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Setting Up Apptivo for Cold Calling Efficiency
Agenda
1. Apptivo Apps Where Cold Calling is Relevant
2. 5 Guidelines for Setting Up Your Cold Calling Process
3. Performing Calling Efficiently as an End-User
4. A Quick Look at the Key Configuration Settings
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.
5 Setup Guidelines
1. Segment Your Leads Well
2. Bring the Right Information Forward
3. Reduce Clutter
4. Create a Simple & Standard Follow Up Process
5. Train Users to Work in Multiple Tabs
Sample Cold Calling Process
Product Walkthrough
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