Author Archives: Todd Miner

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

Posted on June 13, 2011 by Todd Miner
How to Import Sales Leads to Apptivo from a Spreadsheet or CSV File

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 target market.  These leads are usually distributed to the customer through some sort of spreadsheet with all of the lead information. Rather than inputting these leads one-by-one, Apptivo allows you to copy these leads into the provided template, and import all of … Read more

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How do I use Timesheets to be compliant for H1B Visa employees?

Posted on May 3, 2011 by Todd Miner
How do I use Timesheets to be compliant for H1B Visa employees?

What is a H1B visa? An H1B visa is an employment-based, non-immigrant visa category for temporary skilled workers.  To obtain this visa, an employer must offer a job and apply for the H1B visa petition with the US Immigration Department.  If approved, this petition is a work permit which allows you to acquire a visa stamp and work for 3 years for the approved employer.  H1B visas can be renewed a single time, for an additional period of 3 years.  This visa is only issues for specialty occupations, requiring theoretical and practical application of a body of specialized knowledge.  In … Read more

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

Posted on April 29, 2011 by Todd Miner
What makes Apptivo a safe long-term choice for small business?

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 decision maker, need to take charge in investigating the details of any endeavor your employees take on, and make sure to flush out, and plan for, any points in which the project could go wrong. Below you will find answers to some … Read more

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How to use the Timesheets App?

Posted on April 27, 2011 by Todd Miner
How to use the Timesheets App?

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 was spent appropriately.  This is why every manager, business owner, and contractor should use some sort of flexible software that manages their timesheets, preferably in the cloud. Apptivo allows employees to create timesheets from the different activities they perform while working.  Not … Read more

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

Posted on April 13, 2011 by Todd Miner
Project Management for Miner Technologies Web Design Small Business Management | Apptivo Case Study

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 is both affordable and professional. In order to stay competitive in this market, while remaining profitable, it is crucial that company resources be used as efficiently as possible. Minor delays can severely limit, or even eliminate company profits. Solution Miner … Read more

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

Posted on April 1, 2011 by Todd Miner

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 expansion, has been putting a strain on company resources.  The lack of a consistent process for communication between management, sales representatives, and technicians has led to scheduling conflicts and missed assignments. This has led to an unacceptable amount of missed … Read more

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How to Create and Distribute an Invoice

Posted on April 1, 2011 by Todd Miner
How to Create and Distribute an Invoice

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 spent on their project.  Each invoice contains all of the standard contact information, and does all cost calculations for you.  With your inventory managed within Apptivo, you can even add line items to each invoice and let it do the … Read more

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Demo of Project Management for Small Business

Posted on April 1, 2011 by Todd Miner
Demo of Project Management for Small Business

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 a project manager.  Apptivo offers the complete solution for small business project management.

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Demo of the Custom Sales Lead Sources for Small Business CRM

Posted on April 1, 2011 by Todd Miner
Demo of the Custom Sales Lead Sources for Small Business CRM

If you are a small business, you need to make sure to track where your sales leads are coming from.  Apptivo makes it easy to configure your own custom CRM system and define the lead sources that your company deals with.

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Demo for Converting Sales Leads for Small Business CRM

Posted on April 1, 2011 by Todd Miner
Demo for Converting Sales Leads for Small Business CRM

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 Leads App and other Apptivo Sales Apps.

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