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