Apptivo Sales Management

Topics we’ll 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

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.

Leads

Opportunities

InvoicesClosed Won / Loss Invoices

Estimates

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.

Sales Dashboard

Quotas & Forecasting

Performance Analysis

Win / Loss Analysis

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.

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.

Setting Sales Quota for Organization

• Users with the appropriate permission can set their Organization’s 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.

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.

Performance Dashboard

• Pipeline : Tells us the total value of opportunities within a quarter.

• Forecast : Predicts your futurebusiness.

• Attainment : Visualizes yourachieved goals.

• Cushion : Adjusts the project priceaccording to the demand.

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.

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.

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.

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.

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.

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

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.

The After Effect !!!

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

Thank You!