This document provides an overview and plan for implementing Salesforce CRM for Ambuja Neotia Group. Key points include: - Stetig will implement Sales Cloud, Service Cloud, and Customer Community for lead management, case management, and a customer portal. - The scope of work also includes integrating with marketing automation via Salesforce Marketing Cloud for email and SMS campaigns. - An implementation approach is outlined involving prototyping, user feedback, deployment, training, and go-live support. - A project plan schedules activities from kickoff to go-live over 8 weeks from May to August 2022.

1. Agile Primer & Manifiesto
12th May 2022

2. AGENDA
Stetig Background
Project Background
Scope of Work
Approach
Training Plan
Project Plan

3. COMPANY
BACKGROUND
• Founded in the year 2014
• Gold Partner of Salesforce
• Over 500 Salesforce CRM Implementations managing business
processes across Marketing, Presales, Sales, Customer Care and
Back end operations
• 250+ Clients who vouch for our consistent quality delivery
• Mobile Apps (React Native, Android, iOS)
• SAP Hana, R3 and REFX skills
• Also a Certified Marketing Cloud partner of Salesforce

4. SOME OF OUR REAL ESTATE CLIENTS

5. Some of our Other Clients

6. PROJECT BACKGROUND
• Ambuja Neotia Group and has investments in various group companies for undertaking development
of Real Estate, Hospitality Healthcare & Education projects.
• The main business of these subsidiary companies is to develop residential and commercial properties in
Kolkata city.
• Ambuja Neotia has decided to implement Salesforce CRM to Sales, Service & Marketing cloud.
• CRM Technology shall be pivotal to Ambuja Neotia to leverage its capacity and reach to cater the
dynamic and challenging needs its customers.
• Stetig and Ambuja Neotia teams have discussed on the business requirements around the various
modules to be implemented on a high level which would be further detailed by the implementation team

7. SCOPE OF WORK – SALES & SERVICE CLOUD
The high level scope of work are as follows:
 Transition from Platform License to Sales Cloud
• Migration of functionalities build on Platform licenses to Sales cloud licenses.
 Lead Management
 Lead Scoring - Automated Scoring of leads based on activities done on lead
 Integrations - Automated lead inflow from websites, micro sites, property portals and emails
 Facebook/Insta/LinkedIn integrations will be done via Zapier
Out of Scope : Any other form of integration with the social handles are out of scope
 Site Visit
 Module to capture the details of Site visit by the SM -
 Blocking of Opportunity
 Booking of Opportunity
Once the SV is done and the customer agrees to book/block the unit, then we will provide feature to capture the basic
details like the agreement value etc. and mark the opportunity as blocked/booked.

8.  CP Management - Only CP tagging for particular leads will be provided.
Out of Scope : Standard functionality/feature and no custom implementation would be done.
Inventory management, Quotation Management, Blocking/booking management, Discounts and Approvals management not
considered in the current scope and would be undertaken from custom modules built in ERP.
No brokerage calculation considered for CP Management.
SCOPE OF WORK – SALES & SERVICE CLOUD
 Case Management
 Tickets/Cases will be created by emails, calls, social media
(up to 2 handles) and manually
 Forms.
 Assignment logic
 Escalation logic
Objects(Tables) Demand, Receipts, Credit notes, Debit notes will be created in Salesforce but the
data will be manually uploaded.
 CTI Integration - Ozonetel will be the CTI provider
 Integrate with the telephony solution with recording
 Offline integration for making calls from the Salesforce mobile app using Ozonetel.
1. Automated calling to leads as soon as the lead is received
2. Automated calling to leads on the follow-up date/time
3. Call Disposition update on Ozonetel through API
4. Deleting any leads from the Ozonetel calling queue
Additional API Integration considered in Scope
 Post Sales
 Demand
 Receipts

