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Leads Management For Pacific

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17 views

Leads Management For Pacific

Uploaded by

tgbstech
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Leads Management System & Process for Pacific

Vendor: Brand Shine

Phase I (Deadline=> 20th June’2017)

1. Leads Import Model for integration of Old Data with new LMS system and allocation.
2. Excel Upload with Source input/ Source Tagging/ Generating Ref. ID.
Min. Fields:
a. Date/ allocated to
b. Contact / Email id
c. Customer Name (when it comes with Lead)

3. Leads Data to have Min Fields as below

Ref ID Date Name Contact Project Lead Follow-up Allocated Source


No Status Date To

4. Feedback Nomenclature & dropdown


a. FOLLOW –UP
1. NMFU- Not Met Follow-up

Follow-up Date
2. MFU- Met Follow-up

Follow-up Date
3. Site Visit – Yes/ No

Site Visit Date


b. NOT INTERESTED
1. NMNI – Not Met Not Interested

-Low Budget
-Not Interested in Project
-Junk Lead
-Others
If Others- Please Specify

2. MNI- Met Not Interested

-Did Not like Project


- Did not like Payment Plan
- Out of Budget
-Others
If Others- Please Specify

c. Closed

-Project
-Unit No.
-Payment Plan
-Booking in the Name of

4. The Ref id should be alpha-numeric (Source and unique no tagging)

5. Dashboard with Table representation of:

- Total Leads
- New Leads
- Follow-up
- Site Visit
- Todays Follow-up
6. Admin to Allocate unallocated Leads to All (TH or SP)
7. Auto Duplicity Check and Lead to be allocated to same person
8. Lead Transfer functionality with Admin and Team head
9. Dead Lead Reallocation with Admin
10. Excel Export for Reports with Admin only
11. SMS and Mail alert - Lead when Transferred to a Sales person will auto generate an SMS and mail alert
with Min information of Lead with a link to update on the LMS.
12. Calendar Function of the Module will be updated on updates by the Salesperson on the Follow-up input
provided.
13. Every Morning at 9 AM Salesperson will be informed about his Scheduled Follow-up and Yesterdays
New allocated Lead in Nos with a link to today’s Calendar in LMS via SMS & Email.
14. At the end of the day at 6 PM Sales person gets the reminder of his pending Tasks of the day (Updating
of New Leads and Follow-up status of the Meetings & Site Visit)
15. Hierarchy of TH and Sales Person, whereas TH can view all the activities of the Sales Person.
16. Sales Person can update Feedback in a designated Format.
17. Enrich Details: Compulsory Optional
a. Name a. Email Id
b. Contact No b. Alternate Nos.
c. Project Interested in c. Budget
d. Salaried or Self-Employed
e. Remarks

Note: The Sales Person will not have the right to change the Data provided by Admin (only Enrich).

18. Lead Creation by Sales Person:- Each Sales Person has to generate 10 Leads per month or else he will be
barred from new Leads.

a. Self-Generation of Leads : Source Tagging

Tele-calling
Marketing Activities
Reference
b. These leads will be auto assigned to the Sales person generating leads.
c. He will also have the right to transfer the Lead.
DRY RUN STARTS

Phase II (Deadline=> 30th June’2017)

1. Addition of Campaign
2. Campaign Fields: Medium, Name of Campaign, Cost, Start Date, End Date. Vendor.
3. MIS Generation Standard
4. MIS Generation (Custom)
5. SMS & Mail alerts Daily on
6. Each Morning at 10 AM, an Automated Snapshot of MIS is mailed to Management.
7. Calendar function to be updated with all functionalities of reminder through SMS & Email to Sales
person, Team head And Admin.

Phase III (Deadline=> 15th July’2017)

1. Source Tagging through API integration / Excel upload


2. Lead Allocation Restriction :-
a. Sales person with less than 95% lead follow-up updates will automatically be barred from being
Allocated Leads by Admin. A pop up saying that you can- not transfer the lead to Sales Person as he
is not Performing).
b. Same way an SMS reminder copy goes to :-
1. Sales Person
2. CRM(Restricting his Site Visits)
3. Operations
4. Management(Only Mail)
5. HR(Only Mail)
c. As soon as the Salesperson updates his follow-up to more than 95%, he gets the SMS alert that he
can all his activities along with CRM & Admin.

3. Auto Lead capturing and dialing through Dialer/CRM -API via PRI/Gateway Software.
4. Automated Snapshot report MIS report generation and Email to Management.

5.

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