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…
We are happy to announce that Apptivo is now a G Suite Premier Technology Partner. What does that mean for you and your business? We will now be able to work more closely with Google to deliver more robust integrations that offer even more value to our customers. As a premier partner Apptivo will also…
In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…
If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”. In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…
Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…
Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…
G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…
Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google…
Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…
Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…
