Get a 360° View From Your Apptivo CRM

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
Create, Collaborate, Review, and Approve on the
Go.
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Selecting Your CRM Apps

1. Contact Management Contacts, Customers
2. Sales Force Automation Leads, Opportunities
3. Marketing Targets, Campaigns
4. Customer Support Cases, Answers

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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.

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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
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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.
• Its 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.

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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

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Configure Apps, Fields, Workflow
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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. Its common to have a Status on each
customer/contact too.
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Field Configuration Overview
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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
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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

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Add Users, Import Data, and Enable Integrations
We wont 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/impo
rt-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/
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