Define Your Cloud Security Strategy With Role Based Access Control

Posted on 11:36 am, May 18, 2016 by Todd Miner

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As more apps move to the cloud, IT security remains a hot topic when it comes to business systems. Having rock-solid security practices is important at the least, and even lawfully required for many businesses. Securing your business software is one integral part of creating a strong IT security strategy. Every administrator should strive to…

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Creating Custom Formulas With Function Attributes

Posted on 11:04 am, May 13, 2016 by Todd Miner

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One of the newer features packed into Apptivo’s V6 technology are Function Attributes.  These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like.  In this article we’ll cover some example scenarios where functions can be used, walk through the…

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Managing Multiple Sales Pipelines in One CRM

Posted on 1:35 pm, May 11, 2016 by Todd Miner

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Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline.  A “pipeline” consists of all the steps, fields, and workflow rules that…

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Webinar: Automating Processes with Triggers

Posted on 1:26 am, May 6, 2016 by kdevarakonda

Great! This is a next feature update. We can see triggers features. What is Trigger? In general, a trigger is business rule which can perform automatic actions based on an event inside Apptivo. Apptivo Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criteria. This…

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Invoices Version 6 Rollout Begins!

Posted on 6:15 pm, April 21, 2016 by Todd Miner

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It’s finally here!  The long-awaited Invoices V6 upgrades will commence starting next week.  After quite some time in beta working with key customers, the new app will soon be available to the public.  As of next week, Apptivo will begin upgrading all customers in waves, expecting to complete over the course of the next 3…

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Where can I get best Hospital Management Software for Dentists?

Posted on 10:34 am, April 20, 2016 by kdevarakonda

Apptivo is a suite of 50+ cloud based applications which helps the small and medium sized business with their needs. It basically has nine categories which covers all the basic requirements of the businesses. Here, we can discuss how well these apps helps the hospital management for dentists, Hospital Management Business Flow Hospital management helps…

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Collective Sales Pipeline in Single Dashboard

Posted on 3:07 am, April 19, 2016 by kdevarakonda

Apptivo comes up with an intuitive representation of sales tracking tool in sales pipeline dashboard, that perfectly matches not only the requirement for salespeople also for anyone who wants to get super organized and close deals in less time. Apptivo Opportunity Pipeline Management classifies your opportunities under various sales funnel stages. This sales pipeline management…

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Track Your Sales Activity through Win and Loss Analysis

Posted on 10:39 pm, April 12, 2016 by kdevarakonda

Apptivo introduced a new sales activities track report in CRM V6, like win and loss analysis of sales. Specially designed for sales managers, product marketers and small business owners. How apptivo help them: We have analyzed with some sales managers & watched their minds, which finally made us to release this feature. Sales managers would…

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Campaigns V6 is Now Available!

Posted on 3:58 am, April 8, 2016 by kdevarakonda

After several releases of V6 apps , here comes another one “Campaigns” which is completely designed for marketing. Campaigns are most commonly used in the industries like construction, e-commerce, manufacturer & etc.. Wherein they can use this app for advertising purpose. Create Campaign & Launch: Here, you can create your own campaign with the necessary…

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