Posted on 10:29 am, July 22, 2022 by Sandra

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Introduction CRM is a technology that helps manage the entire customer information and interactions in order to build and maintain superior customer relationships. The CRM solution replaces spreadsheets and other different applications, which makes it easy for the businesses to access information in one centralized platform. CRM is an essential tool for businesses today to…

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Posted on 10:26 am, July 22, 2022 by Sandra

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Introduction Customers are the king of any business. To ensure building a strong relationship with the customers and maintaining that relationship for a longer period of time, Customer relationship management is pivotal for the long term growth and success of the business. You need to understand the A-Z of customers, be it their needs, behavior,…

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Posted on 4:54 am, July 21, 2022 by Sandra

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INTRODUCTION A business process is usually defined as an activity or a set of actions performed by the organization in order to achieve its objectives and goals promptly. The business process should have a purpose in order to result in favorable outcomes. CRM is a technology that helps streamline the entire business processes and the…

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What is CRM Marketing? Benefits and Advantages of CRM Marketing

Posted on 7:53 am, July 19, 2022 by Sandra

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Introduction In a digital world, every aspect of business has transformed; marketing is no exception. Marketing in the past had always been a hit or miss: it was not customized for any group or individual. It was designed to reach everyone, including those who were not interested in the marketed products, or those who were…

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Apptivo Product Updates as of July 19, 2022

Posted on 5:57 am, July 19, 2022 by Sravya


What’s New! Apptivo has enhanced the existing feature by adding your requests and needs to make your work done. Switching from one app to another to assess one task might be super handy. So, our team has thought about it and made the necessary upgrades to the Tasks app. What do you think of carrying…

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Top 6 mortgage CRM software preferred by mortgage professionals

Posted on 5:23 am, July 15, 2022 by Sandra

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What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Some of the features that it must have are: 1.All information stored in the cloud 2.Loan Origination…

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Finding the best CRM for financial advisors

Posted on 5:48 am, July 13, 2022 by Sandra

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CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. CRM for financial services does just this. It helps financial…

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What is a system? How to create a Successful system?

Posted on 8:50 pm, July 10, 2022 by Creative Team

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Introduction A system is an organized collection of subsystems needed to attain a specific goal. Many different inputs maketh a system which will help deliver the desired outcomes. Usually a system is made up of smaller subsystems. If one smaller sub system fails, the entire system fails to operate. The systems might vary from simple…

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Posted on 9:56 am, July 8, 2022 by Creative Team

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Introduction A CRM manager helps the businesses develop new customers and retain the existing ones, thus optimizing the sales funnel in an outstanding way. A CRM manager is all you need to move about successfully in the modern business era. If you hire a CRM manager, he or she will streamline the entire business processes…

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Apptivo Product Updates as of July 07, 2022

Posted on 6:32 am, July 7, 2022 by Creative Team

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Welcome to our Product Updates! We’re here to provide you with some most accessible and affordable features that make your business progressive. Apptivo always tries to dig innovative ways for our customers to make their business easier to handle without stress. so, here we are for you with a new payment gateway to handle the…

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