WHAT IS THE BEST BUSINESS SOFTWARE FOR PACKERS AND MOVERS?

Question

I am into Packers and Movers business for past four years & also having most valuable customers. At present i am planning to expand my business. Then i realized of having a software for my business would help me to serve my customer in a better way. Recently, installed Apptivo started using the same for my business. I would like to know the Apps which would help me to deliver my service effectively?

Answer

Apptivo will provide you the details of Apps which can help you to deliver the service effectively.

Packers and Movers are companies who offer air and ocean shipping services for relocation. They move goods and products for individuals and businesses from one part of the world to another. They provide household shifting services(locally and internationally), office shifting services, Cargo & shipping Services.

Steps to follow

Customers App - Enter all customer information in Customers App as it helps you to view the information easily.

Opportunities App-  Plan all your event with date, mention the task & follow-up of loading, unloading and transportation of  goods. As opportunity helps you to organize all the events and bring it into close deal.

Estimates App- Allows you to send quotation to your customer using Estimates App. Once the customer confirms the quote it is converted into invoice.

Invoice App- Create an invoice based on the quotation. Always make sure if customer is in need of other services as such as transport, shipping and extra labour. If needed create bill accordingly.

We would also like to inform you that all Apps are integrated it would help you to render best quality service in time.

Take Notes Bring It into Action- How it happens in Apptivo?

Meeting time my boss calls me, picked my notepad and pen running behind my boss. As  meeting started myself acted fast to hear and write down the points on customer issues. This is what we generally do in a meeting, where we discuss and make it as a point to work and give solution to our customers.Notes an important tool to to receive and retain information.You should also be an efficient note taker.

Apptivo Notes

Good notes helps you to  us to view all information of a particular customer, facilitate to manage all updates and allows other employee to know about that customer in his absence. In business notes are informative tool. Apptivo provides notes in all the application. It helps you to view, Edit, delete or credit all the notes. Notes in Apptivo provides you with a brief record of the customer.

Customer Notes

Manage all the customer information by choosing preference in the left navigational bar.Enable the notes option. Once enabled it helps you to view notes in all the other Apps application. Type the notes, view customer details in a click while communicating to the customer. It allows you to add even a small piece of information related to the particular customer.

Employee Notes

It makes HR process easy, where they can store all employee information in the employee App. Employee notes menu  not only allows you  view but also allows you to filter the notes made by a particular employee.HR who has access permission can edit or make modification in the employee note.Its simple and easy to record the work details of each employee even while communicating with them.

Export Notes

Export all your notes as bulk from the customer App. You can view the report on typing customer name with start date and end date. Also click on the export button to export all the notes into CSV format.

Notes has been integral part of documentation as it helps to record all important information.

WHAT IS THE BEST BUSINESS SOFTWARE FOR A DENTISTRY BUSINESS?

The Question:

Dental software is an essential part of present dental hospitals. We are logging appointments and follow-up on all the cases using paper work. Due to poor records management i find it difficult to treat follow-up patients. All my patients are unsatisfied with appointment schedule.My monthly reports are not accurate. It developed some much of confusion at my workplace and was unable to concentrate at work. I started using Apptivo software, would like to know which Apps can solve our issue in a better way and benefit your working environment.

Answer

Apptivo will provide you the details of Apps which will help you to work better.Dentistry is a branch of medicine that is involved in the study, diagnosis, prevention, and treatment of diseases, disorders and conditions of the oral cavity, commonly in the dentition but also the oral mucosa, and of adjacent and related structures and tissues.

We understand it is difficult for you as an dentist to identify the Apps that would meet your specifications. Let me list the Apps one by one to manage all the customer contacts, treatment planning from patient recall to accounts management.

CRM          

1. Contacts
2. Customers
3. Cases

Human Resources

1. Employees
2. Holidays App        

Financials

1. Invoice
2. Receivables
3. Payables
4. Insurance Tracker
5. License Tracker, Sales receipt.

Collaboration

1. Document

General Activity

1. E-mail
2. Calendar
3. Agenda
4. Follow-up
5. Task
6. Call- Log
7. My work Queue
8. Notes

4 Amazing Apps That Customers Unite And Make Their Deal Better

Human Brain is an important organ will controls entire body activity. It makes us to think and work differently. Some Apps in Apptivo can bring change to customers and establish the business to next level. Are you thinking of the App? If  so let’s discuss on the App  which can unite the customers and bring a big deal to business.

Problems Are The Foremost Step To Success

Identifying the problem and solving on it has been always difficult to all. At the same time feeling bad if someone identifies the problem has never been good. What does Cases App do?

I helps you to identify the issue brings in solution by creating a future project. Isn’t that amazing. It helps you to input new ideas with the customers brings in new plans improve the service in a better way.As Jim Rohn Says, “ Learn to master good ideas, have good plans, handle the passing of time and solve problems, and you will be on your way to more success than you could ever imagine”.

Improve Your Service The  Better Way

Which is more important? Improving customer relationship or improving customer service. Service rendering to the customer has always been a key tool.  What does an Invoice App do?

