saleswah crm overview

RESTRICTED - FOR USE BY ANWESHA CRM PEOPLE ONLY

CREATING SALES AND SERVICE TEAM EFFICIENCIESA platform for solving enterprise B2B sales and field service problems in the field


• Incorporated in 2009 with a dream to build a software product company to solve problems of sales, distribution and field support.

• Our vision was web-first and long before the slogan became fashionable, we became “mobile first, web-first”.

• Our first release was an enterprise sales and marketing product. We have added sales force automation, field support and distribution management to the platform since then.

• As on date we have more than 7000 registered users on the platform

• Our products are used to solve complex problems in distribution, sales force automation, enterprise sales and field support over large geographies.

THE SALESWAH STORY


MENTIONS


Launched at the Nasscom product conclave as top ten emerging product companies from India

ZDNet calls our app : “Among the Eight must have Windows 8 apps for the small business”

CIO review magazine featured us on the cover of their special issue on CRM: Among the top 20 CRM companies in India

Finances Online Magazine gives us two awards

http://www.zdnet.com/pictures/eight-must-have-windows-8-apps-for-small-businesses/6/

https://reviews.financesonline.com/p/saleswah-crm/

• Graduate of the Microsoft BizSpark program for start-ups; we are wedded to the Microsoft technology stack

• Fifteen in-house developers, graphics, UI & UX personnel

DEVELOPMENT TEAM


TECHNOLOGIES


ENTERPRISE SALES

Saleswah CRM


HOW SALESWAH WORKS IN ENTERPRISE SALES SCENARIO

Closed loop sales and marketing for enterprise sales: from lead generation to nurturing and close. Track activities and link them to results.

CONTACT MANAGEMENT

Import contacts from phone, Outlook or excel fileProfile on multiple parametersSchedule, log and track activitiesSend emails, quotations, proposals, sales literature from the CRM.Assign roles in sales opportunities.

We link to

Google mail

(Gmail)-

contacts and

Outlook so

you can pull

your existing

contact dataSend and

receive email

from CRM

MANAGING TERRITORY, HIERARCHY AND ACCOUNTSTrue enterprise class CRM- handles territories, reporting relationships and account assignments.Data is shared strictly by hierarchy and role.

Head Sales/ Mktg

Sales Manager 1

Sales Manager 2

Territory Manager 1

Territory Manager 2

Sales Exec

Sales Exec 2

Sales exec 3

Marketing

MANAGING TIME BY SCHEDULING ACTIVITIES AND TRACKINGSchedule tasks and appointments and track closure.

Sync with Google and Outlook Calendars

Sync your

CRM

caledar

with Gmail

and

Outlook

LEAD GENERATION BY EMAIL MARKETINGCreate a professional email templateGenerate a filtered list of target contacts to mail toSend a mail-merged (customized) email

Track responses

SALES OPPORTUNITY(DEAL) MANAGEMENTCapture a lead and progress that through the funnel- as you log more information and interact more with the client, the deal status changes on its own-Saleswah tells you if you are on the right path or not!

REPORTS – ALWAYS UPDATED

UNDER THE HOOD: ENTERPRISE CLASS FEATURES THAT ARE CUSTOMIZED AND TURNED ON

The ten reasons why Saleswah CRM works for you


SAY NO TO CONSULTANTS AND INTEGRATORS!

.. And NO to long implementation cycles

Self customize; set up and get going for all basic tasks

Take advantage of our flexible platform and “under the hood” features to mold it to your needs.

Most customizations- custom workflows, reports, dashboards and UI cost nothing and are robust since performed in-house


Different implementation for multiple business scenarios

HANDLE COMPLEXITY IN A SIMPLE WAY

Same platform for selling to individuals and coporates

Recongnise multiple roles of the same contact at home and office

Allow participation in decision making across organizations


Accounts Contacts

TRACK ACTIVITIES AND TRANSACTIONS

Tasks, Deals, Meetings, Appointments, Targets- set them up and track them

Track compliance

Track activities

Track progress

Track results


MARKETING AND SALES - COLLABORATE

See the needle move!

Share customer data; manage data access but, limit action by role

Track common metrics. Define goals and metrics beforehand

Have common understanding of points of hand-shake between departments

Let your CRM show you KPIs, dashboards and reports to increase collaboration.

From market data drill down to account level and work to meet common objectives.


INCREASE MARKETING AND SALES AUTOMATION

Let your CRM guide you about which leads are worth pursuing and which are not by “lead scoring” – prioritizes follow-up

Create canned proposals for every scenario and occasion and turn around customer response in record time

Create marketing campaign templates and empower your team to run their own customized campaigns

Create “rules” and triggers for customer contact based on defined criteria.


MAKE REPORTING REAL-TIME AND RELEVANT

Create dashboards that offer real-time actionable insights

Increase understanding of the opportunity “funnel” and allow sales and marketing collaboration to win business

Create sales forecasts “weighted” by agreed parameters so results are aligned with objectives

Slice and dice reports by month and year/ territories/ products

Deep dive into the past and unearth cross-selling and upselling opportunities


HIERARCHY AND ROLES

Hierarchy management – any depth

Role management-marketing, sales, after sales, admin, telesales.. And even custom role

Security and data access defined by hierarchy and role


SECURITYYour data security is important to us.

