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“SalesEdge has
really changed the way we approached direct
sales and client management. Our customer
response time has reduced and quality of
response improved many folds. The inbuilt check
mechanisms has had an energizing impact on our
sales executives who have adapted the software
in quick time. I feel our efficiency has gone up
by at least 20% and am hoping to see that
translating into better revenue and profit
performance”.
Amitabh Sur, Head of Sales,
Aircon India incorporated.
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For
a long time our organization was in search of
suitable software for sales which can keep
records of customer history, client details,
quotation preparation, sales analysis (in short
all function which can record day to day
activities). In this regard we contacted many
people, but it was all in vain as we were
always short of our requirements. Sales Edge
has provided us all our requirements and has
helped us to do our activity more efficiently
which in turn resulted our customer to get
faster response. We strongly recommend this
software.'
Mr Magan
Khakharia, MD, Microfilt India (P) Ltd
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| Details of the case study |
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In2Cable(india) Ltd.,Mumbai,India
Business Profile
In2cable (India) Ltd., a wholly owned subsidiary of Hinduja TMT Limited (HTMT), is a "Category A" (all India) ISP licence holder. It offers its broadband services under an exclusive arrangement with its group company IndusInd Media and Communications (IMC), using their existing cable network across India. IMC commenced operations in 1995 and has built up India's largest cable television (CATV) network. It currently provides multi-channel transmission services to approximately 4 million subscribers under the brand name INCableNet, thus ranking amongst the 12 largest cable TV operators in the world in terms of subscribers. In addition to Mumbai, IMC's network covers 11 major cities in northern, southern and western India viz: Delhi,Agra, Hyderabad, Banglaore, Ahmedabad, Nasik, Belgaum, Indore and Nagpur. IMC is well advanced in its plan for development of Pay TV platform with Interactive TV/internet capability.
The Mumbai operations of In2cable are handled by a central network control center and sales & marketing offices spread across the city. ESalesEdge has been deployed to monitor and coordinate the activities of these offices and enable effective CRM
Scenario prior to solution
The field sales executives were sending a Daily Call Report (DCR) in printed format to the HO. The report provided details of prospects met, call outcome, orders received and performance YTD. The ASM at the HO had a brief look at a sample of the reports which were then archived for future reference, if any. Actual MIS and control was achieved through periodical meetings with the sales agents. During such meeting, the volume of sales was used as a barometer of performance while the intricacies and critical elements responsible for the sales were largely ignored. In the absence of an efficient software, no attempt was made to process the paper reports. Omissions and delay in customer response went largely unnoticed.
Areas of Concern
The main area of concern was the inadequate usage of the data submitted by the sales agents both for the purpose of monitoring and control and also for analytical MIS. This was resulting in the following problems:
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Lack of effective control on daily movement of sales agents
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Omissions and Delays in Customer Response
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Loss of Sale owing to above
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Skewed marketing effort
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Inadequate market feedback
Solution Implemented
We implemented eSalesEdge- Silver, the basic version of our fully web based Sales Force Automation and CRM application. The sales executives now access the web application from anywhere and submit their DCRs. Leads are generated against positive calls. After submitting the DCR for new calls, the sales executive reports on the work done against existing leads and sales closed. Targets are specified for each sales executive and achievements against them are shown on a real time basis. Email campaigns can be carried out for select prospect groups/profiles. Mass emails can be also be sent to existing customers/ other groups from external databases for the purpose of payment reminders etc. Entire MIS is now centralized and consolidated. Upto the minute information can be obtained for pending leads, calls made, productivity of calls, sales funnel and actual sales. The fully automated workflow mechanism enables immediate response to customer queries. 360 degree view of customer/prospect is available and all possible gaps in CRM have been plugged.
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Aircon India incorporated, Kolkata, India
Company profile
Aircon is the
largest dealer of Carrier and Xerox range of
products in Calcutta India. It caters to both
the retail segment as well the corporate
segments including large implementation jobs.
It has a sales team of around 15 executives
entrusted with the task of generating,
attending and closing leads.
Scenario prior to SalesEdge
Client
enquiries were entered into a register and
verbally passed on to the sales executives.
The sales executives noted their assignments
in personal diaries. Leads generated by them
through personal efforts were similarly
recorded in the diaries for necessary follow
up. The notes maintained by the sales
executives were merely schedules of next
meetings or markings for successful
closure/termination. The details of the
interactions with the client were left to the
vagaries of the human memory. The sales
executives filled a daily call report in paper
form that was relegated to the files. No
meaningful MIS could be extracted from them.
