Enterprise

What Is Salesforce Sales Cloud? – Let’s Find Out In Details

Soumava Goswami

Enterprise July, 07 2023

The Salesforce Sales Cloud is an automation software where you will get the combination of CRM, Data, and AI. This will help you in boosting your productivity levels and grow your business by increasing your sales. The software system comes with a lot of features that enable you to carry out your lead management and accounting processes effectively.

In this article, you will mainly get a review of the Salesforce Sales Cloud software. Furthermore, we will discuss the major features of the software system and how the software can be a great addition to your business. Finally, we will discuss some of the major pros and cons of the software. Hence, to learn more about Salesforce Sales Cloud, read on through to the end of the article.

Salesforce Sales Cloud – A General Overview Of The Software

When it comes to CRM solutions, there is hardly any software better than Salesforce Sales Cloud. More than 150K companies worldwide use the offerings of Salesforce to streamline their business processes. With automation features, you can save a lot of your time and create new values for your business while you improve your relationships and communications with customers.

According to the official website of Salesforce, Salesforce Sales Cloud lets you –

“Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with the #1 CRM for sales…Start and scale with a sales solution that’s tailored to your business. Maximize productivity, get insights, and streamline processes with the best sales software.”

If you want software that will take your customer relationship management operations to the next level, then you must consider implementing Salesforce Sales Cloud in your business. As it has great integration options, you can also get the services of other Salesforce software systems. For example, for lead management, you can integrate Salesforce Pardot easily with the Sales Cloud.

Salesforce Sales Cloud Pricing

The following are the pricing as per the plans of Salesforce Sales Cloud:

Salesforce Sales Cloud Plans	Price
Starter	$25 per user per month (annual billing)
Professional	$75 per user per month (annual billing)
Enterprise	$150 per user per month (annual billing)
Unlimited	$300 per user per month (annual billing)
Sales Suite	$600 per user per month (annual billing)

To learn more details about the pricing and what features you will get in regard to all these plans, check the official pricing list of Salesforce Sales Cloud.

What Are The Salesforce Sales Cloud Features?

One of the best features of Salesforce Sales Cloud is that it comes with a host of applications that is ready for integration with each other. So, the software system acts as a centralized platform for your business to check every part of your organization’s processes.

According to a review of the platform on Cargas.com,

“The Sales Cloud handles contacts, accounts, reports, dashboards, and forecasting, among other sales responsibilities. It integrates with Salesforce’s other products like Service Cloud and Marketing Cloud, as well as numerous third-party solutions.”

1. Good information on Sales Opportunities.

2. Automation of daily and mundane tasks lets you focus on important issues at hand.

3. Forecast management will help you get information on pipeline health for better decisions.

4. The revenue cloud gives you the platform to perform Billing, CPQ, and Subscription management.

5. The app helps you to enhance Sales Engagement.

6. Easy feature for tracking to plan.

Why Salesforce Sales Cloud Is A Great Option For Your Business?

According to TechRadar.com,

“Even at the upper end of Sales Cloud pricing, mature sales teams may need to purchase other Salesforce products and add-ons to mine the full potential of Sales Cloud’s capabilities. If you’re leading a large sales team and want to keep everything centralized, Salesforce is an ideal choice.”

Salesforce is a top-grade software company, and the Sales Cloud is one of its best application software systems. As a lot of companies worldwide use the services of Salesforce, hence the reports regarding Salesforce are quite good when it comes to integration, contact management, reliability, and ease of usage. You can also get a Salesforce Sales Cloud Certification if you become an expert in the software.

Essential Pros And Cons Of Salesforce Sales Cloud

The following are the major pros and cons of Salesforce Sales Cloud that you need to be aware of before you consider purchasing it for your business:

Pros Of Salesforce Sales Cloud

Here are the major pros of Salesforce Sales Cloud:

There are many customization options that can help you in tailoring the software system based on the needs and demands of your business.
There are many integration capabilities of the software, and it can also integrate many third-party applications if you are looking to increase the functionality of the software.
The reports, analytics, and dashboards are straightforward and easy to use, as well as flexible.
There are many other automation tools that are not only user-friendly but also useful for doing repetitive tasks.
The interface is fully modern and intuitive and is straightforward to use simultaneously This ensures a great user experience.

