Lead Management
Our AI-enabled lead management software ensures that your sales team is driven towards the best leads with the right productivity tools and metrics in place to deliver on your intended targets, every time
AI-Enabled Lead Fulfillment
AI Based Capabilities
Lead Scoring, Automated Lead Allocation, Intelligent Day Planner, Product Recommendation Engine, and Sentiment Analysis
Sales Productivity Enablers
Dialler Integration, Card Scan & Automated Data Capture, WhatsApp Integration, GPS-Based Automated Route Planning, Voice Notes
Customer Enablers
Self-Service Application, Direct Customer Feedback, Notification Engine
Sales Insights
Detailed insights & early warning triggers Sales Pipeline Conversion recommendation
Lead Creation
- Self Lead Generation via digital mobile/web application interface
- Activity led lead generation/creation via Marketing Campaigns, planned outreach, etc.
- Lead input via APIs/Web Service integration with existing CRM toolkit or Bulk upload of leads (excel based)
Credit Assessment
- Automated lead allocation based on pre-defined rulesets or AI-enabled allocation planner
- Manual lead allocation capability provided to sales supervisor for manual allocation
- Sales & User hierarchy maintainance
- Intelligent reallocation logic based deactivated/terminated/resigned sales users
Lead Fulfillment
- Lead 360 degree view
- Lead interaction/engagement history
- Automated Lead Scoring
- Intelligent Recommendation Engine based on lead profile
- Lead Conversion Tracker
Business Analytics & Reporting
- Lead Fulfillment Report
- Team Activity Summary Report
- Hierarchal Report Dashboard
- SMS/Email notifications and alerts for daily reports and priority leads
- Charts/Dashboard, Team View, Calendar, Query Analysis
Campaign Management
- Real-time tracking of conversion ratio for ongoing campaigns
- Availability of historical data for the decision-making process
- Key focus on campaigns with better conversion rate/ROI
Attendance Management
- Integration with Human Resource Management System & other core systems for attendance management
- Regional holiday calendar integration
- Performance/rule-based auto-attendance marking for Field Level Staff
- Feedback to Field Level Staff by supervisor basis his actual performance
- One glance dashboard for team attendance view along with performance history of Field Level Staff
Marketing Collateral
Management
- Raise and track all the collateral-related requests in one place
- Workflow management for hierarchical approval of collateral requests
- Status updates to requester & follow-up reminder request
Target Vs Achievement Tracking
- Target-based budget allocation to National Sales Manager/Zonal/Regional managers
- Auto re-calculation of budget basis month on month actual issuance/business achievement
- Crisp Dashboards for Zone wise Target vs. achievement updates
Expense Management
- One-stop solution for managing expense claims raised by sales team
- Segmentation of expenses claimed based on expense type like - Trophy/Product promotion/Marketing campaigns/festivals and so on/Lead conversions
- Workflow management for hierarchical approval of expense approvals
- Business value-driven expense capping on approvals
- Manual system to override the rules (Basis the top-level management approval)
Geo-Tracking
- Real-time location tracking of Field Level Staff on the ground
- Lead and Activity Tagging with Geo-locations
- Historical Record of Geo-tagged Activities
- Pay conveyance amount to Field Level Staff based on geo km traveled
