Sales Management - Apptivo

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Apptivo Sales Management
 
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• 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

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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.

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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
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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
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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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The After Effect !!!
The Apptivo Sales Management provides you with
a solution for all your sales needs and makes you
more profitable.
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