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Case Study |
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“SalesEdge
has really changed the way we approached
direct sales and client management.
Our customer response time has reduced
and quality of response improved many
folds. The inbuilt check mechanisms
has had an energizing impact on our
sales executives who have adapted the
software in quick time. I feel our efficiency
has gone up by at least 20% and am hoping
to see that translating into better
revenue and profit performance”.
Amitabh Sur, Head of Sales, Aircon
India incorporated.
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For a long time our organization was
in search of suitable software for sales
which can keep records of customer history,
client details, quotation preparation,
sales analysis (in short all function
which can record day to day activities).
In this regard we contacted many people,
but it was all in vain as we were
always short of our
requirements. Sales Edge
has provided us all our requirements
and has helped us to do our activity
more efficiently which in turn resulted
our customer to get faster response.
We strongly recommend this software.'
Mr Magan Khakharia, MD, Microfilt
India (P) Ltd
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Details of the case study |
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In2cable (India) Limited, Mumbai, India
Company
profile
In2cable (India) Ltd., a wholly owned subsidiary
of Hinduja TMT Limited (HTMT), is a "Category
A" (all India) ISP licence holder. It offers its
broadband services under an exclusive arrangement
with its group company IndusInd Media and Communications
(IMC), using their existing cable network across
India. IMC commenced operations in 1995 and has
built up India's largest cable television (CATV)
network. It currently provides multi-channel transmission
services to approximately 4 million subscribers
under the brand name INCableNet, thus ranking
amongst the 12 largest cable TV operators in the
world in terms of subscribers. In addition to
Mumbai, IMC's network covers 11 major cities in
northern, southern and western India viz: Delhi,Agra,
Hyderabad, Banglaore, Ahmedabad, Nasik, Belgaum,
Indore and Nagpur. IMC is well advanced in its
plan for development of Pay TV platform with Interactive
TV/internet capability.
The Mumbai operations of In2cable are handled
by a central network control center and sales
& marketing offices spread across the city. ESalesEdge
has been deployed to monitor and coordinate the
activities of these offices and enable effective
CRM.
Scenario
prior to eSalesEdge
The field sales executives were sending a Daily
Call Report (DCR) in printed format to the HO.
The report provided details of prospects met,
call outcome, orders received and performance
YTD. The ASM at the HO had a brief look at a sample
of the reports which were then archived for future
reference, if any. Actual MIS and control was
achieved through periodical meetings with the
sales agents. During such meeting, the volume
of sales was used as a barometer of performance
while the intricacies and critical elements responsible
for the sales were largely ignored. In the absence
of an efficient software, no attempt was made
to process the paper reports. Omissions and delay
in customer response went largely unnoticed.
Problems
The main area of concern was the inadequate usage
of the data submitted by the sales agents both
for the purpose of monitoring and control and
also for analytical MIS. This was resulting in
the following problems:
- Lack of effective control on daily movement
of sales agents.
- Omissions and Delays in Customer Response.
- Loss of Sale owing to above.
- Skewed marketing effort.
- Inadequate market feedback.
After
eSalesEdge
We implemented eSalesEdge- Silver, the basic version
of our fully web based Sales Force Automation
and CRM application. The sales executives now
access the web application from anywhere and submit
their DCRs. Leads are generated against positive
calls. After submitting the DCR for new calls,
the sales executive reports on the work done against
existing leads and sales closed. Targets are specified
for each sales executive and achievements against
them are shown on a real time basis. Email campaigns
can be carried out for select prospect groups/profiles.
Mass emails can be also be sent to existing customers/
other groups from external databases for the purpose
of payment reminders etc. Entire MIS is now centralized
and consolidated. Upto the minute information
can be obtained for pending leads, calls made,
productivity of calls, sales funnel and actual
sales. The fully automated workflow mechanism
enables immediate response to customer queries.
360 degree view of customer/prospect is available
and all possible gaps in CRM have been plugged.
