Anwesha CRM: software

Seamlessly work your CRM across platforms

admin — Tue, 19 Mar 2013 07:04:04 +0000

Good bye Salesgenie CRM++, hello Saleswah

admin — Tue, 03 Jul 2012 11:07:05 +0000

We at Anwesha CRM launched Salesgenie CRM++ about 2 years back; at Nasscom Product Conclave 2010.

Since then, we had soft-launched Saleswah CRM and what initially was thought of as a complementary product, turned out to have several points of overlap with the main product. It got to a point that it became difficult to manage two products and everything that went with it- perceptions, technology, updates, constantly worrying when it came to adding a new feature, which product will we add it to.

We had to make a choice- we wanted one platform, one product and the choice was Saleswah CRM.

Effective immediately, the Salegenie CRM++ product is being discontinued. The only CRM product we have now is Saleswah CRM.

For those who have seen both, “Saleswah Basic” is what used to be the Saleswah originally- the task management part; now with lead management and assignment added. Saleswah CRM inherits the comprehensive CRM mantle from Salesgenie CRM++- with task management from Saleswah and several new functionalities like sales proposals, purchase orders etc.

Saleswah Sales is expected to be the midway product; for most sales people. It will have everything except the marketing campaign management features.

For a summary of features and pricing of the new Saleswah CRM flavours, visit Saleswah pricing and features. For more detailed product features and capabilities, please go here.

All existing Salesgenie CRM++ customers have a choice to continue using Salesgenie CRM++ till the end of their license terms or migrate to Saleswah CRM.

Why Saleswah?

Thinking about migrating to a CRM system? WHY?

admin — Sun, 25 Dec 2011 19:27:38 +0000

We did a post couple of days back on “A case for migrating from Excel and Outlook to CRM system“. We listed 9 triggers which may force you to think about switching from spreadsheets to a proper CRM system.

Read that post if you will and let us know why you moved to CRM when you did or are currently thinking of moving.

[poll id="2"]

Feel free to comment and explain more in comments; as always.

When spreadsheets no longer work..

admin — Fri, 23 Dec 2011 10:47:02 +0000

If you are using MS-Excel® and MS-Outlook® to manage your sales and marketing teams and processes, when do you know it is time to change?

I put together this small list of things you need to watch for- feel free to add yours in comments:

1. When your team size has grown to the extent there is at least one layer of supervision between you and the lowest level- the customer facing executive.

Part view of the Sales Team

2. When your sales force is multi-location; based out of regional offices making regular face to face contact difficult and unproductive.

3. When you have distributors managing sales territories and passing sales leads to them and ensuring they are tracked is a problem.

4. When your monthly forecasting exercise becomes dependent on detailed review of every deal in the funnel rather than focusing on a few key opportunities.

5. When it helps to know the history- past deals, orders, quotes, communication- of the customers to be able to customize offers.

6. When you want to send periodical communication to your contact database, customized to their profile and by their interaction history.

7. When you marketing team (in charge of lead generation) and sales team are at loggerheads because they blame each other for lack of consistency in what leads to chase.

8. When you want the same platform to create, e-mail and store for follow up for sales critical activities like deals, quotes and sales brochures.

9. And, finally, when you want to easily track how each of your activities are creating an impact in the marketplace, which products are being sold most by whom and in which markets or accounts.

Want to see a modern CRM system in action? Call us or Ask for a demo.

A day in the life of a Sales Manager using Salesgenie CRM++

admin — Wed, 07 Dec 2011 15:04:38 +0000

How Salesgenie CRM++ helps you manage your team as well as your boss!

1. 9:30AM on Tuesday:

Sales Manager1 (SM1) logs in to his desk.

Just so that we know, SM1 is a mid-level sales manager with a company selling to other businesses.

This is the organization chart of the business that he is part of.

Part view of the Sales Team

2. 9.35 AM: SM1 logs into Salesgenie CRM++ and sees the dashboard:

Daily funnel dashboard for Sales Manager

Hmmmm, Sales exec12 seems to have lost a few deals last month; and he does not seem to have added many new deals in the funnel recently. Of course, his current month’s forecast seems very robust. Must check!

The current month forecast seems low; universally. Perhaps, I should call a meeting before my boss does!

3. 9:38AM: What is marketing doing? Not creating enough leads? Let us see!

Is marketing creating enough opportunities?

