7 Benefits of Having Both CRM and EHR

Posted on 8:31 am, August 4, 2022 by Sandra

Introduction Advancements in technology have spurred the growth of different industries, and healthcare is one of the top industries to have benefitted from contemporary tech innovations. One such tech advancement for healthcare organizations is the Electronic Health Record (EHR) System. An EHR system helps the organization keep track of all the data about different patients…

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KEEP CUSTOMER SERVICE SIMPLE

Posted on 8:00 am, August 2, 2022 by Sandra

Introduction Customer service is considered important for a business success. A superior customer service helps retain the customers and build customer lifetime value. The key to providing good quality customer service is by building stronger relationships. Customer service drives satisfaction among the customers which in turn will result in customer loyalty. What is customer service?…

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Apptivo Mobile Release Updates as of August 01, 2022 – Android All-In-One Mobile App: v6.3.17

Posted on 8:51 pm, July 31, 2022 by Sravya

Having CRM for a progressive business is great, but how about having your payments recorded automatically without you entering them manually? It’s fantastic, isn’t it? So, here we are with some intriguing integration to make your business payments as simple as possible. Additionally, having help texts while utilizing the new attributes is required to get…

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WHY IS RELATIONSHIP MANAGEMENT IMPORTANT AND KEY TO BUSINESS SUCCESS?

Posted on 6:24 am, July 28, 2022 by Sandra

INTRODUCTION Relationship management is vital for the success of the business, as you need to build a strong relationship with the customers , who indeed is the king. You need to serve the king better to survive in the business environment and to stay ahead of competition. In order to stay in the business game,…

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WHAT IS A SALES PIPELINE AND HOW DOES IT BENEFIT THE ORGANIZATION?

Posted on 9:03 am, July 27, 2022 by Sandra

INTRODUCTION The sales pipeline is the representation of your prospects along the funnel. You can have a complete outlook on the sales stages and how the opportunities go through each sales stage. The sales pipeline gives you a comprehensive understanding of which sales rep is working on that particular sales opportunity, how many deals are…

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What is a customer profile in CRM? Definition, benefits and customer profiling

Posted on 10:28 pm, July 26, 2022 by Sandra

What is a Customer profile? Introduction Customer profiles make up the integral part of a CRM system in order to be effective and efficient. A customer profile describes a particular class of a customer. The customer profiles within the CRM software will be highly helpful in tracking and monitoring existing and potential customers. Customer profile…

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WHAT IS A CRM REPORT AND HOW TO CREATE ONE?

Posted on 10:26 am, July 22, 2022 by Sandra

Introduction Customers are the king of any business. To ensure building a strong relationship with the customers and maintaining that relationship for a longer period of time, Customer relationship management is pivotal for the long term growth and success of the business. You need to understand the A-Z of customers, be it their needs, behavior,…

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WHAT ARE BUSINESS PROCESSES? HOW DOES CRM HELP IN SIMPLIFYING THE SALES AND MARKETING BUSINESS PROCESSES?

Posted on 4:54 am, July 21, 2022 by Sandra

INTRODUCTION A business process is usually defined as an activity or a set of actions performed by the organization in order to achieve its objectives and goals promptly. The business process should have a purpose in order to result in favorable outcomes. CRM is a technology that helps streamline the entire business processes and the…

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What is CRM Marketing? Benefits and Advantages of CRM Marketing

Posted on 7:53 am, July 19, 2022 by Sandra

Introduction In a digital world, every aspect of business has transformed; marketing is no exception. Marketing in the past had always been a hit or miss: it was not customized for any group or individual. It was designed to reach everyone, including those who were not interested in the marketed products, or those who were…

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Apptivo Product Updates as of July 19, 2022

Posted on 5:57 am, July 19, 2022 by Sravya

What’s New! Apptivo has enhanced the existing feature by adding your requests and needs to make your work done. Switching from one app to another to assess one task might be super handy. So, our team has thought about it and made the necessary upgrades to the Tasks app. What do you think of carrying…

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