PROPOSAL

FOR PROJECT CALLISTO

Customer Acquisition and Lead Management Interface with
Salesforce Optimisation

CloudGanga Technologies Private Limited

603 The Corporate Center, Nirmal Lifestyle, LBS Marg, Mulund West, Mumbai 400080
This document has been prepared by CloudGanga Technologies Pvt Ltd for Religare
Securities Pvt Ltd to explain CloudGangas proposal, expertise and interest in creating and
implementing a comprehensive Customer Acquisition and Lead Management Interface with
Salesforce Optimization. The details in this proposal are based upon discussions between
the representatives of Religare Securities Pvt Ltd & CloudGanga Technologies Pvt Ltd. All
concepts, ideas and strategic solutions are subject to iteration and are under the sole
ownership of CloudGanga Technologies Pvt Ltd.




















Document Release History

Sr No Version No Release Date Prepared By Reviewed & Release details
Approved By
1 1.0.0 10-04-2017 Sudhanshu Pravin Tiwari Proposal for
Ranjan Customer
Acquisition and
Lead Management
Interface with
Salesforce
Optimisation

2 1.0.1 10-04-2017 Sudhanshu Pravin Tiwari Support and

Ranjan maintenance cost

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 2

TABLE OF CONTENTS

Sr No Topic Page No

1 Executive Summary 4

2 Statement of Problem/ Need 4

3 Statement of Proposed Work 4

3.1 Objective 5

3.2 Tasks 5

4 CALLISTO - Features 6

5 Technology Used 7

5.1 Software 7

5.2 Hardware 7

6 Benefits of Proposed Work 9

7 Schedule of Work 9

8 Commercials 10

9 Assumptions 11

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 3

1. EXECUTIVE SUMMARY

RSL is one of the market leading securities firms in India serving over 8 lakh clients across
both Offline and Online platforms. Through its extensive footprint extending to over 500
cities, the company offers broking services in Equity, Currency and Commodity (through its
subsidiary Religare Commodities Limited) as well as depository participant services.

An extensive network of sales staff is involved in reaching out to acquire and nurture new
and existing customer relationships. The automation of the complete process of acquisition
and relationship management becomes indispensable to provide superior customer service
as well as to streamline and optimise the efficiency and productivity of entire sales channel.

This document describes the various features of Project CALLISTO - Customer Acquisition
and Lead Management Interface with Salesforce Optimization. It is a comprehensive
Workflow Management System which can efficiently manage leads flowing in from various
campaigns. It will run on a set of predetermined yet reconfigurable rules to nurture leads
through various stages via proper monitoring so as to maximise the conversions.

2. STATEMENT OF PROBLEM/ NEED

A large number of online and offline campaigns are launched to acquire new customers.
These campaigns most often belong to only a specific subset of products, regions or
customer demographic. Therefore, the monitoring the effectiveness of these campaigns
becomes a cumbersome and tedious process. It remains a difficult task to ascertain the ROI
obtained from individual campaigns and hence to realign time, effort and money into
campaigns which yield results.

Also, in absence of a well defined lead mapping arrangement, RMs are overburdened with
large number of leads from multiple different campaigns thus adding to a lot of confusion
and anxiety. It also remains a difficult task to measure the productivity of RMs and reassign
or re-engineer their work schedule and work methods.

At the management level, there is a clear absence of single dashboard to monitor the entire
lead flow and final conversion numbers. This happens to be an impediment to effective
strategic decision making.








CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 4

3. STATEMENT OF WORK

a. OBJECTIVE

Project CALLISTO which is a Customer Acquisition and Lead Management Interface
with Salesforce Optimization system will have a multi-level dashboard available to
the various users of the system to monitor the performance of his/ her team. The
system will be based on a carefully planned workflow which will ensure a seamless
flow of leads into and through the system. It will automate various aspects of lead
assignment logic to ensure leads flow to the right person at the right time so as to
maximise the chances of its conversion.

The intelligent system will also provide an intuitive MIS dashboard for the managers
to keep track of their teams performance and take corrective action when required.

b. TASKS

Project CALLISTO will take care of the following functions

1. Campaign Management -
1. It will allow the users of system with the appropriate rights and
permissions granted to create and launch new campaigns across
various mediums such as Google, Social Media, Email, SMS etc.
2. Each campaign created via CALLISTO will have a unique campaign ID
to ensure convenient tracking of lead throughout its journey.

2. Calling Teams Lead Management -
1. The leads coming into the LMS via different campaigns will get
assigned to the calling agents in a Round Robin fashion without
overburdening him/ her.
2. Leads from a specific campaign can be restricted to a certain set of
callers as well.
3. A simple and intuitive User Interface will allow the callers to attend to
the leads assigned to them and take appropriate actions.
4. A personalised dashboard will provide a complete view of status of
work - all open, in progress and closed items
5. A personal calendar will assist the callers in keeping track of the leads
scheduled for action in future

3. RMs Lead Conversion -
1. Qualified leads from the callers will be routed and assigned to the
appropriate RMs to be attended to
2. A personal dashboard will provide a complete overview of status of

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 5

 leads and actions to be taken on them
3. A personal calendar will assist the RMs in keeping track of the leads
scheduled for action in future

4. MIS -
1. Comprehensive reports on the performance of team on varied
parameters will be available to users on the basis of their roles
2. A linear hierarchical access control will be provided for the users to
access reports accordingly
3. Easy export option of data will be provided into several formats such
as xls, csv etc.

