There are few business owners who would dispute the argument that exceptional customer service is one of the core things that must be achieved in order for the business to be successful. It is an opinion that is supported by the results of the American Express Global Customer Service Barometer 2012. The latest in their series of annual reports found … Read more
Tag Archives: CRM
Real estate is a traditional example of relationship and sales driven industry. It has complex referral models and is built solely on commission incentives and long sales cycles. Remember, each transaction is unique and the real estate business operates in a very competitive environment where retention of the tenants and sales is directly related to the value of the asset … Read more
Every customer relationship management system needs a comprehensive, yet flexible, contact management system. Apptivo offers the best of CRM contact management, and your contact database integrates directly with all of the other small business apps available with Apptivo. Take a look at our video to get a better idea of it’s capabilities, or click to learn more about contact management.
Managing your customer database is one of the most essential duties of any small business leader. Without your customers, your company does not exist! Apptivo offers a Customers App within its CRM suite of Small Business Apps. You are able to track all contact information, activities, sales leads, and orders related to your customers; and integrate with nearly all of … Read more
The Best Small Business CRM is essential when you want to grow your business in the era where customer service reigns king. Apptivo provides a comprehensive suite of CRM Apps, with the Leads App at its core. This app manages all sales leads within your business, and allows sales staff to easily track all activities and information related to a … Read more
Free Small Business CRM is essential when you want to expand your business when on a budget. Apptivo provides a comprehensive suite of CRM Apps, with the Opportunities App paired up to operate with the Sales Leads App. Opportunities can either be converted from sales leads, or entered directly into the system when a new sale presents itself. See the … Read more
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
The CRM functionality in Apptivo consists of Pre-Sales, Sale and Post-Sales activities. Please follow the following steps to get started with the CRM functionality in Apptivo. 1. Provide access to team members , to the Sales and Customer Service modules. 2. The first step in Pre-Sales activities is creating leads potential customers. 3. Once a Lead is created, your sales … Read more
Convaid provides special needs children, adults, and their families the highest quality compact-folding lightweight wheelchairs. To support its sales activities, Convaid uses Apptivo’s free CRM functionality. Their whole sales process right from prospecting for customers to providing customer service is integrated through Apptivo.