Key Features of the BORG Sales Automation Module

BORG Reporting system facilitates Master admin to distribute responsibilities & team management efficiently. BORG ensures a higher conversion rate.

Sales Team hierarchy levels based on reporting System:

• Level 4 (L4) – Director / CEO / COO / Business Head
• Level 3 (L3) – Higher Level Managers – Reporting to Level-4 Manager — Can  be n… Numbers
• Level2 (L2) – Middle Level Managers- Reporting to Level-3 Manager– Can  be n… Numbers
• Level1 (L1) – Sales Executives / Tele-callers – Reporting to Level-2 Manager— Can  be n… Numbers

Capturing New Lead: “Single Lead Matters for Company”

Capturing the lead’s valuable information is needed for the identification of the potential of the Lead & consistent follow-up to turn them into customers.

BORG Lead capturing methods:

Manually, Missed Calls, Website contact form & Online campaign.

Manage All Leads / Lead Management:

Manage All leads available in the sidebar navigation of Sales CRM wherein all leads are available for management & tracking too. This menu tab contains all leads having any stages/status & reported from all sources.

Pending Follow ups:

This plays a very critical role & very useful for the company owner /CEO / CXO / Managers to look into this. This sidebar navigation menu contains all leads pending follow-up to date. If any manager finds any single lead laying there at the end of the day means, Follow up done by the sales team has been missed somewhere. However, This also helps to trach future scheduled follow-ups which can be shown by applying a filter on the top.

Lead distribution:

Based on the potential of Reported/captured can be assigned to deserving salespersons for fast conversion & tracking. Every reporting Manager has been facilitated with lead assigning options to his / her team members.

The remainder of follow-ups:

BORG reminds with SMS alert/notification to sales personnel on the day of the set follow-up date automatically in the morning with enough prospect’s details.

Must read: Why your business needs a Standard Operating Procedures (SOP)?

Lead Tracking Log availability

BORG records Lead tracking history in text format input by all sales personnel based on their conversation with prospects & each Sales Manager can monitor the real-time performance of his/her team members. This option is part of the action buttons available on the right of most of every lead table.  Every lead must have an accurate follow-up history that helps a lot for every salesperson down the line in their respective job.

Real-Time Individual Performance

Goodpick BORG does evaluate the individual performance of every sale personal in terms of the number of leads generated, Converted, Source of leads used, Total Income earned for the company & Total receivable to be recovered during a selected period. The best performer is always good for the company.

Linking of Sales with Accounts Module & Customers

BORG pushes prospect's details automatically to Customer List once Lead status is set to “converted” & Linking with accounts allows to get a calculation of earned business volume for the company & Individual.

Quick Generation of Quotation

BORG saves a lot of time for the sales team to prepare quotes for prospects along with company & product / Service details & mail them to them.

Analytical Reports: Real-Time 20+ Reports – Help to get the performance of company & Individual Auto Generated Reports facilitates Decision makers to have a view on company sales with various aspects which helps for taking quick & right decision.

Auto Communication (Alerts & Notifications)

1. Prospects get Greeting Emails & SMS once the detail is captured by BORG either Manually, through Missed Calls, Websites, or online Campaigns.
2. Sales Personnel receives follow-up reminders for each lead on the day of follow-up set by him/her.
3. Designated sales Personnel who may be CEO / COO / Director / Partner receives daily Lead Summary email alert of the day.
4. Designated sales Personnel receives SMS alert on summer dresses reporting leads by missed call.
5. Prospect receives predesigned Welcome mail once gets converted into a customer
6. Directly Quotation can be mailed to the prospect / Customer with a single click.

Analytical Reports

Real-Time 20+ Reports- Help to get the performance of company & Individual Auto-Generated Reports to facilitate Decision makers to have a view on company sales with various aspects which helps for taking quick & right decision.

Missed Dial

This is a third-party integrated feature with BORG. Missed dial service can be procured from any IVR Provider & can be integrated into the BORG.  Borg provides API for the same that can be found in the Sales & Marketing Module of ERP or Sales CRM in the Side Navigation bar. This API can be shared with any Missed Dial provider to integrate the same.

SMS Engine & Email Engine

SMS & Email Engines both can help our customers in their marketing activities by sending emails and sms to their registered Lead contacts & Customers as per the company's requirements. Borg Customers have to buy Emails & Messages Services from Leadofy Mails & SMS which has been integrated with BORG.