Selecting the Right Apptivo Solution for Your Business
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Transcript of Selecting the Right Apptivo Solution for Your Business
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Selecting an Apptivo Solution
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What is Apptivo?Integrated business application suite
HRMS
CRM
Product Mgmt
Financials
Web Presence
Supply Chain
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Build Integrated Business FlowsThe power of Apptivo’s integration
Invoices
Opportunities
Estimates
Leads
Projects
Mobile
Customers
Contacts
All Data Aggregated to Contacts/Customers
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Use Only What You Need…Right NowConfigure Apptivo at Your Own Pace
Point Solution
Simple Process
Complete Solution
Invoices
Invoices
Invoices
EstimatesOpportuniti
es
Opportunities
Estimates
Leads
Projects
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Activities & Contextual CollaborationFeatures Available in Every Solution
Set Reminders• Calendar Events, Follow Ups, and Tasks• Track when, who, and what should be done• Link directly to relevant information
Store Data• Simple note tracking & sharing• Store relevant files anywhere• News feed automatically tracks
complete history of events
Track Communication• Log every phone call with contacts• Sync with any IMAP email account• Sync with Google Apps
One Centralized Agenda!
All Customer Data – In One Place
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What is an Apptivo “Solution”Apps Work Together to Create Integrated Business Flows
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The Most Popular SolutionsWhich one best fits your company?
1. Project Time Tracking & Billing (IT professional, legal, consultant, real estate)
Focus on the Projects App to manage activities & track billing information.
2. Field Service Management (Maintenance, Construction, Electricians, IT Repair)
Focus on the Work Orders App to schedule jobs and track time & materials.
3. Product Sales Process (For eCommerce, Manufacturers/Distributors, Hardware)
Focus on Orders App to manage shipping, inventory, and billing.
4. Build-to-Order Sales Process (For Drop Shippers, Travel Agencies, Resellers)
Focus on Kit Orders App to manage purchasing from vendors & billing the customer
5. Recruiting (For Recruiting Agency, HR Professional)
Focus on the Recruitment App to manage job descriptions, applicants, and hiring
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Questions & Next StepsNext Step
Configuring Your Solution
http://www.apptivo.com/selecting-right-apps-building-business-solution/
http://www.apptivo.com/community