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

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

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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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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by Todd Miner

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Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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What is the Best Business Software for Auto Upholstery Businesses?

Posted on 7:35 am, April 21, 2012 by Ram Renga

Generally, Apptivo offers 40+ business apps to all types of companies but some of our apps will not fit to your company. Let’s elaborate on how our apps will be used in auto upholstery business. Auto Upholstery Business Flow: Upholstery repairs can apply to many components of a car’s interior. Below are the apps which…

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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

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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

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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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