w1p2

Lead Management

• A lead is created using the CREATE OPPORTUNITY/LEAD module, generating a Zero Stage lead by entering required information in the fields.
• The lead description allows for unique identification from available leads.
• The lead category selects the service type the customer is interested in availing (e.g., Landline/GSM).
• Priority can be selected as High/Low or Normal (default).
• Lead source is selected from the available list.
• Company name is populated along with NAM and current leads if the company exists, or saves the company name if it's new.

Manage Zero Stage Lead

• When a lead is created, it's placed in Zero-Stage, where only customer and lead information is collected.
• The lead must be converted into an opportunity to process it further using the Manage Zero Stage Lead module.

Quotations

• The Quotation Menu initiates a workflow to create a quotation for an opportunity, approve the quotation, and send or print it.
• Quotations can be created for an existing opportunity or directly created, which generates an opportunity of stage 2.
• Quotation Management provides a menu to create quotations.

Creating Quotations

• Select the company for which the quotation has to be generated by entering a few characters of the company name to activate the auto-suggest feature.
• Select the company name from the list and click the "Add New Item +" button to add a service component to the quotation list.

Sales Funnel

• The Sales Funnel report consists of the last four weeks' sales funnel information in pie-chart form.
• The Pipeline Growth report provides current week stage-wise platinum circle growth information in pie-chart form.
• The Sales Activity Report provides current week consolidated sales activity information of platinum units.

Reports

• The IDC Reports provide IDC business of platinum circles in each stage.
• The Stage Movement Revenue Report provides revenue report information.
• The Pipeline Growth Weekly Snapshots report provides platinum-circle wise targets/achievements on a weekly/cumulative basis.
• The Movement Across Sales Funnel report provides stage movement/no movement of sales funnel information.

Tasks

• Tasks are useful for users to plan and keep track of various activities to be performed by them.
• Tasks can be added, organized based on projects, and assigned to responsible persons with priority levels.

Adding New Tasks

• Enter the task name, description, and due date.
• Select the responsible person, participants, and project.
• Assign priority as Low, Normal, or High (default being Normal).

Lead Management

• A lead is created using the Create Opportunity/Lead module, where it is generated as a Zero Stage lead by entering required information in the fields.
• The lead creation process involves entering a description, selecting the service type (e.g., Landline, GSM, etc.), priority, and lead source.
• The company name is populated along with NAM and current leads if the customer is existing, else it saves the company name.
• Mandatory fields are marked with an asterisk (*) and must be filled in to save the lead.
• When invalid data is entered or mandatory fields are left incomplete, the lead will not be saved and an error message is displayed.

Manage Zero Stage Lead

• When a lead is created, it is initially placed in Zero-Stage, where only information about the customer and lead is collected.
• To process the lead further, it must be converted into an opportunity using the Manage Zero Stage Lead module.
• The module allows users to save information in the database, delete activities, and view entries in a consolidated form as a weekly report in the Sales Activity Report.

Quotations

• Quotation Menu initiates a workflow to create a quotation for an opportunity, approve the quotation, and send or print it.
• Users can create a quotation for an existing opportunity or directly create a quotation, which will create an opportunity of stage 2.
• The Quotation Management module allows users to navigate through the quotation creation process, selecting the company, adding service components, and generating the quotation.

Manage Companies

• The Manage Companies module displays available companies in the logged user's circle in a grid format, showing basic information about the company and its contacts.
• The company grid is organized in a parent-child relationship, where the child company comes under the parent company.
• Users can view and edit company information by double-clicking on the company name, and make changes to the company information using the Edit Company Wizard.

Manage Customers

• The Manage Customers module allows users to add/edit company contact information, adding multiple contact information to a company along with the primary contact information.
• Users can navigate through the customer management process, selecting the company, and adding/editing contact information, including address, contacts, brief, telecom spend, accounts, and documents related to the company.

