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…

Read more »



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…

Read more »



What is a sales pipeline and how to build it?

Posted on 1:52 am, February 1, 2023 by R P Jagdeeswari

1. Introduction 2. What precisely is a sales Pipeline? 3. How does the sales pipeline work? 4. What you’ll need before you start building your own pipeline? 5. Data analysis of sales pipeline 6. How to prioritize using a sales pipeline? 7. What phases should your sales pipeline consist of? 8. Key takeaways and best…

Read more »


× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter