Step-Wise Implementation of Sales CRM / Lead Module in Borg Desk ERP

Implementing a Sales CRM or Lead Module in phases within Borg Desk ERP allows for a controlled and effective rollout. Here's a potential phased approach:

✔Step 1: Setup & Data Migration

This Step establishes the foundation for lead management and sales tracking.

1️⃣ Define Sales & Lead Management Workflow

 ✅ Identify  & Configure your lead sources (Website, Cold Calls, Referrals, Social Media, etc.). Click to know more

 ✅ Define & Configure lead stages / Lead Funnel / Lead Status (New, Contacted, Qualified, Proposal Sent, Closed-Won, Closed-Lost). Click to know more

 ✅ Set conversion criteria for leads to opportunities/customers.Click to know more

 ✅ Define or set lead qualification criteria in the Borg Desk ERP, Which lead can falls as qualified lead automatically. All qualified leads can only be seen in the rest of crm for follow up & other analysis whereas un-qualified leads can only be seen in Manage all lead menu in the side navigation bar under lead opportunities. Click to know how to set qualification of leads

2️⃣ Configure Sales CRM Settings

 ✅✔Login to Borg Desk ERP and navigate to Sales Module under module Listing on right top & the again TOOL Icon on top right in the header.

 ✅✔Prepare Custom Lead Form : Customise lead Form as per your business requirement.  Click here for creating custom lead form fields

 ✅✔ Set required lead column in lead listing : Borg Desk facilitaes to change default lead listing coulmns to set display of required communs as per business requirement.   Click to know how to customised lead coulmn

 ✅✔Set Lead form fields user wise persmission : Customer can define permission to show / hide few lead's form fields for sales crm users. This helps to maintain few things based on heirarchy.  Click to know how to hide/show lead form fields

 ✅✔Set auto lead distribution :  This is very important to understand if you want to practice into your business to assign incoming leads from different sources among selected sales persons Click to know how to set auto lead distribution

 ✅✔Set sales team heirarchy :  This is very importnat for sales team to set team structure that helps to show data downline the heirarchy but not others. There are 4 layers of heirarchy in the Borg Desk ERP Click to know how to set auto lead distribution

 ✅✔Sales Module Settings :  Module Settings option is available under each module Tool Icon mostly at first place in the list. It consists of various important settings & module related configurations.  Click to know how to more about module settings

 ✅✔Set whatsapp Notification Tempaltes :  This is very important to understand if you want to practice into your business to assign incoming leads from different sources among selected sales persons Click to know how to set auto lead distribution

 ✅✔ Lead capture webhook :  This Webhook playes very importnat role & widely being used by Borg Customer to capture leads from any 3rd party appliactions like Website, Landing Page, Other Custom Softwares etc. into Borg Desk. Click to know how to use this in Details

 ✅✔Enable Cloud Telephony (IVR) Integration :  This is very important to understand if you want to practice into your business to assign incoming leads from different sources among selected sales persons Click to know how to set auto lead distribution

3️⃣ Configure / Migrate Master Data

✅Customised Lead form: Once customised lead form is activated as settings mentioned in the above part, now it's time to set actual needed form for your business . Click here for detail

✅Lead Import: Upload existing lead data (Name, Contact, Email, Company, Source, Industry, Status etc). Click here for details

✅Sales Team Heirarchy: There are 4 level of heirarchy level in the Borg Desk ERP which is based on reporting level system in the user management options. Click here for detail

✅Product & Service Catalog: Define products, pricing, and discount structures for quotations. 
Click here for service detail   |     Click here for product catelog / master setup--> For Manually Single Entry  |   For Bulk Import

✅Customised Lead Source: Borg Desk faciliates No-Code fully customised lead source which is very wasy to setup with the helps of Step-to-Step Guide. Click here for detail

✅Customised Lead Status / Stage / Funnel: This is very crucial to understand & needs excercise business to business. Borg Desk faciliates No-Code fully customised lead source which is very wasy to setup with the helps of Step-to-Step Guide. Click here for detail

✅Configure how to capture Leads from various external sources: Borg Desk has been empowered to capture leads from various sources like Website, IVR, WahtsApp, Facebook, Google, India Mart, 99 Acres Etc..You may find this in details in 3rd Party Integartion.

