Sales Automation – For Ceramics and Sanitary ware Dealers

Home Sales Automation – For Ceramics and Sanitary ware Dealers

Do you want more Sales?
Automate Your Sales, Service, Inventory and Logistics functions. Build a business, by being On the business than In the Business.


  1. Streamline Walk-in process
  2. Streamline and Automate Estimate & Quotation Process
  3. Review periodically, the pending follow-ups on Walk-ins
  4. Automate Product Selection Process
  5. Invoicing Process
  6. Convert contacts into contracts

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
Project Implementation Timeline: 31 Days
Investment: Cloud CRM Application: vtiger crm or Microsoft Dynamics 365 Consulting & Implementation Package: INR 12,00,000/- ( $16,500 in USD ) Project Methodology
  • Step 1: Business Process Review & Re Engineering
  • Step 2: Process & Tool Implementation
  • Step 3: Admin & User Training
  • Step 4: Support