Apptivo Product Updates as of August 09, 2022

Posted on 3:05 am, August 9, 2022 by Sravya

product_relase_web-Aug 2022

If you’re the one who is waiting for the enhancement in the Sales Receipts app, then this week’s upgrade is for you! Having the customizable views on the left panel view makes your work more productive in the way that you can keep track of your necessary records. Till now you could only manage the…

Read more »


What is customer facing? What are the skills and qualities essential for customer-facing employees?

Posted on 6:42 am, August 8, 2022 by Sandra

Frame 26 (1)

INTRODUCTION Customer facing refers to the business service feature experienced by the customer. It is a component of customer relationship management that describes any technology or information that is directed to the customers. A customer facing solution is tailored to delivering user experience through all customer touch points. What is Customer facing? Customer facing denotes…

Read more »


WHAT ARE THE ROLES AND RESPONSIBILITIES OF A SALES TEAM? 5 STEPS TO CREATE A GREAT SALES TEAM

Posted on 4:59 am, August 5, 2022 by Sandra

Frame 24

INTRODUCTION Whether you are a product or service based company, you need to have a sales team in order to drive the growth of your business. Sales teams are purely responsible for interacting with the customers and actually help make sales by convincing the customers to make purchases. In order to increase the sales numbers…

Read more »


7 Benefits of Having Both CRM and EHR

Posted on 8:31 am, August 4, 2022 by Sandra

Frame 22

Introduction Advancements in technology have spurred the growth of different industries, and healthcare is one of the top industries to have benefitted from contemporary tech innovations. One such tech advancement for healthcare organizations is the Electronic Health Record (EHR) System. An EHR system helps the organization keep track of all the data about different patients…

Read more »


KEEP CUSTOMER SERVICE SIMPLE

Posted on 8:00 am, August 2, 2022 by Sandra

Frame 19

Introduction Customer service is considered important for a business success. A superior customer service helps retain the customers and build customer lifetime value. The key to providing good quality customer service is by building stronger relationships. Customer service drives satisfaction among the customers which in turn will result in customer loyalty. What is customer service?…

Read more »


WHAT IS A CUSTOMER? DEFINITION, TYPES AND CATEGORIES

Posted on 7:44 am, August 2, 2022 by Sandra

Frame 17 (3)

Introduction A customer is an individual who purchases goods or services from the businesses. The customer is considered as the king of the business. All the decisions taken by the business are customer centric. Customers are the prime force that drives revenue into the business. Without the customers, businesses do not exist. What is a…

Read more »


Apptivo Mobile Release Updates as of August 01, 2022 – Android All-In-One Mobile App: v6.3.17

Posted on 8:51 pm, July 31, 2022 by Sravya

product_relase_mobile_aug1

Having CRM for a progressive business is great, but how about having your payments recorded automatically without you entering them manually? It’s fantastic, isn’t it? So, here we are with some intriguing integration to make your business payments as simple as possible. Additionally, having help texts while utilizing the new attributes is required to get…

Read more »


WHY IS RELATIONSHIP MANAGEMENT IMPORTANT AND KEY TO BUSINESS SUCCESS?

Posted on 6:24 am, July 28, 2022 by Sandra

Frame 15 (2)

INTRODUCTION Relationship management is vital for the success of the business, as you need to build a strong relationship with the customers , who indeed is the king. You need to serve the king better to survive in the business environment and to stay ahead of competition. In order to stay in the business game,…

Read more »


WHAT IS A SALES PIPELINE AND HOW DOES IT BENEFIT THE ORGANIZATION?

Posted on 9:03 am, July 27, 2022 by Sandra

Frame 12

INTRODUCTION The sales pipeline is the representation of your prospects along the funnel. You can have a complete outlook on the sales stages and how the opportunities go through each sales stage. The sales pipeline gives you a comprehensive understanding of which sales rep is working on that particular sales opportunity, how many deals are…

Read more »


What is a customer profile in CRM? Definition, benefits and customer profiling

Posted on 10:28 pm, July 26, 2022 by Sandra

banner1

What is a Customer profile? Introduction Customer profiles make up the integral part of a CRM system in order to be effective and efficient. A customer profile describes a particular class of a customer. The customer profiles within the CRM software will be highly helpful in tracking and monitoring existing and potential customers. Customer profile…

Read more »


× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter