Key CRM functions and functionalities for effective sales management

Posted on 3:59 am, June 22, 2023 by R P Jagdeeswari

Key CRM functions and functionalities for effective sales management

1. What is a CRM? 2. Why is it important in sales management? 3. Functionalities of CRM 4. CRM Functions to Speed Up the Sales Process 5. Footnotes In today’s fast-paced business environment, effective sales management involves more than just charm and persuasion. A holistic strategy, a deep awareness of customers, and the agility to…

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How Service CRM enhances the role of Customer Satisfaction and Retention?

Posted on 11:00 pm, June 20, 2023 by Sandra

How Service CRM enhances the role of Customer Satisfaction and Retention?

SERVICES CRM STAYS CRUCIAL FOR THE GROWTH OF ANY BUSINESS. That being said,   Well do we know how Exactly does it helps? Businesses realize that it’s essential to draw in prospective customers in order to expand their enterprise and make it viable. Maintaining good relationships with the existing customer base plays a prominent role in…

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Guide to Sales Reports in a CRM: What They Are and Why They Matter

Posted on 4:24 am, June 14, 2023 by R P Jagdeeswari

Guide to Sales Reports in a CRM: What They Are and Why They Matter

1. What is a sales report? 2. What are the different types of sales reports in Apptivo? 3. Why is a CRM sales report essential for business? 4. How to Create Sales Reports in a CRM like Apptivo? 5. Conclusion “Knowledge is power.” This timeless phrase holds especially true in the sales sector. Access to…

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Release Notes – June 12, 2023

Posted on 3:25 am, June 12, 2023 by Sravya

Release Notes - June 05, 2023

Feature Enhancements: The wait is finally over! We are here with new enhancements for this week. Aren’t you curious about the latest enhancements? First and foremost, we have got you a crucial security feature. Now, your employees can access the Apptivo only within your Network IP to ensure the security of your business data. Additionally,…

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What is a sales funnel, and how do you build one that drives more sales?

Posted on 7:58 am, May 31, 2023 by R P Jagdeeswari

What is a sales funnel, and how do you build one that drives more sales?

1. What is a sales funnel? 2. Why is a sales funnel important? 3. Sales funnel stages: understanding the customer journey 4. How to build an effective sales funnel for more sales? 5. Optimizing and managing your sales funnel 6. Summary “Success in sales comes from understanding the customer’s journey and guiding them through a…

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Release Notes – May 26, 2023

Posted on 2:44 am, May 29, 2023 by Sravya

Product_Release_Apptivo -may 29, 2023

Feature Enhancements: Hello! Welcome to Apptivo’s release notes. This week’s enhancements are sure gonna save you time by automating the workflows and streamlining your business with ease! Do you know that now you can auto-update the status of a case while sending an email? Three actions at a time which is definitely going to save…

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Hot Leads in Sales: Identifying and Converting Effectively

Posted on 10:51 pm, May 20, 2023 by R P Jagdeeswari

Hot Leads in Sales: Identifying and Converting Effectively

1. What is a hot lead? 2. What’s the difference between these: Hot, Warm and Cold leads? 3. How to identify hot leads? 4. Tips to convert hot leads effectively for sales using Apptivo CRM 5. Best way to manage hot leads with in the System 6. Summary Hot leads glitter like valuable gemstones in…

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The Difference Between Lead & Prospect in Sales

Posted on 1:56 am, May 16, 2023 by R P Jagdeeswari

The Difference Between Lead & Prospect in Sales

1. From seeds to success: Journey of leads and prospects in sales 2. What is a sales lead? 3. What is a prospect? 4. Lead Vs Prospect: what’s the difference? 5. Where are prospects and leads in the funnel? 6. How to turn a lead into a prospect? 7. Seed to sales: leads and prospects…

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