Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by operations

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We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

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Where can I find best business software for Carpenters?

Posted on 9:27 am, July 17, 2016 by kdevarakonda

Apptivo generally helps to track the database and financial informations of the business and drives them to the success path . We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in carpenters industry. Carpenter industry workflow Carpenter is the one who renovates the…

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Sales Performance Dashboard

Posted on 2:51 am, June 29, 2016 by kdevarakonda

Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance is tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…

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Managing Multiple Sales Pipelines in One CRM

Posted on 1:35 pm, May 11, 2016 by Todd Miner

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Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline.  A “pipeline” consists of all the steps, fields, and workflow rules that…

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Collective Sales Pipeline in Single Dashboard

Posted on 3:07 am, April 19, 2016 by kdevarakonda

Apptivo comes up with an intuitive representation of sales tracking tool in sales pipeline dashboard, that perfectly matches not only the requirement for salespeople also for anyone who wants to get super organized and close deals in less time. Apptivo Opportunity Pipeline Management classifies your opportunities under various sales funnel stages. This sales pipeline management…

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Track Your Sales Activity through Win and Loss Analysis

Posted on 10:39 pm, April 12, 2016 by kdevarakonda

Apptivo introduced a new sales activities track report in CRM V6, like win and loss analysis of sales. Specially designed for sales managers, product marketers and small business owners. How apptivo help them: We have analyzed with some sales managers & watched their minds, which finally made us to release this feature. Sales managers would…

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“Raise Your Sales” by Making the Apptivo Switch

Posted on 2:07 am, February 2, 2016 by kdevarakonda

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…

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CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

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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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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 software. Keep in mind that every business will…

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