EXECUTIVE SUMMARY

I Sanjay Jain bearing enrolment no. 19BSP2453 has started my SIP 3 months before at
Avaibird Technologies Pvt Ltd.

This study titled, “LEAD GENERATION AND DEAL CLOSURE USING

MARKETING AND CRM TOOLS”, is to understand the marketing and sales behaviour of
individuals and how to deal with your customers. It also helped me to understand how sales
and marketing are to be done with advanced technology while understanding the trends in the
market.

My internship offers to learn and develop the On the Marketing function at Aviabird
Technologies Pvt Ltd. (Information Technology sector) which is located at Pune,
Maharashtra.

Specialties of Aviabird Technologies of Angular2, Ruby on Rails, Golang, Phoenix web

framework, AngularJs, NodeJs, MongoDB.

This project helped me to understand the workflow of sales and marketing that a sales
representative should follow and adapt for better results and growth of himself in the working
fields. It helped me to learn about the HubSpot software where I can work on with the
customer data cloud. Drafting of emails and sequence for them, taking the lead on the client,
and scheduling a call with the client.

The project enabled me to learn about Sales and Marketing by using HubSpot software which
is a CRM tool. This software has all the latest tools that can help me to engage with the
clients in an efficient manner while keeping track of the activities with them and the last
activity date with them. For our interaction, we used a professional social platform LinkedIn
or else by connecting with them by sending them cold emails. Some exploring of information
about the customer so than we can tackle their challenges and make ensure that we are the
best and have unique solutions for their business and which will also help them to achieve
their goal.

The methodology used is both primary and secondary data, where Primary data was collected
through a survey and secondary data was to collect through the online source and customer
profile. The findings and conclusion of the SIP can be identified as Being Proactive,
Communication with the prospect, Focus on Helping, Understand the clients Business,
and End meeting or call with action. Management lessons learned from SIP can be
explained as Sales is not only understanding your product and market but also the buyer
persona and in what ways it helps them, Prepare a strategy on how would you tackle the
challenges faced by your customer, Really listen to your prospects, Prioritization, and
Be your customer’s friend.