Inquiry mate

1. INQUIRYMATE – SALES ENQUIRY MGMT
Never miss a valuable
Enquiry/Lead
• Sales Enquiry Management
• Sales lead/Quotation Analytics
• Agent performance
• Sales Orders and Urgent order
tracking
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2. NEVER MISS AN IMPORTANT SALES ENQUIRY
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 Fills gaps in existing major ERPs that don’t provide for
specific needs of the organization
 We understand this is a critical business stage
 Our software is customized for this need and is
designed to solve this specific problem, as well as
improve productivity, improve top line
 It is email based system catering to the business needs
of today’s customers
 Caters to the business growth goals of the organization
 Improves customer satisfaction in this important first
interaction with the customer
 Provides better management insights
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3. FEATURES
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 Sales enquiry/Lead management and Quotation cell
 Supports multiple categories and multi locations
 Tracking of enquiries to closure
 Email based enquiry logging with auto reply
 Assignments of enquiries based on category
 Communication handling via email
 Supports attachments
 SLA and escalation handling
 Management Reports and Analytics on enquiries
 Individual agent logins
 Quotation information and analytics
 Cloud based system, accessible anytime, anywhere
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4. FEATURES (CONTD…)
 Tracking of sales orders/ tasks/ projects/ calls/
issues to closure
 Dashboard to list of normal and urgent orders to
be tracked
 Urgent order approval workflow, SLAs and
escalations
 Search orders based on the location, status, date
etc
 Includes various reports for monthly orders, turn
around time and performance analytics
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5. ENQUIRY WORKFLOW
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- Enquiry emails from sales executives are received to a common Inbox
- Emails are read periodically for new enquiries
- Enquiries are assigned to a lead agent
- Email response along with the enquiry# is sent to the originator
- Originator can track the progress of the enquiry
- Agents work on the enquiry to completion
- Enquiry update history logged for tracking
- Analytics are generated for better management of enquiries
Email enquiries to:
Quotation cell:
quotations@iop-india.com
Enquiry is raised & assigned to
lead agent automatically.
Lead agent reassigns enquiries
to the team
Agent works on the
enquiry to completion
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6. MORE DETAILS
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7. DASHBOARD
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- List of enquiries based on priority, close-by date, status
- Enquiries can be edited or viewed for tracking progress
- Charts on agent performance, enquiry status, 12-week trend, volume trend
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8. EDIT ENQUIRIES
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- Manage Issues– Edit, Update, Re-assign
- Send email notification on updates
- Review history of updates along with timeline
- Enquiry status: WIP, completed/closed, re-opened or rejected
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9. SEARCH
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- Search enquiries based on category, status, date range

10. MANAGE CATEGORIES
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- Add, Edit and list categories

11. MANAGE CATEGORY AGENTS
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- Add agent to categories
- Assign lead role for a category

12. CATEGORY TO EMAIL ID MAPPING
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- Inbox is mapped to a Category of request so that incoming emails
are logged under the right category

13. SLA DEFINITION
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- Define SLAs
- Define metric – number of days to close an enquiry
- Define escalation levels and escalation trigger emails
- Manage Holiday list
- Region master, City master, Customer master to manage lists

14. REPORTS
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- Agent wise enquiries handled
- Delay/ Reject reasons
- Closure report
- Turn around time
- Cycle time
- Design Failure
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15. CHARTS
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- Enquiry chart - variant wise
- Pareto chart
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16. CHARTS
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- One year trend
- Overall enquiries count
- Agent performance numbers
- 12-weeks priority wise trend
- Priority wise volume
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17. THANK YOU
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Copyright © 2015 IOP Technologies LLP.
All rights reserved. No part of this document may be reproduced, stored or transmitted in any form without the prior
written permission of IOP Technologies LLP. IOP Technologies endeavours to ensure that the information in this
document is correct and fairly stated, but does not accept liability for any errors or omissions.