1 / 22

CRM V6 Launch Overview - Apptivo

This presentation jots down whats's new in Apptivo v6, what are the features added, how it functions and so on. This helps you to have a clear overview of what this v6 about. To learn more....https://goo.gl/g8c9N2

Apptivo_CRM
Download Presentation

CRM V6 Launch Overview - Apptivo

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM V6 Overview

  2. Apptivo Overview Cloud platform of integrated & flexible business applications including CRM (sales & support), SCM, project management, billing, collaboration and productivity tools for ADM and testing. Includes flexible API to forge connections to outside systems.

  3. 40+ Integrated Business Apps HRMS Supply Chain CRM Financials Project Mgmt Web Presence

  4. Overview of CRM

  5. Apptivo CRM Overview Native Mobile Apps Contextual Collaboration IMAP Email Integration Outlook Connector Productivity Opportunity Management Lead Tracking Campaign Management Pipeline Visualization Prospecting Territory Management Sales Dashboards Quotas & Forecasting Win/Loss Analysis Performance Projects & Help Desk Quoting & Billing Extensible Developer API 360° Customer View Integration

  6. CRM - Productivity

  7. CRM - Prospecting

  8. Performance

  9. CRM - Integration

  10. What’s New in CRM V6?

  11. What is Version 6? Interface Navigation Features Modern & responsive More efficient than ever Plenty of new toys • Works on any size screen: laptop/desktop, tablet, and mobile phone • Completely refreshed icon set & design • Larger side-panels and forms to make editing easier • Unique URLs for each page, use bookmarks & your back/forward buttons • All results broken into pages of 50 • More navigation settings like default list layouts list views • Built-in multi-currency conversion support • Enhanced experience for all common collaboration features: email, calendar, notes, etc. • Each app has its own unique features added

  12. Which Apps Have Been Updated? Existing Apps Updated to V6 Contacts Manage relationships with people Customers Manage relationships with organizations Cases Track support inquiries & problems Leads Intake & qualify sales leads Opportunities Close deals & measure sales team success Brand New Apps Territories Advanced territory management. View performance by territory & re-distribute territories across team. Sales Planning Define sales quotas for the organization, employees, and territories. Measure success over time & view historic sales. Competitors Manage all competitors and track which deals have been have lost to each of them.

  13. Modernized Mobile App – Phone & Tablet

  14. General Key New Features for CRM V6 • New graphical dashboards • Beautiful new sales dashboards added to track quota performance and break down the pipeline into a sales funnel. • Opportunity probability controls • Managers can set expected probability for each sales stage, and prevent users from manually changing. • Track win/loss reasons & churned customers • Track the outcome of every deal to analyze why you are winning/losing, and monitor customers who have/are likely to churn. • Enhanced item tracking on opportunities • Track multiple items per opportunity with individual discounts, and indicate which items were sold and excluded. • Lots of new reports • We’re adding a bunch of new reports for all sorts of metrics.

  15. New Graphical Dashboards Beautiful new sales dashboards added to track quota performance and break down the pipeline into a sales funnel.

  16. Opportunity Probability Controls Managers can set expected probability for each sales stage, and prevent users from manually changing.

  17. Enhanced item tracking on opportunities Track multiple items per opportunity with individual discounts, and indicate which items were sold and excluded.

  18. Tracking & Reporting • Lots of new reports • We’re adding a bunch of new reports for all sorts of metrics. • Track win/loss reasons & churned customers • Track the outcome of every deal to analyze why you are winning/losing, and monitor customers who have/are likely to churn.

  19. New Sales Tools for Larger Organizations • Sales Planning App • Set sales goals for your teams and track progress in beautiful new performance dashboards. • Territory Management App • Enhanced territory management to build on top of existing simple territories. Designed for larger companies.

  20. Other Small But Useful Additions Resize the columns in list layouts to optimize screen usage Cases now supports bulk export Browse records by tag in the left navigation Apply default list layouts to views New email forwarding system available for email to case Territories for opportunities now default to values from customer record Add bookmarks to common reports & dashboards

  21. Thank You!

More Related