On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…
As you may already know, Apptivo has a new look to its menu style. The main purpose was to open up the main area of your screen to allow more work to be done. Many customers have also requested the option to customize their dashboard with their most used apps. There are two different types…
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…
Many of our customers need to run their business 24/7, hence it is important that Apptivo be available 24/7. Even if our systems go down due to unanticipated outages or large scale disasters we should be able to recover. Apptivo does Business Continuity Planning (BCP)to ensure that our website is available to customers with minimal…
Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to collecting the payment from the customer. This is for their network installation service. Apptivo cloud solution certainly has business management apps to support this process. The ability and ease with which you can create this integrated…
Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google…
This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…
There are three steps required to enable access for an employee to use Apptivo’s contact sync app. Importing Users From G Suite to Apptivo First, we need to add the users into the Apptivo database, just like you added the users for the G Suite access list. Log in to Apptivo, or navigate to Apptivo…
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…
