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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 1 CRM Training Manual
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 2 CRM Training Manual
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Associate Page 3 “Exclusive page for our associates”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Associate Page 4
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Associate Login 5 After Registration associates can login to their account using The email id which was used in registering as User name and the Password that was sent to the email id and mobile phone
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Dashboard 6 “Your Single Window to your account”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 DashBoard 7 THE DASHBOARD PROVIDES AN OVERALL VIEW OF YOUR ACCOUNT The “Dashboard” provides you with all the relevant information about your Account, Subscriptions, Lead Delivered Status, Replacement (of lead )Status, Service Request Status all in one Place
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 DashBoard 8 CLICKABLE LINKS ON THE DASHBOARD Clicking on the above shown links would provide more detailed information
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Subscriptions 9 “Buy leads from us customized to your needs”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 10 MY SUBSCRIPTIONS –V1.0 Orders that was made by older associates using the earlier CRM can be seen under the “My Subscriptions – V1.0” tab
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 11 MY SUBSCRIPTIONS –V2.0 Details of any new subscriptions made will be updated under the “My Subscriptions – V2.0 tab”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 12 SUBSCRIBE NEW The Power and Flexibility to choose your own customized lead campaign (s) You can create multiple campaigns customized by you Provides more flexibility, easier and faster than the old CRM
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 13 GENERATE YOUR OWN CAMPAIGN(S) Under each campaign, you can select the Area ie. STATE(S), CITY/LOCATION (S) from where you want the leads PRODUCT for which you want the leads for NUMBER OF LEADS you wish to subscribe for and the TYPE of leads you want (Exclusive or Non – Exclusive)
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 14 GET INSTANTENOUS PRICING DETAILS After selecting your custom campaign(s) get to know the pricing
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 15 MAKE PAYMENTS After selecting your campaign(s) you can click on “CREATE INVOICE” and select your Mode of Payment Online – Will be made by Secure CC Avenue Payment Gateway by either Credit/Debit Card or by Net Banking Off-line (Selecting State Bank option as shown above) – Either by Cheque/DD/Cash, details as mentioned in the next step
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SUBSCRIPTIONS 16 PAYMENT DETAILS You can see the payment details of your orders Can update the details after making the payment
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Lead Pool 17 “Access details of the leads delivered to you”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Lead Pool – V1.0 18 LEAD POOL - V1.0 The details of the leads as updated in the earlier CRM can be seen here
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Lead Pool – V2.0 19 LEAD POOL – V2.0 Easier to search for new and old lead information based on the options provided on the search bar Details of leads based on Campaigns and Subscriptions can be seen as well
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Service Request 20 “Want Assistance? Just report it to us”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 SERVICE REQUEST 21 SERVICE REQUEST One can click on “Add a Ticket” and select from the provided drop down menu the Service that they need One can also put in his/her comment Details and status of one’s service request made can be seen here
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 My Profile 22 “Let us know you better, so that we can serve you better”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 MY PROFILE 23 MY PROFILE Registered associates can update and save his/her profile here This helps us to reach you easier and also helps us to understand you better
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 Contact Us 24 “Get in touch with us”
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 CONTACT US 25 CONTACT US Details of how to reach us is provided here
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Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027 26 Thank You
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