After months of beta testing and hearing feedback from our customers, we’re happy to officially announce the CRM V6 release. Not everyone will see the change at once, as we’re rolling it out to a select few customers at a time (inquire below to get upgraded now). A vast amount of new features have been…
Posts Categorized: General
How do I quickly access activities tabs in CRM?
In order to quickly access CRM objects like contacts, customers, leads, opportunities and cases, there is a “Side Panel View of a particular object” feature. For instance, in Contacts App; when you click on “Show All” or any other menu from the left navigation panel. You can view contacts found in table format with your…
Improved CRM to Boost Sales! Contacts, Leads, and Opportunities V5 – Sep 21, 2013
After this weekend, we’ve officially finished converting all of the sales and support applications to version 5.0 within the CRM module! On the previous release, September 11th, we updated the Contacts App to V5. This past weekend we completed the Leads & Opportunities Apps… all changes have taken effect automatically and are ready to use!…
CRM Upgrades & Cases Version 5.0 Released – August 24th, 2013 Update
We hope everyone had a great weekend! This past Saturday (August 24th) we performed another update to Apptivo, which includes the new V5 Cases App. Now you can experience all of the great new features of the Customers App, present when managing your support cases. The Cases App is the second app from CRM to…
CRM V5 Release Update & Sneak Preview of New Homepage V5
Hello everyone. Hopefully we haven’t kept you waiting too long for an update on Version 5.0! We’ve been hard at work, and get closer each day. Version 5 is entering closed beta testing for the CRM suite, and we’re getting close to release. But, in the meantime we thought you might enjoy a teaser of…
Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013
We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and…
5 Ways to Cut Business Costs For Small Businesses
If you are a small business owner, then you know that every penny counts. The operational cost is an important factor as it helps to assess the business’s cost-effectiveness and determine the cost required to generate revenue. However, when the business is a start-up, we have to ensure that minimum cost is incurred to obtain…
5 Reasons Your Business Needs Sales Force Automation
For many small & medium businesses, managers are unsure whether implementing a CRM management or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many questions to ask yourself. Everyone knows that the customer is a cornerstone of any business. Sales automation allows…
Why is my Task Sync not working?
To ensure “Task Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Tasks Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data Access in G Suite Login to your G Suite account www.google.com/a/cpanel/xyz.com and make sure you are logged in with a Super Admin account….
Why Branding is Important
Branding is key to your companies success for new and existing businesses alike. Many different characteristics come with your brand that distinguishes it differently from other products. Your brand is the face of your company, without it, no one will know who or what your business does. Business Branding is one of the most important…
