Your business automation partner
Comp-U-Graphics
Case Study
Engineering Sales & Service Corporation
Engineering Sales & Service Corporation is a leading organization specialized in the field of Fire Fighting Equipment’s & Fire Protection Systems. Engineering Sales & Service Corporation provides tailored solutions wherever there is a fire threat. A comprehensive range of after-installation services completes the offering for a particular hazard.
They were facing challenges in Sales as well as in Service.
Challenges in Sales Operation
Centralize all inquiries in one place from B2B portals and various sources.
Streamline quotation management by making it simple
Manage the product master to ensure accurate and up-to-date product information.
Missing follow-ups in businesses lead to significant revenue loss.
Delays of proactive communication regarding payment collection after closing each deal
Variety of sales reports for valuable insights into sales performance.
Solution Implemented
Lead
Management
Efficiently gather enquiries from diverse sources such as IndiaMart, calls, emails, and WhatsApp, consolidating them seamlessly within the CRM platform.
OPR
Dashboard
OPR dashboard helps salespeople to see and analyze their own performance.
Activity
Tracking
Implement Auto Call logs and Geo tag to track daily calls & meetings of salespeople. And it gives a location-based report of monthly visits done by salespeople.
Product Master
Management
Organize product data efficiently by type, category, sub-category, and vendor for streamlined management.
Quotation
Management
Streamline quotation management in CRM with user-friendly quote module. Create professional quotes effortlessly with a simple click.
Reports &
Analytics
Reporting provides valuable insights on metrics including sales, activity, and team performance.
Payment
Follow-up
Effortlessly manage payments within CRM using Payment module. Stay on top of due payments and easily update them against each deal as they are received.
Mobile
App
User friendly mobile app implemented to connect with the CRM 24x7 anytime, anywhere.
Immediate Benefit
Automatic
Follow-up
System generated automatic follow up, task and meeting reminder viewed in dashboard.
Product
Analysis
Analyze enquiries by source, product, and category to identify popular products and optimize sales strategies.
Sales
Analytics
Analysis of sales data to give more visibility & clarity of business opportunities to make better decision.
24x7 Anytime,
Anywhere
24x7 Anytime, Anywhere connected with operation management through user friendly mobile app.
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Challenges in Service Operation
Managing Warranty/Guarantee of the sold products
Effectively managing the Annual Maintenance Contracts (AMC) of customers
Compilation of all complaints at one place from various sources.
Efficiently track service engineers' client site visits
Various types of analytics and reports to gain actionable insights
Solution Implemented
Warranty/Guarantee Management
Establish warranties/guarantees for sold products within the CRM system, linking them directly to each closed deal.
OPR
Dashboard
Empower service engineers with the OPR dashboard to view an analysis of their individual performance.
AMC
Management
Effortlessly generate AMC through CRM's workflow automation upon closing each sale, with automatic reminders before expiration.
Complaint
Analysis
Analyze complaints by source, product, and category to identify issue-prone products.
Complaint
Management
Collecting various compliant from different sources like calls, email & WhatsApp etc. and consolidate at one place into CRM.
Reports &
Analytics
Track vital data using diverse reports to improve team performance and customer service.
Activity
Tracking
Implement Geo tag to track daily visit of engineers. And it gives location-based report of monthly visit done by engineers.
Mobile
App
User friendly mobile app implemented to connect with the CRM 24x7 anytime, anywhere.
Immediate Benefit
Warranty/Guarantee/ AMC Management
Creating & managing warranty/guarantee/AMC made easy.
Insights &
Report
Leverage these reports to monitor essential data, empowering to track team's performance and enhance customer service
Streamline Compliant Management
Streamline complaint management - From ticket generation to ticket closing
Case
Analytics
Real-time analysis of complaint data enhances visibility and provides clarity on customer service effectiveness.
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Testimonial from Client
Suanjan Dey
Engineering Sales & Service Corporation
Director
I am Suanjan Dey, Director of Engineering Sales & Service Corporation. Few days back we felt the need of a software to manage the business process, for that we were looking for a suitable ERP software for a long time. After meeting with Nikhil and discussing the issues with him, he suggested a CRM software. I was surprised to see the software, as it was delivering exactly what I was looking for all these years. Not only he implemented the CRM software for my company, but also he gave training to my team for the CRM Software. And his after sales service is the best I have ever received till now. I highly recommend Mr. Nikhil Bhagat and his team Comp-U-Graphics to my network for any Software related or Business Automation and Digitalization related issues.