Cons Of Salesforce Sales Cloud

These are the major cons of Salesforce Sales Cloud that you must know:

As per industry-standards, the software is priced on the higher side, and the add-ons are also highly-priced.
The tools are quite complex, and they need a learning curve beforehand for someone new to the software systems.
The deployment timeline of the software system is lengthy, as customization of the software based on the business needs takes time.
Customer support does not respond seriously to non-critical problems.

Final Thought

Hope this article was helpful for you to understand the utility of Salesforce Sales Cloud. If you are looking for an all-encompassing software for your business, then you must consider purchasing this software and implementing it. The customization and integration features of the software are top-class. Do you know of some other software systems that are as good as Salesforce Sales Cloud and great for growing businesses? Share your reviews about some in the comments section below.

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Soumava Goswami

A passionate writer and an avid reader, Soumava is academically inclined and loves writing on topics requiring deep research. Having 3+ years of experience, Soumava also loves writing blogs in other domains, including digital marketing, business, technology, travel, and sports.

What Are Articles Of Organization? – Let’s Find Out

If you want to establish your business as an LLC< you will need to file articles of organization with the Office of the Secretary of State in the state that you are located. These articles are just public documents that are necessary to create the LLC and register it in the state. They contain the basic information of your business, including name, address, etc. In this article, you will learn about what articles of organization are and how they work for businesses. Apart from that, you will also learn how to file articles of organization in the state you are in and what information to add to the documents. Finally, we will explain to you what you need to do after filing the articles of organization of your LLC. What Are Articles Of Organization? According to Investopedia, “Articles of organization are part of a formal legal document used to establish a limited liability company (LLC) at the state level. The materials are also used to create the rights, powers, duties, liabilities, and other obligations between each member of an LLC and also between the LLC and its members. The state also requires businesses to pay a fee when they file articles of organization.” However, the constituent of articles of organization can change based on the state you are operating your business in. But, in most cases, you will need to fill out a form. The name of the form might change. For example, in the state of Texas, the document to form an LLC is called a “Certificate of Formation.” Read More: What Are Articles Of Incorporation? – Importance, Working, And More Articles Of Organization - How Do They Work? According to the Forbes Advisor, “LLCs also enjoy tax flexibility that’s not available to other types of businesses. However, an LLC does not legally exist until you file articles of organization and have them approved by the state. The articles provide a public record of the LLC’s existence, its name, and its contact information. They also provide information about where to send lawsuits and legal notices involving the company.” After the business files articles of organization in the state, the state government checks whether the business that wants to become an LLC is actually meeting the legal requirements. In some industries, like child care and food service, the legal requirements and regulations are heavier. Filing Articles Of Organization - What Information To Add? Regarding the documents, an article on Shopify.com adds - “Without articles of organization, your limited liability company doesn’t legally exist. The document helps to create a public record of your business