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

Frame 1 (1)

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,…

Read more »


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

Frame 60

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…

Read more »

What is CRM Marketing? Benefits and Advantages of CRM Marketing

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

Frame 56

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…

Read more »

Top 6 mortgage CRM software preferred by mortgage professionals

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

Frame 51 (1)

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…

Read more »

Finding the best CRM for financial advisors

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

Frame 38

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…

Read more »

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

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

Frame 31

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…

Read more »


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

Frame 28

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…

Read more »

How to develop a CRM strategy for an organization

Posted on 10:54 am, July 1, 2022 by Creative Team

Frame 22

Introduction CRM (customer relationship management) is a technology that manages the customer interactions and helps build superior customer relationships. CRM helps to streamline the entire business processes and expedites productivity to a greater extent. All the information present in the CRM software keeps the functionality across multiple departments in an aligned manner. CRM helps to…

Read more »

Five best CRMs for Real Estate

Posted on 10:32 am, June 30, 2022 by Creative Team

Frame 24

Introduction A real estate CRM is a customer relationship management solution that helps to manage all the interactions in the real estate environment with both the leads and the clients. The CRM tools help the realtors with their day to day activities and reduce manual efforts to a larger extent. There are a lot of…

Read more »

Why is customer connection important?

Posted on 10:14 am, June 30, 2022 by Creative Team

Frame 25

Introduction Customer connection plays a major role in the sales cycle. The sales cycle starts and ends with the customer. The goal of every business is to connect with the customers in an effective way. Customers want to have a good experience during the buying process and only those customers are likely to buy from…

Read more »

× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter