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Q1-2020
MobileERP CRM
  1. 9 Campaigns 1
  2. 200 Leads 2
  3. 50 Opportunity 3

HOW TO ACQUIRE NEW CUSTOMERS ?

1. CREATE AWARENESS

Marketing Managers
MARKETING AUTOMATION

Marketing Budget Utilization
Period Commited Utilized Balance
Q1 $290M $272M $18M
Campaign Effectiveness
Campaign Targeted Leads Opportunities
Website 8000 200 20
SEO 99000 400 25
Tender 1900 100 5
Visits 3000 100 30
Events 1000 500 100
Referals 200 100 50
SocialMedia 3000 100 50
LeadBuys 100 100 50
eCOM 100 80 40
Phone 3000 100 50
Email 1000 80 40
TVAds 19000 46 10
Print 10000 26 10
Event Effectiveness
Event Registered Leads Opportunities
Seminar 290 272 18
Exhibition 2900 22 8
Webinar 90 72 20

2. TALK WITH CUSTOMER

Field Sales Executives
SALES FORCE AUTOMATION

Sales Team Performance for..
Salesmen Targets Achivement Incentive
Bhavesh $272M $18M $18K
Ramesh $202M $8M $8K
Tony $72M $28M $28K
Jill $2M $1M $1K
Vrajesh $22M $18M $18K
Paresh $92M $8M $8K
Jane $72M $28M $28K
Jack $2M $1M $1K
Jill $2M $1M $1K
Prajesh $22M $18M $18K
Naresh $92M $8M $8K
Suresh $12M $3M $3K
Tolly $2M $1M $1K

3. GIVE INFORMATION

Commercial Manager
OFFER AUTOMATION



4. ACQUISITION

Sales Manager
SALES AUTOMATION



HOW TO GROW SHARE OF WALLET, CUSTOMER PROFITABILITY ?

1. NEED BASED ADVISE

UPSELL/CROSS SELL/NEW
Shown on website, chatbot

2 SPECIAL OFFERS

SCHEME AND SPECIAL PRICES
Sent via sms,email, website or chatbot

3. TRANSACTIONS

DIGITAL CHANNEL MIGRATION
Idenify strong/weak channels

4. SPECIAL SERVICE

REFERRAL SERVICE
Ask customers to send leads

HOW TO RETAIN EXISTING CUSTOMERS, AVOID FADING AND ATTRITION ?

1.PROMOTION

SPECIAL DISCOUNTED OFFERS
Via sms, email, chatbot, phone

2. NEW PRODUCT

NEW PRODUCT OFFERS
Via sms,email,website, chatbot

3. CONTRACT RENEW

AMC/CMC DUE NOTICES
Via email, chatbot

4. REWARDS

POINTS BASED REWARD SYSTEM
Via website, chatbot


HOW TO IDENTIFY CUSTOMER BEHAVIOUR?

Where are our customers?

What are customer sentiments?

Which Competitors Customers can go?

How do you acquire customers?


HOW TO IDENTIFY WHETHER TEAM IS PERFORMING OR NOT ?

TEAM: Salesmen1 / Year:2020 / Territorry: Assam

QUARTER1

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $20M

LeadPipeline: $10M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

Days Working: 80

No of cold calls : 1200

No of visits: 100

QUARTER2

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $29M

LeadPipeline: $11M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

Days Working: 70

No of cold calls : 1100

No of visits: 110

QUARTER3

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $28M

LeadPipeline: $12M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

Days Working: 70

No of cold calls : 1500

No of visits: 170

QUARTER4

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $22M

LeadPipeline: $14M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

Days Working: 80

No of cold calls : 1200

No of visits: 100