The document promotes a dealer CRM solution designed for franchisors and dealership owners to streamline dealer management and enhance business operations. It highlights features such as lead tracking, collaboration tools, and customizable workflows to optimize customer relationships and increase efficiency. The CRM aims to centralize dealer information, automate tasks, and support effective communication, thus empowering dealers to manage their networks effectively and improve overall sales performance.

1. Grow Dealer Network & Scale to
Succeed with a Game-changing
Dealer CRM Solution
Organize. Collaborate. Analyze.
Kartik Dulloo (Growth Hacker)
Tel: +91-9930357006
E-Mail: kartik@orgzit.com
www.orgzit.com

2. 1. Are You A Franchisor & Tired Of Poor
Dealer & Franchisee Management?
2. Are You Looking To Grow Your
Franchise Business?
3. We Know You’d Like To Keep Track
Of Your Franchisees And Oversee The
Smooth Operations Of Your Dealer
Network In The Best Way Possible.
4. And That’s Where We Have A Dealer
CRM System For You To Organize,
Collaborate, & Analyze in One Place.
5. Read On To Know More…

3. As a Franchisor, you are a well oiled
machine providing business advisory
support and helping in brand reputation
management & growth. But streamlining
your franchisee/dealer network for
optimum business growth requires
superb management skills for –
1. Daily Dealer Task Management
2. Organized & Easily accessible
Customer Information
3. Efficient Customer Service &
Engagement

4. “WHERE DEALERS
ARE MANAGERS”
Robots are entering the front office, back office grunt work
is automated. Customer Relationships are increasingly
being handled by chat bots. For franchisors & dealership
owners, implementing an ERP system to streamline
operation isn’t enough anymore. Combined with cloud
CRM system, ERPs can harness the power of highly
customizable solutions & powerful business analytics to win
in the market.
For if you have multiple franchises in multiple countries, all
dealers need to transform into local managers and take
charge of streamlining operations. For the business
owner, having a CRM system dedicated to track his
sales team and improve deliverable efficiency can
become a competitive advantage. When every dealer is a
manager, operations becomes easy and less time-
consuming. CRM

5. The definition of a project in the Business Dictionary is – “a planned set
of interrelated tasks to be executed over a fixed period and within
certain costs and other limitations.”
For instance, if you decide to make a presentation for a client, it’s a
project that you’ve undertaken. If you decide to take help from your
colleagues, they become project members.
• A Dealer Is A Person Who Sells On Behalf Of A Company
Or Organization
• Save Organizational Time, Resources & More
What is a Project?What is Project Management Software?Who Is A Dealer?
• Track Your Dealers Leads, Requests, Complaints

6. A powerful Dealer CRM solution is a great tool for any business that
values Internet leads.
Managing a segmented list of subscribers is essential to following up
with leads in a timely manner, providing them with the service they are
seeking, and convincing them that your brand is trustworthy. Dealerships
have unique needs when it comes to managing leads, and dealer CRM
solution helps in managing those leads.
• Track Your Dealers Leads, Requests, Complaints
• Save Organizational Time, Resources & More
What Is A Dealer CRM Solution?
• A Dealer Is A Person Who Sells On Behalf Of A
Company Or Organization

7. • Capture the prospect’s name and address by scanning his driver’s
license with the CRM mobile app
• Easily edit relevant information, such as trade-in details, email, notes,
and more
• Pull up the customer’s history with your dealership: vehicles sales,
service notes, etc.
• Customizable action plans for individual prospects
• Daily reminders to complete important tasks
• Email templates and phone scripts for follow-up efforts
• Receive direct reminders about follow-up efforts, sales calls, and daily
tasks
• Texting and phone call histories all kept in one place
• Notifications for new e-leads to claim
How Can A Dealer CRM Solution Help You?
• Save Organizational Time, Resources & More
• A Dealer Is A Person Who Sells On Behalf Of A Company
Or Organization
• Track Your Dealers Leads, Requests, Complaints

8. CRM
A Dealer CRM solution helps in
diligently managing your dealer
network - track every sale,
monitor how service queries are
attended to, check customer
contract status, create customer
portfolio, & efficiently handle
customer complaints to ensure
dealers provide required
services.
Essentially, it substantially
reduces lead time & close more
leads!

9. ORGANIZE
Centralized Database of all Dealers Information – Contacts, Emails, Documents.
• Get a centralized database for dealer, customer, and product information.
• Prioritize which orders need to go to manufacturing first and reduce lead-time.
• Setup a process for generating & approving an invoice
• Grant controlled access to dealers across cities/countries according to the information exchange.

10. COLLABORATE
Begin Quote Talks With Dealers, Franchise Owners & Close Deals In Orgzit
• Chat, discuss and share files with your sales team and dealers from Orgzit itself
• Efficiently assign service requests & complaints to your team for better customer service
• Always be in good regards of your customers by sending them regular updates of their orders
from Orgzit itself
• Track changes made to the data in Orgzit itself for quick auditing

11. ANALYZE
Track Leads Closed By Dealers & Get Real-time Insights Into Lead Status
• Generate custom Reports to check lead & order status
• Track conversion ratio of leads generated by different franchises
• Make a comparison on which franchise product has performed the best in the last week/month/year
• Maintain a centralized account of sales efforts that your sales team is making with the dealers for better
performance review

12. CUSTOMIZE
Your Franchise, Your Deal Process! We Understand Every Business Is Different!
• Setup reminders to ensure timely client-follow ups
• Run location specific discount schemes from the same platform
• Customize the dealer CRM process like you handle in your franchise
• Set custom workflows to check if leads are being followed on a regular basis. Get notified when
they are not

13. Customer Just
Walked Into
Your Store?
Show the entire product
portfolio on your mobile or
tablet & leave an awesome first
impression.
Remotely access all the
product details information and
give a virtual guide to your
customer right when he enters
your store.

