Client Details:

1. emaar
2. oberoi - mumbai
3. hira nandani - mumbai
4. casa grande - chennai
5. mahindra happy nest - 1500 units in a day -

About their project

Residential n comm - units details - sold n unsold - acreage - sales & presales - distribution of emps -
lead flow

cost per lead - excel n sell.do difference - post sales later

sales & presales - automation - mails & msgs & calls - support 24/7 - 7 days a week

How? app.sell.do - demo account - dashboard - new enquiry (all sources) - round robin - assigning
can be done anyways - per project also

poc for clients - sms, calls, mails, even missed calls - won't miss any follow ups

no future activities - missed folllowups - very bad if its not zero - perf of sales team

reengaged leads - assings dulicate leads to same person that u get from any platfomrs - manager
overview - reporting

pipeline for all sales emps, site visits,followups, calls etc

lead - phone verification - otp verfication option available - have detailed req of client - task can be
allocated - reminder user gets

history of client can be viewed.

marketing automation - sms to client also reg site visit booked. - automatic msgs sent. & emails also
sent - company cares about me feeling.

lead score - based on interaction with client & based on the response level of client. Workflow msgs
drip marketing. history helps to start convesation
from wr it ended last time. history can have msgs,emails, auto emails/ msgs or voice call recordings,
minutes of meeting etc.

templates & fuctions of sms & mails (transactional). - like flight rate red after u search the same in
goibibo - even whatsapp can be integrated.

site visits - informing team mates casn also be done (presales)- anyone who needs to be part of it
can be tagged. - reminder msgs n mails are received by

the meeting attendies.

lead drill down can be done based on req. based on stages or tags or proj etc.- marketing n admin
guys can see all leads in one shot

reports - customisation also available - all reports we have as we are in market for last 6 yrs -
automated reports option also available.

check on disqualified leads - feedback to prospect - check on sales guys - inventory management also
possible - pricing option available online.

payment, booking all possible from platform.

existing DB - marketing possible. not active leads so doesn't make sense to add it to the platform.

onboarding plus sales training on premise - plus online training also possible.

admin dashboard - all options available. can add user, assign teams, setup timings for emps as per
shift (replacement).

targets, call tracking etc for sales and presales.

marketing automation - track meetings, % closure, cpl, cpb etc. stage change - msgs/ emails go.

setup virtual numbers (buy option available). all templates avalable like mail chimp.
quatation - essntial, professional, enterprise

enterprise has all options