Looks like marketing is not doing anything at all for Sales Exec2. But, Distributor112 is not doing enough to convert the leads created by marketing into closeable opportunities- 6 leads have been lying in his inbox without being followed up. Okay, pencill in a meeting with the marketing guys- and must also call the Distributor112 to demand action!

4. 9:42 AM: Let’s see if the forecasts made by SE12 are realistic!

Go to the “Deals List”, filter on SE12 and look at the forecast.

Based on this, is the forecast for the month realistic?

Does not look likely, does it? Most deals were created many months back and are still in early stages of qualification. Some deals do not even have a formal quotation with it.

Okay, schedule a review with the SE12; he is in big trouble, now!

5. 9:45 AM: Now for my review with boss: let’s review the reports HE will look at:

Deals forecast by executive - boss really wants to know!

All the reports that help present team performance to boss!

6. 2.30PM: phew; managed to convince boss about the forecast commitment! Now back to the deals review!

Lets sort the deals list and see the ones we need to close this month to meet forecast. Also, filter out the deals that are hanging fire for too long.

Filtered list of deals taking too long to close

7. 3:ooPM: Finally, let’s call on the customer that’s taking too long to decide.

Driving down to meet this customer that has been promising to buy for the last 4 months and making me lose face every month with boss. Let me go down myself with SE11 and see if there is something I can do to help.

All in all, a good day!

The all new dashboard for Salesgenie CRM++

admin — Fri, 02 Dec 2011 09:24:51 +0000

We have gone graphical!

Salesgenie CRM++, the enterprise class CRM at small business pricing, now has a nice graphical dashboard; useful when sales managers want to get a bird’s eye-view of:

- How much business to expect; this month and the next 3 months

- How many new opportunities were created this month? What value?

- What business did we win this month/ previous month?

- What did we lose? How much?

And, we even have aggregated views by industry for all the above! Useful, when you want to know in which target segment, you are having the maximum impact.

If you are an existing customer, you will see it being rolled out in the next one week.

If you are not an existing customer but, want a “test drive” or just a demo, click here.

Was participating in this tradeshow a good idea?

admin — Fri, 11 Nov 2011 08:22:15 +0000

Did we get returns out of our investment in this tradeshow?

If this is the recurring question in your mind after you wind up as an exhibitor in any tradeshow, then read on…

If you are attending any tradeshow as an exhibitor, for instance the just concluded IITF 2011 in Pragati Maidan, Delhi, you know the importance of following up with your visitors as soon as possible.

It is important to reinforce the positive impression that you made on your visitor with a follow-up call; if you don’t, be sure your competitor is already doing it. Often, this is the difference between a lost sales and a purchase order.

Did you know that 79% of the visitors to trade fairs are never followed up on their interests?

Saleswah is a lead management software that helps convert visitors into prospects by enabling lead assignment, follow up and tracking. It is online and no hardware or software is needed to be purchased.

Saleswah helps you:

1. Log visitors- feedback forms and visiting cards – into an online database

2. Assign the visitors for follow up to the most appropriate person- sales executive, telecaller etc.

3. Monitor on an online dashboard the status of the pending calls, closed calls etc.

For unlimited use of Saleswah for a month, please visit www.anwesha.in/convertleads

Thank you and we hope to play a part in your successful tradeshow experience!

Will you have a good or great IITF 2011?

admin — Thu, 10 Nov 2011 21:31:03 +0000

After the show is over, will you remember to follow-up?

Your booth in the trade-fair, dear exhibitor, is NOT the only one your visitor went to!

Log your visitors in Saleswah lead management system; immediately assign the “leads” to salespeople or telecallers and even schedule the time for follow-up. And, monitor how many have been followed up, by when by an instantly upadated dashboard.
The India International Trade Fair (IITF 2011) is upon us and like always, the crowd will be big, the number of exhibitors will break records and deals worth millions of dollars will be transacted.

Do you plan to follow up on all your visitors?

An average tradeshow visitor would have gone to a hundred exhibitor booths, listened to fifty different pitches and been thrust brochures and freebies in her hands. How will you get her to remember you even by the next day?

Try Saleswah lead management service.

We are giving all exhibitors in the IITF 2011 a chance to use Saleswah Lead Management System for INR 2500/-only.

Saleswah lead management system helps you log your visitor details, their comments and impressions of those manning the booth and assign the lead for follow-up to someone appropriate. This ensures no more delays in follow-up, no missed appointments and certainly a productive trade-show experience.
Saleswah is a cloud hosted software, absurdly easy to use- 30 minutes to set up and you can start logging and assigning customer details to your sales team.
Go on, get Saleswah enabled. Have a great IITF 2011!

