We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…
There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…
Recently, Apptivo’s Cloud-based platform was ranked among the top ten best CRM software by Cloudswave, a seasonal ranking site that awards business applications based on weightage of the average score given by various critics. In the Cloudswave ranking, Apptivo’s CRM software stands in seventh position, and was awarded a CRM Badge. Apptivo is a comprehensive…
Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…
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…
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…
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…
The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…
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…
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,…
