With our busy schedule, it’s clear that we do not spend more time thinking about finding integrations to support our CRM to ease our day to day life. For many business people out there their smartphone’s calendar is the only integration they are aware of which can be on all of their electronic devices with…
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….
For starters, I have been working in the IT industry for nearly 20 years, yet it was only in the last 4 years did I start working in SaaS platform for business solutions. I am not going to divulge into the pros and cons of cloud based application versus on-premise applications. The objective of this…
There is no denying that the application of email marketing as a prime medium of communication in business has brought about a significant shift in the way businesses operate. What’s the advantage? You get to interact with your customers from anywhere 24X7 without any barrier. Furthermore, email communication bridges the gap between customers and employees…
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…
Without streamlined software, you’ll quickly find yourself in over your head. Think about the last time you went out to eat at a restaurant. You sit at the table and order your food. The server writes it down and goes to the back to input your order into the system, where the cooks in the…
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…
