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…
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…
Introduction CRM is a technology that helps manage the entire customer information and interactions in order to build and maintain superior customer relationships. The CRM solution replaces spreadsheets and other different applications, which makes it easy for the businesses to access information in one centralized platform. CRM is an essential tool for businesses today to…
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,…
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…
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…
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…
What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Some of the features that it must have are: 1.All information stored in the cloud 2.Loan Origination…
CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. CRM for financial services does just this. It helps financial…
Introduction A system is an organized collection of subsystems needed to attain a specific goal. Many different inputs maketh a system which will help deliver the desired outcomes. Usually a system is made up of smaller subsystems. If one smaller sub system fails, the entire system fails to operate. The systems might vary from simple…
