- 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 Orderz & Casez
Account and Contact Management
Lead 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 and Deal Product Management
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.
Quote and Quote Product Management
Sales reps should be able to make quotations from the mobile on the go and ease of cloning quotes to make changes.
- Customized quotation stages and status path discount approval processes.
- Unit price would remain constant, the list price could be changed which would reflect in the final pdf.
- Discount approval process.
- Customized quote templates.
- Product Master with a comprehensive list of products, product code, and product description
- Quote line editor which facilitates the process of selecting the right products, choose the quantity, discounts, and them to the Quotations.
- Multiple quotations which would be tied to the respective Deal.
- Syncing of the finalized quote with the Deal.
- Notifications/alerts to management for follow-ups.
Order and Order Product Management
Use orders to track your customers’ requests for products and services.
- Auto-creation of order on syncing and acceptance of the relevant quote
- Syncing of quote products pricing and other details to order products.
- Reminders/Alerts for follow-ups, SLA or process violations.
Case Management
A Case is a customer’s question, feedback, or issue. Kohinoor group receives various service tickets from its customers, case management helps them standardize and automate the processes.
- Channels to raise cases – Email-to-Case for emails, Web-to-Case for websites
- Configuration of case stages and issue categories. Case flags to track the status of the case and its progress.
- Set up queues and assignment rules for case assignment.
- Auto-response rules for sending responses to customers on receipt or closure of a case.
- Escalation rules – You can set up an escalation rule to perform an action when a case has been unresolved for a specific number of hours.
- Case closure reason validation to ensure the cases are closed with the appropriate reason.
- Set up business hours.
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.
Web-to-Case
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.
Email-to-Case
Lightning Platform automatically creates cases and auto-populates case fields when customers send messages to the email addresses you specify. Efficiently resolve customer inquiries via email without having to install the Email-to-Case agent software.
- Allows you to set up a dedicated email address for customers to email when they have a support question or issue.
- An email subject line could become the title of a brand-new case.
Task Management
- 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.
- 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.
plans
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