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Aircon India incorporated, Kolkata, India
Company
profile
Aircon is the largest dealer of Carrier and Xerox
range of products in Calcutta India. It caters
to both the retail segment as well the corporate
segments including large implementation jobs.
It has a sales team of around 15 executives entrusted
with the task of generating, attending and closing
leads.
Scenario
prior to SalesEdge
Client enquiries were entered into a register
and verbally passed on to the sales executives.
The sales executives noted their assignments in
personal diaries. Leads generated by them through
personal efforts were similarly recorded in the
diaries for necessary follow up. The notes maintained
by the sales executives were merely schedules
of next meetings or markings for successful closure/termination.
The details of the interactions with the client
were left to the vagaries of the human memory.
The sales executives filled a daily call report
in paper form that was relegated to the files.
No meaningful MIS could be extracted from them.
MIS reports were created on spreadsheets at the
end of every week resulting in double work for
the sales executives. There paid time was being
diverted from making sales calls to generating
reports. Quotations, documents and emails sent
to the clients were available in different files,
folders and cabinets across the organization and
each one had to be separately located to understand
the status of the lead. Similarly ready information
on expenses incurred and payment expected against
sales leads was not available. All data had to
be compiled on demand.
Problems
- In addition to non-availability of information
and consequent waste of time in compiling MIS
reports the biggest problem that the company
was facing pertained to omissions in proper
client management. Diary recordings without
any cross-checking mechanism resulted in obvious
human errors resulting in loss of clients. Moreover,
if a client called the company’s office in the
absence of the sales executive attending to
him, the company was not in a position to attend
to him meaningfully. The usual comment was
“Sorry sir, the concerned person is not available.
We shall inform him and he shall get in touch
with you shortly”. Such transfer of information
and timely action against the same often succumbed
to the pressures of routine work and, in the
absence of proper control system, client management
was compromised resulting in dissatisfied clients
and lower revenues.
- Another major area of concern was the manner
in which sales lead related data was scattered
across the office. There was no way to ascertain
the status and prospects of the lead without
having to sit with the concerned sales executive.
Same was the case with all other lead related
information like quote given, emails exchanged,
payment expected, documents sent and expenses
incurred. The organization was clueless without
the sales executive and this was resulting in
a dangerous scenario of over dependence on the
sales executives, who have a rather high churn
ratio. The client relationships were getting
developed at the individual sales executive
level and, more often than not, the client left
the company along with the sales executive.
An extremely unhealthy scenario
- The third area of concern
was the lack of proper analysis of product
performance. Leads lost were simply
closed without meaningfully recording the reason
for the loss and measures required to prevent
future loses. There was no mechanism of collecting
regular and preemptive market intelligence.
After
SalesEdge
The company started using SalesEdge in October
2002 and results are already visible. All client
interactions and exchanges are systematically
recorded in a central database. This coupled with
the checks built into the solution has ensured
that human errors in client management are eliminated.
Now the client is never told ‘sorry sir…….’. Whoever
receives the call has immediate access to all
required information to satisfy the client. Assignment,
cross assignment, reporting and scheduling against
leads happen through the system to facilitate
discarding of registers and diaries. All MIS and
prospect reports are generated at the press of
an icon saving considerable time for both sales
executive and management. Product analysis is
now an on-going process. Considerable time is
also saved in routine tasks like making quotes,
sending mailers and searching for files. Not to
mention savings in stationery costs owing to non-requirements
of paper filings. All this has been made possible
owing to the extremely user friendly user interface
of SalesEdge that has resulted in quick
adaptation by the sales team.
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Delight Dairy Limited, Calcutta
Business
Profile
Delight Dairy is the third largest manufacturer
and supplier of packaged processed
milk, of different varieties, in and around Calcutta.
The company processes over 20000 liters of milk
annually. It procures from over a 100 milkmen
who supply raw milk either at the company’s collection
centers. Milk is transported to the plant under
chilled conditions, after testing for content.
A number of processing agents are mixed with the
raw milk to produce different varieties of milk.
