The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…
Posts Categorized: Opportunities
Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?
Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…
What happens when I convert an opportunity into an order?
The Question: I am trying to learn the sales process in Apptivo, and I am wondering what the “Convert to Order” button does when viewing a sales opportunity The Answer: If you haven’t read about converting leads, take a look at that question first.The sales process in Apptivo work in three phases. Lead Opportunity Order…
Why would I want to relate a project to a sales opportunity?
The Question: I noticed there is a tab on my opportunities that allows me to associate a project. Why would I want to associate a project to an opportunity, when a project indicates a deal has already closed and we are fulfilling the order? The Answer: While your assumption was quite correct in most cases,…