information and existence, including the business name, your name and contact information, and other information about where to send lawsuits and legal notices.” Here are the essential pieces of information to add to the articles of organization: Name and address of the LLC. The LLC’s nature of business. Name and address of the registered agent of the LLC. This person is only authorized to receive legal documents on behalf of the LLC. The names of the members of the LLC, like managers, directors, stakeholders, etc. In general, the Office of the Secretary of State checks and reviews the articles of organization of the business that wants to establish itself as an LLC in the state. Basically, these articles of organization act as a charter for the business. How To File Articles Of Organization? The following are the steps you need to follow to file articles of organization: Step 1: Visit the Secretary of the State’s website. There, you will get the online form (or PDF), along with instructions on how to file the form. Step 2: You must gather all your information and documents related to the filing of the form. Take the help of tools if you are merging more than two pdfs. However, you can also take the help of an attorney who will tell you exactly how to do it. Step 3: You will need to answer various general questions based on the state where you are located. Make sure that you are fully prepared before answering. Step 4: Submit the form (online or through mail). What Do Do After Filing Articles Of Organization? After you file articles of organization with the Office of the Secretary of State, you will still be able to remain active in the business creation process. The following are the steps you can take after your file articles of organization: 1. Get Your EIN Getting the EIN for your company is the most important thing since the number is required while filing taxes to the IRS. You will have to retrieve this nine-digit number from the IRS itself. The number is also required at the time of opening a business bank account and getting a business license. 2. Make An Operating Agreement Having an operating agreement for your business is not always compulsory. However, many experts recommend an operating agreement since it ensures that your business is running in an efficient manner. Basically, an operating agreement contains most of the important information, including the responsibilities of the members of the business, titles of the members, succession plans, contribution requirements, and many more. 3. Business Bank Account It is important to have a separate bank account for your business, as you will need to ensure that your personal finances and your business finances do not get mixed up. This prudent move will make your reporting and budgeting much easier. Apart from that, this action will allow you to track easily and make expense reporting and filing taxes easier. 4. Business License Once you get your business license, it will ensure that you are compliant with all the laws of the state in which your business is located. Hence, make sure you apply for a license with your state. Read More: How To Deal With Facebook Marketplace Scams? Steps To Follow Wrapping Up Hope this article was helpful for you in getting a better idea of what articles of organization are and how they work. Basically, to register your business with the state as an LLC, you will need to gather the necessary documents and file them with the Office of the Secretary of State. The documents consist of the business name, the type of business, the members, and the purpose of the business. Articles of organization are also used to create the bylaws of the company. Do you have any more suggestions to add regarding how to file articles of organization? Share your answers with us in the comments section below. Read Also: Marketing Campaigns: How To Do It? - Steps To Follow Market Orientation - What is It, And How Does It Work? Market Cannibalization - Definition, How Does It Work, Example, And More

