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Alacrity Inc.

Alacrity Inc. Presented by - Satyajeet Darak. Agenda. Lead Management Process Flow SIPOC Reports Strategy and Proposed Solution Collateral Management Process Flow SIPOC – Brochure & Web page Strategy and Proposed Solution. Lead Management. Process Flow. Lead Assignment.

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Alacrity Inc.

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  1. Alacrity Inc. Presented by - Satyajeet Darak

  2. Agenda • Lead Management • Process Flow • SIPOC • Reports • Strategy and Proposed Solution • Collateral Management • Process Flow • SIPOC – Brochure & Web page • Strategy and Proposed Solution

  3. Lead Management

  4. Process Flow Lead Assignment Lead Capture Marketing Campaign Check for Duplicates Lead Management Work Lead and Adjust Lead status Sales Cycle Qualify Leads Lead Conversion

  5. SIPOC – Lead Management

  6. Cont…

  7. Cont…

  8. Cont…

  9. Cont…

  10. Reports

  11. Lead Management Strategy • Various mediums used for Lead generation. • Pick off Queue assignment by Sales Manager (High value). • Assign accountability for tracking leads • Territory based assignment of leads. • Cold prospects are archived as future prospects. • Prioritization of customer according to segmentation (hot, warm, cold) • Close communication and integration between Sales and Marketing.

  12. Proposed Solution-Lead Management • Benchmark Current Performance • Monitor web traffic • Integrate and coordinate third party leads • Focus on the customer & not on source • Prioritize organization’s effort • Follow standard approach • Use campaigns to build relationships • Measure and adjust. • Collaborate with dealers • Publicize Performance • Offer dealer facing mgmt. programs such as training. • Get the field involve • Establish a common language • Set the investment bar • Be consistent • Win as a team • Be tactful • Tailor approach • Customer Feedback • Customer Analysis • Maintain data quality • Maintain privacy of Customer data • Follow the rules • Establish long term goal • Insist on real-time integration • Help dealers to make the right technology decisions • Break down Barriers • Develop and hire the right talent • Staff key positions with best

  13. Collateral Management

  14. Types of collateral

  15. Process Flow

  16. SIPOC - Brochure

  17. Cont…

  18. Collateral Management Strategy • Collateral can be customized according to region ,purpose and client type. • Central Repository can be maintained that is available anytime, anywhere and is always up to date. • Search and attachment functionality can be incorporated • Custom folder and access permissions can also be incorporated to make control more streamlined. • Comparison Sheet can also be incorporated (But it should be done by third party) • Focus will be on FAB. • Easy to understand.

  19. Proposed Solution-Collateral Management

  20. Thank You!

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