Sales Force Automation

Apptivo Sales force automation incorporate the entire sales process from qualified lead to closed deal. Our CRM is well-structured campaign so that prospects and customers can be automated for further closing deals concatenating the growth of customer relationships with minimal human intervention. Our sales automation system drives a solution to collaborate, integrate, share information as it enters conversion process and that makes profitable sales performance constantly wherein eliminating redundancy.

Procure Leads

• Further negotiation with lead can be automated as Contacts, Customers and Opportunity that would enhance a lead to Potential.
• Generating leads by webforms and importing from various external sources are directly made into Leads App
• Single shot Convert process by which the lead information are transferred to the appropriate fields of Contacts, Customer & Opportunities.
• Lead status will be changed to "Converted" as a lead prospects into sales opportunity.
• Customization and Automation accelerate the speed of Leads Management

Customers Integration & Association

• Related Contacts informations are associated within customer’s account
• Explicit analysis made to existing customer across territory, business type, marketing, products, status.
• Each and every customer focused by adding to target list, scheduling follow up in single click from single page.
• Customers purchase order, invoice, estimates, projects and other Integrated apps are slotted and viewed through 360 degree.
• Inculcating impressive loyalty programs to enhances abiding sales opportunity.

Activities Tracker

• Maintaining every day's tasks, events, followups in automated calendar view
• Record call logs of all customers for future references
• Enhanced features like setting up remainder to tasks and re-scheduling follow ups hatch customer relationship closely
• Monitoring every individual and daily activities against news feed, streamline entire sales process

Sales Forecasting & Revenue

• Every data within CRM are consolidated into an estimated revenue
• Configurable dashboards allows to have Classified layout for determining Win/Loss percentage, sales performance, Team's performance, pipeline by stage.
• Allocating sales quota as organisational quota as well as individual quota which ensures the achieved targets and performance of salesperson.
• Literal forecast across the potential amount & revenue which elevate sales planning in upcoming fiscal years