MIS reports were created on spreadsheets at
the end of every week resulting in double work
for the sales executives. There paid time was
being diverted from making sales calls to
generating reports. Quotations, documents and
emails sent to the clients were available in
different files, folders and cabinets across
the organization and each one had to be
separately located to understand the status of
the lead. Similarly ready information on
expenses incurred and payment expected against
sales leads was not available. All data had to
be compiled on demand.
Problems
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In addition to
non-availability of information and
consequent waste of time in compiling MIS
reports the biggest problem that the company
was facing pertained to omissions in
proper client management. Diary
recordings without any cross-checking
mechanism resulted in obvious human errors
resulting in loss of clients. Moreover, if a
client called the company’s office in the
absence of the sales executive attending to
him, the company was not in a position to
attend to him meaningfully. The usual
comment was “Sorry sir, the concerned
person is not available. We shall inform him
and he shall get in touch with you shortly”.
Such transfer of information and timely
action against the same often succumbed to
the pressures of routine work and, in the
absence of proper control system, client
management was compromised resulting in
dissatisfied clients and lower revenues.
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Another
major area of concern was the manner in
which sales lead related data was
scattered across the office. There was
no way to ascertain the status and prospects
of the lead without having to sit with the
concerned sales executive. Same was the case
with all other lead related information like
quote given, emails exchanged, payment
expected, documents sent and expenses
incurred. The organization was clueless
without the sales executive and this was
resulting in a dangerous scenario of over
dependence on the sales executives, who have
a rather high churn ratio. The client
relationships were getting developed at the
individual sales executive level and, more
often than not, the client left the company
along with the sales executive. An extremely
unhealthy scenario
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The third
area of concern was the lack of proper
analysis of product performance.
Leads lost were simply closed without
meaningfully recording the reason for the
loss and measures required to prevent future
loses. There was no mechanism of collecting
regular and preemptive market intelligence.
After SalesEdge
The company started using SalesEdge in October
2002 and results are already visible. All
client interactions and exchanges are
systematically recorded in a central database.
This coupled with the checks built into the
solution has ensured that human errors in
client management are eliminated. Now the
client is never told ‘sorry sir…….’. Whoever
receives the call has immediate access to all
required information to satisfy the client.
Assignment, cross assignment, reporting and
scheduling against leads happen through the
system to facilitate discarding of registers
and diaries. All MIS and prospect reports are
generated at the press of an icon saving
considerable time for both sales executive and
management. Product analysis is now an
on-going process. Considerable time is also
saved in routine tasks like making quotes,
sending mailers and searching for files. Not
to mention savings in stationery costs owing
to non-requirements of paper filings. All this
has been made possible owing to the extremely
user friendly user interface of SalesEdge that
has resulted in quick adaptation by the sales
team.
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Keventer Agro Limited
Business Profile
Keventer Agro is the franchisee for the Parle
Group of mineral water, beverages and candies.
The main brands handled are Bailey, Frooti and
Minto among others. The company sells the
products across the state of West Bengal
through over 500 distributors and 50000
retailers. The Distributors are directly
handled by the company’s field force of around
45. Retailers are the responsibility of the
former. The field agents are also responsible
for enlisting new retailers. They have to
submit a daily report covering detailing the
work done each date. The Head Office uses the
data for MIS and control.
Scenario prior to Field Force Online
The field agents were sending a paper report
in printed format to the HO. The managers at
the HO had a brief look at a sample of the
reports which were then archived for future
reference, if any. Actual MIS and control was
achieved through periodical meetings with the
field agents. During such meeting, the volume
of sales was used as a barometer of
performance while the intricacies and critical
elements responsible for the sales were
largely ignored. In the absence of an
efficient software, no attempt was made to
process the paper reports.
Areas of Concern
The main area of concern was the inadequate
usage of the data submitted by the field
agents both for the purpose of monitoring and
control and also for analytical MIS. This was
resulting in the following problems:
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Lack of effective control on daily movement
of field agents
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Skewed marketing effort
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Inadequate market feedback
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No information on stock positions of
distributors and product movement
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Delayed payment collection
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Difficulty in fixing responsibilities owing
to absence of systematic communication
mechanism between HO and field agents.
Solution Implemented
Our web based field force management
system, Fieldforce Online was deployed at
Keventer. Each field agent fills the daily
report in a specific format by logging on to
the website with a unique user name and
password. All information relating to
visits, order bookings, payment collection,
new retailer enlistment and market feedback
on products are systematically captured. The
Target setting module enables specification
of and progress against targets on multiple
parameters. Stock data of distributors is
captured for gauging stock-in-trade and
product movements. Retailer enlistment and
feedback forms the basis of marketing
strategy for different areas. Inbuilt web
based emailing system enables efficient and
economical communication. The net result has
been more effective channel management,
higher revenues and cost savings.
