saleswah crm overview
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CREATING SALES AND SERVICE TEAM EFFICIENCIESA platform for solving enterprise B2B sales and field service problems in the field
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• Incorporated in 2009 with a dream to build a software product company to solve problems of sales, distribution and field support.
• Our vision was web-first and long before the slogan became fashionable, we became “mobile first, web-first”.
• Our first release was an enterprise sales and marketing product. We have added sales force automation, field support and distribution management to the platform since then.
• As on date we have more than 7000 registered users on the platform
• Our products are used to solve complex problems in distribution, sales force automation, enterprise sales and field support over large geographies.
THE SALESWAH STORY
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MENTIONS
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Launched at the Nasscom product conclave as top ten emerging product companies from India
ZDNet calls our app : “Among the Eight must have Windows 8 apps for the small business”
CIO review magazine featured us on the cover of their special issue on CRM: Among the top 20 CRM companies in India
Finances Online Magazine gives us two awards
• Graduate of the Microsoft BizSpark program for start-ups; we are wedded to the Microsoft technology stack
• Fifteen in-house developers, graphics, UI & UX personnel
DEVELOPMENT TEAM
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TECHNOLOGIES
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ENTERPRISE SALES
Saleswah CRM
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HOW SALESWAH WORKS IN ENTERPRISE SALES SCENARIO
Closed loop sales and marketing for enterprise sales: from lead generation to nurturing and close. Track activities and link them to results.
CONTACT MANAGEMENT
Import contacts from phone, Outlook or excel fileProfile on multiple parametersSchedule, log and track activitiesSend emails, quotations, proposals, sales literature from the CRM.Assign roles in sales opportunities.
We link to
Google mail
(Gmail)-
contacts and
Outlook so
you can pull
your existing
contact dataSend and
receive email
from CRM
MANAGING TERRITORY, HIERARCHY AND ACCOUNTSTrue enterprise class CRM- handles territories, reporting relationships and account assignments.Data is shared strictly by hierarchy and role.
Head Sales/ Mktg
Sales Manager 1
Sales Manager 2
Territory Manager 1
Territory Manager 2
Sales Exec
Sales Exec 2
Sales exec 3
Marketing
MANAGING TIME BY SCHEDULING ACTIVITIES AND TRACKINGSchedule tasks and appointments and track closure.
Sync with Google and Outlook Calendars
Sync your
CRM
caledar
with Gmail
and
Outlook
LEAD GENERATION BY EMAIL MARKETINGCreate a professional email templateGenerate a filtered list of target contacts to mail toSend a mail-merged (customized) email
Track responses
SALES OPPORTUNITY(DEAL) MANAGEMENTCapture a lead and progress that through the funnel- as you log more information and interact more with the client, the deal status changes on its own-Saleswah tells you if you are on the right path or not!
REPORTS – ALWAYS UPDATED
UNDER THE HOOD: ENTERPRISE CLASS FEATURES THAT ARE CUSTOMIZED AND TURNED ON
The ten reasons why Saleswah CRM works for you
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SAY NO TO CONSULTANTS AND INTEGRATORS!
.. And NO to long implementation cycles
Self customize; set up and get going for all basic tasks
Take advantage of our flexible platform and “under the hood” features to mold it to your needs.
Most customizations- custom workflows, reports, dashboards and UI cost nothing and are robust since performed in-house
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Different implementation for multiple business scenarios
HANDLE COMPLEXITY IN A SIMPLE WAY
Same platform for selling to individuals and coporates
Recongnise multiple roles of the same contact at home and office
Allow participation in decision making across organizations
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Accounts Contacts
TRACK ACTIVITIES AND TRANSACTIONS
Tasks, Deals, Meetings, Appointments, Targets- set them up and track them
Track compliance
Track activities
Track progress
Track results
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MARKETING AND SALES - COLLABORATE
See the needle move!
Share customer data; manage data access but, limit action by role
Track common metrics. Define goals and metrics beforehand
Have common understanding of points of hand-shake between departments
Let your CRM show you KPIs, dashboards and reports to increase collaboration.
From market data drill down to account level and work to meet common objectives.
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INCREASE MARKETING AND SALES AUTOMATION
Let your CRM guide you about which leads are worth pursuing and which are not by “lead scoring” – prioritizes follow-up
Create canned proposals for every scenario and occasion and turn around customer response in record time
Create marketing campaign templates and empower your team to run their own customized campaigns
Create “rules” and triggers for customer contact based on defined criteria.
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MAKE REPORTING REAL-TIME AND RELEVANT
Create dashboards that offer real-time actionable insights
Increase understanding of the opportunity “funnel” and allow sales and marketing collaboration to win business
Create sales forecasts “weighted” by agreed parameters so results are aligned with objectives
Slice and dice reports by month and year/ territories/ products
Deep dive into the past and unearth cross-selling and upselling opportunities
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HIERARCHY AND ROLES
Hierarchy management – any depth
Role management-marketing, sales, after sales, admin, telesales.. And even custom role
Security and data access defined by hierarchy and role
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SECURITYYour data security is important to us.
