What Is The Best Financial Services Software?

Posted on 11:23 am, April 20, 2012 by Ram Renga

Financial Services

Banking, Insurance, lending, or investing, financial service advisors are entrusted with the care of a given client’s assets and account wherein the client expects their relationship to yield high personal gain. Yet, financial service companies are constantly struggling to differentiate their product portfolio from competitors. By facing such a high degree of competition, most firms…

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What happens when I convert an opportunity into an order?

Posted on 11:34 am, April 18, 2012 by kdevarakonda


The Question: I am trying to learn the sales process in Apptivo, and I am wondering what the “Convert to Order” button does when viewing a sales opportunity The Answer: If you haven’t read about converting leads, take a look at that question first.The sales process in Apptivo work in three phases. Lead Opportunity Order…

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How do I bill a Customer for Hours Logged to a Timesheet?

Posted on 11:31 am, April 18, 2012 by kdevarakonda


The Question: I would like to use use the timesheets system in order to get the work approved by the customer, and then send them an invoice for that timesheet. How can I do this? The Answer: With Apptivo Project Management Time Tracking Software, rather than sending out invoices manually for each moment you spent…

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Can I create a custom PDF template for my Invoices?

Posted on 11:30 am, April 18, 2012 by kdevarakonda


The Question: I see that Apptivo automatically generates a PDF file of every invoice. Am I able to customize this template at all? The Answer: Yes, the Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your invoices.To create…

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How can I bill a customer for hours tracked in a project?

Posted on 11:27 am, April 18, 2012 by kdevarakonda


The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App.  Click over to your Invoices App, and you’ll see a button at the…

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Once I have finished resolving a service work order, what do I do?

Posted on 11:22 am, April 18, 2012 by kdevarakonda


The Question: When I have completed all of the work involved with a service work order, what is the process to resolve and close out the order? What would be the next step in the process? The Answer: Before closing out and billing for the work order, make sure you have added all of the…

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How do I set up the Work Orders App for my business?

Posted on 11:20 am, April 18, 2012 by kdevarakonda


The Question: I run a heating & HVAC repair company and need a solution to manage our work orders. I took a look at the Service Work Orders App, and it seems to be what we need, but it doesn’t quite work right for our company as-is. How can I customize the app so it…

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What customization options do I have for the Cases App?

Posted on 11:19 am, April 18, 2012 by kdevarakonda


The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that you’ll need to customize.  For this app, you…

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How should I organize and address my customer complaints with Apptivo?

Posted on 11:18 am, April 18, 2012 by kdevarakonda


The Question: I’m already using Apptivo for my sales process management, but I need a help desk software option to organize and resolve problems coming from my customers. Does Apptivo offer a customer complaint management system? The Answer: Absolutely! An integral part of a customer relationship management (CRM) application is a customer complaint log service…

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