Two leading companies in the jewellery industry approached Coruscate with two different issues. The first company was unable to keep a track of the communication that occurred between the organization and the client side. On the other hand, the second company was unable to track the number of prospects that were converted by the sales personnel as well as predict the sales for the upcoming year.
The client is a jewellery product company i.e. they sell products such as rings, earrings, anklets etc. They offer custom jewellery design to their end customers. Along with jewellery design, they are also involved in purchase of the stones.
The second client was into a diamond purchase and trading.
The system should be able to keep a track of all the conversations that occur with respect to a single project i.e. the internal discussions, notes, client meetings etc.
The system should be keep a record of all the discussions that occur in a single place. The emails, skype conversations, chats etc. should be added to the system
The client had more than one office, and each office communicated with the client individually. The system should be able to keep a log of all the conversations, so that everyone is on the same page.
The system should be able to predict the sales for the company based on their current & previous sales.
They should be able to track the activity of the sales personnel. Each sales person is assigned a few leads and a target. If the sales person is able to achieve the target through one prospect.
The communication between the sales personnel and the team lead as well as the sales personnel and the client was not tracked. The communication occurred on many platforms.
If there is more than one person communicating.
The client can segregate their customers.
There is a feature for internal discussion.
The sales manager can assign to-dos to the team.
We integrated the CRM with their internal sales software.
The system helps track the leads that have been visited.
The communication is synced and managed.