Clay Tech

D 158 Oklha Phase-1, New Delhi

New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Proposal
To, Reference No PRO6
Kind attn: Aditya Joshi
Email: aditya@clay.co.in Date Nov 25, 2021
Valid Till Nov 30, 2021

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Executive Anshika A

Clay CRM Proposal

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Dear Sir/Mam,

Greeting of the day!

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Clay Tech is pleased to present its proposal for Clay Sales CRM/ERP to Realistic Realtors. This proposal
elaborates our solution overview, product features, anticipated implementation timeline, and the potential fee
structure as requested.
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Clay Tech has pioneered IT services and consistently delivered business value with the latest technology.
Our IT solutions help businesses and societies flourish
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SOLUTION OVERVIEW:

CRM Offering
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1 Customer and Contact Management

2 Opportunity Management
3 Lead Management
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4 HR Management
5 Sales Forecasting
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6 Ticket Management System

7 Territory Management
8 Partner Management
9 Inventory Management
10 Inventory Onboarding Android App
11 Reports & Dashboard

SOLUTION DETAILED OVERVIEW:

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

1. Business relations and contact management:

To be able to capture the RR’s info and create a business relations complete view of your RRs, including
account history, key contacts, RR communications, and internal account discussions and A/c managers who
has worked with the BR previously

Create Account

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Manage Contacts
Add and Edit Contacts

2. Daily Sales Activity: Once a BR is created and the contact info is updated in the Clay Sales CRM, then
only the Daily sales activity can be reported against a BR. This will allow the sales personnel to report his

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daily meetings (new and follow up), cold calls etc. we can set KPI wise Daily Sales meetings target and see
the target vs achievement on a daily basis.
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3. Daily Sales Report: Each personnel should have the option to see his KPI wise Daily Meetings report and
fallbacks and see his efficiency of work and perform their per day time and motion study

4. Opportunity Management:

• Know whom you’re competing against

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• What stage your deal is in – Forecast the stages of your leads

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• What moves you need to make next to win

• Track all associated activities as they happen and receive updates when action is needed. Send emails
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simply with templates and proposal builders just a click away.

Close more deals:

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Prioritize based on sales activities

Visualize pipeline progress
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Identify ineffective stages

Forecast sales targets
Geolocation based Property listing: - Property Navigator
Property Type – Office, warehouse, personal etc.
Property details
Availability
Price
Size
Images
Comparisons

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Selection of relevant properties

Pre-defined Templates for Proposal Builder for Quick, Brick, Detailed, Customized - Track which
properties are part of your deal, including size, standard price, quoted price, and availability. With built-
in quoting capabilities, you can automatically compare, populate a quote with relevant RR data,
generate a PDF from an approved template, preview it, make changes (if required) and email it to RRs
directly from Clay CRM in just a few clicks.

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When it comes to delivering a proposal for a potentially big deal, you can’t afford any delay. Clay CRM
helps create proposals fast and efficient, bringing control, consistency, collaboration and calm to
your whole process

Cover Letter

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About us
Team
Testimonials
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Project summary
Project Plan
Project Schedule
Project cost
Sign off
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Mobile - Update your deal status on a real time basis

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5. Lead Management:

Route and assign leads to the right people.

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Set up automatic lead routing to ensure leads never fall through the cracks, and that the right sales reps
follow up on leads while they’re hot.
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Track marketing campaigns across all channels.

Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all
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channels, including social media. This will help you make smarter decisions about where to invest, and show
the impact of your marketing activities on your sales pipeline.

Follow me: Clay CRM will ensure that it communicates with the DB all the time and trigger accounts
automatically to the right personnel to do more follow ups and increase the conversion. Follow me logic
box can be built on the basis of the stages of the Green leads:
Business Development
Proposal
Site visit

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Short listing
Negotiation
LOI Signed

Auto Mode of communication & Follow up updation in Clay Sales CRM – Auto mailers and SMS alerts to
be integrated to ensure maximum follow ups are being done on each opportunity at regular intervals and
statuses get updated in the system. Keeping right threshold points for each stage can be a great option to

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auto assign the opportunity back to the sales personnel Lead Box

6. Property Management: User Type - Surveyor

Upload the existing properties in the DB and Create New Property

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Property Type – Office, warehouse, personal etc.
Property details
Availability
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Price
Size
Upload Images
Property Status
Consent Letters Builders
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Priority
Submit
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7. Channel Partner Management: With this feature, the client will be able to:

Create partner
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Assign Territory
Assign Properties
Provide custom proposals
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Help Channel Partner manage their properties and sales through the CRM
Reports
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8. Workflows and Approvals:

Set your business processes and approval requests to be finished automatically.

Intelligent price book to be able to manage the commercials as per the current value of the property and
location – Max and Min figures

Simplify the approval process to keep deals in motion. Automate the approval process for
simple or sophisticated business requests, including deal discount approvals etc.