How Does The Procurement Process Work? Essential Things To Know About It

The procurement process has been an essential part of the business since its existence. The process of buying the products and services for running the business smoothly forms an essential part of the organization. You need to get the supplies at the lowest cost procurement while maintaining the bottom line in the business. The procurement team works in coordination with the other departments of the organization. To get the necessary pieces of equipment essential for day-to-day work. If you want to grow your business smoothly, you cannot ignore the importance of the procurement process. It forms an integral part of the business that can help your organization to grow. Seek the help of a strategy consultant if you face any difficulty in the process. What Is A Procurement Process? The procurement process refers to the series of steps an organization follows to acquire goods, services, resources from external sources. It involves everything from identifying the need for a product or service to the final payment. You need to be well aware of your organization's needs. How Does The Procurement Process Work? There are several ways the procurement process works in an organization. You need to be well aware of it while meeting your organizational goals with ease. Some of the key processes which you can employ are as follows:- 1. Identifying The Needs With Procurement Process Departments or individuals within an organization identify the goods or services required. This might involve assessing inventory levels, forecasting future needs, or responding to specific project requirements. Here the seller's concessions also form an important part. It can reduce your cost significantly. 2. Specification Development Clear specifications or requirements and draft the details of quality, quantity, timelines, and any other specific criteria. It will help you to keep accurate records of the products that you are purchasing from the market. Furthermore, it will guide you in times of crisis if you face any legal complications. 3. Supplier Identification Potential suppliers or vendors you need to identify through databases, market research, or by issuing requests for information (RFI). It is the third most important step in the procurement process that you cannot ignore from your end. Once you follow this step, things are going to be easier for you. 4. Request For Proposal Or Quotation A formal document is sent to potential suppliers outlining the requirements and soliciting their proposals or quotes. This document includes information about the organization, its specific needs, evaluation criteria, timelines, and terms and conditions. It is one of the vital steps in the procurement process that you cannot ignore from your end. Follow the correct process that can make things easier for you. 5. Proposal Evaluation Received proposals reviewed and evaluated based on various criteria such as cost, quality, delivery time, supplier reputation, and compliance. You need to be well aware of this step at the time of proposal evaluation of the procurement process. Even a single small aspect is not left out in this process. Try to know the complete process to have a better insight into it. Consider the capital expenditure in this regard seriously. 6. Negotiation With Procurement Process Discussions take place with selected suppliers to finalize terms, prices, delivery schedules, and other conditions. This stage aims to reach a mutually beneficial agreement. The process of negotiation in the procurement process aims to offer a win-win solution to both parties. You cannot make your selection on the wrong end. 7. Contract Creation With Procurement Process A formal contract is drafted detailing the agreed-upon terms, responsibilities, timelines, and any other pertinent information. Both parties review and sign the contract. The agreement signifies the fact that both parties agree on the terms and conditions of the procurement process. Once you follow the correct method, things are going to be easier for you in the long run. 8. Purchase Order After the contract is signed, a purchase order is issued to the chosen supplier. The PO specifies the details of the purchase, including quantities, prices, delivery dates, and any other relevant terms. The PO is proof that both parties agree with the terms of the contract and that they can proceed with the procurement process. You need to know the complete process to make the process feasible for your business. 9. Goods & Service Receipts Upon delivery, the organization receives the goods or services and checks them against the agreed specifications. Any discrepancies or issues are addressed with the supplier. Once you get the receipts of the goods and services, it will become easier for you to complete the process of procurement. Types Of Procurement Process There are several types of procurement processes that you must be well aware of. You must not make your choices in grey. However, when you follow the correct process, things will become easier for you at the time of procurement. Some of the key types of procurement process are as follows:- 1. Direct Procurement This involves the acquisition of goods or services directly used in the production of a company's offerings. For example, raw materials, machinery, or components for manufacturing. 2. Indirect Procurement Indirect procurement involves acquiring goods or services that are directly not involve in the production process but are essential for business operations. This might include office supplies, IT services, marketing services, etc. 3. Service Procurement This focuses specifically on acquiring various types of services rather than physical goods. It could involve hiring contractors or consultants or outsourcing specific tasks like cleaning, security, or legal services. 4. Strategic Procurement This approach involves a more long-term and strategic view of procurement. It considers factors beyond immediate cost savings, such as supplier relationships, risk management, innovation, and overall value creation. 5. Sustainable Procurement Also known as green procurement or responsible procurement, this type emphasizes the environmental, social, and ethical impacts of procurement decisions. Final Take Away Hence, if you want to develop the perfect procurement process in your organization, then you cannot ignore the facts mentioned. You should follow the right process in this matter. It will help you to make a perfect deal for your business. Share your experiences with us in our comment box. It will help us to know your feedback in this matter. Your feedback forms a valuable part of our content strategy. So, you must not ignore this fact from your end. Read More Business Related News By Clicking Below!! What Is A Distribution Channel? Essential Things To Know About It Supply Chain Risk Management: Effective Strategies To Reduce It Equity Theory: A Balancing Act for Modern Workplaces

