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
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
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
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
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
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
This brief presentation showcases Apptivo’s CRM capabilities. You can learn about managing your sales leads from this presentation. Apptivo CRM Capabilities Apptivo CRM Capabilities from alagu86 View more presentations from apptivo
