Improved Sales Process

  • “Request for quote” feature for customer to contact Operations team directly for quotation on prospect.
  • Detailed prospect creation and managed sample product delivery
  • Effective tracking from order inquiry to shipment and delivery
  • Order status tracking through integration with Proctore
  • Automated alert mechanism for sample approval
  • Enhanced payment and C form collection tracking
  • Product price quote SMS
  • “Sample Product” delivery due alert
  • Prospect follow up and conversion alert
  • Operations team can initiate order creation



  • Improved Customer Satisfaction

  • Focusing more on understanding the value of a particular customer during entire life cycle of orders
  • Structured and complete customer information and unique identification
  • Comprehensive customer management through all communication channels (telephone, e-mail, follow ups)
  • Ensuring customer needs through right data collection and follow ups after product delivery
  • Larger emphasis on customer retention through feedbacks
  • Planning product cross-marketing strategies based on projections
  • Rationalisation of operations saving time and money



  • Organizational Benefits

  • Decreased cost of customer acquisition
  • Data helps to correctly identify target audience and to focus marketing efforts on that particular niche.
  • Increased sales
  • Analyses current customer service practices which can be used to pinpoint shortcomings and areas that need improvement. Better customer service will ultimately result in a higher sales volume.
  • Increased efficiencies
  • Employees can access important information quickly and process and can be automated.
  • Better and more accurate data
  • Analytics and reporting allows the sales, marketing and customer service teams to work together and introduce improvements.
  • Data security
  • Application will manage data and security allows to control access to certain data and features to based on user roles.