Getting Started With Apptivo CRM Software
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The document outlines a guide for getting started with CRM, covering key steps such as selecting appropriate CRM applications, planning for security and data integration, configuring the system, importing data, and enabling user access. It highlights the importance of understanding contact, customer, lead, and opportunity definitions, as well as the need for CRM configurations tailored to sales processes. Additional resources are provided for adding users, importing data, and enabling various integrations.
Getting Started With Apptivo CRM Software
- 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.
- 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!