This document provides an overview of getting started with CRM. It discusses selecting the right CRM apps, planning security, data and integrations, configuring apps, fields and workflow, importing data, and enabling users and integrations. The key steps covered are selecting apps like contacts, sales, marketing and support; defining users, data access and potential integrations; configuring fields, layouts and sales stages; importing data; and setting up users and integrations. The goal is to guide users through setting up and customizing their CRM for their business needs.

1. Getting Started With
CRM

2. Agenda
1. Select the Right CRM Apps
2. Planning Security, Data, and Integrations
3. Configure Your Apps, Fields, and Workflow
4. Import Your Data
5. 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
1. Contact Management – Contacts, Customers**
2. Sales Force Automation – Leads, Opportunities**
3. Marketing – Targets, Campaigns
4. 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
1. Select the Right CRM Apps
2. Planning Security, Data, and Integrations
3. Configure Your Apps, Fields, and Workflow
4. Import Your Data
5. Enable Users & Perform Integrations

9. Plan Security, Integrations, Data

10. Key User/Security Related Questions
1. How many users will you add to the system?
2. Should all users have access to the same data?
3. If not, what groups of users would exist?
4. 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
1. Are you brining data from another system?
2. Can you extract CSV files from this data?
3. 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
1. Select the Right CRM Apps
2. Planning Security, Data, and Integrations
3. Configure Your Apps, Fields, and Workflow
4. Import Your Data
5. Enable Users & Perform Integrations

14. Configure Apps, Fields, Workflow

15. CRM Configuration Order
1. Select apps & optimize navigation
2. Define your sales stages & probabilities
3. Simplify & Re-Arrange Master Layout
4. Update List Layouts
5. Remove Extra Views
6. 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
Found in
Customize App
Click Fields to Edit
in Inspector
Palette creates
fields/sections
Revision History
Inspector Tab
Edits Fields
Drag & Drop
Sections/Fields
from Palette Here Different Types of
Field Available

19. Agenda
1. Select the Right CRM Apps
2. Planning Security, Data, and Integrations
3. Configure Your Apps, Fields, and Workflow
4. Import Your Data
5. 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!