Financial Services
  • E-mail us
  • North America
    Bala Pointe Office Center
    111, Presidential Boulevard Suite
    246 Bala Cynwyd, PA 19004

    North America Phone No.:
    +1 610-747-0340

    India
    C-201/6&7, Pune IT Park
    34, Aundh Road
    Bhau Patil Marg, Pune 411 020

    India Phone No.:
    +91 20 3020 1260-1266
    +91 20 3020 1270-1276
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Contact Management

The Business Challenge
Currently, there is no system to keep a track of various leads generated by the sales personnel.
Each sales personnel keeps a track only of his own leads either on an excel spread-sheet or on paper.
This results in some of the prospects slipping through the cracks.
Lack of a consolidated view of all leads and other statistics such as the leads converted etc.


The Enj Solution
A lead is initiated.
The prospect is contacted.
If it is a success, then the Commercial Department is informed. If not, the initiator is informed and his advice is sought. The prospect is contacted again.

In case the lead has to be escalated, it is sent to the relevant senior person with information on the current status of the lead.


Benefits
A firm handle is kept on all leads.
Follow-ups can be conducted at relevant time intervals.
The historic data of allied leads can be used for further reference.
Security issues are addressed.
Centrally maintained work log.
Easy movement of documents.
Integrated module.


Case Study