✔Step 2: Lead Tracking & Automation

This step enables automation and tracking of leads for better sales efficiency.

4️⃣ Lead Management & Follow-Ups

✅Enable automatic lead capture on Single Dashboard from various Sources like forms, and website inquiries, IVR, WahtsApp, Facebook, Google, India Mart, 99 Acres Etc.. .

✅Assign leads to sales reps based on Lead Sources. Borg Desk faciliates Manuualy & Automatically Both Ways to handle this very efficiently.  Manually Lead Distribution    |     Automatic Lead Distribution

 ✅Track lead interactions in the track logs of leads (calls, emails, meetings) and set follow-up reminders. This is Heart of Lead Conversion. Track Logs maintains fully follow-up histoty at one place whether It;s being followed by a single sales person or mulyiple slaes person. It helps managers to track sales team productivity & daily routene check ups if needed. It also helps sales Rep to to close follow-up without missing a single lead. Click to Learn More About Lead Track Log

 ✅Track today's, past or future aligned followups based on various search combination as needed by business. It gives provison to maintain all follow-ups logs for mainating history of follow-ups & Various reminders on email, SMS & Whatsapp to sales peron.
Click to Learn More

5️⃣ Lead Nurturing for prospect engagement

 ✅Enable automatic lead capture from various Sources like forms, and website inquiries, IVR, WahtsApp, Facebook, Google, India Mart, 99 Acres Etc.. .

 ✅Borg Desk sends Automatic Greeting SMS, Email & Whatsapp to Lead's contact no. & Email ID for ,akimg feel warm & sharing first informational details to Lead.

 ✅Track lead interactions in the track logs of leads (calls, emails, meetings) and set follow-up reminders.

 ✅Borg Desk also sends Welcome communication on the event of conversion of leads into customer.

 ✅ Borg Desk practice to send various other communication for lead nuturing to the mobile No & Email id of Lead / Prospect.

6️⃣ Quotation & Proposal Management

 ✅Enable Quotation Creation with predefined templates.

 ✅Configure pricing, GST%, and discount policies.

 ✅Set up an approval workflow for high-value deals.

7️⃣ Automate Sales Follow-Ups

 ✅Schedule automated email reminders for follow-ups.

 ✅Set lead nurturing campaigns for inactive leads.

 ✅Integrate with WhatsApp, SMS, or Email for quick communication.

✔Step 3: Opportunity & Sales Conversion

This step focuses on moving leads to opportunities and closing deals.

8️⃣ Opportunity Pipeline & Forecasting

 ✅Track hot, warm, and cold leads using a visual pipeline.

 ✅Assign probabilities for deal closure to forecast revenue.

 ✅Automate lead status updates based on customer responses.

9️⃣ Sales Order & Invoice Integration

 ✅Convert won opportunities into sales orders & invoices.

 ✅Automate order processing and link with the Inventory module.

 ✅Sync customer details for post-sale engagement.

✔Step 4: Advanced Analytics & Optimization

In this step, sales performance is analyzed to optimize growth.

 Sales Performance & Reporting

 ✅Monitor conversion rates, lost reasons, and revenue trends.

 ✅Generate MIS reports for top sales reps, highest-selling products, and lead sources.

 ✅Identify bottlenecks and refine the sales process.

✔CRM Integration with Other Modules

  ✅Connect CRM with Accounting for revenue tracking.

  ✅Sync with Support Module for after-sales service.

  ✅Enable Mobile CRM Access for on-the-go sales tracking.

✔Final Rollout & Training

  ✅Conduct user training & UAT (User Acceptance Testing).

  ✅Provide support & troubleshooting for early-stage issues.

  ✅Optimize processes based on real-time feedback.

Would you like a customized implementation plan based on your sales team's needs?

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/919667916787 or Mails us from your regisrted email id to "servicedesk@borgerp.com" our team will get back to you

Admin

March 18, 2023

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