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Approvals to be triggered to the stakeholders for further price negotiation

9. Knowledge Management System:

RR Assistant - Admins to be able to build an “AI based probing vs Knowledge flow” so the same
can be viewed and accessed by the sales personnel.
CE Training – Continuous education training and assessments can also be performed through this

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featur

10. Workforce Management through Mobile responsive CRM:

Responsive - Clay Sales CRM is absolutely mobile, tablet responsive in nature so it enables the sales

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personnel to ensure easy and instant access to any information, send proposals, report any meeting,
update and close the sales at the right time
Quick Reports and Dashboards – Clay Sales CRM is a platform solution and not a point solution. It
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enables the business leaders to view their KPIs and their performances on any smart device while on
the move
Fast Inserts – Get away with the hassle of filling massive fields. Fast Insert understands the value of a
travelling employee
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11. Inbuilt AI to connect with the prospects LinkedIn A/c –

LinkedIn Sales Navigator – LinkedIn provides this paid feature to their users to get a track of their
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prospects activity but it is enabled on the LinkedIn page

LinkedIn Data Partnership – LinkedIn never sells data. It does strategic partnership with CRMs who
have at least 10,000-15,000 users. Connecting CRM with LinkedIn requires LinkedIn permission. We
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are in talks with them.

Out of thousands and thousands of CRMs, LinkedIn has done its data partnership with only 10-12
CRMs worldwide
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12. KPI wise reports and Analytics:

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Visualization - Clay is an official reseller of “Qlik Sense – world’s best BI tool”. Our experience in
developing and designing reports & analytics in Qlik has helped us looking at the KPIs differently. We
have great expertise in presenting the reports with all sorts of visualizations and dimensions in our
CRM.
Data Discovery – Clay CRM has the ability to add endless number of business KPIs on the top and
perform a drill down analysis on the basis of properties, regions, performances, collections, sales,
bottom quartiles, target vs achievement, Pipeline, funnels, DSRs etc. “Defaulter wise Non-usage of
Clay Sales CRM” can also be a great report to ensure adherence to the change
Do the unimaginable with your data – Get faster answers, more insights and better outcomes

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Explore on any device - They’ll work everywhere, on desktop, tablet, or mobile devices.

13. integrations:

HRMS – Clay CRM can be handshaked with any enterprise software. It can be linked with HMRS and
provide KPI based achievements against performance matrices
Reporting Soft wares – It can be linked with any reporting tool to get the average handling time for the

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contact center agents, and measure the total productive and no-productive hours
Mobile Workforce apps – Clay CRM can be linked with the geolocation based apps and get you the
compliance reports on each client visit

14. HRMS: The HRMS module will ensure performance mapping with employee compensation, KPI wise

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target vs achievement, auto-notification on NH onboarding, NH batches, Throughput, Attrition, Training and
Nesting assessment results, OD trainings calendars and event performances, probation completion, PIP and
BQ reports. The HRMS will also ensure self-service option like daily attendance reporting, leave reporting
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and management, compliances, current performance stack, salary slip generation, feedback etc.

Performance Management: - A console to create department wise users so they get their defined
KRAs and the set timeline to complete them. An awesome platform to see the time and motion of an
employee’s KRA wise productivity.
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KPIs need to be defined with set targets for SALES and Customer Facing Verticals
Team members mentored – Point based system on the performance of the NH or BQ
Number of OD Trainings attended or imparted
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Testimonials received – To be entered by the people manager of the employee so it appears

here on the HRMS
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Resource Management module is about floating IJPs, open profiles for the in -house HR team as
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well as the recruiters. We can let the HR team build templates and profiles for new profile openings
and IJPs.
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Recruitment management - Recruitment of NH (New Hires) and Internal Job Posting processes (IJP)
– A complete platform to enable the HR department to perform the assessment processes for NH, run
IJP assessment processes.

1. Upload of resume and let the AI engine decide whether the candidate is a potential threat or not
2. Create Profile wise repositories for questions
3. Create instant links for candidates and share
4. Upload profile based Psychometric Tests & Assessments for NH and IJPs

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

5. Generate Scores and Dashboards

Sourcing stages and transparency – Building stages for all the ongoing open profiles: -

Open profiles and its current stages – Owned either by the in-house team or third party agencies

Recruiter performance report – Dashboards to understand the performance of each recruiter on the

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basis of their KPIs like: -

1. Number of profiles undertaken

2. Average Footfall

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3. Compliance adherence
4. Total conversion counts so far
5. Through put %
6. 90 days’ survival rate
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Recruiting Resources Cost to Acquire (CTA) - Total resource costs, including full-time employees,
contractors, and temps, divided by number of candidates hired for a fiscal year.
Social platform integration with the CRM – To be checked
Continuous Education – Learning and Development: You can run build monthly learning calendars
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and online workshops on interpersonal skill development and employee engagement.

