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CRM v6 Launch Overview - Apptivo
The document provides an overview of Apptivo CRM version 6, detailing its integrated cloud platform that includes various business applications such as CRM, project management, and billing tools. Key features of the new version include a modern interface, enhanced dashboards, multi-currency support, and advanced territory management capabilities. Additionally, the update introduces improvements in tracking sales performance, generating reports, and managing customer relationships across all devices.
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CRM v6 Launch Overview - Apptivo
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- 2. Apptivo Overview Cloud platformof 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 BusinessApps HRMS CRM Project Mgmt Financials Web Presence Supply Chain
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- 5. Apptivo CRM Overview Performance Sales Dashboards Quotas &Forecasting Territory Management Win/Loss Analysis Integration 360° Customer View Projects & Help Desk Quoting & Billing Extensible Developer API Productivity Contextual Collaboration IMAP Email Integration Native Mobile Apps Outlook Connector Prospecting Pipeline Visualization Lead Tracking Opportunity Management Campaign Management
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- 10. What’s New inCRM V6?
- 11. What is Version6? Interface Modern & responsive • 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 Navigation More efficient than ever • 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 Features Plenty of new toys • 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 HaveBeen Updated? Existing Apps Updated to V6 Brand New Apps 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 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 NewFeatures 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 Beautifulnew sales dashboards added to track quota performance and break down the pipeline into a sales funnel.
- 16. Opportunity Probability Controls Managerscan set expected probability for each sales stage, and prevent users from manually changing.
- 17. Enhanced item trackingon 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 Toolsfor 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 ButUseful Additions 1. Resize the columns in list layouts to optimize screen usage 2. Cases now supports bulk export 3. Browse records by tag in the left navigation 4. Apply default list layouts to views 5. New email forwarding system available for email to case 6. Territories for opportunities now default to values from customer record 7. Add bookmarks to common reports & dashboards
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