Creating a balance between your digital marketing efforts and your Customer Relationship Management software is really all about aligning your objectives and being determined to run your CRM and not let your CRM run you. If you’re clear about what your objectives are from the beginning and have boiled those down to their essence you’ll…
Posts Tagged: business management systems
Creating Custom Formulas With Function Attributes
One of the newer features packed into Apptivo’s V6 technology are Function Attributes. These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like. In this article we’ll cover some example scenarios where functions can be used, walk through the…
The importance of simplifying your CRM
One of the keys to a successful adoption of a CRM systems (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you…
Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013
We are happy to inform you about this week’s Apptivo release, which included an app upgraded to version 4.0, and also many new features, including updated interfaces in the Timesheets App. This release has also added a many new integration’s between apps! Now, you can convert an estimate into a project, opportunity into project, case…
Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013
We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and…
New Kit Work Orders & Insurance Tracker Apps
We are happy to inform you that this week Apptivo has been released with two brand new apps, several apps upgraded to 4.0, and many more features. The two new apps included into Apptivo are Kit Work Orders and Insurance Tracker. Five apps were migrated to version 4.0: Employees App, Inventory Management App, Receiving App,…
Fresh Look for the User Dashboard & Other Major Upgrades – Jan 16, 2013
We are happy to inform you that we have some important updates made this week. The most notable item of this release is the complete overhaul we’ve performed to your personal user dashboard, seem immediately after logging in. This update does more than just improve the look & feel, it also includes feature upgrades like…
5 Reasons Your Business Needs Sales Force Automation
For many small & medium businesses, managers are unsure whether implementing a CRM management or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many questions to ask yourself. Everyone knows that the customer is a cornerstone of any business. Sales automation allows…
New Arrivals in Apptivo: Purchase Orders, Payables and Supplier Invoices – Dec 29, 2012
We have more updates in this New Year, we released new apps and new features. We would glad to inform you that this week Apptivo released with three new apps: Purchase Orders, Payables and Supplier Invoices. The Pricing App was upgraded to 4.0, giving it a fresh new look. Advanced Search and Reports sections were…
Suppliers, Recruitment in 4.0 & Invoices App Improvements – Dec 17, 2012
Introduction We are happy to announce that this week Apptivo released more features in many apps. A new look was added to the Suppliers app, and we’ve completely revamped our recruiting tools for the recruitment & candidates applications. Customize menu views were added in the Projects and Contacts App. Also, we’ve added one of our…