Marketing Presentation on Online Lead Management Solution

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Information about Marketing Presentation on Online Lead Management Solution
Business & Mgmt

Published on February 23, 2014

Author: SaralTech



This is a cloud based solution for small and medium enterprises for lead management. It is a CRM for SMEs.

Online Prospect 2 Customer OP2C ONLINE LEAD MANAGEMENT SOFTWARE SOLUTION OP2C – Presentation Ver 2.0

About the Solution 2 OP2C OP2C – Presentation Ver 2.0

About the Platform 3  ‘Online P2C’ stands for “Online Prospect to Customer” solution  It is web-based hosted CRM (Customer Relationship Management) solution for small and medium enterprises  A complete automated system to handle all the operational aspects of the sales oriented business having multiple sales people or tele-callers  Helps to manage leads/enquiries along with its follow-ups  It is a multi-user solution and advance version lets you manage the CRM requirements of channel/franchisees as well  One could track the customers’ acquisition along with MIS on billing/collection reports individually for various users. OP2C – Presentation Ver 2.0

Who should use? 4 OP2C OP2C – Presentation Ver 2.0

Who should use? 5 This platform is suited for: 1. Organizations having multiple users managing sales of multiple products 2. Small medium enterprises who want to track the productivity of their sales staff including the users belonging to their channel partners on a single login 3. Companies who do not have an elaborate IT infrastructure but want to make use of technology to manage their operations from anywhere anytime OP2C – Presentation Ver 2.0

Benefits 6 OP2C OP2C – Presentation Ver 2.0

Benefits 7  Anytime Anywhere Information – The management can login from anywhere since it is a cloud based system  Low Cost, Great ROI – This solution enables an organization to deploy the solution within no time and works on existing resources  Tracking sales at channel partner – This provides the visibility of the leads coming at the channel partners end  Ease of Use – It requires hardly any training for the users to adapt to and reduces the dependency of people because of attrition  Improves Overall Efficiency – It is a good productivity tool in the hands of sales people and you can get rid of all the excel sheets and registers  Scalability – This solution provides scalability for any number of users and franchisee locations OP2C – Presentation Ver 2.0

Screenshots 8 OP2C OP2C – Presentation Ver 2.0

9 Snapshot of OP2C Session (Prospect Screen) OP2C – Presentation Ver 2.0

10 Snapshot of OP2C Session (Follow-up Screen) OP2C – Presentation Ver 2.0

Features 11 OP2C OP2C – Presentation Ver 2.0

Product Features 12 1. Intuitive Interface 2. User-friendly, requires minimal training to users 3. Web-based, therefore platform independent 4. Enables anytime, anywhere operations 5. Multi-user, multi-location 6. Available on pay-per-use (SAAS) mode, therefore, low investment OP2C – Presentation Ver 2.0

Modules 13 The software application consists of the following modules:  Enquiry Management – This enables to track the leads generated for various       products/services Follow-up Management – This module enables all the sales persons to track the follow-ups of their individual enquiries Customer Management – This modules enables to track and record the customer who have bought various products/services and its variants Receipts Management – This enables tracking of all receipts and customers’ outstanding Administration – This helps in administration of various products/services and creation of new users at any given point of time MIS – This enables reporting at all levels for all the users of the system. One can track the productivity of each team member through the reports section. Total collection is available on a click of a button. Messaging – The application enables the user to send automated SMSs and Emails to prospective customers at various trigger points which can be configured OP2C – Presentation Ver 2.0

How to get started? 14 OP2C OP2C – Presentation Ver 2.0

Requirements 15 Requirements for the Solution to work : 1. Laptop/PC (Any configuration will work) 2. Internet Connection OP2C – Presentation Ver 2.0

The Process – Normal User 16 1 2 3 4 5 • The user logs in with his username/password. • Clicks on the “Prospect” to list of prospects • Click on “Follow-ups” to view today’s follow-ups • Click on Customer to view customer list • Clicks on MIS to view various reports OP2C – Presentation Ver 2.0

The Process - Admin User 17 1 • The Admin user logs in with his username/password. 2 • Clicks on the Admin tab to add product categories, products and users in the system for once 3 • Clicks on the Message tab to configure the e-mails or SMSs he wants to send to his prospects/customers at various trigger points 4 • Has to right to delete any record whether prospect, customer or receipt 5 • View deviation reports of the other users OP2C – Presentation Ver 2.0

The Team 18 SmartHire – Presentation Ver 1.0

The Team 19 The team behind this comprises of seasoned professionals from the field of Information Technology and Education. The members of the team include: Manish Kumar, BE (EEE) BITS Pilani, M. Tech, Six Sigma Black Belt  Having more than 19 years of industry experience in hard-core software development  Has handled several large projects during earlier tenures like TCS, HCL, BirlaSoft and Dalmia Group  He is a natural leader & a trainer and has been grooming young professionals since long time Rajesh Butta, MMS BITS Pilani  He has been a co-founder of various start-up ventures in the field of IT and Education  Comes with rich experience of more than 23 years in the service industry  Tremendous organizational abilities to execute large & complex projects with ease  Has very strong people skills and go-getter attitude Naveen Khajuria, M.E. Software Systems with M.Sc. (Tech) Engg Tech, BITS Pilani  He has worked with large companies like TCS, ST Microelectronics for several years  He has been the architect of several path-breaking solutions in various domains  Has capabilities to work with multiple technologies in order to create an innovative solution  Has handled large and complex solution  Comes with rich experience of more than 10 years in IT SmartHire – Presentation Ver 1.0

For More Information: 20 PLEASE CONTACT: +91 - 88 00 999 281 OP2C – Presentation Ver 2.0

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