CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

crm_structure

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software 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…

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Apptivo Project Management Wins Smart Choice Award!

Posted on 11:43 pm, January 14, 2014 by Todd Miner

smart_choice_award

We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the…

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Now Search & Upload Google Drive Documents More Easily

Posted on 7:47 pm, October 11, 2013 by Todd Miner

google_drive_documents

Recently we’ve heard lots of feedback in regards to our Google Drive integration within Apptivo. Some of you have loved it, and some of you have provided some excellent feedback as to how we can improve. Our previous upgrade includes “Add Google Document” button. We’ve been listening closely, and we’re happy to announce an upgrade…

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Updated Email to Case Feature – Automate Your Support Ticket System

Posted on 2:03 pm, October 3, 2013 by Todd Miner

email_to_case

While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies…

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Implementing a Product Sales Process using Apptivo Apps

Posted on 5:58 am, March 26, 2013 by Ram Renga

Product Sales Process

For an effective crm sales process, sales force automation is an important aspect. This vital activity of sales automation can be seamlessly done with the sales management tools. To assist the sales managers and teams in producing better sales and productivity, sales software is used nowadays. The following scenario explains the sales process steps of…

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The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by Todd Miner

conversion_flow

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 difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online crm software. Keep in mind that every business will…

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5 Ways to Cut Business Costs For Small Businesses

Posted on 2:00 pm, March 14, 2013 by Maya Pillai

5 Ways to Cut Business Costs For Small Businesses

If you are a small business owner, then you know that every penny counts. The operational cost is an important factor as it helps to assess the business’s cost-effectiveness and determine the cost required to generate revenue. However, when the business is a start-up, we have to ensure that minimum cost is incurred to obtain…

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How is Apptivo integrated?

Posted on 3:25 pm, March 6, 2013 by Maya Pillai

Apptivo Integration

Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…

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