Category Archives: Opportunities

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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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

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

Posted in Apptivo, Blog, Cases, Estimates, Invoices, Opportunities, Product Blog, Service Work Orders
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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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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

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

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

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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