- Track leads efficiently
- Proper visibilty of sales
- Make communication better
- Automate business sales structure
- identified and dealt with appropriate date
"Selling is not a pushy, winner-takes-all, macho act. It is an empathy-led, process-driven, and knowledge-intensive discipline. Because, in the end, people buy from people."
- Subroto Bagchi
Why we are doing this?
In today's competitive business environment, companies need to be efficient and effective in managing their sales leads. Here are some reasons why solar companies should consider using software to manage their sales leads:
- Streamlined lead management: We have streamlined lead management by allowing you to track and manage leads from multiple sources in one place.
- Improved lead nurturing: With this software, you can set up automated workflows and reminders to follow up with leads, increasing the chances of converting them into customers.
- Better insights: By using Code Urja, you can track the progress of each lead and gain valuable insights into which marketing and sales efforts are working best.
- Increased collaboration: You can now facilitate collaboration between sales and marketing teams by providing a centralized platform to share lead data and insights.
- Enhanced customer experience: By using software to manage leads, you can ensure that each lead is getting personalized attention and a consistent experience, leading to higher customer satisfaction and repeat business.
Problems
Solar EPC is a new yet growing market that must be organised in such a way that any EPC owner can find everything within one place that is seamlessly linked, saving the time and effort required to manage many sites on a daily basis.
Solution
Solar EPC is a new yet growing market that must be organised in such a way that any EPC owner can find everything within one place that is seamlessly linked, saving the time and effort required to manage many sites on a daily basis.
- Assign task according to priority
- Track every activity on followups
- Improved Communication
- Proper records of pricing
- Automated quotation generation
- Track every activity of quotations
- Proper data management
- OTP based logins
- Proper storage of data
- Improved productivity as all process is automated
- Proper communication tools
- Proper budget mangement
- Daily Report submission
- Define policy in code urja
- Schedule or reschedule meetings through code urja
- All process is automated
- Proper communication management
- Proper assigned meeting and clients
Features
Solar EPC is a new yet growing market that must be organised in such a way that any EPC owner can find everything within one place that is seamlessly linked, saving the time and effort required to manage many sites on a daily basis.
Track Lead Statuses
- Lead capture
- Lead qualification
- Lead scoring
- Lead assignment
- Lead nurturing
- Sales forecasting
- Sales reporting
Manage Follow Ups
- Create Follow Ups
- Customizable follow-up schedules
- Automated reminders
- Lead status tracking
- Communication tracking
- Team collaboration
- Performance analytics
Make Quotations And Manage
- Create quotation
- Automated quotation generation
- Customizable templates
- Product catalog management
- Discount and pricing management
- Quote tracking
- Analytics and reporting
Leads Wise Documents Management Structure
- Document storage
- Access control
- History of documents
- Real-time updates
Communicate With Contractors
- Contractor database
- Communication channels
- Document sharing
- Performance tracking
Schedule Meetings
- Integration with calendar tools
- Automated reminders
- Real-time availability
- Mobile accessibility
- Integration with communication tools
- Centralized meeting history