Tasks

• Tasks are used to plan and keep track of various activities that need to be performed by the user.
• Users can add a new task by clicking the "Add" button in the Tasks pane of the Dashboard, and organize tasks based on project by selecting the project name from the More dropdown menu.
• The task creation process involves entering the task name, description, due date, responsible person, participants, priority, and project assignment.

EB Portal Overview

• The EB Portal menu items are variable and depend on the type of user, role, and privileges.
• Dashboard provides an interactive view of various pending tasks, reports, statistics, and graphs related to opportunity management and reports.

System Menu

• Dashboard: easy access to pending tasks, reports, statistics, and graphs related to opportunity management and reports.
• Corporate Sales: provides reports required for Corporate Users.
• Team Management: allows Administrators to create and manage EB users, assigning UserIDs and UnitIDs, and granting authorizations and access types.
• Lead Management: allows creation and management of leads, opportunities, quotations, and service orders for logged-in users.
• Quotation Management: allows creation and processing of quotations online for approval and offline ECT, and sending them by mail or print.

Lead Management

• Users can create new leads, convert leads to opportunities, and change opportunity stages.
• Users can edit lead details and convert it into an opportunity by double-clicking the lead row.
• Users can add multiple services in the Edit Lead Details dialog box and convert the lead to an opportunity.

Quotation Management

• Users can create quotations for existing opportunities or directly create quotations, which creates an opportunity of stage 2.
• Quotation management involves creating quotations, processing them online for approval, and sending them by mail or print.

Reports

• Customers Report: provides information on companies registered in the EB Portal, allowing users to search specifically based on EB Type and Circle.
• Reports Module: comprises Corporate-Sales and Sales-Reports, including:
  • National Sales Pipe Line
  • Sales Funnel
  • Sales Funnel (Pie Chart Pipeline Growth)
  • Sales Activity Report
  • Pipeline Growth-Targets
  • Movement Across SF
  • IDC report
  • Current week Opportunities
  • Stage Movement Report (R)
  • Stage Movement Report (C)
  • Product wise Report for Current week
  • Tender Negotiation
  • Stagnation Report

Report Modules

• National Sales Pipe Line: provides consolidated information on National Pipe Line Growth, Sale Funnel Bar Chart, Lead Moved/Dropped stage-wise, and Matured Lead Information.
• Sales Funnel: provides last four weeks' Sales Funnel information in tabular and bar chart forms.
• Sales Funnel Pie Chart: provides last four weeks' Sales Funnel information in pie-chart form.
• Pipeline Growth: provides current week stage-wise platinum circles growth information in pie-chart form.
• Sales Activity Report: provides current week consolidated Sales Activity information of platinum units.
• Pipeline Growth Targets: provides platinum-circle-wise targets/achievements on a weekly/cumulative basis.
• Movement Across Sales Funnel: provides stage movement/no movement of Sales funnel and updation of lead status by lead owner and corporate users.
• IDC Reports: provides IDC business of platinum-circles in each stage.
• Stage Movement Revenue Report: provides revenue reports on stage movement.

EB Portal Overview

• Enterprise Customers contribute significantly to revenue and are highly demanding, requiring quality services and competitive pricing.
• BSNL aims to capture this market segment to improve its bottom line.

Enterprise Business Solution

• Provides a single instance of software package for serving BSNL Enterprise customers on a PAN India basis.
• Offers various functionalities, including Customer Relationship Management (CRM), Lead/Opportunity Management, Sales Funnel Management, Quote Management, Incentive Management, Project tracking, Marketing, Service Delivery/Service Assurance support, revenue monitoring, performance monitoring, and Single Bill to customers.

Feasibility Management

• Provides an interface for feasibility checks before converting a lead into an opportunity.
• The Lead/Opportunity cannot be moved to further stages until the Feasibility Check process is completed.
• The Feasibility Management Module displays outward feasibility requests and inward feasibility requests.
• Users can generate location-wise feasibility requests based on service and quantity.