1. Leadership
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2. Active Listening
3. Acing an IJP
4. Email etiquettes
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5. Etc.
6. Followed by online assessment papers
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Individual wise OD trainings recommended and completed.

Total No show report
Pending training program reports
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Mapping with compensation and performance

Predictive Attrition Model: This machine learning feature works on logical algorithms and captured
data set in the HRMS for the “mapping of Performance matrices (KPI wise target vs Achievement) and
attendance”. The following factors are considered to get an “early warning alert”
BQ Identifiers – Bottom Quartiles
PIP 1 holders
PIP 2 holders

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Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Controllable errors – Tolerance Level needs to be defined

Sudden drop in the performance
Number of unplanned leave

Field Workforce Management: Monitor your employee’s meetings and manage their conveyance

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basis their reported travel time. This will be a part of Mobile CRM. With google asset tracking feature,
we will be able to track and map the distance covered by a sales person in a month. This will be
triggered on the basis of number of check-ins done on the DSA (Daily sales activity) module of the
app.

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News, Compliances and Policies: Create and manage your compliances and employee’s policies
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online & Broadcast organizational announcements and float daily newsletters.
Employee engagement:
Event calendar
Organizational announcements
Birthdays and Anniversary
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Holiday and festival templates

Rising stars of the month
Shining stars of the month
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Etc
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Management Dashboard:
Employee in each team
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New hire vs Exit report

Team wise Attrition rate
Trainer wise throughput report
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CTA
Open profile and IJP eagle eye views
Target vs Achievement
Training reports
Compliance & Non-adherence report
Recruiter performance report – KPI wise
Top business performers
PIP and BQ positioned
Compensation vs TR and collection reports

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Total Conveyance report

The Employee Asset Management module will manage all the organizational properties which are
being assigned to the employees and further mapped with the employee exit module.

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4.3. Key Dependencies

The successful implementation of the product as per the schedule depends on timely
and productive interaction with the RR personnel. RR shall ensure that following:

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1. RR shall assign a project manager or representative who will work with CLAY TECH team as a SPOC
and ensure all approvals as required shall be obtained in timely manner and any escalations raised by CLAY
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TECH are addressed within mutually agreed timelines.

2. Participate in the review meetings and provide structured feedback

3. RR shall consult CLAY TECH team before making any changes to their requirement which has impact on
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the working of the solution

4. RR shall facilitate integration of CLAY TECH Solution with vendor and homegrown applications.
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5. All email templates to be provide by RR

6. SMS gateway and charges will be borne by RR

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7. Pre-requisites will be ready as per the mutually agreed timelines for implementation
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8. RR will provide necessary resources for implementation and training during the duration of the
implementation.
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9. RR will do the UAT per the plan and provide necessary sign-offs in time

10. This document overrides any other verbal communication on scope.

4.4. Non-Productive Time Management

The price for the “Deployment/Implementation Service” assumes that the CLAY TECH
team will have timely and accurate information from RR and/or vendors/third parties

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 Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

that RR has engaged for the deployment activities and deliverables. RR will fulfill all
prerequisites and execute dependent tasks in a timely manner and will demand the
same from their vendors/third parties, thus allowing CLAY TECH to be productive
during the implementation period.

In case of any delay in providing the required support, CLAY TECH will escalate it to RRs’ Management team
and necessary action needs to be taken by the RR to improve the situation within 2 working days of the initial

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escalation.

If no action is taken and the overall project timelines are impacted by more than more than 5 working days, a
change request will be raised for the purpose of accounting for non-productive time. The Change Request
will include impact to the schedule and cost of the deployment.

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4.5. Acceptance – Project Completion Sign off

The project shall be considered as completed upon successful go-live in the RR’s
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production environment. The acceptance sign-off would be officially granted via e-
mail by the RR.

Go-live:
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The definition of go-live is, the solution has been successfully tested and rolled out in to the production
environment with a predefined set of users who can access and use the application features as stated in the
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scope of work section of this document.

? CLAY TECH shall provide post go-live support for a period of 5 working days from the date of go-live.
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During this period CLAY TECH team shall monitor the solution and provide timely support to address any
product issues and/or users
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Pricing:

CRM One-Time Pricing

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Rs. 19,75,000 plus taxes

Implementation Payment Schedule

Milestones Payment Percentage

Advance at the time

of agreement sign- 40%
off

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Clay Tech
D 158 Oklha Phase-1, New Delhi
New Delhi, New Delhi, India, 110020
reachus@claytech.in
https://www.claytech.in/

Design Milestone
30%
Sign-Off
UAT Sign-Off 20%
Go-Live 10%

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