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WorkFlow

The document outlines a lead management process that begins with lead generation from various sources and progresses through automated CRM updates, AI calls, and IVR handling. It details how sales executives are equipped with customer information to facilitate effective follow-ups and sales closure. The process culminates in a CRM dashboard that tracks sales performance and revenue metrics.

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lekha
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2 views3 pages

WorkFlow

The document outlines a lead management process that begins with lead generation from various sources and progresses through automated CRM updates, AI calls, and IVR handling. It details how sales executives are equipped with customer information to facilitate effective follow-ups and sales closure. The process culminates in a CRM dashboard that tracks sales performance and revenue metrics.

Uploaded by

lekha
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Lead Source

(Facebook | Instagram | Google | Website | WhatsApp | Exhibition)

CRM Receives Lead


- Auto Lead Creation
- Assign Sales Executive
- Customer Profile Created
- Lead Source Tracking

AI Calls the Lead


- Calls within seconds
- Qualifies the customer
- Asks predefined questions
- Detects customer interest
- Books appointment if interested

CRM Updates Automatically


- Call Recording
- AI Conversation Summary
- Lead Score
- Interested / Follow-up / Not Interested
- Next Follow-up Date

IVR Handles Calls


- Real Agent conversation
- Connects to Right Sales Team
- Call Recording

WhatsApp Chatbot
- Sends Brochure
- Price List
- Venue Images
- Videos
- FAQs
- Collects Missing Information
- Sends Reminders

Sales Executive
- Already knows customer requirement
- Continues conversation
- Sends quotation
- Books meeting/site visit
- Closes sale

CRM Dashboard
- Sales Reports
- Conversion Rate
- Team Performance
- Follow-up Reminder
- Revenue Tracking

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