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Get a 360° View From Your Apptivo CRM

CRM apps integrates with other applications such as financials, Inventory management, etc and also integrates with Google. It covers everything from calendar events to mobile access and synchronization capabilities. It allows you to store specific contact information for a contact, lead or customer. It navigates quickly and will make easy to view information using “Convert” feature. Hope, this referring this link will help you to take a wise decision of choosing CRM for your business, https://goo.gl/AyWYpv

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Get a 360° View From Your Apptivo CRM

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  1. Getting Started With CRM

  2. Agenda Select the Right CRM Apps Planning Security, Data, and Integrations Configure Your Apps, Fields, and Workflow Import Your Data Enable Users & Perform Integrations

  3. Select the Right CRM Apps

  4. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools

  5. Access From Any Device Mobile Phone Desktop & Laptop Tablet Create, Collaborate, Review, and Approve on the Go.

  6. Selecting Your CRM Apps • Contact Management – Contacts, Customers** • Sales Force Automation – Leads, Opportunities** • Marketing – Targets, Campaigns • Customer Support – Cases, Answers

  7. Contacts vs Customers & Leads vs Opportunities • Contacts • Any person you interact with for business purposes, whether they are a customer, vendor, or other contact. • Customers • B2B – The company/organization a contact works for • B2C – Customers not always used. When used, they are the “Buying Party”, “Household”, or other grouping. • Leads • A potential customer that you have no existing relationship with. Purchased online, met at a trade show, submitted form on website, etc. • Opportunities • A deal in the pipeline. Leads can be converted to opportunities once you begin talking. An opportunity is always linked to at least one contact and/or customer.

  8. Agenda Select the Right CRM Apps Planning Security, Data, and Integrations Configure Your Apps, Fields, and Workflow Import Your Data Enable Users & Perform Integrations

  9. Plan Security, Integrations, Data

  10. Key User/Security Related Questions • How many users will you add to the system? • Should all users have access to the same data? • If not, what groups of users would exist? • What data should be protected from these user groups? • We will add users in the Employees App and provide Security Roles.

  11. Potential CRM Integrations • Email • Two-way sync of all emails, works with any provider that supports email forwarding and secured IMAP connections. • Calendar & Activities • Integrate G Suite or Office 365 (coming shortly) calendar & tasks • Phone System • Integrate RingCentral, explain mobile app call logging options to users. • Website & Other Custom Integrations • Add a web form to your site which automatically creates leads in Apptivo. Full REST API available for custom integrations.

  12. Data Migration Questions • Are you brining data from another system? • Can you extract CSV files from this data? • Are all fields formatted well? First/last name, addresses, etc. • It’s best to manually create a few records from your spreadsheet to confirm the configuration. Then delete the test data, and import. • Before importing, we will create multiple files. One file for each app that we will import to.

  13. Agenda Select the Right CRM Apps Planning Security, Data, and Integrations Configure Your Apps, Fields, and Workflow Import Your Data Enable Users & Perform Integrations

  14. Configure Apps, Fields, Workflow

  15. CRM Configuration Order • Select apps & optimize navigation • Define your sales stages & probabilities • Simplify & Re-Arrange Master Layout • Update List Layouts • Remove Extra Views • Configure any workflow & triggers

  16. Defining Your Sales Process Define the stages a customer goes through from start to finish. From acquiring their contact information, to closing the deal. This could be a set of steps between leads & opportunities, or a simple status of “Prospect”, “Current Client”, “Past Client”. Opportunity “Sales Stages” is the primary stage to drive workflow for companies who use the full sales features of the CRM. Lead “Status” is typically kept to a small set of options. It’s common to have a “Status” on each customer/contact too.

  17. Field Configuration Overview

  18. Master Layout Overview Inspector Tab Edits Fields Click Fields to Edit in Inspector Palette creates fields/sections Revision History Found in Customize App Drag & Drop Sections/Fields from Palette Here Different Types of Field Available

  19. Agenda Select the Right CRM Apps Planning Security, Data, and Integrations Configure Your Apps, Fields, and Workflow Import Your Data Enable Users & Perform Integrations

  20. Add Users, Import Data, and Enable Integrations We won’t cover these in detail, but here are some guides on each area: 1. Adding Users apptivo.com/starter-guide/add-employees/ 2. Importing Data apptivo.com/starter-guide/import-data/ 3. Enabling Integrations G Suite - apptivo.com/google-apps/ Email - apptivo.com/imap-email-integration/ RingCentral – apptivo.com/ringcentral-integration/ Wordpress –wordpress.org/plugins/apptivo-business-site/ Developer API - apptivo.com/developer-api/

  21. Thank You!

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