Case Study: Automating an IT Business With Apptivo & G Suite (IT CRETE)

Posted on 6:37 pm, June 11, 2013 by Todd Miner

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IT Crete specializes in providing system software support to small and medium sized businesses in Heraklion, Crete, Greece. They have professional experiences in the following fields: Microsoft Windows server AD domains Exchange server deployment Firewall & internet security Virtualization with Hyper-V, VMware or other similar technologies Linux server implementations of all sorts Web server implementations…

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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

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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 solutions. 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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Project Time Tracking & Billing Bundle Quick Start Guide:

Posted on 11:34 am, February 12, 2013 by Todd Miner

Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…

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Items & Promotions App in version 4.0, Capture cases using the API

Posted on 6:51 am, February 1, 2013 by Ram Renga

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We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…

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Worldwide tax code settings for Invoices App

Posted on 12:52 pm, January 22, 2013 by Ram Renga

Taxes

All over the world, the countries levy taxes on goods and services for the purpose of increasing the revenue of the country. This taxable amount will be used by the governments for many beneficial activities like infrastructure improvement, health services, public security etc. So it’s the responsibility of the civilians to pay direct and indirect…

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