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5 Reasons Your Business Needs Sales Force Automation

For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your...

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The Difference Between Leads & Opportunities in Your Sales Process

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post we’ll break down the differences...

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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project...

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