Marketing Presentation on Online Lead Management Solution

ONLINE LEAD MANAGEMENTSOFTWARE SOLUTION

Online Prospect 2 Customer

OP2C

OP2C – Presentation Ver 2.0

OP2C

About the Solution2


About the Platform

‘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.

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OP2C

Who should use?4


Who should use?

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

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OP2C

Benefits6


Benefits

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

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Screenshots

OP2C

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Snapshot of OP2C Session(Prospect Screen)

Click icon to add picture


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Snapshot of OP2C Session(Follow-up Screen)

Click icon to add picture


OP2C

Features11


Product Features

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

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Modules

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

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OP2C

How to get started?14


Requirements

Requirements for the Solution to work :

1. Laptop/PC (Any configuration will work)

2. Internet Connection

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The Process – Normal User

1

• The user logs in with his username/password.

2

• Clicks on the “Prospect” to list of prospects

3

• Click on “Follow-ups” to view today’s follow-ups

4• Click on Customer to view customer list

5• Clicks on MIS to view various reports

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The Process - Admin User

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

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• 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

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The Team18

SmartHire – Presentation Ver 1.0

The Team

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

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SmartHire – Presentation Ver 1.0

PLEASE CONTACT:+91 - 88 00 999 281

[email protected]

For More Information:20


mailto:[email protected]

Date post:	10-May-2015
Category:	Business
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Marketing Presentation on Online Lead Management Solution

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