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Conlif Limited,Kolkata
Business Profile
Conlif is a leading
company using the Network Marketing or MLM
route to sell its products. The company
manufactures wristwatches and also sells a
number of consumer durables and jewellery
products. Currently, the company has over
25000 members who market the products and also
enlist new members. Each member is paid a
commission on the items purchased and also on
new members enlisted on the basis of specified
dynamic business rules. Members are also paid
Bonuses and Incentives for achieving
additional targets set by the company from
time to time.
Scenario prior to our solution
Prior
to implementation of our integrated solution,
the company was using an internally developed
software for managing member data and
calculating commissions, bonuses and
incentives earned. The system was not linked
to the inventory and accounting systems.
Areas of Concern
The
company was facing a number of problems
related to network management, inventory,
production, accounting and controls. These
were the direct result of an ill-conceived and
non-integrated software solution that was in
use. The system had not been planned for such
a high number of members and consequent
transactions. Moreover, it was not geared for
dynamic business rules and fats processing.
Being a partial system, it led to unnecessary
multiple data entry and absence of timely MIS.
Some of the primary areas of concern are
highlighted below:
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Improper
calculation of member payouts
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Difficulty in
ascertaining net member balances from
product sales and commission earnings
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Statutory
Deductions like TDS not automatically done
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Difficulty is
ascertaining product supplies to members
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Problems in
maintaining inventory and generating
invoices owing to multiple packs comprising
SKUs in different permutation and
combinations
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Inadequate
system for monitoring and controlling vendor
supplies, raw materials and production
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Non-integration with financial accounting
causing multiple entries of same data
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Statutory
obligations like Sales Tax and Excise not
automated
Solution Implemented
We designed and
implemented an integrated solution to solve
all the above concerns. It has the following
modules:
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Member Database with Sponsor Reference and
downline tree
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Comprehensive
master for multiple schemes for various
payouts like commissions, bonuses and
incentives
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Generation of Earnings, Payouts and relevant
documents like money receipt, earning
statements and invoices
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Multi-tier product master
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Purchase
and Vendor Management
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Production
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Inventory and Supplies
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Financial
Accounting
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Panbross Pharmaceuticals(P) Limited
Business Profile
Panbross Pharmaceuticals is a leading
manufacturer and supplier of formulation drugs
in eastern India. The company has its plant at
Balasore, Orissa and marketing head office at
Calcutta. The company also markets products of
some international companies. The products are
marketed to doctors through a team of Medical
Representatives (MRs) managed by some Area
Sales Managers (ASMs). The MRs and ASMs visit
a minimum specified number of doctors each
day, discuss products with them, distribute
samples and gifts, meet distributors and
retailers and collect orders and payments.
Details of daily work done are sent to the
Head Office in the form of Daily Call Report (DCR).
The company has around 100 MRs.
Scenario prior to MROnline
The MRs and ASMs were sending DCRs in paper
form to the HO. The DCRs were archived in
separate files and kept for reference in case
of any dispute with any MR. Not much marketing
utility was being derived from the reports as
the data was not being processed properly.
Areas of Concern
The company was facing a number of problems in
monitoring and controlling MR activity as well
as managing relationships with doctors. The
main cause of the problems was that the
important data submitted daily was not being
adequately processed. The resultant areas of
concern are highlighted below:
Solution Implemented
Our web based field force management
system, Fieldforce Online was deployed at
Keventer. Each field agent fills the daily
report in a specific format by logging on to
the website with a unique user name and
password. All information relating to
visits, order bookings, payment collection,
new retailer enlistment and market feedback
on products are systematically captured. The
Target setting module enables specification
of and progress against targets on multiple
parameters. Stock data of distributors is
captured for gauging stock-in-trade and
product movements. Retailer enlistment and
feedback forms the basis of marketing
strategy for different areas. Inbuilt web
based emailing system enables efficient and
economical communication. The net result has
been more effective channel management,
higher revenues and cost savings.
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VP International
Business Profile
The company
offers a variety of jute wine bags and
terracotta products for wholesale. We are based
in Boise, Idaho, USA.
Scenario prior to implementation
The webpage was static.
Areas of Concern
The company was facing a number of problems in
monitoring and controlling the website.
Because in the absence of the developer it was
very cumbersome to change the content of the
website.
Solution Implemented
Our development team has made their website
fully dynamic which has helped the company
to update their website according their
choice in the absence of the development
team.
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