Proposal Management

• Proposals can be printed in PDF form for manual submission to the ECT.
• After ECT approval, the concerned DGM can forward it to the GM for final approval of the Quotation.
• The approved quotation can be viewed and printed in PDF form.

Customer Management

• Provides a module to create and manage customer information, including company details, services, leads, contacts, documents, agreements, and telecom spend details.
• The application highlights errors and checks for incomplete information and incorrect format to ensure data accuracy.
• Manage Companies displays available companies in the logged user's circle, showing basic information about the company and its contacts.
• Manage Customers allows users to add/edit company contact information, including multiple contact information to a company along with the primary contact information.

Reports

• Stage Movement Count Report provides a count of stage movements.
• Product Wise Report for Current Week displays product-wise reports for the current week.
• Tender/Negotiation window allows users to manage tenders and negotiations.
• Stagnation Report displays stagnation reports.

Profile

• Users can view and edit their profile information, including working area, designation, mail ID, and lead summary information stage-wise.
• Users can edit their profile fields, including short name, about, and e-mail ID, and change their password.

EB Portal Overview

• The EB portal allows circles to access offers based on delegation and feasibility in network elements, and share, record, and retrieve different tariffs offered and revenue generated on a need-to-know basis.
• The portal has five stages: (1) access offers, (2) price negotiation, (3) orders booked, (4) provisioning, and (5) order finalized.

Stage 2: Price Negotiation

• Price negotiation with the customer involves providing iteration and price variation, online quote management, and online file movement with no paperwork.
• Quotations are forwarded to different levels online, with online approvals by concerned committees at SSA, circle, and corporate office.

Stage 4: Orders Booked

• Prepare the SLA, objections/correction online, final order/SLA, documents, and agreements.

Provisioning

• Nodal EB unit shall generate demand note for matured lead and receive payment, making payment at CSC/cash counter or online payment.
• Once the lead is booked, it will be pushed to the respective CRM for LL/BB/GSM/Leased Line, etc.
• Provisioning is handled by native provisioning system, with the status of the lead monitored by respective EB units as well as corporate office.

Billing and Payment

• Electronic stapling of bills (verticals only).
• Online payment of bill, with an option to pay as a single bill or individual bills.
• Reports on usage/bills/cost, etc.

Online Trouble Ticketing

• Customer can register a complaint online and view the status of complaint.
• System has to transfer these dockets to native CRM/FRS or complaint manager existing for each service.
• Automatic escalation of dockets in case of failure to resolve complaint to customer satisfaction.

Reporting and Monitoring

• Online monitoring of service status and assurance of SLA.
• Online monitoring of revenues generated by EB team.

EB Contact References

• Escalation matrix from customer and BSNL.

Document Management System

• Repository of agreements, tariffs, and source of technical documents.

Information Storage

• EB portal stores information about users, units, leads, opportunities, and companies in a database.
• Track changes to lead/opportunity and company information, who made the changes, and when it was made.
• Updates opportunity data generated on a weekly basis for generation of various reports.

Reporting

• Visually display reports of information in spreadsheet (.xls) format and save to a file or print.

Authorized Use Permission

• Any unauthorized use of this application without the consent of BSNL is prohibited.
• Any unauthorized usage of the system and making unauthorized copies of data, software, reports, and documents are also prohibited.

Audience Description

• The Enterprise Portal is only to be used by authorized users of Enterprise Business Team members.

Feasibility Management

• Feasibility Management Module provides the user to interface with the Feasibility check before proceeding to convert a lead into Opportunity.
• A lead is routed to Feasibility check when the user checks the ‗Check Feasibility‘ radio button with Yes option in the ―Convert To Opportunity‖ Module.

Quotations

• Quotation Menu initiates a Workflow to create a Quotation for an opportunity, approve the Quotation, and send or print them.
• You can create a quotation for an existing Opportunity or directly create a quotation.