Sales Automation – For Ceramics and Sanitary ware Dealers

Project Scope

Effective Lead & Client management

• Capture walk-in’s and enter Influencer details, create customer visit sections
• SMS notifications to sales persons as soon as a new customer walks in
• Maintain database of all Customers and Influencers. Capture levels of Influencers.
• Create a marketing list grouped by influencers, builders, architects etc
• Keep in touch regulary with the marketing list by targeted mass email/ mass sms

Opportunity Management

• Different processes for Retail sales & Project sales
• Capture and categorize based on Direct Sales and Project Profiling in terms of Flats
• Product Selection based on Vertical, Stage, Product category and Products
• Have provision to reassign Opportunity to other Sales Reps, if opportunity owner is busy
• SMS popups, Email reminders for each stage
• Escalations to Power Users if activity not done for visit dates, for all stages
• Escalations to Management if Bulk Enquiry tasks not completed

For Projects Sales

• Entry of Project Registration details
• Capture Multiple dates for Site Visits, Samples sent & Follow ups
• Generate quotes for shortlisted products
• SMS Popups, Email Reminders to concerned persons at each Follow up stage
• Get reminders to create Quote within 24 hrs for Opportunity

Product Selection & Quotes

• Maintain selection lists and history of selection slip revisions, saved in Tab
• SMS alerts in case the Items in quote are less than product category items
• Vertical wise Quotation generation
• Capture Brand wise discount amounts

Material Availability & Updates

• Capture details of Material Availability and PO
• Capture Various dates viz. PO Delivery, Order, Material Receipt & eSugam Sent dates
• SMS Popups, Email reminders to various sales and delivery teams

Delivery Management

• Update Delivery schedules
• Capture DC information
• Update Shortage quantity and reasons as reported by customer
• Provision for Integration with third party Invoicing systems, showing to-be-billed Invoices

Instant Customer Feedback

• Collect Feedback on tabs directly during customer walk-ins
• Final Feedback for Customer’s overall experience by Business Development Manager

Reports & Dashboards

• Upselling reports for BDM
• Report of same opportunity attended by multiple Sales Reps on different days
• Custom Dashboards for Power Users
• Custom Dashboards for Management