It helps you to estimate the amount spent on the project with a immediate service using online payments, billing software such as Authorize net and Paypal method, create PDF template and mail the customer in a better way. As Shep Hyken says “ A brand is defined by the customer’s experience. The experience is delivered by the employees”.

Schedule And Forecast Your Time

Forecasting your requirements and scheduling the time spent on the projects has always been important for any kind of business. What does Time sheet do? Tracks the time of the employees spend on the project helps you to add notes in the time sheet, track and analyze the hours and create invoice based on it. As Donald Rumsfeld says, “ Think ahead. Don’t let day to day operations drive out planning”.

Proposal Are The Stepping Stones of Success

New proposal which comes as a complaint are the stepping stones of success. What does project App do? It helps to identify the trouble shooting area and take actions by enhancing new projects. Schedule all your task, projects with interactive Gantt chart and track your projects create new projects. As Junaid E Mustafa says, “Scorn is your second stepping stone to success, first is failure”.

These Apps increases the customer service and bring great deals at all times.

Manage All Customers Using Customer Relationship Management Apps

We do exercise regularly for health  fitness and nourish our self to live better. It’s the same way CRM Apps not only strengthen but also build your business with service, support, quality and sales. Let’s discuss on how to run your business effectively and the tools present and how it functions in a CRM?

Tools Benefit Your business

It takes control of operations and also streamline your business to manage all the Appointments, Meetings, task, Contacts details,capture your leads and sales tracking, customize the Apps  as per  new trends the Mobile CRM App to take complete control of the business anytime and anywhere.

Organizational Growth

When an organization has increased the growth eventually customers also will increase. Controlling your business with too much of paperwork and making things haphazard. Now CRM plays its role by keeping you more organized.Store all your customer account information including the item and the product. Retrieve information whenever required. Store all your contact information these can convert as Leads then to opportunity.

Communicate with your customers and Subordinates

Customers needs to be communicated by E-mail as it is integrated with google communicate with your customers by sending bulk mails in a click. Manage all your meetings set reminders to communicate with your customers. Organize and schedule your meetings with my agenda, creating all the events track all your task and schedule all the follow-up. Avoid confusion in internal meetings allow selected subordinates to view.

Sales Review in a Click Save Your Time

Calculating your sales every month and then doing a comparative analysis can take away your time. CRM helps to view your opportunities with month and year tab. Manage all your sales, view them using a  sales pipeline. This chart will relieve the fundamental information of opportunities.

Mobile CRM

Mobile App has increased in the digital world. Time has come where many marketers think of mobile App. It provides you to do smarter business, it helps to view all the data like PC but difference is they run in different platform. Access your CRM in Tablet, Android and iphone.

Register All Your Calls Use Call Log Solutions

Business people faces more challenges today, it is a competitive world. It is important to improve your business services. A call log collects, evaluates and provides statistical report on all telephone calls. Call log stores all your incoming and outgoing call, store all the information on the task or set reminders to follow up regarding the call.

Call log detail is associated with all the other Apps it allows to identify the calls that made with call summary, call type, time spent on the calls with the call date and duration. Also, it allows to view the call log detailed report on Home Dashboard.

Do you know how to log a call into Apptivo it’s easy or too hard?  Yes, it’s easy which follows simple step. Now, Let’s discuss how to make a call log in Apptivo? Following are the methods:

Manual Call Log Method

Login Step: Login Apptivo and make a call from your landline

Find Menu: Find the Call log in Apptivo home page

By Type & By Tag: View Log type it allows you to view the incoming and outgoing call. Log tag enable you to view the calls depending on the tag given ex.  Jewellery Business, Finance Business etc.,

Attendee: It helps us to view the subordinate who attended the call.

Automatic Call Log Method

Connect yourself with automatic call log method.  Ask your administrator they will help you to connect RingCentral in no time. Apptivo users can make calls inside the web Apps and also from the mobile Apps. It helps to register all the incoming and outgoing calls automatically.

Login Step: Connect RingCentral to Apptivo

Settings: Enable the subordinate to make calls

Call the Person: Call the customer by dialing the number or by clicking the telephone number.

Calls are registered automatically with unique extension number, employee name, name of the manager, department and action to be followed.

Make a call to your customer, record the information so that it is easy for the subordinate to follow up and build better customer relationship.

Field Service Software Provides Mobility Solutions 

Field service software is  a support for all services. It provides technical support to customers and also a channel to mobilize your business.It gives solution to track and get your work done with the persons on the field. Field service software is an efficient software where they use tablet or mobile device to schedule the work, an automatic work order number is created and also it makes sure they complete the work on time.It gives complete solution to manage service person.

This software on place can transact and send all your employee on site follow-up and get work on time and its key features are:

View The Work

It allows us to view the complete work allocated  to the employee in a form of a calendar view on the specified date.

Set Alters

Informs you with remainders if the work is not completed on time.

Time Spent On The Field

Helps to calculate actual time spent on the work on hourly basis.