The original content formed the basis of addition
of agents. Processing agents were stocked at offsite
warehouses as well as at the plant. Processed
milk is packaged in different denominations and
supplied to over 300 retailers as per order received
during the day. Invoices for each retailer are
sent along with the supplies
Scenario
prior to solution
Prior to the implementation of our solution, the
company was handling the entire process manually,
except for the generation of the invoices for
which a rudimentary software was being used.
Areas
of Concern
The company was facing multiple problems related
to lack of proper control on all aspects of procurement,
production, inventory and sales. The negative
impact of improper control was all the more pronounced
owing to extremely perishable nature of the product
being handled. The main areas of concern can be
highlighted as below:
- Ascertaining the content specifications of
procured milk owing to in-transport dilution
- Ascertaining the content specifications after
mixing with existing stocks
- Calculation of Production Waste
- Daily Order Receipt
- In-transit wastage and compensation
- Testing and reprocessing of unsold output
and sales return
- Usage of processing agents vis-à-vis standards
- Movement of agents’ stocks across locations
and inventory positions
- Meaningful MIS for improved planning and
production
Solution
Implemented
We designed and implemented a tailor made solution
for managing the entire Procurement, Production,
Sales and Inventory process cycle. Each process
was closely studied and critical elements noted.
The interdependencies were established and incorporated
into the system. Owing to unique nature of the
requirements, the four modules were deliberately
linked in a somewhat assembly line flow to restrict
user level mistakes. The data entry system had
to made very simple owing the large number of
daily data and printing. Similarly, the database
structures had to be created to handle the large
volume of data and enable MIS report generation
in quick time.
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Keventer
Agro Limited
Business
Profile
Keventer Agro is the franchisee for the Parle
Group of mineral water, beverages and candies.
The main brands handled are Bailey, Frooti and
Minto among others. The company sells the products
across the state of West Bengal through over 500
distributors and 50000 retailers. The Distributors
are directly handled by the company’s field force
of around 45. Retailers are the responsibility
of the former. The field agents are also responsible
for enlisting new retailers. They have to submit
a daily report covering detailing the work done
each date. The Head Office uses the data for MIS
and control.
Scenario
prior to Field Force Online
The field agents were sending a paper report in
printed format to the HO. The managers at the
HO had a brief look at a sample of the reports
which were then archived for future reference,
if any. Actual MIS and control was achieved through
periodical meetings with the field agents. During
such meeting, the volume of sales was used as
a barometer of performance while the intricacies
and critical elements responsible for the sales
were largely ignored. In the absence of an efficient
software, no attempt was made to process the paper
reports.
Areas
of Concern
The main area of concern was the inadequate usage
of the data submitted by the field agents both
for the purpose of monitoring and control and
also for analytical MIS. This was resulting in
the following problems:
- Lack of effective control on daily movement
of field agents
- Skewed marketing effort
- Inadequate market feedback
- No information on stock positions of distributors
and product movement
- Delayed payment collection
- Difficulty in fixing responsibilities owing
to absence of systematic communication mechanism
between HO and field agents.
Solution
Implemented
Our web based field force management system, Fieldforce
Online was deployed at Keventer. Each field agent
fills the daily report in a specific format by
logging on to the website with a unique user name
and password. All information relating to visits,
order bookings, payment collection, new retailer
enlistment and market feedback on products are
systematically captured. The Target setting module
enables specification of and progress against
targets on multiple parameters. Stock data of
distributors is captured for gauging stock-in-trade
and product movements. Retailer enlistment and
feedback forms the basis of marketing strategy
for different areas. Inbuilt web based emailing
system enables efficient and economical communication.
The net result has been more effective channel
management, higher revenues and cost savings.
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Conlif
Limited,Kolkata
Business
Profile
Conlif is a leading company using the Network
Marketing or MLM route to sell its products. The
company manufactures wristwatches and also sells
a number of consumer durables and jewellery products.
Currently, the company has over 25000 members
who market the products and also enlist new members.
Each member is paid a commission on the items
purchased and also on new members enlisted on
the basis of specified dynamic business rules.
