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    CRM Page Flow

    Uploaded by

    satyamt106

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    CRM Page Flow

    Uploaded by

    satyamt106
    7 views10 pages

    Original Title

    Crm Page Flow

    Copyright

    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    7 views10 pages

    CRM Page Flow

    Uploaded by

    satyamt106

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 10

    CRM Pages layout

    Page flow
    WHICH DETAILS YOU WANT TO
    EXISTING LEAD UPDATE?

    ADDITIONAL DETAILS
    FOR OPEX

    Post Login FRESH LEAD RECORDED FOR FUTURE


    Landing Lead Details Project Details SPOC Contact Details Site Details SITE FEASIBLE? PROJECT ON HOLD USE AND TIME
    page TRACKING

    LOST REASON FOR LOSS MIS


    REPEAT CUSTOMER DISCUSSION WITH
    BUDGETARY PROPOSAL SITE ANALYSIS TECHNICAL PROPOSAL
    CUSTOMER

    COMMERCIAL
    NEGOTIATION
    ACCEPTANCE CONTRACTING WINNING REASONS
    PROPOSAL

    REVISION REQUIRED

    PROJECT MANAGEMENT
    LANDING PAGE (post login)

    EXISTING REPEAT
    NEW LEAD
    LEAD CLIENT
    LEAD Details
    LEAD SOURCE Dropdown with ‘others’ option

    SPECIFY DETAILS Source details

    COMPANY NAME

    COMPANY STATE

    COMPANY CITY

    NEXT PAGE.. PROJECT DETAILS


    Project Details
    FINANCE STRUCTURE CAPEX or OPEX

    PROJECT TYPE Rooftop/ ground mounted/ Open Access

    TENTATIVE CAPACITY In kW (AC)

    COMPANY STATE Dropdown list

    COMPANY CITY Dropdown list

    NEXT PAGE.. SPOC Details


    CONTACT DETAILS
    SPOC NAME

    SPOC DESIGNATION

    SPOC DEPARTMENT

    MOBILE NO.

    EMAIL ID

    DECISION MAKER YES or NO

    NEXT PAGE.. SITE Details


    SITE DETAILS
    GOOGLE COORDINATES Point on google map and paste link

    MONTHLY ENERGY CONSUMPTION (kWh)

    CONTRACT LOAD (KVA)

    CONNECTED VOLTAGE LEVELS (KV)

    DISCOM

    Attach Electricity Bills (PDF) +

    NEXT PAGE.. Budgetary Proposal


    REPEAT CUSTOMER LEAD
    CLIENT NAME Dropdown list

    NEW SPOC YES OR NO

    IF NO, THEN SPOC NAME

    DESIGNATION

    DEPARTMENT

    MOBILE NO.

    EMAIL ID

    NEXT PAGE.. PROJECT DETAILS


    Additional Details for OPEX Projects
    CLIENT CREDIT RATING Dropdown list

    RATING AGENCY

    3 YEARS AUDITED BALANCE SHEET + + +

    1 YEAR BANK STATEMENT (IF AVAILABLE)

    CFO / FINANCE PERSONNEL NAME

    DESIGNATION

    EMAIL ID

    NEXT PAGE.. CRM APPROVAL


    NEXT SLIDES
    BUDGETARY QUOTE GENERATOR

    SITE ASSESSMENT LOGS

    TECHNICAL PROPOSAL

    COMMERCIAL UPDATES

    NEGOTIATION UPDATES

    WIN /LOSS/ HOLD ANALYSIS

    MIS REPORTING

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