- Account management which includes a history and up to date record of every interaction, every Deal created, sales order booked.
- Enable Contact roles that specify the part that each Contact plays in the business process.
- Master data of Accounts, Contacts, and related processes..
- Account sanitization to ensure duplication is avoided and data are up to date.
CLZ Lite DealZ
Account and Contact Management
Help your sales teams track prospects and build a strong pipeline of Deals. Your sales teams use Lightning Platform Leads to work and qualify their prospects with the goal of creating Deals.
- Central repository for all Leads.
- Automated Lead assignment based on region and product line.
- Configuration of Lead stages and status path.
- Web to Lead to enable the flow of Leads from your website to the Lightning Platform.
- Lead buckets to categorize Leads into various categories basis their stage/involvement/interest.
- Duplication rules to avoid the same Leads getting created.
- Validations to capture the reason for Lead lost analysis and other mandate fields.
- The Lead conversion process, enabling Lead conversion to create Account, Contact, and Deal.
- Mapping Lead fields to Deal.
Deal records track details about deals, including which Accounts they’re for, who the players are, and the amount of potential sales.
- Configure Deal stages, status path, and processes.
- Validations at each stage to ensure required processes are followed in each step. Notifications for any violations.
- Facilitate the process of adding, editing, deleting Products to Deals.
Visit Log Management - Check-In and Check-Out
Sales reps can log their visits through the Lightning Platform mobile app, which captures their location, time of Check-In, and Check-Out.
- Check-In and Check-Out functionality capturing all the information related to the visits. The address and time would be auto captured.
- Ability to tag Contacts as the persons met during the visit, add notes related to visits, capture images, and set up the next follow up date.
- Visit Log reports to management giving them a comprehensive view of all the visits. Management should be able to drill down to individual visits for detailed information.
Web to Lead
The process of using a website form to capture visitor information and store that information as a new lead in the Lightning Platform.
- The information is automatically stored in new lead records in your Lightning Platform install, and the lead can then be scored, qualified, and routed to sales reps.
- From there, you can redirect visitors to other pages on your site, send automated email follow-ups, and start them on customer journeys.
- Lightning Platform enables you to take notes and Log a Call on any object such as Lead/Deal/Quote/Order.
- You can get the complete log of activities performed on a certain Lead/Deal.
- Create tasks for yourself or anyone in your team and track the progress of the task.
- Create events and add them to the calendar to remind you on the respective dates.
Reports and Dashboards
Lightning Platform offers a powerful suite of reporting tools that work together to help you understand and act on your data. We will customize 5 reports as per your requirement and enable them on a dashboard.