User Level: BORG Reporting system facilitates Master admin to distributes responsibilities & team management  efficiently. BORG ensures higher conversion rate. Level 4 (L4) – Director / CEO / COO / Business Head Level 3 (L3)- Higher Level Managers – Reporting to Level-4 Manager -- Can ne N... Numbers Level2  (L2)– Middle Level Managers- Reporting to Level-3 Manager-- Can ne N... Numbers Level1 (L1)- Sales Executives / Tele-callers - Reporting to Level-2 Manager--- Can ne N... Numbers  

Capturing New Lead:  “Single Lead matters for Company”

Capturing lead’s valuable information is needed for identification of potential of Lead. Consistent follow up to turn them into customer.  

BORG Lead Capturing methods:  

1. Manually
2. Missed Call
3. Website contact form
4. Online campaign
5. Lead distribution:

Based on potential of Reported / captured can be assigned to deserving salesperson for fast conversion & tracking. Every reporting Manager has been facilitated with lead assigning option to his / her team members.  

Reminder of follow ups:

BORG reminds with SMS alert / notification to sales personnel on the day of set follow-up date automatically in the morning with enough prospect’s details.  

Lead Tracking Log availability:  

BORG records Lead tracking history in text format input by all sales personnel based on their conversation with prospects & each Sales Manager can monitor real time performance of his/her team members  

Auto Communication:

1. Prospects get Greeting Email & SMS once detail is captured by BORG either Manually, Missed Call, Website or online Campaign.
2. Sales Personnel receives follow-up reminder for each lead on the day of follow-up set by him/her .
3. Designated sales Personnel who may be CEO / COO / Director / Partner receives daily Lead Summary  email alert of the day.
4. Designated sales Personnel receives SMS alert on reporting of leads by missed call.
5. Prospect receives predesigned Welcome mail once gets converted into customer
6. Directly Quotation can be mailed to prospect / Customer on single click.

Real Time Individual Performance:

BORG does evaluate individual performance of every sales personal in terms of number of leads Generated, Converted, Source of leads used, Total Income earned for company & Total receivable to be recovered during a selected period. The best performer is always good for company.  

Linking of Sales with Accounts Module & Customers:  

BORG pushes prospects details automatically to Customer List once Lead status is set to “converted” & linking with accounts allow to get calculation of earned business volume for company & Individual.  

Quick Generation of Quotation:

BORG saves a lot of time for sales team to prepare quote for prospects along with company & product / Service details & mailing to them.  

Analytical Reports: Real Time 20+ Reports -

Help to get performance of company & Individual Auto Generated Reports facilitates Decision makers to have view on company sales with various aspects which helps for taking quick & right decision.

Admin

June 29, 2021

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