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Apptivo CRM Capabilities


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Apptivo small business CRM provides complete Customer Relationship Management functionality through its sales module which includes Leads Generation and Management, Opportunity conversion, Accounts and Contacts Management, Order Processing, Shipping, Invoicing and customer service.

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Apptivo CRM Capabilities

  1. 1. Apptivo Customer Relationship Management Capabilities<br />
  2. 2. Contents<br />Why web based CRM?<br />Apptivo Web based CRM<br />Apptivo CRM functionality<br />Apptivo Unique features<br />CRM Process flow<br />Leads Generation<br />Opportunities Conversion<br />Orders Automation<br />Customer Accounts Management<br />Contacts Management<br />Customer Service<br />8/26/2010<br />2<br />Apptivo CRM capabilities<br />
  3. 3. Why web based CRM??<br />Traditional CRM software<br />Requires investment in IT infrastructure ( Huge upfront cost)<br />Dedicated IT team required<br />Long implementation time, can take up to a year or more<br />Complex customization and integration. Requires IT professionals<br />8/26/2010<br />Apptivo Online Business Solutions<br />3<br />Web based CRM <br /><ul><li>No software or hardware to install and maintain
  4. 4. No IT team required – Cost Saving
  5. 5. Quick implementation- immediate access to application after signing up
  6. 6. Easy customization and intuitive user-friendly interface that is easy to use with just minimal training</li></li></ul><li>Apptivo Web based CRM<br />Apptivo web based CRM provides complete Customer Relationship Management functionality through its sales module which includes Leads Generation and Management, Opportunity conversion, Accounts and Contacts Management, Order Processing, Shipping, Invoicing and customer service. <br />8/26/2010<br />Apptivo CRM capabilities<br />4<br />
  7. 7. Apptivo CRM functionality <br />8/26/2010<br />Apptivo Online Business Solutions<br />5<br />Generating large amount of leads, can then increase sales. Qualified leads are identified and converted to opportunities. This prevents the sales team from spending time on disinterested leads.<br />More revenue earned with fewer salespeople. Ability to share critical‚ time−sensitive information about a sale in progress can help make the end−to−end sales cycle more efficient and help the close deals faster.<br />Customer accounts and contacts information is readily accessible in an orderly manner; so users are able to work more efficiently. All user have access to the most recent information regarding customers. <br />Customer issues are logged as cases in Apptivo. The customer service department can greatly benefit from this, because they have all information available at finger tips. Better customer service leads to more business<br />
  8. 8. Apptivo Unique Features<br />8/26/2010<br />Apptivo Online Business Solutions<br />6<br />Apptivo’s Small Business CRM has all the features other platforms have and a lot more…<br />
  9. 9. Apptivo CRM Process flow<br />8/26/2010<br />Apptivo CRM capabilities<br />7<br />Cases associated to accounts<br />Accounts<br />Contacts<br />Customer Service<br />Associate the lead to an account<br />Customer issues logged as cases<br />Add the lead as a contact<br />Create an account for a opportunity/ Associate to an existing account<br />Create contacts for opportunities<br />Associate orders to appropriate accounts<br />Leads<br />Opportunity<br />Orders<br />Convert qualified leads to an opportunity<br />Convert opportunity to an order when an opportunity becomes a customer<br />Create leads by entering info in Apptivo/ Integrate your website with Apptivo to automatically capture leads<br />Create orders directly/ Integrate your website with Apptivo to capture orders<br />Create opportunities directly without creating / Converting a lead <br />
  10. 10. Leads Management<br />8/26/2010<br />Apptivo CRM capabilities<br />8<br />Leads refer to an individual or organization that shows interest in your firm’s services or products by responding through different marketing channels like advertisements, email campaigns, search engine, conference, customer referrals etc.<br />Leads can be created, ranked, assigned to an employee, edited, converted to an opportunity and follow ups can be scheduled with ease. <br /> Lead status can be updated depending on the result of <br /> follow ups.<br />Tasks can be planned, created and executed to convert <br /> leads to opportunities and user can keep track of it. <br />
  11. 11. Opportunities Conversion<br />8/26/2010<br />Apptivo CRM capabilities<br />9<br />Opportunities represent a potential to sell to someone who is already a contact or has an account in the system<br />Opportunities consist of details like Amount, Sales stage, and Estimated close date. <br />The opportunity module has several phases like prospecting, negotiation/ review, Needs Analysis, Closed Lost and many more similar to this. <br />Creating opportunities help separate the unqualified<br /> sales leads from the qualified sales opportunities. <br /> The goal is to prevent the sales team from spending<br /> time on disinterested leads‚ and focusing on getting<br /> real interested opportunities.<br />
  12. 12. Order Automation<br />Orders can be created in 3 ways; an opportunity can be converted to an order, an order can be created in Apptivo by entering information or your ecommerce site can be integrated with Apptivo to capture orders automatically.<br />User will use this to record the order details like the ordered quantity of the product, delivered quantity of the product, order information like the order number, Account name corresponding to the order number, Sales representative, payment information and invoice communication information <br /> of the order. Also the user can update order status like booked,<br /> pick released, picked, shipped, closed and cancelled. <br />8/26/2010<br />Apptivo CRM capabilities<br />10<br />
  13. 13. Customer Accounts Management<br />Accounts is used to create and manage customer accounts for the organization. <br />An Account contains the customer information such as name and address and it also contains company information such as industry, website, number of employees, annual revenue<br />Each account can be associated with other records such as Contacts, Leads and Opportunities<br />Apptivo also gives you the option to enter account <br /> information for as many accounts in excel and upload<br /> it in Apptivo. This way several accounts are created in <br /> Apptivo at a time. <br />8/26/2010<br />Apptivo CRM capabilities<br />11<br />
  14. 14. The Contacts module is basically one address book for you entire company<br />Use the contact module to create and manage contacts for your organization. <br />A contact is any individual who is a sales lead, who has been evaluated and qualified for a potential sales opportunity or a current customer or related to an account. <br />You can associate a contact with any record such as an account, opportunity, or Lead.<br />Contacts can also be exported into Apptivo though <br /> excel sheets.<br />Contacts Management<br />8/26/2010<br />Apptivo CRM capabilities<br />12<br />
  15. 15. Customer Service<br />Customer issues and service can be recorded as cases in Apptivo and assigned to appropriate customer service representatives. Customer issues reported through websites can be automatically captured as cases in Apptivo. <br />Activities and tasks associated with each case can be created in order to resolve the case.<br />Keep track of the activities and tasks to provide accurate visibility to your customers by providing status updates. <br />Upload documents related to a case and share notes with <br /> colleagues all in the same module. <br />8/26/2010<br />Apptivo CRM capabilities<br />13<br />
  16. 16. Questions?<br />Visit our website:<br /><br />Contact us at:<br /><br />8/26/2010<br />Apptivo CRM capabilities<br />14<br />