On March 04, 2017 we released an update to all Apptivo customers, here you’ll find a complete list of changes below. The key changes in this update include: Added a new label for Unresponded Cases / Mark as Responded button in Cases App Added a create icon in Add Target List icon under Campaigns Email…
Posts By: kdevarakonda
Release Notes for February 18, 2017 – Marketing & Product Management
On February 18, 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: Template tab in Campaigns app Test Launch under Template tab Launch button in Campaigns app overview page Bounced reason in Campaigns app Refresh button added in Consolidated…
Release Notes for February 10, 2017 – CRM, Financials, & Common Apps
On February 10, 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: Share Custom Fields ( Opportunities & Estimates ) PDF Builder ( Section Title & Attributes Width ) Complete Release Notes By App CRM & Financials Updates Custom…
Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR
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…
Release Notes for January 28, 2017 – CRM, & Project Management
On January 28, 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: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…
Apptivo Invoices App for Windows is here
Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away…
How CRM Helps In Aligning Marketing And Sales Team
Its a commonly known fact that sales team depends on the marketing team to give them the sales qualified leads and marketing team on the other hands wants the sales team to increase sales by closing almost all the leads that they procure. That is sales and marketing teams are symbiotic and support the business…
Easily manage calls with Apptivo’s RingCentral integration
Nowadays, all the business are becoming dependent on the calling systems, as they make calls to grow their business. This has paved way for the use of various office phone systems. Also having a crm phone integration, is an added advantage giving you the ability to combine telecommunication and increase data collection. RingCentral is a…
Importance of Periodic CRM Reviews
Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing…
Avoiding Common Mistakes When Deploying a CRM System
One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…
