PROGRESS REPORT

(Till 2nd Week)

Johnson Control
Hitachi
(Air Conditioning)

SUBMITTED BY:- PANKHURI PURWAR

(PGFC2129)

BATCH – 2021-23
 1. Responsibilities and Activities
My official start date is May 15, 2022. So on the first day, I went to Credflow’s office it was
good onboarding experience, where I and my other co-workers learned about the company
and the roles that would be allocated to us. Mr Uddeshya Shrivastav, my industry mentor, and
were also present. So, I was assigned as Channel partners representative intern where I have
to strategically segment and target the potential distributor for our software “Credflow”
where I have to meet them and make them know about the features and operation of the
software as it is a fintech software I have to give them demo then negotiate with them for the
incentive. And finally when they are onboarded to maintain relation and keep them updated
with the company’s

2. SIP Project Report Progress

 1st week report (16th MAY – 22nd May)

Our training began on the same day, and I learnt about the Credflow and its
functioning as it was a fintech software for addon to tally it took 4 days in learning the
whole software and the part required of tally, as basic features and installation, as
Creflow’s service was and tally addon software for the cashflow management in
business we learnt so much about financial part of the cashflow of any enterprise, then
we learnt about the partnership schemes offerings of the service being offered by
Credflow, then we learnt segmentation of leads, building right approach according to
the user persona. I also learned about different digital tools to be used in my work.

 2nd week report (23rd May to 29th May)

From 2nd week My training ended and I started my work where first I started
segmenting the potential distributors then prepared sheets for the leads with different
sorts and started approaching them in both way online and in person there for no
target assigned for the first week.
First and second day I approached as many leads I could but the response was not
positive.

So, from the 3rd day we build a structured approach that to be used while contacting
distributor for the first time in which our team leader Mr. Paras bhaisore business
head and channel sales respresentative helped us.
 By 5th day we kept on changing our approaches while testing it out on leads. Some of
the approaches started showing good outputs and I onboarded my first Channel
partner from delhi.

On the 6th day, I met my senior head Mr. Randeep who thought more about the lead
generation.
So far, I onboarded one distributor as our channel partner.

3. Learning Experience
Two weeks of training has resulted in the following learning:

 How to attend and behave in corporate office.

 How to use different tools for data and lead generation.
 How to build approach with current content.
 Business2Business selling techniques.

4. Faculty Mentor’s Comments on Internship to Date