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SnM Tracker User Manual
Table of Contents
1. Getting Started.................................................................................................................................................................. 3
1.1. Uses & Features of SnM Tracker Tool ....................................................................................................................... 3
1.2. Key Features............................................................................................................................................................... 3
1.3. Login, Logout & Reset Password Screen ................................................................................................................... 3
1.4. Dashboard of Application .......................................................................................................................................... 3
2. Configuration .................................................................................................................................................................... 5
2.1 Creation of Modes ...................................................................................................................................................... 5
2.2 Creation of Stages ....................................................................................................................................................... 5
2.3 Creation of Source ...................................................................................................................................................... 5
3. Operations ........................................................................................................................................................................ 5
3.1 Contacts Data List ....................................................................................................................................................... 6
3.1.1 Manual Client Creation: ....................................................................................................................................... 6
3.1.2 Capture Leads data from Different Types of Sources ......................................................................................... 9
3.1.3 Assign Lead to Sales Associate ............................................................................................................................ 9
3.2 Sales Data List ........................................................................................................................................................... 12
3.2.1 Lead Coordination & Details updating .............................................................................................................. 12
3.2.2 Convert Lead into Discussion ............................................................................................................................ 13
3.2.3 Convert Discussion into Proposal ...................................................................................................................... 13
3.2.4 Proposal to MSA Agreement ............................................................................................................................. 14
4. Targets ............................................................................................................................................................................. 15
4.1 Sales Target List ........................................................................................................................................................ 15
4.2 Pipeline Target List.................................................................................................................................................... 15
5. Reports ............................................................................................................................................................................ 16
5.1. Weekly Sales Data Report ....................................................................................................................................... 16
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1. Getting Started
1.1. Uses & Features of SnM Tracker Tool
The Sales & Marketing Tracker is a powerful tool designed to streamline and enhance sales and
marketing efforts. It provides a centralized platform for managing leads, tracking sales activities, and analyzing
sales activities.
1.2. Key Features
a. Dashboard
b. Targets (Sales Target List & Pipeline Target List)
c. Contacts List
d. My Calendar
e. Sales Data list
f. Email Communications
1.3. Login, Logout & Reset Password Screen
The following screen depicts the login page for the application. Users can access the application by
entering their designated Username and Password. In case a user forgets their password, they can easily
update it by utilizing the "Forgot your password" link.
Image 1: Login Page
1.4. Dashboard of Application
The displayed screen showcases the dashboard of the application. Managers and Reviewers can access
a comprehensive overview of the sales records, including their year-to-date status. Additionally, the dashboard
provides access to the sales analysis report, offering valuable insights into the performance of the sales
activities.
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Image 2: Dashboard
Within this dashboard, Sales Managers have the capability to track the details of individual Sales
Associates by simply clicking on the respective Sales Associate's name. This feature allows for a more granular
view of each Sales Associate's performance and contributes to effective management and analysis.
Image 3: Individual Associate Dashboard Report
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2. Configuration
2.1 Creation of Modes
In the Sales & Marketing Tracker application, several predefined modes are already configured, these
are ‘New’, ‘Pipeline’, ‘Lost’, and ‘Won’.
2.2 Creation of Stages
In the Sales & Marketing Tracker application, several predefined Stages are already configured, these
are ‘New’, ‘Discussion’, ‘Proposal’, ‘MSA’ and ‘Closed’.
2.3 Creation of Source
In the Sales & Marketing Tracker application, several predefined Sources are already configured,
these are ‘AdWords’, ‘Campaign’, ‘Chatbot’, ‘Drop’, ‘Enquiry’, ‘Event’, ‘Existing Client’, ‘Other’ and ‘Website’.
Note: Furthermore, in the Sales & Marketing Tracker application, Sales Managers or Administrators have the
authority to customize various aspects to meet specific needs. This includes creating additional roles,
configuring different types of stages and sources, managing the Sales Associates list, and setting up the Email
Server.
This comprehensive customization capability empowers the team to tailor the application according
to unique workflow and tracking requirements, ensuring flexibility and efficiency in sales and marketing
operations.
3. Operations
In this section, users can perform multiple actions. Follow the path below to execute the desired process.
•Fetching directly from Client
Client Data
registration form.
