Pre-Sales Operations


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CRM for Sales Team

  • Tools
  • Sales Funnel
  • Pipeline Management
  • Sales Reports
  • 360 Customer View
  • Repeated Sales Automation

Targets

  • Suggests Targets based on last year performance and current market progress and trend
    • By Product Category
    • By Customer Category
    • By Product and Customer
  • Track Target Vs. Actuals periodically
  • Track Sale by
    • Super Stock List
    • Distributor
    • Dealer
  • Track Category wise Stock and Sales
    • Super Stock List
    • Distributor
    • Dealer
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Marketing and Sales Intelligence

  • Track Marketing Costs
  • Calculate ROI
  • Track Marketing Channels and Campaigns

Quotations – Orders – Payments

  • Send Quotes
  • Take orders
  • Send Payment Links to Clients for Advance Payments and Order Booking
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Multi Channel CRM

  • Campaigns
  • Social Media
  • SMS / Emails


Discovery

  • Campaigns
  • Contact Creation
  • Enquiry Creation
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Manage the after sales team

  • Preparation
  • Assign
  • Plan, Track & Review - Activities
  • Track Field Staff Activities
  • Activity reports for Daily, Weekly, Monthly tracking
  • Follow-up
  • Demonstration

Close Deal

  • Request for Proposal (RFP)
  • Marketing assistance Product management assistance
  • Proposal
  • Sold / Deferred
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Enquiry / Lead

  • Create / Edit Enquiry or Lead information
  • Update Complete contact details
  • Record Products Enquired and initial rates quoted
  • Record if Customer is using any other Brands currently
  • Competitor Information

Enquiry Allocation
  • Allocate or Re allocate the Enquiries to Existing or New Executives
Enquiry Status Update
  • Online / Real time status update for an enquiry
Customer Survey
  • Customer Survey with user defined parameters
  • Will help for Quotation and decision making
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Enquiry Follow-up

  • Automatically get all pending enquires by executive to Follow up
  • Check Executive Dairy
  • Update follow up notes and Status of Enquiry
  • Update Next follow up date and time for an Enquiry
  • Auto Book Appointments
  • Check History of an Enquiry
  • Record Reasons for lost enquires

Customer Concern

  • Track Customer Concerns
  • On Sales Person
  • On Product Information
  • On Product Satisfaction
  • Detailed description of Concern
  • User defined Parameters for rating of product or sales executives
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Quotation

  • Submit Quotations to clients
  • Apply Price Lists area wise
  • Apply Taxes area and region wise
  • Multiple Quotes or modify quotes based on negotiations

Pre Sales Reports

  • Registers of all Transactions
  • Historical Reports
  • Survey Reports
  • Additional Analysis Reports
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