Wipfli announces that ApostleTech will join firm
Wipfli LLP (Wipfli), a top accounting and advisory firm, announced today it has entered into an agreement with ApostleTech that will result in the firm joining Wipfli.
ApostleTech to Attend 2022 Housing Transformation Summit
Housing Transformation Summit is the number one builder innovation event in the nation and ApostleTech is excited to be part of this year’s exhibition.
8 Benefits of CRM for General Contractors
General contractors typically engage with several stakeholders on a project and keeping track of that information can be a challenge. Learn why general contractors should invest in CRM.
What does a robust custodian integration project look like for a wealth management firm?
ApostleTech’s wealth management client needed access to detailed reports and dashboards to analyze data for decision-making and strategy purposes and we developed a custom Financial Service Cloud (FSC) using the Salesforce platform.
Identifying dormant customers in your database and tips for reengagement
Dormant customers or inactive customers are former customers who no longer react to your sales and marketing requests. In order to categorize a customer as dormant you must begin by identifying who they are.
How CRM integrating with ERP benefits business operations
Is your business realizing the benefits of its CRM integrating with ERP? Check out the major benefits your customers and company will experience through integration.
Attracting and managing leads: How LeadGen360 enhances the sales process
Attracting and managing leads is a key part of sales professionals job. Learn how ApostleTech’s LeadGen360 can help improve efficiencies.
What’s a technology stack and how to best use what’s in your toolbox
A technology stack is often referred to as a data ecosystem or technology infrastructure. The technology stack is your software’s foundation, and it decides the whole development process.
Using CRM as a tool for land acquisition
Land acquisition or the buying of land is a complex real estate process. The land acquisition journey has a myriad of steps. Fortunately, using a CRM solution as a tool for navigating the process makes it a lot easier.
Is your CRM running on all cylinders? The importance of a Salesforce Assessment
A Salesforce assessment is important for multiple reasons. One of the key factors is it magnifies what needs to be tackled before a company spends time and money on customizations or additional applications from the technology stack.
