Sales Management - Apptivo - PowerPoint PPT Presentation

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Sales Management - Apptivo

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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 presentation will give the overview of how the sales person can perform intelligent conversion in the sales qualification process using Apptivo Sales Management. Watching this video might give you an idea about Apptivo sales force automation, – PowerPoint PPT presentation

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Title: Sales Management - Apptivo


1
Apptivo Sales Management
 
2
  • Topics well 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
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.

Opportunities
Leads
Estimates
Closed Won / Loss
Invoices
Invoices
5
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.

Quotas Forecasting

Sales Dashboard
Performance Analysis
Win / Loss Analysis
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 Organizations 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 futurebusiness.
  • Attainment Visualizes your achieved goals.
  • Cushion Adjusts the project priceaccording
    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
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