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SalesGO Visits
2013 SalesGO Custom
Services B2B Lead Generation
SalesGO Leads
2009 2011 2015 2016
• Closure prediction
• User management challenges if last mile users are not directly on the system
speed to call
Generation Assignment Follow up Closure Revival &
Revalidation
100% visibility
Process Changes Through SalesGO leads
Parameters Pre Implementation Post Implementation
Channel for sending leads Manual or through CRM Lead info is instantly updated on the mobile app with an SMS
alert
Assigning of leads Done manually based on customer location Auto assigned using Pin code mapping
Time taken to assign leads High , leads passed from Managers to end users Real-time, Call center uploading leads directly to SLT. SLT
integrated with other channels
First call to customer Very late after the lead is generated, No method to Same can be tracked through SLT dashboard
verify the same
Action on Junk leads No method to identify , Mixed with other leads User empowered to return the same, Agencies validated in real
time
Duplicate leads / Some other user No process to communicate the same to lead returned and reassigned to correct user
already working managers/ call centre
Validation of status (Revalidation/ Not possible Same can be rechecked , ensuring that more than one user are
Revival) working on the same lead without disturbing the sales process
Storage of the lead info CRM, Diaries, notepad, paper… Stored in the Mobile App on the users mobile
Mode of checking lead status Current system not effective, Manually by calling Through real-time dashboard
each user or customer
Ease of tracking the lead Difficult, sometimes not possible. Very simple, each activity log is captured
Information availability with the executive Scattered, most of the times difficult to locate Next action dates and last remarks entered by executives on
the mobile app are easily available with him all the time
Contact to Customer ratio Not Available Available real-time
Usage of Lead info Difficult to use as the info is difficult to access Latest lead info is available to the users all the time
Sales Cycle visibility Partial to nil. Complete, up to-date info available at all times
• A mobile Visit /Key Account /Dealership/Channel management based system
• Allows effective management of the time and relationships/accounts
basis priorities/potential
• Mobile first and in many ways - mobile only
• Repository of all the Meetings/Visits in one place
• Effective User Management System
• Allows to capture critical market information / day to day operational
information
SalesGO Visits Benefits
priorities/potential
DSR DSR
Reports
DSR
Management
Client
DSR
integration
with an existing system
SalesGO Custom Applications
Development and Services
SalesGo Schneider Loyalty Program
Objective :
Engage & Reward the large base of Electrician community (20k) to promote Schneider
Electric FD&WD Products
Generate leads to through this fraternity and track their purchases Reward them
basis their purchases
Framework
Develop a App/ tool which can be downloaded by all electricians which can enable to achieve
our objective of engaging & connecting with Electrician and track their purchases
This should be supported by a strong BI which can help SE Team with all the dash boards and
Analytics
Vendor would be responsible for the end to end managed services with the following scope
APP Development
BI/ Backend database management
Engage & connect with Electrician community through back office MIS & Reporting
SalesGo Schneider
Loyalty App Screenshots
SOS Safety App
It is a mobility application that has been developed for motor companies in order
to reach out to their customers by offering them help and safety in times of
distress.
By use of the app, the customer can locate
- the closest petrol pump/repair shop/puncture shop for them.
- the closest hospital/police station
- know traffic updates
The app also provides option for owner to document details of his vehicle and
record vehicular expenses
SOS
The owner can find useful tips to go through on the app as well and can share his
feedback.
SOS Safety App Benefits
Event
Lead
Registration &
Procurement
Confirmation