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…
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….
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….
There are only a couple of things that can give you that high to push yourself harder. Like a good review that acknowledges your hard work. Or a customer giving us a positive feedback about Apptivo CRM. Or an award that celebrates all the hours and countless sleepless night we put in, and the thought…
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…
We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting…
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 –…
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…
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…
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…
