Getting Started With CRM

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

Select the Right CRM Apps

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

Access From Any Device

Mobile Phone Desktop & Laptop Tablet

Create, Collaborate, Review, and Approve on the Go.

Selecting Your CRM Apps

1. Contact Management – Contacts, Customers**

2. Sales Force Automation – Leads, Opportunities**

3. Marketing – Targets, Campaigns

4. Customer Support – Cases, Answers

Contacts vs Customers & Leads vs Opportunities

ContactsAny person you interact with for business purposes, whether they are a customer, vendor, or other contact.

CustomersB2B – The company/organization a contact works forB2C – Customers not always used. When used, they are the “Buying Party”, “Household”, or other grouping.

LeadsA potential customer that you have no existing relationship with. Purchased online, met at a trade show, submitted form on website, etc.

OpportunitiesA 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.

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

Plan Security, Integrations, Data

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.

Potential CRM Integrations

EmailTwo-way sync of all emails, works with any provider that supports email forwarding and secured IMAP connections.

Calendar & ActivitiesIntegrate G Suite or Office 365 (coming shortly) calendar & tasks

Phone SystemIntegrate RingCentral, explain mobile app call logging options to users.

Website & Other Custom IntegrationsAdd a web form to your site which automatically creates leads in Apptivo. Full REST API available for custom integrations.

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.

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

Configure Apps, Fields, Workflow

CRM Configuration Order

1. Select apps & optimize navigation2. Define your sales stages & probabilities

3. Simplify & Re-Arrange Master Layout4. Update List Layouts5. Remove Extra Views6. Configure any workflow & triggers

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.

Field Configuration Overview

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

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

Add Users, Import Data, and Enable Integrations

We won’t cover these in detail, but here are some guides on each area:

1. Adding Usersapptivo.com/starter-guide/add-employees/

2. Importing Dataapptivo.com/starter-guide/import-data/

3. Enabling IntegrationsG 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/

Thank You!