How do we describe CRM? Most of the Companies strategy for managing their relationships and interactions with customers and potential customers is through CRM or Customer Relationship Management. A CRM (Customer Relationship Management) provides you with a platform for tracking your interaction and building relationships with your customer base. People usually refer CRM to a…
Marketing Tips from CRM Experts
Every Marketing Personnel is always looking for different and unique ideas to make their work life easier. These days our customers are literally bombarded with all types of promotional emails and offer’s that spring out from every corner. Take a moment and think, in a day how many promotional emails you have received from…
Top Must Have CRM Integrations To Improve Your Business
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…
Integrating Google Forms & Apptivo
Apptivo has developed an integration with Google Forms so that users can easily create forms, embed them on their website, and have the submissions captured in their Apptivo CRM. This works by creating a Google Form like normal, but then we perform some additional configuration to that form so it creates a new sales lead…
Creating the Right Workflow Strategy in Business Software
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….
SaaS for Startups and SMB’s
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…
Apptivo Product Updates As Of March 17, 2019 – CRM, Financials, Supply Chain and Collaboration
Greetings! We are back with the next set of enhanced features to provide you with a better experience with our product. We have a list of updates and enhancements made in this release to make it beneficial for you. Take a quick glimpse through the article to get the picture of the Product Updates in…
Apptivo Product Updates As Of March 03, 2019 – CRM, Financials, Supply Chain and Collaboration
Hi there! Here we are with our next set of updates to keep our product, even more, user-friendly to you. We have a list of updates and enhancements made this release to make it handier. Just take a quick look through the article to get an overview of the Product Updates in Apptivo as of…
Apptivo Product Updates As Of February 16, 2019 – CRM, Supply Chain, Financials and Collaboration
Happy to welcome you all with the next set of updates in the Apptivo Apps! We are here to present you a list of features that are implemented and enhanced in Apptivo this February 16, 2019. Take a quick look through the post to get the features handy and enrich your experience on Apptivo Product…
2019 SaaS Trends and Strategy
In 2019, successful IT strategies have embraced the rapid pace of change of SaaS and decentralized nature. Embracing SaaS allows IT to focus on organization-wide initiatives, processes, and infrastructure, while team leaders are empowered to quickly adapt and pick the best individual apps to achieve their goals. An employee uses at least eight apps on…