Creation
•Manual Creation
Assigning Client
to Sales • Sales Person can view the
Associate client details.
Initiating the
Process to •Coordinated with Client and
Complete MSA start the process
Agreement
Assign Client to •Assign operation team to
Operations take care of Client Services
Team & operations
Image 4: Complete Operation Cycle
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3.1 Contacts Data List
In SnM tracker application, Contacts Data List is nothing but creation of lead data in the system. Leads data is
captured in two distinct ways.
3.1.1 Manual Creation
3.1.2 Capture the Lead Data Directly from Landing Pages
3.1.1 Manual Client Creation:
Sales Managers/Reviewer who having the access can create the lead details in the Contacts Data List
menu for efficient sales tracking.
Path: Manual creation of Client Details
Contacts List -> Click on Create -> Enter the mandatory & relevant fields -> Then Click on Save
Image 5: Client Creation
The process involves entering mandatory details marked with an asterisk (*), including First Name,
Contact Number, Designation, Corporate Email ID, Location, Name of the Company along with other related
details as shown in the below images.
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Reminders: Reminders are used to scheduling the meetings with lead follow-ups and to track the meeting
schedules with the lead by entering the relevant details as per below image.
Image 6: Reminder
After updating the mandatory fields and related fields, click on save. Then the new lead record with the
details will be created in the contacts list page.
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Note: There is a Unique ID for all the clients if the client created manually or created from the landing page.
Import & Export: Below image represents the list of leads in the Contacts List Page. Here, Export
functionality to export the leads data & Import functionality to import/update the leads data by using
Unique Client ID.
Global & Advanced Search Bar:
Global Search bar is used to search the any data field by giving any input related to the lead.
In Advance search bar we have five search bars. We can search individually by entering the details related to
Company Name or Contact Person Name, Corporate Email, Contact Number.
Tags: In this pre-defined data points will be captured in tags field like Seniority, Location, Industry, Revenue
Range & Staff Count Range and each data point differentiated by colors to easily identify the results.
Image 7: Clients List & Search Bar
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3.1.2 Capture Leads data from Different Types of Sources
Customers/Leads are engaged with our company through corporate websites using:
a. Landing pages,
b. Registration forms,
c. Campaigns such as Chatbot, Email Marketing, Digital Marketing, Events, and Enquiry.
During these interactions, customers/leads share their details and requirements, facilitating streamlined
communication and engagement. This information is captured into the Sales & Marketing tracker and listed in
the Contacts List page.
3.1.3 Assign Lead to Sales Associate
After the new lead is generated, Sales Manager/Reviewer can verify the details and assign to Sales
Associate. Once the lead is assigned to a Sales Associate, they can start converting a lead into a Sale Order.
During this process, Sales Associates have the flexibility to define the client's status by utilizing various
stages.
Path: Assign Client to Sales Associate
Contacts List -> Open Respected Lead Record -> Click on Edit -> In “Assigned To” field Select the Sales Associate
from the dropdown list -> Then Click on Update.
Image 8: Assign lead to Sales Associate
Add Reminder: This option is used to remind the follow-up status in the calendar list for the respected sales
associate.
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Image 9: Reminder Page
Sales Associate can coordinate with lead and update the status and comments in the Remarks section field.
Remarks: If any remarks or comments for the respected lead can update in Remarks section
Image 10: Remarks
Note: If the Sales Manager/Reviewer has changed the lead to one sales associate to another sales
associate, automatically the future reminders and events are updated to new sales associate to further
action plans.
My Calendar: This menu is used to track and view the any follow-up meetings with client for the respected
dates and with the Events List Items.
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Image 11: My Calendar
After successful conversations with the Lead, Sales Associate can move the Lead record to Sales Record for
further action plans like Sending Proposals, MSA Agreement with the Lead, then Client Creation process and
all.
For that, Sales associate can click on Convert to Sales, then the respected Lead record will move to Sales Data
List menu.
Image 12: Convert to Sales
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3.2 Sales Data List
Subsequently, upon converting Client Creation Page to Sales Data list, Sales Associate can process
the further action plans like sharing proposal documents, MSA Agreements and client creation process.
3.2.1 Lead Coordination & Details updating
Sales Associate can update the client status details by updating the Lead Source, Stage, Mode.
