For every company, the employees and the people need to connect with the customers. The company needs to know customers on a personal level and understand their needs and provide solutions. Therefore, a customer journey is a visual representation of the points and the stages that are covered by the customers while they interact with…
While moving towards business digitalization and choosing CRM software, people often make mistakes and take what isn’t beneficial for them. They choose software that doesn’t exactly meet their expectations and also doesn’t help much in strengthening their business workflows. Certain things need to be addressed by business owners before choosing the correct CRM software solution…
Welcome to the latest edition of Apptivo’s product updates. In this update, we have added the QuickBooks Integration and eSignature functionality in Cases Extended applications to boost the user experience. In addition, other features are also prioritized to get an update in order to ensure an integrated user experience and provide high-quality support. Updates and…
For most IT companies, having organized information about customers is very important and CRM Software is the best solution for them. It is preferred because of the various advantages it offers on managing customer relationships while handling customer data in a single place. Having a CRM platform in your organization helps you in effectively targeting…
It is often a huge dilemma for managers and business owners to ensure that their work culture remains streamlined. They also struggle in finding ways to improve the productivity of their employees. And, it is a proven fact that when employees remain engaged in their company work, the company is sure to face a high…
From planning to do something and then actually doing it, task management is the key process that follows in between. When we talk about task management in our daily life, we can’t usually relate to it, but in reality, there is plenty of work that we do while practicing task management. It may be in…
Project managers have a lot of responsibilities to take care of and to be successful, they need to manage different tasks effectively. They need to organize different events such as planning meetings, managing resources, budget planning, analyzing reports, etc. And when the schedule is a busy one, they have to face an overwhelming workload. Therefore,…
The secret of successful marketing, increased sales, customer satisfaction, and overall business growth for a majority of businesses nowadays is CRM software. A CRM software helps you in having a complete view of your business including customer relationships, marketing, sales, and workflow management. Therefore, it is just a complete package for any business to cater…
As the world continues to become technologically sound and is getting access to better technology, global industries are also reaping their benefits to the maximum. People are becoming less dependent on physical things and are relying on digital solutions for most of their everyday tasks. One such task is signing contract documents and paperwork. Several…
We are back with the latest product updates from Apptivo. In this update, we have revised and optimized few existing features and launched new features to facilitate the existing functionalities. At Apptivo, we always pay attention to our customer’s feedback and update the apps frequently to make them more user-friendly. Let’s look at a brief…
