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…
Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management
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 –…
Release Notes for May 12, 2017 – Home Page, Project, Human Resources & Product Management
In the May 12, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: App Categories Task List Projects – Template Visibility Employees Password Generation Ideas Recurring Highlighting Collaboration Tasks App Categories Task List – We have added the “App Category” in the left…
Release Notes for May 06, 2017 – CRM, Project & Product Management
We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…
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…
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…
