5 Reasons Why Your Business Needs a Cloud Based Project Management Software Posted on 5:17 am, October 6, 2020 by Selva Cloud-based tools have come as a boon for all business owners. For SMEs, a cloud-based Project Management software is more than just a “good to have” tool, it is a necessity. The Project Management tool comes packed with numerous benefits that will scale your business and help in increasing profits. What is cloud based project… Read more »
What Makes Apptivo a Best CRM System Posted on 5:58 am, September 17, 2020 by Selva 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… Read more »
5 Must-Haves in Your SMBs CRM Posted on 6:22 am, April 2, 2020 by Selva 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…. Read more »
Creating the Right Workflow Strategy in Business Software Posted on 11:04 am, April 10, 2019 by Todd Miner 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…. Read more »
TechRadar – Apptivo CRM #1 CRM Tool of 2018! What does it take to be the best CRM software? Posted on 4:13 am, July 12, 2018 by Grace Douglus 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… Read more »
What is CRM? Dummies guide to CRM in 2018 Posted on 10:24 pm, May 28, 2018 by Grace Douglus 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… Read more »
RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT Posted on 2:50 am, June 22, 2017 by operations 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… Read more »
Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management Posted on 4:53 am, May 22, 2017 by operations 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 –… Read more »
Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR Posted on 4:11 am, February 7, 2017 by kdevarakonda 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… Read more »
Importance of Periodic CRM Reviews Posted on 1:48 am, November 8, 2016 by kdevarakonda 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… Read more »