Apptivo
14 Case Studies
A Apptivo Case Study
HS Brands International, a global leader in Mystery Shopping, Loss Prevention & Compliance Measurement, faced fragmented processes and poor data sharing between marketing, sales and customer service. They needed to associate prospect data with marketing and sales activity, track team performance, and move beyond Excel-based tracking — so HS Brands turned to Apptivo’s CRM solution to unify customer, prospect and internal process information.
Apptivo implemented a suite of CRM apps (Contacts, Customers, Leads, Opportunity, Employees, Financials) and integrated collaboration tools (notes, calendars, email) plus workflows to link leads to opportunities and schedule customer appointments. As a result, Apptivo enabled HS Brands to track every potential sales opportunity, centralize and nurture pipeline clients, generate sales and employee performance reports, and deliver real‑time, targeted sales and marketing actions — improving collaboration, data accuracy and customer satisfaction.