This presentation gives you a short visual knowledge of Apptivo Sales Management. This app allows you to view details of all potential prospects in a beautiful chart layout – allowing you to track progress and close deals fast. For more information, visit us @ https://goo.gl/Rj7KrB

1. Apptivo Sales
Management

2. Topics we’ll run-down:
● Why Apptivo?
● Apptivo Sales Strategy
● How this Strategy Helps You Succeed
● How Setting a Sales Quota will Help
● Setting Sales Quota for Organization
● Setting Sales Quota for Team
● Performance Dashboard
● What is Sales Pipeline?
● Analyzing the Sales Pipeline by Stages
● Analyzing the Sales Pipeline by Sales Rep
● Sales Funnel
● The Kanban View - Visual Cards
● Win/ Loss Analysis
● Lead Analysis
● The After Effect

3. Why Apptivo ?
• Cloud based software with 50+ applications
integrated into a single platform to run your
business.
• Make your business more productive with
multi-featured applications.
• Integration with Google and other apps will
simplify doing business.
• Perform your daily activities and track all your
needs through Apptivo.

4. Leads
Opportunities
InvoicesClosed
Won / Loss Invoices
Estimates
Apptivo Sales Strategy
• Apptivo incorporates the entire sales process
from lead to deal.
• Get instant views of individual users, teams,
and the entire organization.
• View graphical dashboards with sales funnel
& pipeline, in addition to a chart builder which
can tailor dashboards to user preferences.
• Minimizes the manual intervention.

5. Sales
Dashboard
Quotas &
Forecasting
Performance
Analysis
Win / Loss
Analysis
How this Strategy Helps You Succeed
• Complex sales processes can be made
simpler with the Apptivo work flow, where all
data within the CRM can be consolidated into
an estimated revenue.
• This workflow will guide the sales person to
perform intelligent conversion in the sales
qualification process.

6. How Setting a Sales Quota will Help
The process of allocating sales targets to a
particular person is Quota. Every organization
sets a quota, as it helps the salesperson know
what is expected from him/her and to track
each potential revenue of opportunity.
Apptivo Offers:
• Simple quota entry system.
• Set quotas your way.
• Get a comprehensive view on sales team
performance.
• Analyze past performance & forecast sales
growth.

7. Setting Sales Quota for Organization
• Users with the appropriate permission can
set their Organization’s quota. Administrators
and users with the appropriate permissions
can always edit any quota , and managers can
change the quotas of users who report directly
to them as per the role hierarchy.
• You can track your sales forecast using
graphical representation on the dashboard to
accomplish your targets.

8. Setting Sales Quota for Team
• Similar to the Organization quota, you are
allowed to set quota individually.
• Allocate quota for each employee with
appropriate stages and amount.
• Know the contribution of each employee
towards the revenue generation.

9. Performance Dashboard
• Pipeline : Tells us the total value of
opportunities within a quarter.
• Forecast : Predicts your future
business.
• Attainment : Visualizes your
achieved goals.
• Cushion : Adjusts the project price
according to the demand.

10. What is Sales Pipeline ?
• A sales pipeline is a visual representation of
sales prospects and where they are in the
purchasing process. In Apptivo, the sales
pipeline is driven by amount and close date of
an opportunity. Apptivo pipeline is transparent
and shows you the exact steps involved from
the start of a deal to the closing of a deal.
• Analyze individual & team performance
against sales quotas, allowing users to instantly
identify problems in the pipeline, and take
action to advance deals to meet the plan.
• View the pipeline by Stages or by Sales Rep.

11. Analyzing the Sales Pipeline by Stages
•A graphical representation of the sales
process, allowing you to visualize the
opportunities based on the sales stages, from
the beginning till the fulfilment of the deal.
•This will give you the value at each stage and
the forecast of future sales.

12. Analyzing the Sales Pipeline by Sales Rep
• This visual dashboard will help you
streamline the process of reaching out to
potential customers, initial estimation, number
of deals closed and missed opportunity for an
individual salesperson.
• Visualizing the opportunities in this way, will
help you to put things into perspective and
also help the salesperson to plan things better
to achieve the set goal.

13. Sales Funnel
• Sales funnel is the revenue funnel of your
sales process in which each layer shows the
value of the sales stage.
• It reveals the number of prospects in each
stage along with the conversion rate.
• This helps you evaluate the success of your
sales.

14. The Kanban View - Visual Cards
• You can visualize your work flows in a
dynamic way with Kanban views.
• You can view all the opportunities based on
the sales stages and move them from stage to
another as needed.
• Kanban view can also be filtered and viewed
based on the sales cycle created.

15. Win and Loss Analysis
This feature provided by Apptivo allows you to
make a complete analysis of the contributions
made by the employees say, win or loss.
• Identify all the sales performers
• Identify weak points in the sales cycle
• Analyze performance of lead sources
• Intelligence optimize processes

16. Lead Analysis
• You can measure the activities of a particular
Lead.
• You can view the percentage of converted
leads from a particular lead source.
• Customization and Automation helps you
manage leads easily.

17. The After Effect !!!
The Apptivo Sales Management provides you
with a solution for all your sales needs and
makes you more profitable.

18. Thank You!