Work Less with Pre-Sale Workflow Automation.

Lead 2 Action

The transformation of a lead to deal depends on various factors and needs a proper engine to accounting them without giving a miss. BizGaze enables this journey with successful management of leads by giving timely updates and notifications, keeping you intact considering all other factors affecting the deal.

Preconfigured Workflow

BizGaze think-tank considers all your business challenges and needs, involving all the key roles involved in a workflow, across entities giving them an edge on a single platform. Apps/ Data accessibility and permissions are configurable, and privileges can be assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

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Preconfigured Rules

BizGaze executes or supports decisions based on your business rules keeping the roles concerned in loop for transaction submissions, approvals, consultations, or keeping informed. The platform reacts and drives transactions based on stakeholder business behavior like allotting credit limits, applying campaign offers, resolving conflicts, and other data metrics

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Credit Limit
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Campaign
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Data Conflicts

Preconfigurable Tasks and Notifications

Preconfigurable tasks and notification triggers include but not limited to :

  • ...
  • Notification to Sales Manager on Lead Creation
  • ...
  • Notification for Manager on Capturing the Geo-Location of Customer
  • ...
  • Task for Sales Manager for Lead Approval
  • ...
  • Notification to Sales and Account on Change of Salesperson for the Customer
  • ...
  • Notification to Sales Manager on Lead Updating
  • ...
  • Email and SMS to Customer, Salesperson on conversion of Lead 2 Customer

Salient Features

Contact

CRM is more of a contact management centre of all stakeholders in the Ecosystem. Complete and validated contact details of your prospect are available here.

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Smart Updates

Event triggered CRM workflow with precise customer locations to hit the ground instantaneously and get real time alerts on any updates which requires the team's involvement.

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Geo-Tagging

Capture precise location of the customer in multiple ways either during a visit to customer location, or by remotely mapping the address by locating on the Google Maps

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Multiple Addresses & Roles for each Contact

Map the contacts to multiple addresses and multiple Lines of business can be added to the same site address which enables ease of allocation to sales representatives with proper business insights.

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Document Attachments

documents can be attached to any form and rules can be configured to make few/all attachments mandatories. They can be viewed by thumbnails and accessed as links which can be referred in future or downloaded based on user access permissions

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Third Party Lead Imports

BizGaze facilitates import of leads from third party Software's, spooling the leads from different sources at one place without manually adding them.

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Lines of Business

BizGaze allows to assign sales executive for a specific Line of Business (LOB) in order to manage and track customer relations with respect to that particular Line Of Business.

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JIT Dashboard

JIT analytics avoid risk and maximize returns from the current transactions. Assess the quality of opportunity by viewing the sales history with handy information on the mobile app during negotiation process.

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Approvals & Instant alerts

Instant alerts are sent to stakeholder concerned on every change appended in the system. Stage transition is done automatically based on approvals and other events as per the configuration

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Dashboard

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Third Party Integrations

BizGaze enables robust integrations with third party apps and services

Areas of ROI

Faster conversion rate

Real time updates

Simplified Control & Accessibility

On the fly verification process

Geo-tagging of locations for an effective Beat Plan

Automated Travel Expenses

Leaves you with ample free time for more productive tasks

Security of your customer data

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Business Challenges

Handling multiple contact groups is often a difficult task as it can fail to streamline intended communication to a group of stakeholders in a business with defined criteria

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Onboarding process of customers in each company is challenging and different.

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Assigning multiple leads to the sales team in a business is often a long drawn process as it is based on different parameters.

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Opportunity Pipeline

Sales opportunity management is the process of tracking all opportunities for potential sales across the pipeline and converting them into recurring revenue. BizGaze opportunity management can help you effectively win opportunities by bringing all the necessary information together to a single place.

Preconfigured Workflow

BizGaze think-tank considers all your business issues and needs, involving all the key roles involved in this workflow, across entities giving them an edge on a single platform. Apps/ Data accessible and permissions as per configurable privileges assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

connected-stackholders-img

Preconfigured Rules

BizGaze executes or supports decisions based on your business rules keeping the roles concerned in the loop for transaction submissions, approvals, consultations, or keeping informed. The platform reacts and drives transactions based on stakeholder behavior like allotting credit limits, applying campaign offers, resolving conflicts, and other Data matrix, etc.

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Opportunity Approval
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Stage Change
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Data Conflicts

Pre-Configurable Tasks and Notifications

Some Pre-Configurable tasks and notification triggers include but not limited to

  • ...
  • Notification to Sales Manager on opportunity creation
  • ...
  • Notification to Sales Manager upon opportunity stage change
  • ...
  • Notification to Sales Manager on opportunity Own/Lost
  • ...
  • Notification to Sales Executive for estimate/order creation

Salient Features

Recurring opportunity

Never miss the recurring opportunity as BizGaze drives the users by alerting them after checking the opportunity frequency and/ or intervals in order fulfillment of the customer.

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Opportunity Pursuit

Plan and schedule appointments to pursue the opportunity with the single point of contact or SPOC pertaining to that opportunity.

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Competitor Analysis for Losses and Wins

Capture the Competition Scenario and plan accordingly for the current opportunity. Analytics on wins and losses add to the lessons learned for improvement of conversion rate in future.

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Centralized documents

Get storage for all your sales collateral and allow access to the documents as per the need.

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Activity Monitoring

Keep a bird view on all the activities that makes the collaboration easy for opportunity analysis and track on go.

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Dashboard

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Third Party Integrations

BizGaze enables robust integrations with third party apps and services.

Areas of ROI

With BizGaze, Sales Associates can manage, track and oversee the progress of each opportunity without worrying about missing any deal.

