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CASE STUDY

Create Simply! All-in-one Poster maker Graphic Design and Video Editor App

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Problem Statement

This company holds the Distribution for a renowned Electric Motorcycle Brand, Due to inefficient allocation and lack of proper lead management techniques and tools, the management is not in a position to track the leads and actions performed on it by the sales team.

There is no tracking system to check the performance of Sales Executives which is not allowing management to take corrective measures or set KRAs.

There is no Database from where leads are managed, everything is mained in segregated sets of excel files, putting data security on stake.

Sales executives face challenges to make calls that are given to them in excel sheets.

Customers are Irated as they are getting too many calls for the same information which they have given already.

There is no source of information and record of follow ups in a centralised manner which makes it difficult to track the communication with customer.

Follow ups are missed frequently from Sales Executives as there is no reminder for them.

The Solution

App

Lead Management

The application enables sales executives to access a centralised database of leads as well as assigned leads to make calls on. It provides a user-friendly interface for tracking and updating lead information, as well as keping follow-ups efficiently.

Communication Tools

Sales executives can use the application to keep notes and manage customer interactions. This includes calls, emails, Test rides, and other forms of communication. Communication templates are available for consistent and professional correspondence.

Task and Follow-up Management

The application provides automated reminders and task management capabilities. Sales executives can schedule follow-up activities, appointments, and meetings to ensure they never miss an important engagement with a lead or customer.

Performance Metrics

Sales executives can access their individual performance metrics and Key Result Areas (KRAs) within the application. These insights help them understand their performance and work towards achieving their sales targets.

Accessibility and Data Security

The application ensures data security with user authentication and role-based access control. It's accessible on mobile devices for the sales team's convenience, allowing them to access information and update records while in the field.

Executives Application

The Sales Executives Application aims to boost productivity, streamline lead management, and improve communication while providing the sales team with the tools they need to succeed.

CRM

Performance Monitoring

The admin panel offers a real-time view of sales team performance. Key Result Areas (KRAs) and Calling performance metrics are displayed graphically, enabling quick assessment of team and individual achievements.

Lead Management

The management can oversee lead allocation and progress through the admin panel. Admin can upload and assign leads to sales executives as per the branch and location.

Reporting and Analytics

Customized reports and dashboards provide vital insights into lead conversion rates, sales team efficiency, and customer engagement. These insights drive data-driven decision-making for the management.

Customer Data Management

Customer’s data is well managed in the system and it helps the management to supervise the team in a holistic manner as all the details are visible to them.

Performance Communication

The panel supports tracking of calling performances by tracking calling activities in the app and presenting it to admin panel. It also allows to check month wise reports.

Reports

Admins can access multiple reports to perform analysis and decision making.

The Result

We completed the entire work in 40 business days, giving the auction website a performance boost. Impressed with our capacity planning and system improvements, our client said we earned the stripe to be their long-term partner. Here's what the newly-optimized website offers

25+
Profit growth within the first year
90+
Increase in client team efficiency
93%
Recommended us to industry peers
45 M
Impressions across all our websites

Technology Stack

html
css
react
nest
mysql
flutter
dart
aws
aws

Client Testimonials

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