The Sales CRM Module of Borg Desk ERP is designed to help businesses manage their entire sales cycle with speed, accuracy, and accountability. It captures leads from multiple sources such as India Mart, Trade India, Websites, WhatsApp API, and campaigns, ensuring that no business opportunity is missed. From the moment a lead enters the system, it moves through defined stages—enquiry, follow-up, quotation, negotiation, and closure—giving business owners complete visibility of their pipeline.

One of the biggest strengths of Borg Desk Sales CRM is its ability to automate follow-ups, reminders, and task assignments, ensuring the sales team stays disciplined and consistent. Managers can track pending calls, scheduled meetings, and overall team performance in real-time. Integrated WhatsApp and email communication features allow seamless engagement with prospects, while quotation and order modules reduce manual effort.

BORG Desk Sales CRM Reporting system facilitates Master admin to distributes responsibilities & team management  efficiently. BORG ensures higher conversion rate. 

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:  
✅Facebook Ad
✅Google Ad
✅India Mart
✅Trade India
✅Business WhatsApp
✅WhatsApp Lite
✅QR Code 
✅Cloud Telephony(IVR)
✅Manually
✅Missed Call
✅Website contact form
✅Online campaign

Lead distribution ( Automatic Distribution & Manual both ): 
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. Borg Desk Sales CRM lists pending follow ups in 3 categories 1)Today's Follow up 2)Missed Follow up 3)Planned Follow up
1) Today's Follow up - This is a list of follow up to be done by sales member today only.
2) Missed Follow up - This list all leads which have not been followed up by sales team in time. Ideally, It should be zero.
3) Planned Follow up - This is a future pipeline scheduled for follow up by sales team. This also shows future sales projection of sales team & company. BY Default, It lists current month scheduled follow up & can be filtered as per requirement for tracking.  

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 

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. 

Auto Communication:
✅Prospects get Greeting Email & SMS once detail is captured by BORG either Manually, Missed Call, Website or online Campaign.
✅Sales Personnel receives follow-up reminder for each lead on the day of follow-up set by him/her .
✅Sales Team member & Managers will get daily misseed lead (Howmany lead missed by you & team) alerts & reminders for follow ups
✅Designated sales Personnel who may be CEO / COO / Director / Partner receives daily Lead Summary  email alert of the day.
✅Designated sales Personnel receives SMS alert on reporting of leads by missed call.
✅Prospect receives predesigned Welcome mail once gets converted into customer
✅Directly Quotation can be mailed to prospect / Customer on single click.
✅Push Alerts module facilites to nurture leads as per scheduled on event based. 
✅Push alerts also facilitates to send alerts on every statge change of leads
 
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.  

Placing Sales Order-
Sales Team Member can place product sales order on behalf of customers / distributors & track the progress of order processing executed by backend team.   

Sales Team Reporting Level: 
Level 4 (L4) – Director / CEO / COO / Business Head 
Level 3 (L3)- Higher Level Managers – Reporting to Level-4 Manager -- Can ne N... Numbers 
Level 2 (L2)– Middle Level Managers- Reporting to Level-3 Manager-- Can ne N... Numbers 
Level 1 (L1)- Sales Executives / Tele-callers - Reporting to Level-2 Manager--- Can ne N... Numbers

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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