5. User Management & Access Control -
1. User authentication will be controlled by LDAP credentials
2. Admin will be given the rights to create users into the system
3. It will allow for making change in the workflow
4. It will also allow for creating and modifying menu and reporting
templates
5. The system will create audit logs for logins and user creation

4. CALLISTO - FEATURES

Sr No Module Features

1 Sales Force Automation

User accounts

Leads

Opportunities

Task, Events, Call Logs

Calendar Sync

Forecasting

Advanced Filters

Reminders

Auto-Triggers

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 6

 2 Campaign Management

Create campaigns

Email & SMS Templates

Landing page visitors

3 Web Forms & Dashboard

Web to Lead

Custom Dashboard

4 Data Administration

Data Storage

Data Import (Read)

Data Export (Write)

Third party integration

Data Backup

5 User Administration

User groups

Organizational Hierarchy

Data sharing Rules

Advanced Filters

Audit Logs

6 Workflow Management

Workflow Rules

Alerts

Assignment Rules

Conversion Tracking

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 7

 Time based actions

Schedules

Escalation Management

5. TECHNOLOGY USED

a. Software

The technology stack for development will be as follows:

Web Mobile

Database MongoDB Firebase Realtime DB

WebServer IIS NA

Front End HTML5 + Bootstrap + Angular2 Native Android

Back End .NET + NodeJS NodeJs + Cloud Functions

b. Hardware

Tentative hardware requirement (to be provided by RSL) would be as follows:

UAT Production

Web + App Server Memory 4GB 16 GB

Processing 2.0+ Ghz (1 core) 2.0+ Ghz (4 core)

Bandwidth 20+ Mbps 100+ Mbps

Firebase Bandwidth Upto 100 GB/month @ $1/GB/month

** Assuming MonogDB instance would be provided.

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 8

6. ANTICIPATED BENEFITS OF PROPOSED WORK

Project CALLISTO which is a Customer Acquisition and Lead Management Interface with
Salesforce Optimization system to acquire and channel leads will offer a host of benefits to
the company which includes

1. It will facilitate the creation and launch of campaigns across regions and products via
a single platform
2. The tracking of performance of a campaign in terms of leads generated will get
simplified
3. An end to end performance of a campaign can be measured to enable company to
identify campaigns that works and those that dont
4. There will be no leakage of leads as all leads will flow into the LMS automatically
5. It will immensely increase the productivity of calling agents and RMs by streamlining
the assignment of leads
6. It will provide a consolidated dashboard for the calling agents and RMs to stay
updated on their work assignments
7. A supervisor can very easily track the performance of a calling agent or RM upto the
level of his effort on a single lead

7. SCHEDULE OF WORK

The development activity of Project CALLISTO has been divided into three phases which
includes

Phase Activities Estimated Time to

complete

1 1. User Administration Rules 14 Weeks

2. Organizational Hierarchy & Data
Sharing Rules
3. Workflow management Rules
4. Assignment Rules
5. Escalation Rules
6. Third Party Integrations

2 1. Campaign Management 8 Weeks

2. Sales Force Automation
3. Custom Dashboards
4. Advanced Filters

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 9

 3 1. Data Administration 6 Weeks
2. Alerts & Triggers
3. Time based actions

8. COMMERCIALS

The following cost and payment structure will be followed

a. DEVELOPMENT COST

Sr No Timeline Percentage

1 Advance payment 25%

2 Completion of Phase 1 (14 weeks from signing of agreement) 30%

3 Completion of Phase 2 (8 weeks from signing of agreement) 25%

4 Completion of Phase 3 (6 weeks from signing of agreement) 20%

Total Cost of Project INR

44,60,000**

** The above mentioned amount is exclusive of taxes

b. SUPPORT COST

Sr No Timeline Percentage

1 Advance payment for Support and maintenance of CALLISTO One time

web interface and mobile app Advance
Payment

Total Cost of Support Service INR

4,20,000**

** The above mentioned amount is exclusive of taxes

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 10

9. ASSUMPTIONS

1. If there be any email or SMS gateways which are required to be procured, Religare
shall procure them
2. Any additional module or feature that needs to be developed and is not included as
part of current scope of project are chargeable extra
3. Production and/or development of training video and audio content are not included
in this proposal
4. CloudGanga shall not make any product manuals or PDF files or any non-html files
for users. If required Religare will prepare such material on their own
5. CloudGanga shall only do a training of the staff of Religare

CLOUDGANGA TECHNOLOGIES PRIVATE LIMITED 11