suvision holdings private limited, no 16, apple villa, lalbagh road, bangalore - 560027 1 crm...

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 1

CRM Training Manual


CRM Training Manual

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 3

Associate Page

“Exclusive page for our associates”

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Associate Page

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Associate Login

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After Registration associates can login to their account using • The email id which was used in registering as User name and • the Password that was sent to the email id and mobile phone


Dashboard

“Your Single Window to your account”


DashBoard

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THE DASHBOARD PROVIDES AN OVERALL VIEW OF YOUR ACCOUNT

The “Dashboard” provides you with all the relevant information about your Account, Subscriptions, Lead Delivered Status, Replacement (of lead )Status, Service Request Status all in one Place


DashBoard

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CLICKABLE LINKS ON THE DASHBOARD

Clicking on the above shown links would provide more detailed information


Subscriptions

“Buy leads from us customized to your needs”


SUBSCRIPTIONS

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MY SUBSCRIPTIONS –V1.0 • Orders that was made by older associates using the earlier CRM can be seen under the “My Subscriptions – V1.0” tab


SUBSCRIPTIONS

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MY SUBSCRIPTIONS –V2.0• Details of any new subscriptions made will be updated under the “My Subscriptions – V2.0 tab”


SUBSCRIPTIONS

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SUBSCRIBE NEW• The Power and Flexibility to choose your own customized lead campaign (s)• You can create multiple campaigns customized by you• Provides more flexibility, easier and faster than the old CRM


SUBSCRIPTIONS

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GENERATE YOUR OWN CAMPAIGN(S)• Under each campaign, you can select the Area ie. STATE(S), CITY/LOCATION (S) from where you want the leads • PRODUCT for which you want the leads for• NUMBER OF LEADS you wish to subscribe for and the TYPE of leads you want (Exclusive or Non – Exclusive)


SUBSCRIPTIONS

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GET INSTANTENOUS PRICING DETAILS

• After selecting your custom campaign(s) get to know the pricing


SUBSCRIPTIONS

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MAKE PAYMENTS• After selecting your campaign(s) you can click on “CREATE INVOICE” and select your Mode of Payment• Online – Will be made by Secure CC Avenue Payment Gateway by either Credit/Debit Card or by Net Banking • Off-line (Selecting State Bank option as shown above) – Either by Cheque/DD/Cash, details as mentioned in the next step


SUBSCRIPTIONS

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PAYMENT DETAILS

• You can see the payment details of your orders • Can update the details after making the payment


Lead Pool

“Access details of the leads delivered to you”


Lead Pool – V1.0

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LEAD POOL - V1.0

• The details of the leads as updated in the earlier CRM can be seen here


Lead Pool – V2.0

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LEAD POOL – V2.0• Easier to search for new and old lead information based on the options provided on the search bar • Details of leads based on Campaigns and Subscriptions can be seen as well


Service Request

“Want Assistance? Just report it to us”


SERVICE REQUEST

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SERVICE REQUEST• One can click on “Add a Ticket” and select from the provided drop down menu the Service that they need• One can also put in his/her comment• Details and status of one’s service request made can be seen here


My Profile

“Let us know you better, so that we can serve you better”


MY PROFILE

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MY PROFILE• Registered associates can update and save his/her profile here• This helps us to reach you easier and also helps us to understand you better


Contact Us

“Get in touch with us”


CONTACT US

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CONTACT US• Details of how to reach us is provided here


Thank You

suvision holdings private limited, no 16, apple villa, lalbagh road, bangalore - 560027 1 crm...

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