Our applications are accessed over SSL using 256 bit encryption.

Your data is stored in Tier 5 data centres with layers of security.

Secure social sign-in using Google or Microsoft or Facebook.

Our privacy pledge is simple: we do not touch your data, far less use it.

WE LINK TO EVERYTHING AND EVERYONE

We have created deep linkages with Google, Microsoft, SAP products for data exchange and Two factor authentication.

FIELD SERVICE CRM

Saleswah CRM use case


SEAMLESS SALES TO SERVICE LINKAGESaleswah CRM field service enables a full view of your ENTIRE relationships

26

MANAGING TERRITORY, HIERARCHY AND SITES

27

Head Service

Service Manager 1

Service Manager 2

Svc Exec 1 Svc Exec 2

Technician 1

Technician 2

Technician 3

Commercial

• True enterprise class CRM- handles territories, reporting relationships and account assignments.

THE SERVICE CRM WORKFLOW

28

• Shipment triggers installation call

• Installation triggers start of warranty

• Installation triggers scheduling of PM calls

• Service tickets can be logged on any installed equipment

• Tickets are attended, closed and status updated on CRM

SERVICE CONTRACTS AND WARRANTY

29

Define the terms of engagement with the clients

• Set up service contracts and durations

• Set up warranty types and durations

• Define your warranty and service contract deliverables

BREAKDOWN CALLS

30

• Log a breakdown ticket on a site with installed equipment

• Track the key service response parameters

• Measure service response time

PREVENTIVE MAINTENANCE TICKETS

31

• Preventive maintenance tickets are auto-scheduled when the warranty or contract starts.

LARGE GROWING SET OF REPORTS

Manage the right service metrices

32

DASHBOARD – ALWAYS UPDATED

33

SOME OF OUR CUSTOMERS


WE UNDERSTAND THE ENTERPRISE SALES AND SERVICE DOMAINS ENOUGH SO WE CAN BUILD SOMETHING REALLY USEFUL

What differentiates us


SIMPLICITY – GET THINGS DONERESTRICTED - FOR USE BY ANWESHA CRM PEOPLE ONLY

CUSTOMIZED TO FIT YOUR BUSINESS


Mobile first Web-first is not just a slogan

A FEW IMPLEMENTATIONS


1200 FIELD & SERVICE PERSONNEL ACROSS REMOTE PARTS OF INDIA

One of the largest field service operations in the country relies on our software to

- assign tickets

- monitor their location and activities

- Get real-time updates on closures and escalations

- Manage and track parts inventory

Assign tickets as they are

logged

•As the call center logs the call, our algorithm picks up the technician based on a complex logic of availability, proximity and skill

Accept, Update/ Escalate

• Real-time update of call status from the field. Helps manage SLA

Analytics/ reports and dashboards


AN INNOVATIVE CURRICULUM PROVIDER LETS ITS SALESMEN USE SALESWAH FOR LOGGING VISITS

Pan India sales operations covering metro and non-metro towns in the country relies on our software to

- Schedule visits

- Track and monitor their location and activities

- Get real-time updates and reports on interactions.

Schedule visits

•Schedule the visit plan or log a visit on the go.

•Option to create a beat/ route plan

Track visits

• Real-time update of call status from the field.

Analytics/ reports/

dashboards

RESTRICTED - FOR USE BY ANWESHA CRM PEOPLE ONLY © ALL RIGHTS RESERVED

110 SERVICE PERSONNEL ACROSS INDIA

One of the top manufacturers and service providers of industrial chillers in the country used Saleswah to support their installed base

- assign tickets

- monitor their location and activities

- Get real-time updates on closures and escalations

Assign tickets as they are

logged

•As the call center logs the call, our algorithm picks up the technician based on a complex logic of availability, proximity and skill

Accept, Update/ Escalate

• Real-time update of call status from the field. Helps manage SLA

Analytics/ reports and dashboards

COSMETICS PLAYER AIMING TO SCALE TRUSTS SALESWAH TO PICK ORDERS FROM RETAIL

Pan India sales operations covering metro and non-metro towns in the country relies on our software to

- Schedule visits

- Track and monitor their location and activities

- Collect orders


Schedule visits



Track visits


• Link to distributors

Analytics/ reports/

dashboards


AUTOMOBILE AFTER-MARKETS PLAYER LINKS ITS PRIMARY SALES NUMBERS WITH TERTIARY

Pan India s&d operations covering metro and non-metro towns in the country relies on our software to

- Manage supply chain through 3 layers

- Generate demand from the retail shops by their mobile sales team; update distributors.

- Link primary sales data with tertiary


Schedule visits



Track visits


• Link to distributors

Analytics/ reports/

dashboards


TELL US ABOUT YOU

What can we do together?


Mail: [email protected]: +91 999 017 2233

mailto:[email protected]

saleswah crm overview

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