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User Interface

Personal home page with the following elements:

  • list of new leads

  • list of , contacts, accounts | upcoming tasks for each lead | reminders for expiring contracts, surveys to request | List of contacts with long time no follow up | Product and Pricing lists | Eligibility for discount | request approval for discount | visibility into projected margin when requesting a discount | incoming signals of upsell opportunity from support or marketing | alert on new reviews | link to request CSAT survey | progress against quaterly sales target personal report | Personal productivity and patterns report | Automated time logs captured by the system + easy manual time tracking module | Opportunities scoring and prioritization by deadline / size etc. mechanism | Read and write access to MoMs, contracts, etc. templates | link to personal calendar for demo scheduling | schedule kickoff call with PM and make intro

Funds out the need -> sends quote -> discount approval -> prepares contract, HLD, payment schedule, etc. -> close deal handover to PM -> tracks delivery progress (to claim sales comission), follows up on payments, etc. 

  • Ability to input and track new leads.

  • Functionality for scheduling meetings, calls, and sending emails.

  • System for generating, facilitating approval, and e-signing quotes.

  • Contract editing and management capabilities.

  • Invoice status tracking.

  • Integration with tools for upselling and version upgrades.

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