Posted on by Selva

Key Integrations To Enhance Your Operations With Apptivo

Working remotely has been declared as the new normal for the working population. The world was very quick to adapt to this new norm as it dealt with the pandemic. Not only has working remotely brought businesses back to their routine, but also given many health benefits.

Working from home has reduced the number of hours spent on the road, which could be added to the personal and family time of the employees. A reduction in the amount of stress is also boosting workers’ mental and physical well being. Let us look at how Apptivo can help you manage your business when working remotely.

How Apptivo Integrations Can Benefit Your Business During Remote Operations

For Account-Related Needs

For Account-Related Needs

When working remotely, managing accounts and all the payment-related activities could become a challenge. All the account-related information can be brought into one place with Apptivo Integrations. These user-friendly apps are specially designed for all business-related needs of SMEs which can be easily integrated with your Apptivo CRM tools. Not only can they reduce the time taken to complete each task, but also reduce the load from each team member. With the advanced features of Apptivo integrations, you can analyze data, manage payroll and bills, and accept payments in real-time.

Benefits:

  • 7 days and 24 hours of access from any location
  • Highly organized account information in one place
  • Advanced features for detailed reports
  • Auto tax update
  • Guaranteed full-scale security for all data

Tools:

  • QuickBooks
  • Xero

For Communications Needs

For Communications Needs

One of the most important aspects of your business is how you interact with your clients. Customers are your company’s cash flow. The better you treat them, the more product you will sell, resulting in a hike in your revenue. There is tons of information you can get from a single phone call with your valued consumers. Some may be irrelevant and can be discarded, while others may be essential to making better sales. But often a salesman may record incorrect or incomplete data from the conversation. This is where Apptivo’s communications integrations come in. Apptivo collaborates with various external applications to automate data entry. While the customer is on call, the information is being recorded in real-time into the Apptivo CRM. If your company uses its own calling application, Apptivo provides an API that can bridge your application to itself.

Benefits:

  • Automatic and real-time data entry
  • Never forget what your clients’ said
  • RESTful API for custom communication apps
  • Record data on the go
  • Allows calling directly from Apptivo CRM

Tools:

  • API Calls
  • Asterisk
  • Fuze
  • Ring Central
  • Nexmo

For Contacts Needs

For Contacts Needs

The best aspect of integrating Contact tools with Apptivo CRM tools is the availability of the exact same contacts in both the apps, at all times. As you may have already guessed, these contacts are available even if you’re working from home. All the changes you make on one device will automatically reflect on the other app. You can use the entire suite or standalone tools to make the most out of it. You can synchronize all the business contacts, including your client details and customer information with all your team members for quicker service.

Benefits:

  • Highly organized client and customer contact information
  • User-friendly
  • Available in free and paid versions
  • Saves time and resources
  • Reduction in the possibility of errors
  • Synchronize documents, contacts, and calendars

Tools:

  • Google Contacts
  • Google Forms
  • Office 365
  • PieSync

For Productivity Needs

For Productivity Needs

Keeping track of progress becomes difficult when you have to work from different locations. You cannot directly oversee your teams’ output and without the help of unlimited calling and numerous emails, checking the developments is nearly impossible. To address these issues, Apptivo is here to help.

With Apptivo’s Productivity Apps, you can fast track the communication process, document exchange, and keep an eye on the overall productivity and performance of your teams. These tools can be used in various devices and are extremely user-friendly, so no additional time is needed to train the users.

Benefits:

  • User-friendly
  • Time and Money saving
  • A faster flow of information
  • Easier task delegation
  • Quicker way to communicate with multiple teams
  • Easy way to share documents, images and voice notes, and other files

Tools

  • G Suite
  • Slack

For Website Needs

For Website Needs

When working during the COVID-19 pandemic, a wise decision would be to take your business online. If you have already moved your business, then the Business Site CRM integration tools can help you make the working process easier and smoother. With these easy-to-use tools, anyone can come on board and find their way around the sites. The integration of your websites with Apptivo CRM tools allows you to expand your business to endless possibilities. This feature will allow you to get access to all customer data, right from your website to one platform; manage growth by analyzing data, and attract more customers.

Benefits:

  • Saves times and money
  • Easy to use
  • Quick and efficient management of data
  • Analyze tons of data in a short time
  • Paid and free tools are available

Tools:

  • Business Site CRM Plugin
  • eCommerce Plugin
  • WordPress

Final Thoughts

If employee well-being and increasing profits are two of your main objectives this year, then Apptivo Integration tools are just the right tool for you. Enjoy the luxury of increased productivity, faster coordination, easier data accumulation, and better customer service with the help of Apptivo, today!

Leave a Reply