Intrapreneurship – Definition, Importance, Duties, And Responsibilities

The word Intrapreneur consists of two words - Intra (within) and Entrepreneur. Intrapreneurship refers to a situation where employees within a company use their entrepreneurial skills to complete projects and tasks. These employees use their creativity, leadership, intuition and also take risks in their job roles to complete projects. The concept is relatively recent and is changing the way organizations manage business and innovation. In this article, you will learn in general what Intrapreneurship means and what its importance is in businesses of now. We will discuss here some of the major impacts of intrapreneurship on business. Next up, we will provide you with the major characteristics, as well as the duties and responsibilities of an intrapreneur. Hence, to learn more about intrapreneurship read on through to the end of the article. What Is Intrapreneurship? According to Investopedia, “The term intrapreneurship refers to a system that allows an employee to act like an entrepreneur within a company or other organization. Intrapreneurs are self-motivated, proactive, and action-oriented people who take the initiative to pursue an innovative product or service.” Although a new concept in the world of business, intrapreneurship is on the verge of changing the ways in which companies manage business and innovation. With time, intrapreneurs are becoming the top innovators within organizations. Hence, companies are tasking their intrapreneurs to develop new ideas, products, systems, and services within the existing organization framework. The good thing about intrapreneurship is that intrapreneurs know that they do not need to bear personal costs when they fail. In most cases, the organization absorbs the losses (if any) that come from failure. On the contrary, if there is a success, the company is the one that gets the most gains in the end. Read More: Importance Of Entrepreneurship: Types, Features & Benefits What Is The Importance Of Intrapreneurship? An intrapreneurship is a situation when a business allows its employees to own up and become entrepreneurs within the organization. This, in turn, benefits the company as well as the employee. Furthermore, the employee also gets the chance and the freedom to experiment with their work. 1. Employees Get The Autonomy According to Indeed.com, “Intrapreneurship is usually an unofficial title. Though intrapreneurs have autonomy over the projects for which they're responsible, they typically have other duties they need to perform under their official role in the company.” Furthermore, there are many other companies that encourage their employees to engage in some form of intrapreneurship in any way. Companies allow their employees to devote a part of their time to work on projects in an entrepreneurial way which can benefit the organization. Apart from that, once there is a culture of intrapreneurship in an organization, it can help to foster autonomy and independence. In most cases, the best resolution can be achieved easily. For example, in an intrapreneurship, the company might require an employee to perform research and recommend a better solution to workflow to the brand of the company. 2. More Innovation And Growth For The Company With intrapreneurship, the company has more entrepreneurs within the organization. However, employers can recognize their employees that are capable of becoming intrapreneurs for the company. They can also find those employees that show their intrapreneurial spirit, which can be detrimental to the company. Employers can benefit from intrapreneurship since a win can lead to the success of the department and the company as a whole. If employers encourage these employees to work more on innovation, growth, and research, they can benefit a lot. If employers do not promote their employees, they might lose these potential intrapreneurs to other companies. A Few Characteristics Of An Intrapreneur It is important to learn some of the major characteristics of an intrapreneur. According to Investopedia, “Identifying intrapreneurs can sometimes be difficult. These employees are generally self-starters who are both ambitious and goal-oriented. They are often able to solve problems on their own and come up with ideas that lead to process improvements.” The following are some of the major characteristics of intrapreneurs that you need to learn: They are not afraid of risks and are ready to risk time or finances themselves. They love to share the reward of successful intrapreneurial projects with the corporation and other intrapreneurs equitably and in a defined manner. They are innovative and always have the capability and drive to build new akin to capital. With their work and efforts, they earn independence and autonomy from their company/ employers. Within the corporation they work for, intrapreneurs become their own “venture capitalist.” One of the major things about intrapreneurs is that they are not afraid of taking risks, as they can take responsibility for multiple tasks. To look for new challenges, some intrapreneurs can even take on some projects that they are not comfortable with in general. What Are The Major Duties And Responsibilities Of The Intrapreneur? The role, duties, and responsibilities of intrapreneurs can vary a lot based on the company they are working for and the industry they are in. However, there are a few things that are found common among intrapreneurs. The following are some of the common duties and responsibilities of an intrapreneur: Intrapreneurs know how to bring new ideas and generate new ones based on the situation of the company. They also have a good knowledge of the services, products, and services of the company. They innovate and manage innovation by overseeing its lifecycle, from its conception to implementation. Intrapreneurs with management capability often lead cross-functional teams and manage projects by ensuring their successful completion. They are problem solvers and identify and bring varied solutions to the complex problems of the business. They are risk-friendly and are not afraid to take calculated risks with proper assessment of the situation. Read More: Risk In Entrepreneurship : What Risks Do An Entrepreneur Face? Wrapping Up Hence, you can see from this article that intrapreneurship is nothing but a way in which a business allows its employees to act like entrepreneurs within the organization. Hence, just like entrepreneurs, intrapreneurs need to be action-oriented, proactive, self-motivated, risk-friendly, innovative, and more. Many experts consider intrapreneurship as a step towards entrepreneurship. Intrapreneurs can develop their own business by using what they have learned within the organization. How do you think employees benefit from intrapreneurship? Share your thoughts about it in the comments section below. Read Also: What Is a Franchise, And How Does It Work? – Examples, Benefits & More What Is A Venture Capitalist, And What Are Their Functions? Private Equity Vs. Venture Capital: Key Differences

