A successful business always tends to serve their customers to provide them the complete satisfaction. Providing the best service right from the beginning is of prime importance. The application is built using the excellent features of ZOHO CRM to manage and help up your customers. Converting an individual who is interested about the product / service into a customer and serving them right is a difficult task. Make your tasks easier with ZOHO CRM. Know more about the application as follows:
LEADS & DEALS
Any individual can come and look up at your company profile. They may wish to know about your services and get benefitted. Those individuals are called as Leads who are the possible clients. The interested leads details can be captured in multiple ways like a form that was embedded in the organisation website, by the email enquiries from the leads, via social media or it can be entered manually by your sales team, they are called as not qualified Leads. If all the criteria required to be a customer are satisfied then the Leads can be converted into Contact and a Deal can be created for them.
Deals is a part where an organisation and their customers do start their business by gathering the business requirements etc
First stage is qualified where we knows the Lead is qualified under certain criteria and converted for a Deal.
The next stage is the proposal creation where the clients are provided with a proposal of the work and its pricing along with terms and conditions. The customers can also negotiate on the proposal sent under the stage Negotiation.
DEVIATION APPROVAL
Next we head onto the deviation approval. At this stage the approval is required from multiple heads of the organisation namely the Unit head and the Director. There are certain details that need the approval of the Unit head and some from the Director head. If both the heads approve then the process moves to the next stage else the process bounces back to the negotiation stage. The approval is based on the approval matrix elements defined in an org. This will act as a multi-level approval process first the Unit head approves the proposal if the criteria that are assigned to Unit head are satisfied in the approval matrix and then moves to the Director head. At certain cases there is no need for Unit head or Director head approval, it is directly directed to the next stage.
CONTRACT PREPARATION
If the approval is done, you can proceed with the contract preparation. The number of documents or the contracts to be prepared vary based on units of the organisation. The documents created are piled up and listed in the attachments of the Deal module.
Once the contract is prepared it needs a legal approval. If all the documents are approved then you can proceed with the contract signing else you will be bounce back to the negotiation stage. The next stage is where you will have to sign the contracts. Initially the company signing authority of the organization signs the contract then the contract is sent to the client via email for signing, this will be multi-level signing process.
If all goes well and the signing is done by the client, where it means the deal is successfully completed and the stage will be closed won. There are some cases where the clients back off from our organization such cases fall under closed lost.
CLOSED WON
Once the deal closes the work starts for providing the client their required services by the organisation based on the agreed contract and the services. The services may be recurring one based on the frequency like monthly, bi-monthly, quarterly, half-yearly, annual. And based on the frequency the billing will be generated and the invoices will be sent to the client.