CRM Pages layout

Page flow
WHICH DETAILS YOU WANT TO
EXISTING LEAD UPDATE?

ADDITIONAL DETAILS
FOR OPEX

Post Login FRESH LEAD RECORDED FOR FUTURE

Landing Lead Details Project Details SPOC Contact Details Site Details SITE FEASIBLE? PROJECT ON HOLD USE AND TIME
page TRACKING

LOST REASON FOR LOSS MIS

REPEAT CUSTOMER DISCUSSION WITH
BUDGETARY PROPOSAL SITE ANALYSIS TECHNICAL PROPOSAL
CUSTOMER

COMMERCIAL
NEGOTIATION
ACCEPTANCE CONTRACTING WINNING REASONS
PROPOSAL

REVISION REQUIRED

PROJECT MANAGEMENT
LANDING PAGE (post login)

EXISTING REPEAT
NEW LEAD
LEAD CLIENT
 LEAD Details
LEAD SOURCE Dropdown with ‘others’ option

SPECIFY DETAILS Source details

COMPANY NAME

COMPANY STATE

COMPANY CITY

NEXT PAGE.. PROJECT DETAILS

 Project Details
FINANCE STRUCTURE CAPEX or OPEX

PROJECT TYPE Rooftop/ ground mounted/ Open Access

TENTATIVE CAPACITY In kW (AC)

COMPANY STATE Dropdown list

COMPANY CITY Dropdown list

NEXT PAGE.. SPOC Details

 CONTACT DETAILS
SPOC NAME

SPOC DESIGNATION

SPOC DEPARTMENT

MOBILE NO.

EMAIL ID

DECISION MAKER YES or NO

NEXT PAGE.. SITE Details

 SITE DETAILS
GOOGLE COORDINATES Point on google map and paste link

MONTHLY ENERGY CONSUMPTION (kWh)

CONTRACT LOAD (KVA)

CONNECTED VOLTAGE LEVELS (KV)

DISCOM

Attach Electricity Bills (PDF) +

NEXT PAGE.. Budgetary Proposal

 REPEAT CUSTOMER LEAD
CLIENT NAME Dropdown list

NEW SPOC YES OR NO

IF NO, THEN SPOC NAME

DESIGNATION

DEPARTMENT

MOBILE NO.

EMAIL ID

NEXT PAGE.. PROJECT DETAILS

 Additional Details for OPEX Projects
CLIENT CREDIT RATING Dropdown list

RATING AGENCY

3 YEARS AUDITED BALANCE SHEET + + +

1 YEAR BANK STATEMENT (IF AVAILABLE)

CFO / FINANCE PERSONNEL NAME

DESIGNATION

EMAIL ID

NEXT PAGE.. CRM APPROVAL

NEXT SLIDES
BUDGETARY QUOTE GENERATOR

SITE ASSESSMENT LOGS

TECHNICAL PROPOSAL

COMMERCIAL UPDATES

NEGOTIATION UPDATES

WIN /LOSS/ HOLD ANALYSIS

MIS REPORTING