Apptivo CRM Review: The Most Versatile All-In-One CRM Tool

Apptivo is cloud-based software consisting of a series of apps designed to help businesses thrive, including a customer relationship management (CRM) platform. This is a solid choice for small- to medium-sized organizations wanting to expand because to its user-friendly design and scalable capabilities. It also has enough complex features to entice bigger corporations. In this Apptivo review, I will assess how this CRM stacks up against some of the top CRM solutions available. Apptivo CRM Key Features Some of the main Apptivo features are: 1. Contact Management CRM is also known by the name "contact management." With the help of Apptivo, you can maintain your contacts and add new ones by capturing leads from emails or website forms. A customer-facing app may be customized in a number of ways to arrange your contact list based on your chosen information. Additionally, you receive contact conversion when they are prepared to become leads or customers who pay and redundancy rules to clean up your data. 2. Campaign Management Apptivo is fantastic for advertising efforts and makes it simple for you to quickly generate stunning advertisements. Campaigns may be built using templates and themes that provide great visuals. Additionally, target lists assist you in determining the ideal demographic for marketing. 3. Email Marketing Campaign management includes email marketing. Once your campaigns have been created using Apptivo email templates. You may set up the auto-scheduling feature to send them out at the appropriate time. Campaign trackers are also available to view statistics on click-through rates, email open rates, bounces, along with various other metrics. This is a fantastic tool to utilize in conjunction with the bulk emailing capability to ensure that you don't go over your allotted limitations is the email quota tracker. 4. Project Management Individual task management kicks off a project, which may then be aggregated and categorized by the project or task assignee. You receive task-specific timesheet tracking, which also helps with invoice conversions. While most projects are shown as Gantt charts, certain project templates additionally include rapid automation actions that may be customized. The tools for project billing and reporting are the last two. 5. Lead management Before they are opportunities, leads are contacts. This indicates that these leads have not yet fully started the sales process. A smart workflow planner will ensure that you communicate with leads at the appropriate times. Lead scoring by Apptivo provides information on the likelihood that a lead will become a transaction and enter the sales funnel. You may even create as many personalized fields as you like to keep organized. 6. Opportunities & Deals To effectively remain on top of every single deal in the process, Apptivo enables you to integrate deal management with opportunity management. Directly from emails, you may gather information and develop new prospects. Sales force automation that follows leads along the sales funnel and automatically initiates actions like follow-ups helps simplify opportunities. Opportunities are frequently displayed in Kanban dashboard views, and along with that, pipeline reports are provided. 7. Invoicing Several applications on Apptivo are classified as invoicing apps. These comprise ledgers, credit notes, estimation calculators, expenditure reports, tools for managing licenses and insurance, sales receipts, property management, and more. One of Apptivo's key selling factors is this feature set. 8. Supply Chains & Shipment Management Apptivo's distribution management offers reliable supply chain solutions. Direct customer-distributor connections are possible. The processes connected to sales orders may start with these. Additionally, payment functions work with POS systems and cargo transaction management. 9. Competitor Management A tool to help you manage and keep up with all your rivals sets Apptivo apart from other CRMs. Maintain track of lost sales, which competitors won, and why. You may create extensive lists with unique data. 10. Products, Goods & Services There are approval processes for talking about fresh concepts for new items. You may monitor the progress of ideas as they materialize. Users may utilize Apptivo to pawn new patents for innovative ideas. Even the geographical range for patents is provided. 