Weekly Sales & Marketing Report

Shripati Technical Services Private Limited

Weekly Report Date From : DD/MM/YY to DD/MM/YY

To : Mr. Rajesh Handa

Mr. Easwaran Iyer

Cc :

From : Bikash Parida

Month : August – September ( 2015)

Financial Highlights for the Month of August 15 –Sept 15 2015.

Yearly Revenue
YTD July15 - April 15.
(Amount in INR) Targets
Budget Actual Budget
Actual
(in INR (INR In INR in
INR in LAcs
LACS) Lacs ) LACS
Revenue including
Channels
e-Guard Document
Shield
e-people Plus

Total Revenue
Direct Costs
Sales Cost
Performance
Sales Benefits

Total Costs
Gross Margin

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 Weekly Sales & Marketing Report
Shripati Technical Services Private Limited

1. Accounts e-Guard Document Shield

 Account 1

Contacts Met till date with Actions

Name Contact No. Email id Date of Actions

Meetings taken
(Mobile &
Land)

Reference
of
Surendra

Action
Taken -A

Referred
to Sameer
Dhaiya
(UCC)

Action
Taken-A

Referred
to GP
Sarova

DCC

Action
Taken- A

Action
Taken -B

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 Weekly Sales & Marketing Report
Shripati Technical Services Private Limited

**Action Taken Should Be selected

( A : Introductory Meeting , B : Demo , C: Proposal Sent D: Tender Specs

E - Tender Management f: Final Presentation G: Cost Discussions & Neg

otiations H : Purchase Order Collection I : Other )

Started Meeting people from the University from Date –

Next Action Planned and expected Date of closures

1. Final meeting with VC Mr. XXXXX with all IT team together.

2. Meetiing with Education Minister Mr. Ram Bilas Sharma is required

3. Expected Closure with Success – Month of ------- ()

 Account 2

Contacts Met till date with Actions

Name Contact No. Email id Date of Actions

Meetings / taken
(Mobile &
Visit
Land)

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 Weekly Sales & Marketing Report
Shripati Technical Services Private Limited

Next Action Plan & expected date Of closure

1. Need to follow up on Regular basis

2. Seems Interested as contract of printing with printer till Next Year.

3 Expected Date of Closure with Success – vvvvvv

 Marketing Highlights for the month

Business Development during the Month of July-August

 The month of July-August has seen the beginning of what is planned to be a
sustained business development drive for assignments outside the Delhi. A number
of leads have been generated and we expect to follow-up and capitalize on many of
these leads.

 New Potential Clients visited during the month

 Account 1
 Account 2
 Account 3
 Account 4

Booking Highlights .

o July-August - NIL at the Moment

Account Name Stage Expected Comments if any

A/B/C closure Date
ACCount 1 A Priority ( ~ 75000 Degrees)
Account 2 A
Account 3 A Priority ( ~5000 Degrees)

 Billing & Collection Highlights – NIL at the Moment

Billing Details
Client Project Details Billing Done in Cumulative Billing
this month Till Date

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 Weekly Sales & Marketing Report
Shripati Technical Services Private Limited

Collection Details
Collection This
Client Project Details
Month

Total collection Till Date

Client Project Collection Till Date Next
This Collection Planned
Month Billing if
any

Total

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 Weekly Sales & Marketing Report
Shripati Technical Services Private Limited

Manpower Status – Marketing

Position Budget Actual Variance Action Undertaken
Senior Resources
Middle Level
Resources
Junior Level
Resources
Total

Comments
I. Efforts is to target 03 ( Three ) states in totality for Next 3
Months
a. State 1 – Haryana
b. State 2 – Rajasthan
c. State 3 – Delhi & NCR
II. Will be focusing on Private Universities also along with State
and central Universities in these states
III. Efforts is also on to develop at-least 3-4 channel partners in
next 3 Months

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