UR-Direct Sales Representative (DSR)

Activities

Lead Input and Tracking: Ability to input and track new leads effectively for a comprehensive lead management process.
Meeting, Call, and Email Functionality: Functionality for scheduling meetings, calls, and sending emails to facilitate seamless communication with prospects and clients.
Quote Generation and Approval: System for generating, facilitating approval, and e-signing quotes to streamline the quotation process.
Contract Editing and Management: Capabilities for editing and managing contracts to ensure flexibility and accuracy in deal terms.
Invoice Status Tracking: Ability to track the status of invoices for a transparent view of financial transactions.
Integration for Upselling and Version Upgrades: Integration with tools designed for upselling and managing version upgrades to capitalize on expansion opportunities.
Nurtures Sales Qualified Leads: Proactively engages and nurtures Sales Qualified Leads for effective conversion.
Needs Assessment: Identifies and understands the prospect's needs through thorough analysis.
Quote/Proposal Submission: Prepares and sends quotes or proposals in response to prospect requirements.
Discount Approval Request: Raises a request for discount approval if deemed necessary during the negotiation process.
Document Preparation: Prepares essential documents such as contracts, High-Level Designs (HLD), payment schedules, and other required paperwork.
Deal Closure: Closes deals and seamlessly hands them over to Project Managers for execution.
Delivery Progress Tracking: Monitors and tracks the progress of project delivery to claim sales commission.
Milestone Payments Follow-up: Follows up on milestone-based payments to ensure timely and accurate financial transactions.
Account Management Tasks: Performs tasks associated with Account Management to maintain strong client relationships.
Upsell Opportunity Realization: Actively identifies and realizes upsell opportunities to maximize revenue.
Client Satisfaction Follow-up: Follows up with clients to gather feedback through satisfaction surveys or referrals.
Contract Renewal Management: Manages and follows up on contract renewals to ensure continued business relationships.

https://wmdemo.atlassian.net/wiki/spaces/SAW

UX/UI Requirements

Personalized Home Page: Access to a personal home page with intuitive elements.
Lead, Contact, and Account Lists: Display a dynamic list of new leads, contacts, and accounts for efficient customer relationship management.
Upcoming Task Management: Link upcoming tasks to opportunities or leads for streamlined task management.
Contract Expiry Reminders: Receive timely reminders for expiring contracts to ensure proactive contract management.
Survey Initiation Tasks: Ability to initiate tasks related to surveys for gathering valuable customer feedback.
Contacts Follow-up List: Display a list of contacts requiring follow-up, emphasizing engagement.
Access to Product and Pricing Information: Convenient access to up-to-date product and pricing lists for informed sales discussions.
Discount Eligibility Criteria: Clearly defined eligibility criteria for discounts to facilitate accurate discount requests.
Discount Approval Request: Seamless request and approval process for discounts to enhance flexibility in pricing.
Visibility into Projected Margin: Provide visibility into projected margin when requesting a discount for informed decision-making.
Upsell Opportunity Signals: Receive signals of potential upsell opportunities from customer support or marketing teams.
Alerts on Client Reviews: Receive alerts on new reviews or feedback from clients for immediate attention.
CSAT Survey Link: Direct link to Customer Satisfaction (CSAT) survey forms for clients to gather satisfaction insights.
Sales Progress Chart: Visual representation of progress against quarterly sales targets for goal tracking.
Personal Productivity Report: Access a personal productivity and patterns report for self-assessment and improvement.
Time Tracking Automation: Automated time logs captured by the system along with an easy manual time tracking module.
Opportunity Scoring and Prioritization: Mechanism for scoring and prioritizing opportunities based on factors like deadline and size.
Document Access: Read and write access to Minutes of Meetings (MoMs), contracts, and other templates for efficient collaboration.
Calendar Integration: Link to the personal calendar for streamlined demo scheduling and overall time management.
Kickoff Call Scheduling: Feature to schedule kickoff calls with Project Managers and access introduction playbooks.