Pre-Sales

Pre-Sales Operations

CRM for Sales Team

Tools
Sales Funnel
Pipeline Management
Sales Reports
360 Customer View
Repeated Sales Automation

Targets

Suggests Targets based on last year performance and current market progress and trend
— By Product Category
— By Customer Category
— By Product and Customer
Track Target Vs. Actuals periodically
Track Sale by
— Super Stock List
— Distributor
— Dealer
Track Category wise Stock and Sales
— Super Stock List
— Distributor
— Dealer

Marketing and Sales Intelligence

Track Marketing Costs
Calculate ROI
Track Marketing Channels and Campaigns

Quotations – Orders – Payments

Send Quotes
Take orders
Send Payment Links to Clients for Advance Payments and Order Booking

Multi Channel CRM

Campaigns
Social Media
SMS / Emails

Discovery

Campaigns
Contact Creation
Enquiry Creation

Manage the after sales team

Preparation
Assign
Plan, Track & Review – Activities
Track Field Staff Activities
Activity reports for Daily, Weekly, Monthly tracking
Follow-up
Demonstration

Close Deal

Request for Proposal (RFP)
Marketing assistance Product management assistance
Proposal
Sold / Deferred

Enquiry / Lead

Create / Edit Enquiry or Lead information
Update Complete contact details
Record Products Enquired and initial rates quoted
Record if Customer is using any other Brands currently
Competitor Information

Enquiry Allocation

Allocate or Re allocate the Enquiries to Existing or New Executives

Enquiry Status Update

Online / Real time status update for an enquiry

Customer Survey

Customer Survey with user defined parameters
Will help for Quotation and decision making

Enquiry Follow-up

Automatically get all pending enquires by executive to Follow up
Check Executive Dairy
Update follow up notes and Status of Enquiry
Update Next follow up date and time for an Enquiry
Auto Book Appointments
Check History of an Enquiry
Record Reasons for lost enquires

Customer Concern

Track Customer Concerns
On Sales Person
On Product Information
On Product Satisfaction
Detailed description of Concern
User defined Parameters for rating of product or sales executives

Quotation

Submit Quotations to clients
Apply Price Lists area wise
Apply Taxes area and region wise
Multiple Quotes or modify quotes based on negotiations

Pre Sales Reports

Registers of all Transactions
Historical Reports
Survey Reports
Additional Analysis Reports

25+

25+

Years Experience

Our Skill

We Are Constantly Growing & Learning.

Web Development

70%

UI/UX Design

80%

Apps Development

65%

Brand Identity

90%

At Gauvin Consultancy, our team constantly strives for technological excellence and develops innovative products and services that propel our clients businesses beyond their wildest dreams.

Links

Services.

Contact

Open Hours:

Mon - Fri: 8 am - 5 pm

At Gauvin Consultancy, our team constantly strives for technological excellence and develops innovative products and services that propel our clients businesses beyond their wildest dreams.

Links

Services.

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