This is a slide deck used for a webinar to help Apptivo users select the right set of apps for their business processes. For the complete webinar, please see here: https://www.youtube.com/watch?v=M6EAkmyjo5k The Apptivo platform is designed to fit any type of company, but industries may use different apps & configurations to manage their processes. This combination is apps is called your "solution", and this video will walk through the common solutions, explain what they do, and which industries they are for. While Apptivo can be configured in many ways, we have 5 core solutions that most businesses can be classified as: (1) Project Time Tracking & Billing – For professional service companies (2) Field Service Management – For companies who dispatch & perform work off-site (3) Product Sales Process – For companies who sell physical products (4) Build-to-Order Sales Process – For companies who buy products/services from vendors for each deal (5) Recruiting – For companies who’s service is to hire talent for their clients For a written guide with further information on these solutions, please see here: http://www.apptivo.com/selecting-right-apps-building-business-solution/ What is Apptivo? Apptivo is a cloud based suite of 40+ integrated small business apps. Each app is designed to solve a unique problem for small business, but all applications are 100% integrated to form a seamless solution for every business process. Small businesses today feel the pain of working with many point solutions to run their business, and Apptivo is the answer to their problems. All apps are accessed from a single dashboard, allowing a company to build their own custom solution. From basic invoicing, to a complete ERP solution, Apptivo does it all. Integrates with your email, mobile phone, and Google Apps! Learn more at http://www.apptivo.com/community/

1. Selecting an Apptivo Solution

2. What is Apptivo?
Integrated business application suite
HRMS
CRM
Product
Mgmt
Financials
Web
Presence
Supply
Chain

3. Build Integrated Business Flows
The power of Apptivo’s integration
Invoices
Opportunities
Estimates
Leads
Projects
Mobile
All Data Aggregated to
Contacts/Customers
Customers Contacts

4. Use Only What You Need…Right Now
Configure Apptivo at Your Own Pace
Point Solution
Simple Process
Complete Solution
Invoices
Invoices
Invoices
Opportunities Estimates
Opportunities
Estimates
Leads
Projects

5. Activities & Contextual Collaboration
Features 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

6. What is an Apptivo “Solution”
Apps Work Together to Create Integrated Business Flows

7. The Most Popular Solutions
Which 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

8. Next Step
Questions & Next Steps
Configuring Your Solution
http://www.apptivo.com/selecting-right-apps-building-business-solution/
http://www.apptivo.com/community