BorgSuite Reporting system facilitates Master admin to distribute responsibilities & team management efficiently. BorgSuite ensures a higher conversion rate.
Level 4 (L4) – Director / CEO / COO / Business Head
Level 3 (L3) – Higher Level Managers – Reporting to Level-4 Manager — Can ne N… Numbers
Level2 (L2) – Middle-Level Managers- Reporting to Level-3 Manager– Can ne N… Numbers
Level1 (L1) – Sales Executives / Tele-callers – Reporting to Level-2 Manager— Can ne N… Numbers
Sales Team Structure in details- Click Here
Capturing lead’s valuable information is needed for identification of potential of Lead & consistent follow up to turn them into customer.
Manually, Missed Call, Website contact form & Online campaign
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.
This plays a very critical role & very useful for company owner /CEO / CXO / Managers to look in to this. This side bar navigation menu contains all leads pending for follow-up to date. If any manager finds any single lead laying there at the end of the day means, Follow up done by sales team has been missed somewhere. However, This also helps to trach future scheduled follow-ups which can be shown by applying filter on the top.
Based on the potential of Reported/captured can be assigned to the deserving sales person for fast conversion & tracking. Every reporting Manager has been facilitated with lead assigning options to his / her team members. know More…
BorgSuite reminds with SMS alert/notification to sales personnel on the day of set followup date automatically in the morning with enough prospect’s details.
BorgSuite 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 action buttons available in the right most of every lead table. Every lead must have accurate follow-up history that helps a lot for every sales person down the line in their respective job.
Goodpick BorgSuite 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.
BorgSuite pushes prospects details automatically to Customer List once Lead status is set to “converted” & Linking with accounts allow to get a calculation of earned business volume for company & Individual.
BorgSuite saves a lot of time for the sales team to prepare quotes for prospects along with company & product / Service details & mail 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.
1. Prospects get Greeting Email & SMS once detail is captured by BorgSuite either Manually, Missed Call, Website or online Campaign.
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 of leads by missed call.
5. Prospect receives predesigned Welcome mail once gets converted into a customer
6. Directly Quotation can be mailed to prospect / Customer with a single click.
Real-Time 20+ Reports- Help to get the performance of company & Individual
Auto-Generated Reports facilitate Decision-makers to have a view on company sales with various aspects which helps for taking quick & right decision. Know More…
This is third-party integrated feature with BorgSuite. Missed dial service can be procured from any IVR Provider & can be integrated into the BorgSuite. 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 & Email Engine both can help our customers in their marketing activities for sending emails and sms to their registered Lead contacts & Customers as per company's requirements. BorgSuite Customers have to buy Emails & Messages Service from Leadofy Mails & SMS which has been integrated with BorgSuite.
Know More…. About Borg Marketing & Sales – Click here
