Lead conversion is actually a major component of the Apptivo CRM applications. A lead is just the first stage of the sales process, and …Read more