9.  Customer Portal : Customer Community
 Login using username/password
 Home Page with some brand images and information
 Show list of demands
 Show list of receipts
 SOA – Only allow customers to submit a request
 Raise a new case/ticket. View the existing tickets.
 Contact us
Out Of Scope : No Integration & portal will be using the standard theme and UI. Mobile App is not considered in scope.
SCOPE OF WORK – CUSTOMER COMMUNITY

10.  Integration with SFDC;
 Creation of email templates (10-15 templates) for IP
warm-ups and journeys;
 Executing IP warm-up and monitoring IP and domain
reputation;
 Sharing of Reports;
 Setting up of SMS channels;
 Creation and Execution of 2 journeys (as part of the
project setup)
 Bulk Email & SMS
 Salesforce Marketing Cloud Scope
SCOPE OF WORK – MARKETING CLOUD
 Advertisement via Email and SMSs
A. Email
 Setting up of Domain and Sub-domain
 IP warm up
 Templates for IP warm up
 Set-up Google postmaster account
B. SMS
 1. Complete DND registration
 2. Tagging of the sender codes and templates in Marketing
Cloud

11. APPROACH

12. IMPLEMENTATION APPROACH
User Feedback 1
UAT
Feedback
Incorporation 1
User Feedback 2
Feedback
Incorporation 2
GoLive
Prototype
Deployment

13. LEGACY DATA MIGRATION
Data Structure
Finalization
Upload Of data
in production
Provide data as
per SF template
and provide
training
Upload of Data
in Sandbox and
its verification
Sharing of SF
Templates by
Stetig
Review of data
in production
and verification
Start collecting
data
Share high level
object details
Provide
Complete Data
Note : Stetig will demonstrate the data migration for any one of the Project; Data migration task will be done by Ambuja
team only. Stetig will provide all require templates. Data preparation, accuracy of data responsibility lies with Ambuja.

14. TRAININGS, GO-LIVE AND SUPPORT
User Trainings : 3 Virtual Training Sessions
Train the trainer : 2 Virtual Training Sessions
Training Manual : Videos will Be shared
<The format and detailing of the videos will be as per Stetig’s standard format. >

15. PROJECT COMMUNICATION PLAN
Description Frequency Duration Agenda Audience
Daily Stand-Up Call
Daily
during Requirements
and UAT
10-15 Mins Planning and Updates
Ambuja Neotia & Stetig
Key Project Team Members
Project Team Meeting Weekly 60-90 Mins
Discussions on
requirements, approaches
and clarifications. Project
Updates will be discussed
in this meeting and the
weekly review report will
be circulated.
Ambuja Neotia & Stetig
Key Project Team Members
Steering Committee
Review
Once a month 60 mins
Milestone Review, PHI
Review, Risks and
Mitigation
Steering Committee

16. Activities Planned in the Next Week
❑ Items planned for this week
Areas of Attention
❑ Any items that warrant attention
Key Risks
❑ Risks identified
❑ Also, Mitigation proposed
REVIEW TEMPLATE
Activities completed in this week
❑ List of items completed in this week
❑ List of items completed in this week

17. PROJECT PLAN
S.No. Activity Owner Duration Start Date
Planned End
Date
Dependency Business SPOC
1 Kick off Meeting Stetig/ Ambuja Neotia 1 hour 12-May-22 12-May-22 Availability of stakeholders
Requirement Finalisation Stetig 1 Week 16-May-22 20-May-22 Availability of stakeholders
Requirement Discussion, BRD
Preparation & Sign Off
Stetig 1 Week 23-May-22 27-May-22 Availability of stakeholders
3
Implementation of Sales Cloud,
Service Cloud and
Customer Portal as per SOW defined
Stetig/ Ambuja Neotia 8 Week 30-May-22 22-Jul-22 Availability of stakeholders
4 UAT Stetig/ Ambuja Neotia 1 Week 25-Jul-22 29-Jul-22 Availability of stakeholders
5 Go Live Stetig/ Ambuja Neotia 1 Week 01-Aug-22 05-Aug-22 Availability of stakeholders
Project Implementation Plan
2
Detailed SFMC implementation steps will be discussed during above implementation.

18. THANKS