11. Knowledge Databases Users may create knowledge, how-to, and other FAQ-related databases with the Apptivo Answers app. Natural language may be used to enter queries and answers; tags and categories can be used to keep things organized; and SEO phrases can be incorporated into the database of knowledge. Every time a new question is submitted, immediate alerts may be set up. 12. API Integrations A vast collection of Apptivo login integrations are available for browsing. These may be broken into subcategories and sorted for API/Webhook usage, or they can stay in broad categories such as billing or productivity. According to investigated sources, the most well-known and significant connections are G Suite and Office 365, which both include Outlook. 13. Mobile apps The Google Play and Apple App Store provide specialized mobile Apptivo applications for iPhones and iPads. You may manage contacts, financial matters, assignments, initiatives, and even customer service via mobile applications, all from a straightforward yet intuitive user interface. Work orders, projections, timesheets, and expenditure reports are all included. The mobile applications sync data automatically and in real time. Apptivo CRM Pricing Regarding Apptivo pricing plans, this CRM currently has three different subscription plans to choose from. They are as follows: 1. Apptivo Free This is the free, basic plan of Apptivo. The only use this plan will provide you with is its access to lead and contact management features. 2. Apptivo Lite Price: $10 (per month) / $96 (annual) Along with the Apptivo basic plan, this plan provides you with two other features: Opportunity Management Custom Dashboards 3. Apptivo Premium Price: $15 (per month) / $144 (annual) Along with all the features of Apptivo Lite, this plan gives you access to the Mass emailing feature. Apptivo CRM Customer Service Apptivo provides live chat, email, and 24/7 customer service on all paid plans in addition to a comprehensive knowledge library. On weekdays, it furthermore provides live phone help. I used the live chat feature of Apptivo and posed a few straightforward inquiries on the user interface to gauge the customer service team's responsiveness. I received prompt responses from a helpful and competent support representative, who provided clear responses and pointed us toward additional assets on the information hub. Apptivo CRM Alternatives Value-wise, Apptivo's premium plans are difficult to match. Insightly, a rival has excellent project management capabilities and a wide variety of third-party connectors, but it is expensive and has fewer CRM functions on the base subscription. Having said that, Apptivo is renowned for its great reporting and offers better opportunity and pipeline management. This makes it ideal for bigger pipelines, where insights from sophisticated analytics might be useful. Zoho CRM is another strong rival that may compete with Apptivo in terms of customization. However, it costs more than Apptivo and has fewer project management options than both Insightly and Apptivo. The beginning plan of Zoho distinguishes it from Apptivo. While Zoho includes deal management, reporting, workflow management, and more, Apptivo's free solution is restricted to lead and contact management. Final Verdict: Should Your Business Use Apptivo CRM? Ultimately, Apptivo is a formidable competitor in the SMB and enterprise CRM markets. Bulk emailing, workflow automation, numerous sales funnels, and customized dashboards are just a few of the powerful features it offers for a wide range of affordable prices when compared to its rivals. While starting out may be difficult owing to the variety of customization choices, it also delivers an excellent user experience through an easy and flexible interface. The platform is scalable and configurable for larger enterprises thanks to Apptivo's distinctive app structure, which lets you create a CRM that precisely meets your company's requirements. An Apptivo app may be used to provide project management tools, billing facilities, and marketing capabilities. Despite the fact that it would be wonderful to see Apptivo provide additional third-party connectors, it appears that the firm is quite proactive about upgrades, so they are probably in the works. Finally, when contrasted with many of its rivals, Apptivo provides some of the greatest customer care we've come across, including a live chat feature that lets you communicate with a support agent around-the-clock. For each of these factors, I suggest Apptivo as a flexible all-in-one CRM system that will expand your company and encourage teamwork to close transactions more successfully. Read Also: 7 Business Opportunities That Can Change Your Life Is Startup Business Insurance Necessary For New Businesses? What Is Commercial Insurance? And Its Different Types – Let’s Discuss

What Is Salesforce Sales Cloud? – Let’s Find Out In Details