Sonarys Co-Brands Pvt Ltd

Team used Excel spreadsheets for sales management.

Effectively managing the transition of leads through the sales pipeline.

Converting leads into accounts, contacts, and opportunities was cumbersome and prone to errors.

Maintaining clean data was hard due to duplicate records, confusing.

Handling the complexity of multiple discounts for different customers.

It was difficult for agents to apply discounts easily and accurately.

An automated system for tracking opportunities and line items was missing.

Inventory was managed on the Tally platform, and quotes were shared manually.

Tracking transactions with end customers was not feasible.

Unable to manage multiple price books for different regions.

No real-time reports or dashboards were available.

Lead Management modules capture leads from the website, email, and live chat in a single system.

Potential leads are converted into accounts with opportunities; non-potential leads are revisited by the sales team.

The system integrates with Tally to transfer customer and product data.

A framework allows agents to set discount rules based on sales volume.

Discount calculations are automated to minimize manual errors.

Separate price books are created for each region to support local pricing strategies.

Pricing data from Tally is regularly validated and updated.

Quotes are generated based on selected products and price books, shared with customers for tracking and negotiation.

An order functionality tracks and manages material orders and order line items.

Reporting and dashboards provide real-time insights into lead capture and sales activities.

Activity management collects communication details at the lead, account, and opportunity levels.