CRM v6 Launch Overview - Apptivo

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CRM V6 Overview
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Apptivo Overview
Cloud platform of integrated flexible business
applications including CRM (sales support),
SCM, project management, billing, collaboration
and productivity tools for ADM and testing.
Includes flexible API to forge connections to
outside systems.
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40 Integrated Business Apps
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Apptivo CRM Overview
Native Mobile Apps
Contextual Collaboration
IMAP Email Integration
Outlook Connector
Productivity
Opportunity Management
Pipeline Visualization
Lead Tracking
Campaign Management
Prospecting
Territory Management
Sales Dashboards
Quotas Forecasting
Win/Loss Analysis
Performance
360 Customer View
Projects Help Desk
Quoting Billing
Extensible Developer API
Integration
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CRM - Productivity
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CRM - Prospecting
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Performance
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CRM - Integration
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What is Version 6?
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Which Apps Have Been Updated?
Existing Apps Updated to V6
Contacts Manage relationships with people
Customers Manage relationships with organizations
Cases Track support inquiries problems
Leads Intake qualify sales leads
Opportunities Close deals measure sales team
success
Brand New Apps
Territories Advanced territory management. View
performance by territory re-distribute
territories across team.
Sales Planning Define sales quotas for the
organization, employees, and territories.
Measure success over time view historic sales.
Competitors Manage all competitors and track
which deals have been have lost to each of them.
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Modernized Mobile App Phone Tablet
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General Key New Features for CRM V6

• New graphical dashboards
• Beautiful new sales dashboards added to track
  quota performance and break down the pipeline
  into a sales funnel.
• Opportunity probability controls
• Managers can set expected probability for each
  sales stage, and prevent users from manually
  changing.
• Track win/loss reasons churned customers
• Track the outcome of every deal to analyze why
  you are winning/losing, and monitor customers who
  have/are likely to churn.
• Enhanced item tracking on opportunities
• Track multiple items per opportunity with
  individual discounts, and indicate which items
  were sold and excluded.
• Lots of new reports
• Were adding a bunch of new reports for all sorts
  of metrics.

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New Graphical Dashboards

• Beautiful new sales dashboards added to track
  quota performance and break down the pipeline
  into a sales funnel.

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Opportunity Probability Controls

• Managers can set expected probability for each
  sales stage, and prevent users from manually
  changing.

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Enhanced item tracking on opportunities

• Track multiple items per opportunity with
  individual discounts, and indicate which items
  were sold and excluded.

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Tracking Reporting

• Lots of new reports
• Were adding a bunch of new reports for all sorts
  of metrics.
• Track win/loss reasons churned customers
• Track the outcome of every deal to analyze why
  you are winning/losing, and monitor customers who
  have/are likely to churn.

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New Sales Tools for Larger Organizations

• Sales Planning App
• Set sales goals for your teams and track progress
  in beautiful new performance dashboards.
• Territory Management App
• Enhanced territory management to build on top of
  existing simple territories. Designed for larger
  companies.

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Other Small But Useful Additions

• Resize the columns in list layouts to optimize
  screen usage
• Cases now supports bulk export
• Browse records by tag in the left navigation
• Apply default list layouts to views
• New email forwarding system available for email
  to case
• Territories for opportunities now default to
  values from customer record
• Add bookmarks to common reports dashboards

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