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Velociter Case Studies (BI CRM)
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Velociter Case Studies (BI CRM)


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It is a CRM for a hardware selling firm

It is a CRM for a hardware selling firm

Published in: Sales, Technology, Business

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  • 1. BI CRM-Sales Tracking 4/17/2014 Proprietary and Confidential 1
  • 2. About the client and requirements Sales tracking software keeps a record of the New leads generated by your company’s sales professional You can add contacts which can be converted into leads These leads enter the pipeline and are kept a track of, regardless of whether they are successful. The system provides you a summary of these leads and performance of each sales representative 2Proprietary and Confidential4/17/2014 BI Solution, are acutely aware that information technology influences the performance and profitability of any organization, and they strive to offer the best solution for your unique requirements – enabling business transformation, growth, profitability and most importantly – Business Continuity.
  • 3. How we helped them SalesPipeline Contacts Appointments Dashboard Reports Provides a basic overview of leads and contacts It informs you about the latest Activities and notices Provides information about upcoming tasks Keep a track of contacts of suppliers and clients Add of edit the existing contacts Bulk upload contacts You can send mails to categories of clients You can schedule mails to be sent on festivals etc. Keeps track of all the leads generated and their status You can add a lead You can edit the status of a lead You can also send quotes to clients via the CRM system Create and manage appointments Get reminders for client appointments Create reports to analyze performance Download reports 3Proprietary and Confidential4/17/2014
  • 4. Architecture 4Proprietary and Confidential4/17/2014 Data is stored and processed in the server Add contacts, Leads to the server Create appointments and send quotes to customers Customer receives quotes Admin can add new sales people and generate performance reports
  • 5. How they benefitted Sales people •Now the sales people can generate appointments easily •They can also generate quotes and send them to customers •They can schedule e-mails to customers for festivals etc. BI Solutions •They can now generate reports quickly and analyze performance of employees •They can keep track of all the leads which are being generated •They can quickly estimate the value of their pipeline 5Proprietary and Confidential4/17/2014
  • 6. Screenshots-Dashborad 6Proprietary and Confidential4/17/2014
  • 7. Screenshot-Sales Pipeline 7Proprietary and Confidential4/17/2014
  • 8. Screenshot-Contacts 8Proprietary and Confidential4/17/2014
  • 9. Thanks Velociter Solutions Pvt. Ltd. Website: Email ID: 4/17/2014 Proprietary and Confidential 9