Clear visibility on each stage opportunity.

Provides a better idea of the opportunity volumes and quality of leads they have at every stage.

Forecast sales opportunity accurately.

Helps monitor team's progress.

Helps in increasing total sales volumes & revenue with recurring opportunity remainders.

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Business Challenges

Lead generation and investing huge amounts of time in converting the lead to customer.

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Auto generation of recurring opportunities makes the control of business and automates the workflow process.

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Real time Win or Lose situations and all the criteria that can help in improving the business strategies to maximize the sales.

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Estimates & Quotes

Delays and inaccuracies in making quotes could cost you a ton by losing some of the key opportunities which is a hurdle in maximizing your pipeline. Reduce the time gap between customer query and response time without compromising accuracy and quality of the estimate. BizGaze enables sales teams to create estimates on-the-go. Any deviation from your rules-set can trigger a spate of escalations and alerts to the stakeholders concerned.

Preconfigured Workflow

BizGaze Think-tank considers your business issues and needs, involving all the key roles involved in this workflow, across entities giving them an edge on a single platform. Apps/ Data accessible and permissions as per configurable privileges assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

connected-stackholders-img

Preconfigured Rules

BizGaze executes or supports decisions based on your business rules keeping the roles concerned in the loop for transaction submissions, approvals, consultations, or keeping informed. The platform reacts and drives transactions based on stakeholder behavior like allotting credit limits, applying campaign offers, resolving conflicts, and other Data matrix, etc.

Preconfigured rules icon
Employee Leverage
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Credit Limit

Pre-Configurable Tasks and Notifications

Some Pre-Configurable tasks and notification triggers include but not limited to

  • estimates&quotes-icon
  • Task to Sales Manager for Estimate Approval
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  • Notification to Customer for Estimate Approval
  • estimates&quotes-icon
  • Notification to Sales Executive on Estimate Rejection
  • Notification to Sales Executive to create Order for the Estimate

Salient Features

Prepare Estimates On-the-Fly

Delays in making quotes could cost you a ton from opportunity pipeline, to maximize from your pipeline you need to reduce the time gap between customer query and response time.

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Price Contracts

BizGaze allows to override the price fetched from the central catalogue and offer a special price till a valid date for the opportunity in hand.

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Smart Negotiations

BizGaze allows clear and fast price negotiation cycles among the proposing sales executive, his approving manager and the prospect, which formalizes and streamlines price negotiation avoiding ambiguity and time loss

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Digital Quotation

Formal Quotations with agreed estimates, and product catalog PDF files can be sent as links in the e-mails to the SPOCs concerned. The role concerned who can either approve or reject the quotation by clicking the appropriate link

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Graduation of Estimate to Order

Approved estimate from the stakeholder will be converted into order within BizGaze system. Analytics on wins and losses due to estimates will give insights for policy making

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Dashboard

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Third Party Integrations

BizGaze enables robust integrations with third party apps and services.

Areas of ROI

Price contracts drive the business flow leading to customer delight.

Real time alerts enable you in swift negotiation that leads to smooth closing of deals.

Conversion of Estimates to Orders are way too fast with Simple and interconnected workflows.

Auto follow ups and reminders saves the sales team a lot of effort on the ground.

Keeps track of every activity in the estimate process.

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Business Challenges

Getting a timely response from prospects is always the biggest challenge for the sales team.

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Most of the estimates are lost during the negotiation stage of the sales process as several prospects are not willing to find common ground in a one to one meeting.

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Most of the organizations set high expectations but fail to provide proper workflow to the sales reps for handling estimates.

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Meetings & Events

At its core, the purpose of a meeting is to share and receive views effectively and to provide atmosphere for discussion around what is being exchanged. A good meeting helps align on the topics of discussion, air any concerns or obstacles, and arrive at objective clarity on future course of actions.

Preconfigured Workflow

BizGaze Think-tank considers your business issues and needs, involving all the key roles involved in this workflow, across entities giving them an edge on a single platform. Apps/ Data accessible and permissions as per configurable privileges assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

connected-stackholders-img

Pre-Configurable Tasks and Notifications

Some Pre-Configurable tasks and notification triggers include but not limited to

  • estimates&quotes-icon
  • Notification to Sales Executive on Meeting Creation
  • estimates&quotes-icon
  • The task for Sales Manager for Meeting Approval
  • estimates&quotes-icon
  • Notification to Sales Manager on Meeting update.
  • Notification to Sales Manager on completion of the meeting

Dashboard

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Areas of ROI

We can assign a bulk no of meetings to the team without any effort.

Pre-planned physical or virtual meetings or seminars with Customer groups and events can be scheduled with the Meetings

Activity tracking for the meeting is most important with this we can see meeting activity very briefly.

Minutes of Meeting and results can be captured

Increase in Leads acquisition

Meeting are used while Beat Planning for Sales Team.

Geo-location features in Meeting made it very simple and accurate for the Business Process.

Including documents in the meetings is safer than persevering them offline.

Do not miss any meetings and will be on time without wasting time with the meeting reminders .

Tracking the events is much easier now with these meetings and feedback will be auto-recorded.

Can also measure and track Revenue generated from the event conducted.

Areas-of-roi

Business Challenges

Assigning multiple Meetings to the sales team in a business is often a long drawn process as it is based on different parameters.

businesses-challenges

Offline document storage for Meetings is a risky process as they might go missing and cannot be retrieved when not stored properly.

businesses-challenges

Scheduled meetings conducted offline, lacks proper planning as there are multiple things to be handled.

businesses-challenges