Customer Relationship Management (CRM) Quick Guide

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The CRM functionality in Apptivo consists of Pre-Sales, Sale and Post-Sales activities. Please follow the following steps to get started with the CRM functionality in Apptivo.

1. Provide access to team members[y1] , to the “Sales” and “Customer Service” modules.

2. The first step in Pre-Sales activities is creating leads [y2] – potential customers

3. Once a Lead is created, your sales team can follow up [y3] with this lead using the built-in “Activities” functionality in Apptivo

4. Leads which show promise can be converted to “Opportunities”[y4] , which is the next stage of Pre-Sales activities. Opportunities can also be created directly[y5] .

5. If required, “Opportunities” can be followed up further [y6] using the “Activities” functionality.

6. Next is the actual sale. You can create a new order [y7] or you can convert an Opportunity to an Order[y8] .

7. When an order is captured through Apptivo, an “Account” is automatically created for the customer. To can also create customer “Accounts”[y9] manually.

8. All the information related to individuals in your sales process (e.g. contact person for an “Opportunity” at a company, the billing contact for an “Account” etc.) is stored in the “Contacts” section of Sales module. You can also create independent “Contacts” [y10] in this section.

9. The Post-Sales activity consists of Customer Service. To help with this Apptivo provides a built-in Help Desk tool called “Cases”

Create “Cases” [y11] and manage the customer service process very effectively