What Makes Apptivo a Best CRM System

Posted on 5:58 am, September 17, 2020 by Selva

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CRM software plays an important part in most of the businesses across the globe. The traditional method of taking notes, bookkeeping, and managing customer relations on several files offline are now time-consuming. Companies are looking to store all data and stats in a cloud that is easily accessible and retrievable. However, How far are businesses…

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5 Must-Haves in Your SMBs CRM

Posted on 6:22 am, April 2, 2020 by Selva

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As an organization, there are many aspects you must be wary of. Selling quality products, offering a wide range of services and having a strong marketing campaign- all are important. But, a decisive factor for small and medium-scale businesses is their ability to build stable connections with their customers. Customer Relationship Softwares provide this service….

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Creating the Right Workflow Strategy in Business Software

Posted on 11:04 am, April 10, 2019 by Todd Miner

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When it comes to building out a business software system, we’ll look at the fields and data we capture, the automatic activities to perform, and the reports we want to generate at the end of the day. But… none of this will matter without the users performing their daily activities and inputting into the software….

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What is CRM? Dummies guide to CRM in 2018

Posted on 10:24 pm, May 28, 2018 by Grace Douglus

Hand arrange white letters as CRM

So, you came across the term ”CRM” and you’re not sure what it means or you’re looking to implement CRM software in your organization and you’re not sure what to look for in a CRM software. Well, fear not! This guide is going to explain what is a CRM with example software and more importantly…

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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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Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR

Posted on 4:11 am, February 7, 2017 by kdevarakonda

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On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…

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Importance of Periodic CRM Reviews

Posted on 1:48 am, November 8, 2016 by kdevarakonda

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Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing…

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Avoiding Common Mistakes When Deploying a CRM System

Posted on 2:56 am, October 31, 2016 by kdevarakonda

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One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…

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