LEAD/SALES

MANAGEMENT
SOLUTION
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 REPORTING &
ANALYTICS

Business
An actionable report and
a dashboard with
customizable metrics
PROGRESS

Applications
TRACKING &
AUDIT
Having real time access
to the progress of the
sales lead with audit
SamayLa provides state of the art business solutions TEAM reports.
diversifying over multiple verticals and departments.
With use case and industry studies showing application
MANAGE-
of SamayLa in various aspects in increasing efficiency MENT
and accountability, SamayLa has the potential to be the
The leads can be manually
new business standard.
or automatically assigned to
the users and updated with
stage change Planning &
Updating

Updating the stages

manually or automatically
is available in the platform.
On-boarding

Ability to conceptualize a
sales lead to its most
atomic activity.
 CLOSURE
Approval process for each stage
update and assignment with
analytics to support business

Sales
intelligent reporting to suggest
TAT and alert performance.

MONITORING

Management Realtime dashboards giving

actionable metrics and access to
specific hierarchical people as
per privilege t the data.

SamayLa provides a catered solution for

sales/Lead management teams. From
creation of a new lead to completion, EXECUTION
Auto triggering of actionable for
SamayLa can be used to track, deliver and
each stage to the assignee and
monitor. easy stage updating.
Being a perspective solution SamayLa can
be used by an sales executive for the sole
purpose of onboarding a new or existing PLANNING
sales lead with simple interface specific to Leads can be assigned as per
the executive/analyst. On the other hand a requirements automatically
manager, managing the people is provided with due dates and priorities
with a different feature list within the same assigned.
interface to manage multiple sales teams. A
vertical head or a CXO can with one click
check the health of the organization and the
sales prospects undergoing real time.
CREATION
With features like auto updates and Users can create new sales
dynamic form fields with ease of update leads or upload existing leads
availability, sales management has become with all the required
as simple as possible. information.
Creation
&
Planning
SamayLa not only offers users to create new
sales leads with just one click of a button
but also an option to upload bulk
information in the form of an excel in one
go. Excel upload helps in easy transition of
platform and easy one time information
upload
Sales
Upload
SamayLa is a device free application and can be
availed on any and all the platforms including mobile
phones, giving the sales lead executives the ability to
onboard a lead/prospect on the go with just click of a
button

EXCEL/BULK UPLOAD ALSO AVAILABLE

Sales
Execution
Marinating large teams over multiple prospects has never
been this easy. Any manager/Team Lead can assign sales
leads to individuals or a group of people with mere three
steps. Due dates & priorities can be assigned to people
with a single click of a button.

With automatic notifications over the platforms and emails

users can get notified about any lead or any change in the
activity and reply in a faster way without delay.

With the help of integration with emails, sales executives

can add prospects to activities and send email to them via
the platform and keep all the information gathered in one
single place.

Sales leads can also be assigned and uploaded

automatically from an existing platform within the
organization.
Automatic assignment and change in assignee’s as per sales
lead stage update, ensuring that there are no delays in the
execution.
Editing and
updating
Each Lead has a form associated with it, which helps executives
to upload all the relevant information regarding the
lead/prospect. The information can be made mandatory by the
organization or can be updated or edited at any point in the life
cycle of the sales process. However audit trails of all the
changes and stage changes are captured and available to all
the stake holders at any point in time.
Sales
Monitoring
With features like audit trails for every single action & stage
history reporting, monitoring the health of any prospect
becomes completely data driven. Users can monitor their leads
and take calculated decisions or create actionable, giving more
accountability and power to the users.

TAT’s can be gathered to know which stage took the most

amount of time and intelligent suggestions help ascertain the
closure for any lead and preview the performance of a resource.
Automatic
assignment
Leads gathered through existing system or manual
intervention can be automatically assigned to executives
according to the information provided with the lead and
can be set up to change when the stage of a lead changes
e.g. from prospect to suspect.

Note: Stages are described by the organization, as are the

forms
Dashboards
With a plethora of dashboard available on different
parameters, SamayLa gives the user the ability to
derive pointed actionable based upon activities.
Project dashboard primarily allows the user to track
all the leads under their preview and their life cycle
and health. It also gives intelligent deductions to
ascertain the over all status and suggest estimated
closure time based on performance index.
Project
Closure
Any Lead uploaded within the platform can have a
stage change by the collaborators of the sales
lead at any time. This enables the users to define
the custom completion metrics as per the
organization.

Each stage in the life cycle of the lead can have a

default closure time which can either be defined
by the organization as a rule or by the person
assigning the lead. After the stage is not closed in
the due time, all the stake holders will be notified
of the delay and the stage activity can be
escalated to another collaborator as described by
the assignee.

Once the stage activity is sent for submission to

the owner and accepted the stage is automatically
changed. Once the last stage in the chronological
order is completed the lead automatically is
closed and converted to a client and the
information shared to all the stake holders as
defined by the organization.
C O N TA C T
US In-case of any queries please reach out to us anytime on the support
chat available on the bottom right corner

OR
Email: phiroze@trihund.com