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Why you need Salesforce community cloud – The final verdict

Why you need Salesforce community cloud – The final verdict | Business Apps | Scoop.it

Why you need #Salesforce #communitycloud – The final verdict https://t.co/HmWCLI2s9s #Salesforcecommunity #CRM @mikejoflynn

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Webinar: Syncing Apptivo & Google Apps for Work

A pre-recorded webinar for users to see each Google Apps integration offered by Apptivo, review the configuration options available, walk through the setup s...

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Creating Custom Formulas With Function Attributes - Apptivo

Creating Custom Formulas With Function Attributes - Apptivo | Business Apps | Scoop.it
One of the newer features packed into Apptivo’s V6 technology are Function Attributes.  These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like.  In this article we’ll cover some example scenarios where functions can be used, walk through the... Read more »
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Simple Expense Management With Apptivo Expense Reports - Apptivo

Simple Expense Management With Apptivo Expense Reports - Apptivo | Business Apps | Scoop.it
As you might have seen, the Expense Reports App is now available across all Apptivo plans, and various marketplaces. In this post we’ll cover everything you need to know about our new expense management solution. All about Apptivo’s expense report software The Apptivo Expense Reports App is a simple expense management solution available on the... Read more »
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How To Control Cost Of Your Small Business Cloth Store

How To Control Cost Of Your Small Business Cloth Store | Business Apps | Scoop.it
Cloth store small businesses have limited financial resources. Identify your areas to saving the cost and mention some valuable tips to control cost.
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Is CRM for B2B and B2C identical - Apptivo

Is CRM for B2B and B2C identical - Apptivo | Business Apps | Scoop.it
The number of Customer Relationship Management solutions that are presently available in the market is astounding. They all promote attributes such as seamless integration, marketing automation, built-in accounting, invoicing and more. However, before you get caught up in the maze of CRM solutions, ask yourself a simple question: Should I procure the CRM solutions for... Read more »
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Creation and Conversion in Cases | Apptivo

Creation and Conversion in Cases | Apptivo | Business Apps | Scoop.it
Cases can be created manually with creation page. It allows you to configure attributes. You can collect cases through emails, create events, change the status case and more.
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Customers App | Apptivo

Customers App | Apptivo | Business Apps | Scoop.it

Account information considered as Customers in CRM. Get the customers app attributes like create customer, left panel, configuration, reports and search.

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Customer Relationship Management Key Roles | Apptivo

Customer Relationship Management Key Roles | Apptivo | Business Apps | Scoop.it

CRM Key user roles and access privileges are as follows Super user, sales manager, sales person, business contact manager and customer service manager.

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Customer Relationship Management Apps | Apptivo

Customer Relationship Management Apps | Apptivo | Business Apps | Scoop.it
Apptivo customer relationship management apps integrate with financials, inventory, Google calendar events and sync capabilities.
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Leadership Styles 2016 For Small Business Owners

Leadership Styles 2016 For Small Business Owners | Business Apps | Scoop.it
Leadership styles 2016 for small business owners. World has seen Nelson Mandela, Dalai Lama, Steve Ballmer, Jack Welch and many others. Six styles are included.
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Apps Pricing for Small Business and Enterprises | Apptivo

Apps Pricing for Small Business and Enterprises | Apptivo | Business Apps | Scoop.it

Apptivo offers different pricing for small business and enterprises. 30 day free trial for three users. No credit card required.

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Business Configuration Guide - Apptivo

Business Configuration Guide - Apptivo | Business Apps | Scoop.it
Business configuration for Apptivo by adding you information like logo, employee roles and sync with your Google calendar, task and etc.,
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CRM Benefits

CRM Benefits | Business Apps | Scoop.it
CRM Benefits | Piktochart Infographic Editor
Apptivo's insight:

Customer Relationship Management Benefits

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Managing Multiple Sales Pipelines in One CRM - Apptivo

Managing Multiple Sales Pipelines in One CRM - Apptivo | Business Apps | Scoop.it
Overview Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create different pipelines.  A “pipeline” consists of all the steps, fields, and workflow rules that would apply to a sales opportunity from input to closing... Read more »
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Define Your Cloud Security Strategy With Role Based Access Control - Apptivo

Define Your Cloud Security Strategy With Role Based Access Control - Apptivo | Business Apps | Scoop.it
This is part one of a two-part blog on role based access control. As more apps move to the cloud, IT security remains a hot topic when it comes to business systems. Having rock-solid security practices is important at the least, and even lawfully required for many businesses. Securing your business software is one integral... Read more »
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Document Management With Microsoft OneDrive Now Available - Apptivo

Document Management With Microsoft OneDrive Now Available - Apptivo | Business Apps | Scoop.it
Apptivo now supports linking documents from Microsoft OneDrive!  This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps!  Keep your files stored in OneDrive, and link relevant files... Read more »
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Invoicing Apps: Why Should Small Businesses Use This

Invoicing Apps: Why Should Small Businesses Use This | Business Apps | Scoop.it
Invoice app is important for small businesses. Check out the benefits of using mobile invoicing apps. It assists to financial transactions & get paid faster.
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“Raise Your Sales” by Making the Apptivo Switch - Apptivo

“Raise Your Sales” by Making the Apptivo Switch - Apptivo | Business Apps | Scoop.it
Recently, Apptivo’s Cloud-based platform was ranked among the top ten best CRM software by Cloudswave, a seasonal ranking site that awards business applications based on weightage of the average score given by various critics. In the Cloudswave ranking, Apptivo’s CRM software stands in seventh position, and was awarded a CRM Badge. Apptivo is a comprehensive... Read more »
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Creation and Conversion in Opportunities | Apptivo

Creation and Conversion in Opportunities | Apptivo | Business Apps | Scoop.it

Opportunities cab be created manually with creation page. It assists to move the sales process into next level. See the reports through graphical representation.

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Data Level Access | CRM Apps - Apptivo

Data Level Access | CRM Apps - Apptivo | Business Apps | Scoop.it

You set data level access either the assigned or all employees will view the object. Common in all CRM applications.

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Create CRM Objects | Apptivo

Create CRM Objects | Apptivo | Business Apps | Scoop.it

Create CRM objects in different ways which based on the apps. You can create objects from leads, opportunities, cases, contacts and customers app.

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Business Apps: Lift Your Company Up To The Next Level

Business Apps: Lift Your Company Up To The Next Level | Business Apps | Scoop.it

Grow your business if you like to take your company to next step, Think over what needs to be changed for success? Let us analysis it step by step but it is up to you to decide what to acts first.

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Community - Apptivo

Community - Apptivo | Business Apps | Scoop.it
Apptivo explore all solutions here. Get your world class support by calling, chatting and Email. Starter guide, user manual and more.
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Starter Guide | Online Help - Apptivo

Starter Guide | Online Help - Apptivo | Business Apps | Scoop.it
Starter guide for Apptivo. It’s a cloud based software delivers your business in single platform easily. It assists save time, reduce errors & tools to interact with their customers more professionally.
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The Reasons Why Small Business Should Use a Customized CRM Tool

The Reasons Why Small Business Should Use a Customized CRM Tool | Business Apps | Scoop.it
Evaluate the way of handle customers of small businesses use with customized CRM tool.
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How Small Businesses Should Prepare For Estimated Tax Payments

How Small Businesses Should Prepare For Estimated Tax Payments | Business Apps | Scoop.it
Small business owners should pay the tax for quarterly. Estimated tax is vital. Compute your tax payment using IRs form. Most of them used by paper as well as electronic filling.
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