Immediate Payment 

Payment is done based on the time spent on the work. Once the work is completed create invoice providing data into the system.

Allocate Your Job To Technicians

Click to allocate the responsibility to the service person, if one person rejects provide the job to the next service person.

Sanction The Task
The task allocated and completed are approved from the manger if customer requires any changes are submitted with the change request.

Field service software allocates the job, make you to plan easier and brings in more satisfied customer.

Focus Your Appointments and Meetings - Apptivo Calendar

A management executive who want’s to schedule or re-schedule his meeting doesn’t call or mail the subordinates. They use an effective tool which focuses to keep multiple appointments, set reminders,  schedule meetings and also helps all the users to view with notification it is nothing but Apptivo Calendar.

Key Features:

 Manages All The Events

 View and manage all the meetings with the support of  the calendar.

Calendar View: Helps us to view the event on daily basis, weekly basis and monthly basis.

List View: It provides detailed list of events by showing today’s event, upcoming event and completed events.

Table View : Allows to view title with an end date, status, attendees and also provide more details on the particular event by clicking on the action button.

Notifications 

All the news feed & e-mail feeds are enabled or disabled by calendar notifications. Events can be deleted, modified, re-scheduled or scheduled using this event notifications.

Reminder Notification

 A pop-up window is set to remain the calendar events. Suppose to click on the event time to add the remainder.

Sync with Google Calendar

Sync all the events with google calendar to enable it click on the business settings also make sure that you have selected the timezone for Apptivo and Google.

Tags

 Create tags by selecting on the mandatory view the list of  events on the selected tags.


Mobile Calendar App

Logging on to Admin console page and click on to “ Marketplace Apps” on the dashboard. Now click on the contact sharing app sync properly with both Apptivo and google. Enable App access setting and access Apptivo with additional setup in google. Also enable calendar sync in business settings.

Calendar helps to schedule and give proper response to the meetings. Execute the meeting  from the start to the end.

Ensure Customer Payment- Apptivo Invoice App

Invoice usually includes price of goods, quantity of  purchase,unique invoice number and tax information. It provides information on payment methods with due date and the service provider with task name and the total amount.Invoice is a document send to buyer where cost is mentioned and it indicates how much to pay by the buyer according to payment terms. Invoice App a survival App for business.

Invoice App in Apptivo helps to save time by making easy to create invoices, helps to track time for billing, outstanding payments and time for billing.

Why do we need to use an Invoicing Software?

In any business profitability is essential part of it. The problems in customer billing are well managed. It gives value with a great looking invoice where you can add your company LOGO and added features to manage contacts, create invoice based on the time spent on the project.

key Features:

Payment system: It allows you to make online payment through Paypal, Authorize.net or Zip mark. It’s quick and easy to start.

Billing software: Choose your invoice frequency and duration all the works will be carried by billing software.

Custom PDF Invoice Template: Drag and drop invoice template and generate PDF invoices and send it to customer. Add your company LOGO,  invoice details, contact information and services provided ( nothing but customizing as per company requirement).

Mobile App Facility: Even when you are far apart send invoice to your clients using Android or iphone/ios devices.

Generate Reports: Provides facility to generate commission and general report for a selected period of time.

Invoices: Create Multiple invoice from order, projects, Time sheets, work order, estimate, opportunities, recurring invoices, recurring billing and finally with credit balance.

Multi-currency : In abroad they use different currency also has new tax laws and rules. It can support any country currency.

Partial Payment and Remainders Recording : Payment that is made partially by the customer is recorded.  It provides facility to send instant payment reminders to the customer.

An invoicing software manages all E-mail invoicing as it is easy to use, affordable, saves time and it’s more effective. Create and send invoice easily reduce paper works, save trees. Provide fast and accurate  customer service use Apptivo Invoicing App.

Organize Your Business Use Project Management Tools

Organize your small business use project management tools it makes your work more easier and keeps you well organized in  affordable way.Prime reason for using cloud- based management, it is cost effective and allows business to perform better in faster way.

It act as a best tool when you plan your meetings, while informing everyone on the projects, control to work on your projects in time, rate your job and create invoice based on the time spent on the work.

All these tools helps us to see unlimited number of projects in time,  Add or remove fields as per your business needs, Track e-mail, task and fields  in one integrated system.

It helps the marketing managers to work effectively and systematically.

Key Features of Tools:

Interactive Gantt Chart: Interactive Gantt chart quickly analyze the project let us know the trouble and take immediate action.

Task Dependencies and Scheduling: Helps us to know the completed task helps to estimate and calculate project schedule automatically.

Project Management Templates: It allows unlimited number of templates to launch quickly new projects.

Time Tracking & Time Sheets: Helps to record the effort spend on the projects it should be approved by managers. It determines the team effectiveness.

Integrated Project Billing:  Creates billing based on time spend, including flat rate, hourly rates & efforts. Generate the bill and mail the same in few clicks.

Adding and incorporating new things in work  develops your skills. Project Management tools boots company productivity.