14. Integrate Cloud
Telephony with
Orgzit Dealer
CRM Solution
Directly call from Orgzit & enter
leads into Orgzit Dealer CRM
Solution.
Log & Record Calls For Quality
Control, support and maintain
cordial client relationships while
servicing queries and
complaints.
Learn More
*https://goo.gl/WBoUQX

15. Sneak Peak Into More Orgzit Features…

16. Dealer
Network
Management
On The Go
Co-ordinate with your
dealers & sales team using
Orgzit mobile app to
manage day-to-day tasks
2X faster and smarter.
Experience the Orgzit app
today:
*https://goo.gl/qiP7nh
Download App

17. Orgzit Dealer Network Management Modules
• Dealer Lead Tracking Management • Pre Product Sales
• Real-Time Communication & File Sharing • Workflow Automation & Alerts
• Client Facing/In-House Project Tracking • Order Progress Tracking
• Integrated Telephony Solutions • User Role and Access Management
• Services, Repair & Complaint
Management
• Asset/inventory Management
CRM

18. Why Our Customers Trust Us
1. Really easy to use & setup
2. One Software For in-house team, Dealers/
Franchises & Customers
3. No Code Custom Dealer CRM Solution
4. Built to order solution within a matter of days
5. For us it’s not a sale, but a partnership
CRM

19. Our Happy Customers
“Orgzit has helped us scale
our dealer network quickly
& it has helped us ease our
operations”
George Thomas, Director
Beth Lifestyles
“Orgzit allowed us to bring
our multiple processes
together in one platform.
Simplicity counts for us and
that’s what exactly Orgzit
delivered”
Jahanvi Kulshreshtha, Project Manager
Spans Environtech
“Orgzit is a really powerful
software and easy to use.
Kudos to their solutions
team for implementing the
solution for us in just 2
days”
Deepak Darda, Country Head
IBI Group India CRM

20. Customer Spotlight:
Beth Living
Beth Living is a modern lifestyle home décor
furniture market leader in Steel and Stainless
Steel. While they were using SAP Based
Manufacturing System, they were looking at
implementing an easy to use, cost effective yet
powerful ERP system for their franchises. They
found Orgzit that was implemented in record
time & enabled their dealers to close more
deals & grow the business.
Orgzit Dealer CRM solution provided
them the right balance between
customizability, ease of use and scalability
they needed to increase sales & service
efficiencies and maintain rapid growth.
“Orgzit has helped us scale our dealer network
quickly & it has streamlined our operations”
George Thomas, Director, Beth Lifestyles
Request Case Study
CRM

21. “Two Time Winner of
Great User Experience
& Rising Star by
Renowned B2B
Reviewers”
Compare Camp
Awards
FinancesOnline
AwardsLearn more… Learn more…
CRM

22. Start Now & Drive Your Business Forward With Orgzit
Simple Beginnings Super Teams Premium
$ 15
per user/month (billed annually)
Minimum 20 Users
+ 50 GB storage per user
+ Fine Grained Access Control
+ Web hooks for 3rd party
integrations
+ Bulk Email
+ SMS Integration
$ 8
per user/month (billed annually)
+ 5 GB storage per user
+ Email Integration
+ Web forms
$ 0
Free up to 5 Users
• Unlimited leads, contacts & service
requests
• Task management
• File sharing
• Discussions with @mention
• Real-time notifications
• Data filtering
• Kanban boards
• Visual reports
• Change history
• Role based access control
• Automated Workflows
• Customization CRM

23. Set up A Free 15
Minutes Consulting
Call With Answers to
these Questions…
1. How many dealerships/franchises do
you have?
2. How are you doing Dealer Network
Management today?
3. Help us understand your role at your
organization?
4. How quickly do you want to setup
Orgzit Dealer CRM?
N
E
X
STEPS
?
CRM

24. Your Deal Is 25% Done, Leave The Rest To Orgzit!
1
2 PROOF OF CONCEPT (< 1 day)
Our team will turnaround with a ready-to-use live solution fitting your business
requirements.
3 IMPLEMENTATION PERIOD (< 1 week)
Our team works closely with you to design and implement a production ready
solution.
4
GO LIVE!
Get kicking with Orgzit and see the difference it makes – making you twice
more productive!
LET’S TALK
Let’s meet to understand your business better.

25. 25
ORGZIT CO-FOUNDERS
Nitin Verma
Co-Founder
Head of Business
• B.Tech, Delhi College of Engineering
• MS Virginia Tech
• MBA INSEAD
• Ex- Carollo Engineers, IL&FS, IFC (World Bank Group)
• B.Tech, IIT Delhi
• MS University of Michigan
• Gold Medalist IIMK (Executive MBA)
• Ex- NetApp, Sumo Logic, Solidcore, IndustryBuying
Pavan Verma
Co-Founder, CTO

26. Always Open for Your
Customers?
Invite Orgzit as your digital
partners & expand your
network from one city to
another without a worry.
Let Orgzit take care of
operational efficiency & get
you the right insight to
grow your franchise at the
right time.
CRM

27. GROW
RIGHT,
GET TO
ZENITH IN
NO TIME!
www.orgzit.com
collaborate@orgzit.com
Let’s talk
+91-9871000967
*https://goo.gl/HfhWZ9
Learn more…
CRM