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