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Assignment - Lead Management Screen Image

HSR Motors is transitioning from outdated spreadsheet software to a CRM system to improve lead management and collaboration. The CRM will feature centralized lead and contact management, real-time collaboration, automated workflows, custom dashboards, and reporting capabilities. This shift aims to enhance efficiency and enable informed decision-making for business managers.

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277 views4 pages

Assignment - Lead Management Screen Image

HSR Motors is transitioning from outdated spreadsheet software to a CRM system to improve lead management and collaboration. The CRM will feature centralized lead and contact management, real-time collaboration, automated workflows, custom dashboards, and reporting capabilities. This shift aims to enhance efficiency and enable informed decision-making for business managers.

Uploaded by

kamalshaik2002
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Shaik Kamal

218X1A0499

Assignment - Lead Management Screen Image


14/12/2024

OVERVIEW
HSR Motors faces a challenge with lead management due to outdated spreadsheet software.
They're unable to collaborate in real time, which hinders their efficiency. By shifting from
spreadsheets to a CRM system, HSR Motors can enhance collaboration, streamline lead
management, and enable business managers to make informed decisions quickly.

FEATURES
1. Lead Management:
A. Centralized database for all leads.
B. Automated import of leads from multiple platforms (Facebook, Google, etc.).

2. Contact Management:
A. Store and manage customer contact information.
B. Track interactions and history.

3. Real-Time Collaboration:
A. Multiple users can update lead statuses and notes simultaneously.
B. Internal messaging and tagging for quick communication.

4. Automated Workows:
A. Automate repetitive tasks, like follow-up emails and status updates.
B. Set reminders for scheduled calls or meetings

5. Custom Dashboards:
A. Visualize key metrics and performance indicators.
B. Managers can see overall lead status, conversion rates, and more.

6. Reporting and Analytics:


A. Generate detailed reports on lead progress and team performance.
B. Analyze data to identify trends and improve strategies.
WIREFRAME / MOCKUP / PROTOTYPE
USER FLOW
1. Lead Entry:
A. Leads are automatically imported into the CRM from various platforms (Facebook, Google,
website, etc.).
B. Manual entry for leads from offline events.

2. Lead Assignment:
A. Leads are assigned to sales team members automatically or manually based on
predefined criteria.

3. Sales Team Interaction:


A. Sales team member contacts the lead via phone, email, or other channels.
B. Updates the lead status (New, Contacted, Qualied, Not Interested, etc.) in real-time.
C. Adds notes and tags colleagues if needed.

4. Follow-Up Actions:
A. Automated reminders for follow-ups.
B. Scheduled tasks or meetings are logged in the CRM.

5. Manager Dashboard:
A. Manager logs into the CRM.
B. Accesses the dashboard to view key metrics: lead status, total leads, team performance.
C. Analyzes data to make informed decisions and adjust strategies.
OTHER LINKS
https://www.figma.com/design/wiuVhEPa6wAWSkqxllyUvb/HSR-Motors-DeltaX-Kamal?
m=auto&t=YwpDG8QSfvwne7KR-1

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