Members are also paid Bonuses and Incentives for
achieving additional targets set by the company
from time to time.
Scenario
prior to our solution
Prior to implementation of our integrated solution,
the company was using an internally developed
software for managing member data and calculating
commissions, bonuses and incentives earned. The
system was not linked to the inventory and accounting
systems.
Areas
of Concern
The company was facing a number of problems related
to network management, inventory, production,
accounting and controls. These were the direct
result of an ill-conceived and non-integrated
software solution that was in use. The system
had not been planned for such a high number of
members and consequent transactions. Moreover,
it was not geared for dynamic business rules and
fats processing. Being a partial system, it led
to unnecessary multiple data entry and absence
of timely MIS. Some of the primary areas of concern
are highlighted below:
- Improper calculation of member payouts
- Difficulty in ascertaining net member balances
from product sales and commission earnings
- Statutory Deductions like TDS not automatically
done
- Difficulty is ascertaining product supplies
to members
- Problems in maintaining inventory and generating
invoices owing to multiple packs comprising
SKUs in different permutation and combinations
- Inadequate system for monitoring and controlling
vendor supplies, raw materials and production
- Non-integration with financial accounting
causing multiple entries of same data
- Statutory obligations like Sales Tax and
Excise not automated
Solution
Implemented
We designed and implemented an integrated solution
to solve all the above concerns. It has the following
modules:
- Member Database with Sponsor Reference and
downline tree
- Comprehensive master for multiple schemes
for various payouts like commissions, bonuses
and incentives
- Generation of Earnings, Payouts and relevant
documents like money receipt, earning statements
and invoices
- Multi-tier product master
- Purchase and Vendor Management
- Production
- Inventory and Supplies
- Financial Accounting
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Panbross
Pharmaceuticals(P) Limited
Business
Profile
Panbross Pharmaceuticals is a leading manufacturer
and supplier of formulation drugs in eastern India.
The company has its plant at Balasore, Orissa
and marketing head office at Calcutta. The company
also markets products of some international companies.
The products are marketed to doctors through a
team of Medical Representatives (MRs) managed
by some Area Sales Managers (ASMs). The MRs and
ASMs visit a minimum specified number of doctors
each day, discuss products with them, distribute
samples and gifts, meet distributors and retailers
and collect orders and payments. Details of daily
work done are sent to the Head Office in the form
of Daily Call Report (DCR). The company has around
100 MRs.
Scenario
prior to MROnline
The MRs and ASMs were sending DCRs in paper form
to the HO. The DCRs were archived in separate
files and kept for reference in case of any dispute
with any MR. Not much marketing utility was being
derived from the reports as the data was not being
processed properly.
Areas
of Concern
The company was facing a number of problems in
monitoring and controlling MR activity as well
as managing relationships with doctors. The main
cause of the problems was that the important data
submitted daily was not being adequately processed.
The resultant areas of concern are highlighted
below:
Solution
Implemented
Our web based field force management system, Fieldforce
Online was deployed at Keventer. Each field agent
fills the daily report in a specific format by
logging on to the website with a unique user name
and password. All information relating to visits,
order bookings, payment collection, new retailer
enlistment and market feedback on products are
systematically captured. The Target setting module
enables specification of and progress against
targets on multiple parameters. Stock data of
distributors is captured for gauging stock-in-trade
and product movements. Retailer enlistment and
feedback forms the basis of marketing strategy
for different areas. Inbuilt web based emailing
system enables efficient and economical communication.
The net result has been more effective channel
management, higher revenues and cost savings.
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VP International
Business
Profile
The company offers a variety of jute wine bags
and terracotta products for wholesale. We are
based in Boise, Idaho, USA.
Scenario
prior to implementation
The webpage was static.
Areas
of Concern
The company was facing a number of problems in
monitoring and controlling the website. Because
in the absence of the developer it was very cumbersome
to change the content of the website.
Solution
Implemented
Our development team has made their website fully
dynamic which has helped the company to update
their website according their choice in the absence
of the development team.
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