Our applications are accessed over SSL using 256 bit encryption.
Your data is stored in Tier 5 data centres with layers of security.
Secure social sign-in using Google or Microsoft or Facebook.
Our privacy pledge is simple: we do not touch your data, far less use it.
WE LINK TO EVERYTHING AND EVERYONE
We have created deep linkages with Google, Microsoft, SAP products for data exchange and Two factor authentication.
FIELD SERVICE CRM
Saleswah CRM use case
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SEAMLESS SALES TO SERVICE LINKAGESaleswah CRM field service enables a full view of your ENTIRE relationships
26
MANAGING TERRITORY, HIERARCHY AND SITES
27
Head Service
Service Manager 1
Service Manager 2
Svc Exec 1 Svc Exec 2
Technician 1
Technician 2
Technician 3
Commercial
• True enterprise class CRM- handles territories, reporting relationships and account assignments.
THE SERVICE CRM WORKFLOW
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• Shipment triggers installation call
• Installation triggers start of warranty
• Installation triggers scheduling of PM calls
• Service tickets can be logged on any installed equipment
• Tickets are attended, closed and status updated on CRM
SERVICE CONTRACTS AND WARRANTY
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Define the terms of engagement with the clients
• Set up service contracts and durations
• Set up warranty types and durations
• Define your warranty and service contract deliverables
BREAKDOWN CALLS
30
• Log a breakdown ticket on a site with installed equipment
• Track the key service response parameters
• Measure service response time
PREVENTIVE MAINTENANCE TICKETS
31
• Preventive maintenance tickets are auto-scheduled when the warranty or contract starts.
LARGE GROWING SET OF REPORTS
Manage the right service metrices
32
DASHBOARD – ALWAYS UPDATED
33
SOME OF OUR CUSTOMERS
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WE UNDERSTAND THE ENTERPRISE SALES AND SERVICE DOMAINS ENOUGH SO WE CAN BUILD SOMETHING REALLY USEFUL
What differentiates us
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SIMPLICITY – GET THINGS DONERESTRICTED - FOR USE BY ANWESHA CRM PEOPLE ONLY
CUSTOMIZED TO FIT YOUR BUSINESS
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Mobile first Web-first is not just a slogan
A FEW IMPLEMENTATIONS
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1200 FIELD & SERVICE PERSONNEL ACROSS REMOTE PARTS OF INDIA
One of the largest field service operations in the country relies on our software to
- assign tickets
- monitor their location and activities
- Get real-time updates on closures and escalations
- Manage and track parts inventory
Assign tickets as they are
logged
•As the call center logs the call, our algorithm picks up the technician based on a complex logic of availability, proximity and skill
Accept, Update/ Escalate
• Real-time update of call status from the field. Helps manage SLA
Analytics/ reports and dashboards
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AN INNOVATIVE CURRICULUM PROVIDER LETS ITS SALESMEN USE SALESWAH FOR LOGGING VISITS
Pan India sales operations covering metro and non-metro towns in the country relies on our software to
- Schedule visits
- Track and monitor their location and activities
- Get real-time updates and reports on interactions.
Schedule visits
•Schedule the visit plan or log a visit on the go.
•Option to create a beat/ route plan
Track visits
• Real-time update of call status from the field.
Analytics/ reports/
dashboards
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110 SERVICE PERSONNEL ACROSS INDIA
One of the top manufacturers and service providers of industrial chillers in the country used Saleswah to support their installed base
- assign tickets
- monitor their location and activities
- Get real-time updates on closures and escalations
Assign tickets as they are
logged
•As the call center logs the call, our algorithm picks up the technician based on a complex logic of availability, proximity and skill
Accept, Update/ Escalate
• Real-time update of call status from the field. Helps manage SLA
Analytics/ reports and dashboards
COSMETICS PLAYER AIMING TO SCALE TRUSTS SALESWAH TO PICK ORDERS FROM RETAIL
Pan India sales operations covering metro and non-metro towns in the country relies on our software to
- Schedule visits
- Track and monitor their location and activities
- Collect orders
- Get real-time updates and reports on interactions.
Schedule visits
•Schedule the visit plan or log a visit on the go.
•Option to create a beat/ route plan
Track visits
• Real-time update of call status from the field.
• Link to distributors
Analytics/ reports/
dashboards
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AUTOMOBILE AFTER-MARKETS PLAYER LINKS ITS PRIMARY SALES NUMBERS WITH TERTIARY
Pan India s&d operations covering metro and non-metro towns in the country relies on our software to
- Manage supply chain through 3 layers
- Generate demand from the retail shops by their mobile sales team; update distributors.
- Link primary sales data with tertiary
- Get real-time updates and reports on interactions.
Schedule visits
•Schedule the visit plan or log a visit on the go.
•Option to create a beat/ route plan
Track visits
• Real-time update of call status from the field.
• Link to distributors
Analytics/ reports/
dashboards
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TELL US ABOUT YOU
What can we do together?
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Mail: sales@Saleswah.comPhone: +91 999 017 2233
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