Tips for Turning Customer Engagement into a Sale

Posted on 1:09 am, December 7, 2015 by kdevarakonda

customer engagement

Customer engagement is necessary before making a sale. This can be achieved by doing the following. Get as much data about the customers as possible. You need not guess which product is the best for the customers. Data enables informed decisions. Segment the visitors to your website. Create ads as per user’s interests. Hence the…

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Why is my Calendar Sync not working?

Posted on 2:47 pm, November 30, 2015 by Ram Renga

Contact access level

Apptivo offers you with a bunch of awesome features and one among them is the ability to integrate with your google calendar. To ensure “Calendar Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Calendar Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data…

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What is the best business software for an Insurance Agency?

Posted on 10:35 am, October 21, 2015 by kdevarakonda

Apptivo offers the application that best serves the insurance agency in order to make them engage and contain client’s information as per your needs. This lets your app, your customers managed in one place and helps building stronger connections with every touch points as follow ups, tasks and call logs. We would recommend the following…

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Updated Mobile CRM App on iPhone

Posted on 6:57 pm, November 12, 2014 by Maggy

iPhone CRM App - November 2014 (b)

We are very pleased to announce the release of our redesigned Mobile CRM App for iPhones. This update retains all of the existing features from the old app, but includes lots of new additions. The new app got a complete overhaul in design which adds extra functionality and an easier interface to use. There are…

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Updated WordPress Plugin – Integrate Your Website!

Posted on 4:55 pm, October 31, 2014 by Todd Miner

wordpress_integration

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…

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Updated Mobile CRM App on Android

Posted on 5:07 pm, August 26, 2014 by Todd Miner

3

We’re very pleased to announce the release of our redesigned Mobile CRM App for Android. This update retains all of the existing features from the old app, but includes lots of new goodies. The #1 coolest feature about our new app is definitely the automatic call logging. But, there are also lots of other little…

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Apptivo Becomes a G Suite Premier Technology Partner

Posted on 1:13 am, August 21, 2014 by Todd Miner

google_apps_premier_partner

We are happy to announce that Apptivo is now a G Suite Premier Technology Partner. What does that mean for you and your business? We will now be able to work more closely with Google to deliver more robust integrations that offer even more value to our customers. As a premier partner Apptivo will also…

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The importance of simplifying your CRM

Posted on 11:49 pm, July 23, 2014 by Todd Miner

simple_crm_system

One of the keys to a successful adoption of a CRM systems (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you…

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Yahoo Users, Please Read

Posted on 1:03 am, May 29, 2014 by Maggy

employee select

If you use a @yahoo.com email in the “from” address of all your outgoing emails from Apptivo, then your emails may not have been delivered. On April 4th, Yahoo made some changes to their authentication policy regarding people sending from @yahoo.com email addresses. This change was put in place to protect Yahoo users from sending…

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