Efficient Small Business CRM Means Keeping it Simple

Posted by Maya Pillai

In the past, the owner/managers of small businesses knew each of their customers by name rather than by a customer code. Customer relationship management was practiced even in those days to make the businesses successful unknowingly. However, things have changed. As businesses grow, it becomes more difficult to relate to a customer on a more personal level. As the business … Continue reading

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

Posted by Todd Miner

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 … Continue reading

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

Posted 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 … Continue reading

Demo for Converting Sales Leads for Small Business CRM

Posted by Todd Miner

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 … Continue reading

How do I view leads captured from my website?

Posted by Alagu Ramanathan

When people contact you through web forms/ contact forms on your website they are captured as leads in the Apptivo. To view their information use the following steps: Login to Apptivo and navigate to Sales section -> click on  Leads App You will see the Leads dashboard where you can view a list of all the leads from your website … Continue reading

Using web forms to increase conversion and capture of sales leads

Posted by Puneet Yamparala

Using Apptivo webforms to increase sales

Webforms are the those little forms you see on the contact us page or on the page where you want to request additional info about a product. These webforms are typically integrated with a CRM platform and provide huge benefits in terms of capturing potential sales leads and converting them into paying customers. Consider the case of a company website … Continue reading