How to Import Sales Leads to Apptivo from a Spreadsheet or CSV File

Posted on 10:13 pm, June 13, 2011 by

Small Businesses  are usually forced to source sales leads from third party sources in order to build their client base and get their company off the ground.  Apptivo allows you to easily import large amounts of sales leads via a downloadable spreadsheet template.  There are many websites available online which allow businesses to target and purchase sales leads in their … Read more

What makes Apptivo a safe long-term choice for small business?

Posted on 4:22 pm, April 29, 2011 by

Whether it be just for CRM, only website management, or all of your business processes; making the transition to a new piece of software is one that must be carefully thought out.  Business owners and managers need to be aware of the potential problems they might encounter when unforeseen circumstances arise, and plan accordingly to assure their company’s success.  You, as a … Read more

How to use the Timesheets App?

Posted on 7:58 pm, April 27, 2011 by

Proper time management of employees is important to any manager.  Many times, a manager is compeltely unaware of where their subordinates’ time is spent, or what they are accomplishing!  Needless to say, this is not good; managers need an easy method for employees to log the work they have completed, and then review this time track and judge whether it … Read more

Project Management for Miner Technologies Web Design Small Business Management | Apptivo Case Study

Posted on 12:37 pm, April 13, 2011 by

Company Overview Miner Technologies Web Design is a web development firm that provides a variety of website solutions and IT services across North America. They offer affordable pricing and top-quality service to assist both individuals and small business looking to build a web-presence and/or improve their IT infrastructure. Problem Miner Technologies Web Design targets customers looking for a solution that … Read more

ERP and CRM for Intellect Faces IT Consulting Small Business Management | Apptivo Case Study

Posted on 9:45 pm, April 1, 2011 by

Company Overview Intellect Faces Consulting is a rapidly growing IT consulting firm specializing in the design and implementation of high end digital networks.  Providing professional IT Services to small and medium-sized businesses, they are dedicated to bringing customers the highest quality of service with the latest in hi-tech solutions. Problem The increase in number of active projects, due to recent … Read more

How to Create and Distribute an Invoice

Posted on 9:32 pm, April 1, 2011 by

Every business both creates, and receives invoices nearly every single day.  No wonder it is so important to have a streamlined process to manage all of your invoices.  Apptivo offers a unique new approach to handling invoices… “click a button” In Apptivo you are able to create invoices directly from sales orders, or from scratch, to bill a client for time … Read more

Demo of Project Management for Small Business

Posted on 7:31 pm, April 1, 2011 by

Good project management is essential to the operation of any small business.  Apptivo allows you to easily create projects, define milestones, and create the list of tasks that must be completed to make the project a success.  Not only this, but you can define project templates to save time, and even use your employee database to define team members and … Read more

Demo for Converting Sales Leads for Small Business CRM

Posted on 7:26 pm, April 1, 2011 by

The use of CRM software is essential to any small business.  In order to efficiently track your sales process, you need to transfer sales lead information seamlessly to others throughout the team.  This video shows how to convert your Apptivo Sales Leads into sales opportunities, contacts, and customers.  Take a moment to watch the video, then read more about the … Read more

Demo of the Employees App for Small Business Human Resources

Posted on 7:25 pm, April 1, 2011 by

Every human resources employee, business owner, or other manager needs to leverage some sort of software to manage their database of employee records.  Failing to properly manage your employees can cause a large number of problems, so it’s paramount that this software have a structured, consistent, and robust database in which to store this information in. Apptivo allows you to … Read more

How Do I Share Documents and Collaborate using Apptivo?

Posted on 7:24 pm, April 1, 2011 by

This video will show you how to attach a document or file to just about any object within Apptivo.  Storing your documents in the cloud has many different advantages: Access documents from anywhere Never lose document locations Documents can’t be destroyed by computer failure Easily shared through the cloud Promote collaboration by working from a single document source The document … Read more