Customer Relationship Management

Topics

CRM Guide for Small & Growing Businesses

This guide explains the basics of CRM for small and growing businesses, from Spreadsheets to structure in CRM ...read more

First steps of Sales Professionals in Aptien CRM

What a sales representative can do in Aptien CRM and how to start. ...read more

How to use the Deals Organizer

Here you keep an overview of all sales opportunities and deals in the sales process ...read more

What a Sales Manager Does

In this article you learn What a Sales Manager Does ...read more

How to import companies in bulk

In this article you learn how to add companies records in bulk ...read more

How to Manage the Stages of Your Sales Pipeline

In this article you learn How to Manage the Stages of Your Sales Pipeline ...read more

how-to-keep-sales-documents

In Aptien CRM, you can keep business documentation in the business opportunity organizer under the Attachments tab. ...read more

How to take minutes of business meetings

How to create minutes from business meetings - simply and easily in Aptien CRM system. ...read more

how-to-set-project-based-access-controls-to-sales-reps

In this article, you learn how to setup individual access for a sales representative to individual business cases or ... ...read more

How to use the Contacts Organizer

You keep contact details of people or companies in the contact organizer. Everything is in one place and can be easil... ...read more

How to Manage Purchase Orders

This organizer allows you to quickly and easily create and manage purchase orders. ...read more