Sales Associate, the team can update the details after the coordination the client. These details may include:
Lead Source:
In this field, Sales Associates can define the client
source, specifying where the client details were
fetched in the SnM Tracker application. Source
options include AdWords, Campaigns, Chatbot,
Drop, Enquiry, Event, Existing Client, Other, and
Website
Lead Stage:
In the Lead Stage field, Sales Associates can define various stages to track the progress of a lead:
New: Used when the client/customer is newly
registered.
Discussion: Initiated after client/customer
creation to understand their requirements for
service provision.
Proposal: Applied when the client/customer is
satisfied with the policies and services offered.
MSA: Indicated when the client agrees to
organizational policies and rules, signing into the Master Services Agreement (MSA).
Closed: Applied when the sale is successfully closed.
Lead Mode:
In the Lead Mode field, Sales Associates can verify and update customer details to reflect the ongoing status,
such as:
New: Used when customer registration is
completed, and Sales Associates update status
details for further actions.
Pipeline: Applied when initial conversations
between Sales Associates and customers are
starting, signaling the commencement of further
action plans.
Won: Indicated when the customer is ready to
proceed to the next service-related process.
Lost: Applied when the customer decides not to proceed with our services.
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3.2.2 Convert Lead into Discussion
• Sales Associates can verify lead details and initiate
the transition to the Discussion Stage in the SnM
Tracker application.
• During this transfer, company-related and contact
person data are recorded in the client data record.
• The Stage is updated from New to Discussion, and
Sales Associates have the flexibility to provide
updates and comments related to the client in the
Comments Section.
• Multiple comments can be added, allowing for comprehensive client interaction documentation.
3.2.3 Convert Discussion into Proposal
• In the Proposal stage, Sales Associates create
proposals based on discussions, capturing discount
types, company details, and contact details.
• Multiple products and corresponding services, as
well as additional services, can be added.
• Email Proposal Document: Sales Associates
configure invoicing details, including one-time or
recurring invoices and expiry dates. Proposals can be
sent directly from the system via email, and Leads
receive the proposal document.
• Sales Associates maintain lead engagement by
sending emails with available offers.
• Once satisfied, leads respond with their selected
services.
• Lead-specific terms and conditions can be
maintained, and after attaching the proposal
document, an email is shared with the lead.
• Leads can review, sign, and submit the proposal over
the email.
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3.2.4 Proposal to MSA Agreement
• Once the Lead is signed by the Proposal Document, Sales Associate can prepare the MSA (Master Service
Agreement) document which includes MSA number, Client details, Terms & Conditions, Service Fee, and
Service details, MSA Start Date and End Date.
• Sales Associate can update the details like MSA Number, MSA Start Date & End Date.
• Then attach the MSA document in the MSA Document field
to get it signed through an email in Sales and Marketing
tracker application.
• Email MSA Document: Client is able to access the MSA
document as a new template from MSA Document as a link
through an respected email id with an attachment.
Image 13: MSA Details
After completing the MSA agreement with the client, Sales Associate can update the Total Value in the
respected field and assign to Operation Team member to proceed with the further operations with the
Client.
Image 14: Assign to Operations Team
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4. Targets
In this Section, the Sales manager can track the details like Sales targets and pipeline targets list.
4.1 Sales Target List
In this Sales target list, the Sales Manager can assign the target value to the Sales associate individually.
• Based on the target Value, the target amount will be calculated for the respected months.
• A Sales Associate can view the monthly target value for all the respected months.
• After Successful completion of MSA agreement, Sales Associate can update the Lead Stage as Closed.
• Automatically the total value of the respected client is fetched and shown in the amount achieved for the
respected month.
Image 15: Individual Monthly wise Targets Vs Achieved
4.2 Pipeline Target List
In this Section, Sales Manager can view the Total pipeline amount details in the pipeline target list.
Here, we can track the pipeline amount and amount value.
Image 16: Total Pipeline Target
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5. Reports
5.1. Weekly Sales Data Report
In this report, Sales Manager can get the Sales data report by every week through the email. In that
report Sales manager can view the Sales Data Analysis in person wise, highlights and also track the expire
details and all.
Image 15: Weekly Status Report
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