Sales Force Automation
The Business Challenge
Due to the global scale of operations adequate follow-ups are not done with some prospective clients.
The sales function is by far and large, individual-driven.
Aspects of the SLC are not always attended to in a systematic manner.
This was resulting in an indeterminable loss of business.
The Enj Solution
The Sales function identifies and contacts a prospective client.
If a prospect is interested in the proposed business relationship, the Request For Proposal (RFP) is analyzed to understand the client's specific requirements.
The Marketing, Human Resources as well as the Operations functions give relevant inputs to the RFP.
The Client Servicing as well as the Sales function are given a collated view of these inputs for review.
Their reviews are collated and a Draft proposal is drawn up that is sent for inputs to the Company Strategies as well as the Finance Functions.
The Client Servicing as well as the Operations functions approve the proposal.
It is sent to the Sales function for review.
They give their consent of approval to the proposal.
It is sent to the client.
If the client does not accept the proposal, Sales Contract negotiations are held.
The contract is then finalized.
A Project Manager is assigned.
A start date and a period of trial are established.
This information is passed on to the Sales and Operations functions.
Benefits
A conscientious scrutiny and tracking of each prospect.
Availability of a management dashboard.
Built-in performance reports for monitoring salespersons' performances.
Diligent performance of all the activities of the Sales Life Cycle.
Centralized Database of all prospects and interactions with them.
Security issues are addressed.
Historical data is available for future reference.
Centrally maintained work log.
Easy movement of documents.
Integrated module.
View Process
The Business Challenge
Due to the global scale of operations adequate follow-ups are not done with some prospective clients.The sales function is by far and large, individual-driven.Aspects of the SLC are not always attended to in a systematic manner.This was resulting in an indeterminable loss of business. The Enj Solution
The Sales function identifies and contacts a prospective client.If a prospect is interested in the proposed business relationship, the Request For Proposal (RFP) is analyzed to understand the client's specific requirements.The Marketing, Human Resources as well as the Operations functions give relevant inputs to the RFP.The Client Servicing as well as the Sales function are given a collated view of these inputs for review.Their reviews are collated and a Draft proposal is drawn up that is sent for inputs to the Company Strategies as well as the Finance Functions.The Client Servicing as well as the Operations functions approve the proposal.It is sent to the Sales function for review.They give their consent of approval to the proposal.It is sent to the client.If the client does not accept the proposal, Sales Contract negotiations are held.The contract is then finalized.A Project Manager is assigned.A start date and a period of trial are established.This information is passed on to the Sales and Operations functions. Benefits
A conscientious scrutiny and tracking of each prospect.Availability of a management dashboard.Built-in performance reports for monitoring salespersons' performances.Diligent performance of all the activities of the Sales Life Cycle.Centralized Database of all prospects and interactions with them.Security issues are addressed.Historical data is available for future reference.Centrally maintained work log.Easy movement of documents.Integrated module.
View Process
