Wednesday, December 28, 2016

I Finally Tried Manage Sales Leads For Months And This Is What Happened?

If we realize about leads source management, it’s not easy process. Because one organization approach more or less likable by another company. So generating new leads for future business growth is essential. Now I would like to share about experimental result of manage sales leads.
I don’t like to waste my time on concentrating manual process. It takes time and more complicated, so choose the Apptivo CRM. Through this management tool, I can generate and manage sales leads. 


Information about Leads

Only collecting leads is not matter, gather useful information about lead source. Once leads collected now directly maintain in a right place and also that should be more helpful. 

This software provides separate portal, it can assists to store all information without any trouble. For instance: 
leads-information


Filtering the Leads

Easily categories leads, it has features like by status, by territory, by source, by rank, by tags. For your convenience, if you want to know leads by any states click on by territory. This action display results that leads filled with the clicked states. 
categories-all-leads


Customization 

By easy drag and drop action makes own environment, single click on any attributes it takes to properties option. Through this rename attributes name and whatever want do it.
customization


Bulk Record

Create manual process for bulk of leads takes a little bit of time. So this process minimized by using the import option. This can upload a bulk of lead information  without any difficulty.
import-bulk-of-leads


Above features are enough for my necessity, apart from plenty of features are available in this software. If you want to know about this software. Check this out.

Conclusion

This lead management system helps to maintain properly all leads. Those leads can change to customers in future days.



Tuesday, December 27, 2016

Is Manage Your Business Expenses The Most Trending Thing Now?

All most of businesses runs with the some set of norms that created based on their choice. That’s not a problem, any range of business surely spend particular amount both in and out. Those expense details all must be track for better management. Because proper accounts management leads business smoothly that why upcoming year every businesses interesting to keep track of business expenses. Every year new technology increasing high manner, so we will utilize those technology for business. Expense management can be possible with two ways, Manual process or Accounting portal. 

Manual Process

If you’ve familiar with accounting don't go anywhere directly pick up the manual process but problem is complete all process takes more time. 

Accounting Portal

Another way is accounting portal, this way is headache free method. It offers a lot of features, so no need to spend more time and not require any accounts knowledge. 

Expense Management

Now we see about how to track your expenses using Apptivo expense system. Let us start with create an expense report, you can include purpose, store receipt, billable, categories, amount spend, add multiple expense lines. Once created submit that expense to manager approval. 
Status
Created expense can view through status wise. That are classified as 

  • Submitted   
  • Not submitted
  • Resubmitted
  • Approved
  • Rejected

By clicking any of these status which filter the expenses.

Customization

Based on your requirements, you can customize this expense system. Everyone likes to work on own, this tool offers customization feature. 

Approval Flow

As per business norms or higher authorities decision, create your own expense approval flows. It requires approval name, set priority score, add criteria and choose approval flow by whom.

Apart from these many features are available in the Apptivo Expenses Management System. For more information click here.

Conclusion

New trends raise rapidly, so everyone responsibility is utilize that trends. It can helps your business and improves level of growth.      

Monday, December 26, 2016

How Much Do You Know about Apptivo Campaigns App?

Apptivo Campaigns assists you to reach out your products through email. It can allows to create campaigns, add target list, track communication status of each and every mail, customize as per your necessity, customize your own email templates and email themes and more. 

Now we are going to talk about the step to launch a campaign and how to track status of email that you launched to target audiences. 


Create a New Email Campaign

Make your campaign name more specific about what you’re going to promote. Then only target audiences can easily understand about campaign. Now you can create an email campaigns with few essential information that are from address, email template, campaigns name, start date, end date.


Create Target List

Once campaigns created now it’s time to create target list, this one for who are all your target audiences. Next step is directly include created target list, it contains a some set of contacts and also include your customers that based on your choice. Add a created target list into campaign and launch your campaign. 


Tracking process

After campaign launched, you can track all email using communication status board. It contains following status Emails, Delivered, Opened, Clicked, Blocked, Unsubscribe, Bounced. So those status can helps to know updated status. For instance, if any audience open your mail then opened count increase likewise whenever audience click link, unsubscribe mail based on target audience activities communication status count increase. 


Conclusion

Apptivo campaigns is quite good for promote your startup business or brands without any difficulties.