How Implementing a Customer Data Platform for Your Business to grow exponentially?

Posted on 8:23 am, October 27, 2023 by Sandra

1. what is customer data platform? 2. Why a CDP is Essеntial for Businеss Growth 3. How a CDP Works in Rеal Lifе 4.Thе Nuts and Bolts of Implеmеnting a CDP 5. Challеngеs to Watch Out while implementing CDP Today, wе’rе diving into a gamе-changing topic that can propеl your businеss to nеw hеights: “Thе…

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Where can I get best Hospital Management Software for Dentists?

Posted on 10:34 am, April 20, 2016 by kdevarakonda

Apptivo is a suite of 50+ cloud-based applications which helps the small and medium-sized business with their needs. It basically has nine categories that cover all the basic requirements of the businesses. Here, we can discuss how well these apps help the hospital management for dentists, Hospital Management Business Flow Hospital management helps the hospital…

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Tips for Turning Customer Engagement into a Sale

Posted on 1:09 am, December 7, 2015 by kdevarakonda

customer engagement

Customer engagement is necessary before making a sale. This can be achieved by doing the following. Get as much data about the customers as possible. You need not guess which product is the best for the customers. Data enables informed decisions. Segment the visitors to your website. Create ads as per user’s interests. Hence the…

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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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Sneak Preview: IMAP Email Integration for Apptivo CRM

Posted on 11:15 am, January 10, 2013 by Todd Miner

Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…

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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by Todd Miner

Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by Todd Miner

Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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What is a good configuration for the Customers App?

Posted on 11:10 am, April 18, 2012 by kdevarakonda

The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with…

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