What are your sales, repair, delivery teams doing?

admin — Sat, 29 Oct 2011 05:45:43 +0000

It is 6 pm and time for being updated over the days’s activities:

If you run a large team of repair or sales or delivery people, you know the feeling.

Your people have been out in the field all day, attending to customers and now they are trooping back in- one after another.

Now is the time to take stock, know the work that will spill over from today- the repair jobs unfinished, the cheques left uncollected and the customer who was no available at his address.

Not to mention the calls that came in today; that must now be attended only tomorrow.

Hmm… looks like a long night ahead!

The angry customer calls, and calls..

Your repair executive is out in the field- your customer has called three times already since morning. Everytime you are calling your repair executive and checking the progress with his other, high priority calls.

You never have the updated status, when the customer calls.

The phone rings, a customer needs urgent service

Tough; the guys are already out in the field and you don’t know if the nearest person will have the slack to attend- because, you do not know how many calls are still pending from the calls assigned since morning.

Are you still running your large field sales, service, repair and delivery teams using phone and spreadsheets?

Check out Saleswah, the mobile CRM software that keeps you connected with your team’s progress in the field.

Small teams of 2 or less? Get Saleswah for FREE!

Find out other use cases of Saleswah!

Do you know where your “Demo-Inventory” is?

admin — Fri, 28 Oct 2011 08:29:08 +0000

How demo management is the bottle-neck for a successful “NPI” process

One of the biggest issues of running a large sales and marketing operation of capital goods (scientific instruments, computers, desktop software, industrial valves and motors, telecom hardware etc) or white goods (refrigerators, TVs, washing machines) is effectively managing a pool of “demo-machines”. If you have a countrywide or even international operations, then managing this is a huge challenge. The problem really becomes acute when you do a New Product Introduction- especially for a product which you hope will be a block-buster.

Companies typically take the asset management route to solve the problem. That is to say, they centrally “allocate” the demo inventory to the regions and the regions do so to sub-regions and the sub-regions then play favourites with their distributors/ resellers or direct sales teams to assign usage.

The way of assessing “ground-up” demand for demo units is ad-hoc, to put it mildly. Some regions or sub-regions will take the trouble of seek feedback from their customers, dealers/ resellers or sales-team; most will not.

The issue does not end with “allocation”. After you have shown a “demo-piece” at a distributor location, you would like to move it elsewhere or even sell it off at a large discount for the logistics of getting the units back to “home location” is often daunting.

For getting reports on the demo utilization, you will stay up late and make those phone calls to regions who are none the wiser. You do not know who is using it and for how long.

So, you have a few crores (or a few hundreds of thousands of dollars) of asset out in the field, around the country or even the world, and you have a very low understanding of how that asset is being used for furthering your NPI objective.

Summary of issues listed so far:

1. No means of surveying the demand for demo beforehand, “ground-up”.

2. Allocation rather than matching demand with supply.

3. No means of knowing who is using the demo-units, for how long.

4. All “interventions” are ad-hoc:

Ship to another destination
Sell off the demo unit
Bring the demo unit back to “home”
Monitoring demand for the demo unit from another location.

So, why not use your ERP to track it?

Most large companies would already be doing so; and chances are they still have the issues I have listed above. ERP, by its nature is an “internal”, inward focused tool. It has no link to channel partners, leave alone customers or allows sales people to forecast their need for demo units.

and, ERPs tend to be expensive.

If you add your sales people and demo co-ordinators and marketing people as users to your ERP, just for this activity, imagine the training cost, licensing cost and so on. Is the cure worse than the malady?

Try Fastock!

Fastock is a brutally efficient hosted software (use it from anywhere in the world over your web-browser with no investment in hardware or software).

Have multiple factories? No problem!

Fastock can handle as many factories as you have and as many central or distributed shipping points as you have.

Have many products? No problem!

One of our customers uses Fastock for more than 100000 live SKUs and it works just fine.

Have many regions and sub-regions? No problem!

Fastock can handle hundreds; it is a scalable and truly enterprise class.

But, my product master is in Oracle (or SAP or Tally). No problem!

We will help you integrate so that you can continue to manage your assets in the ERP that helps run your business.

“But, I do not have capital budget for software.” No problem!

Fastock requires NO capital expenses and is on a very low monthly user fee. To get a FREE evaluation of how much it will cost you to implement Fastock to solve your demo management problems which impact your NPI success, click here.