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Questions and Answers

What happens when a user enters a few characters of a company's name?

The company's contacts are displayed

The company's brief and notes are displayed

The company's telecom spend is displayed

Available companies are displayed and the user can select from the list (correct)

What information is displayed in the multiple tabs?

Only company brief and notes

Address, contacts, brief, telecom spend, accounts, and documents related (correct)

Only company address and contacts

Only telecom spend and accounts

What information is required to add a new contact?

Name, designation, mobile, phone, email id, and contact type (correct)

Only name and mobile number

Only phone and email id

Only designation and email id

How can the user edit the existing contact information?

By selecting the row and clicking the 'Edit' button Signup and view all the answers

What happens when the user clicks the 'Submit' button after editing a contact?

The contact information is saved Signup and view all the answers

What is displayed in the 'Telecom Spend' tab?

Services offered by BSNL against services taken by the company and vendor Signup and view all the answers

How can the user edit the 'Brief & Notes'?

By double-clicking on 'Edit Brief' Signup and view all the answers

What is the initial stage of a lead when it is created?

Zero Stage Signup and view all the answers

What happens when a user enters invalid data or leaves mandatory fields incomplete while creating a lead?

The lead is not saved and an error message is displayed Signup and view all the answers

What is the purpose of the Description of Lead field?

To uniquely identify the lead from the available leads Signup and view all the answers

What is the default priority level of a lead?

Normal Signup and view all the answers

What happens when a user successfully creates a lead?

A message 'Lead has been Created Successfully' is displayed Signup and view all the answers

What is the purpose of the Lead Source field?

To select the source of the lead Signup and view all the answers

What is required to process a lead further?

Converting it into a Opportunity Signup and view all the answers

What module is used to manage a Zero Stage lead?

MANAGE ZERO STAGE LEAD Signup and view all the answers

What happens when a quotation is created directly without an existing opportunity?

An opportunity of stage 2 is created Signup and view all the answers

How can you select the company for which the quotation has to be generated?

By entering few characters of the company name to activate auto suggest feature Signup and view all the answers

What is the purpose of the Quotation Menu?

To create and send quotations Signup and view all the answers

Where can you view all the entries made through this module?

Sales Activity Report Signup and view all the answers

What happens when you click the Delete Activity button before saving the activity?

The activity is deleted Signup and view all the answers

What is the next step after selecting the company name from the list?

Click the Add New Item + button Signup and view all the answers

What is the purpose of the ―Add New Item +‖ Button?

To add a Service Component to the Quotation List Signup and view all the answers

What is the first step in creating a quotation?

Enter few characters of the company name to activate auto suggest feature Signup and view all the answers

What type of report provides current week stage wise platinum circles growth information?

Pipe Line Growth Signup and view all the answers

Which report provides platinum-circle wise targets or achievements on a weekly or cumulative basis?

Pipe Line Growth Targets Signup and view all the answers

What type of information does the Sales Funnel Pie Chart report provide?

Last four weeks Sales Funnel information Signup and view all the answers

What does the Movement Across Sales Funnel report provide?

Stage movement or no movement of Sales funnel Signup and view all the answers

What type of report is Figure 69?

IDC Report Signup and view all the answers

What does the Pipe Line Growth report display?

Current week stage wise platinum circles growth information Signup and view all the answers

What type of information does the Stage Movement Revenue Report provide?

Revenue information Signup and view all the answers

What does the Sales Activity Report provide?

Current week consolidated Sales Activity information Signup and view all the answers

What is the purpose of the Tasks feature in the EB Portal?

To plan and keep track of various activities Signup and view all the answers

What happens when a user selects a company in the Email/SMS window?

The company contact information is populated Signup and view all the answers

What can be selected from the dropdown list in the Email/SMS window?

Contact Type Signup and view all the answers

What is the default responsible person for a new task?

The user himself Signup and view all the answers

What is required to add a new task?

Task name, description, and due date Signup and view all the answers

How can tasks be organized?

By project Signup and view all the answers

What can be sent to multiple customers at once?

Email or SMS Signup and view all the answers

What can be assigned to a task?

Responsible person and participants Signup and view all the answers

What happens to a lead when it is created?

It is placed initially in Zero-Stage Signup and view all the answers

What is the purpose of the Description of Lead field?

To enter a unique identifier for the lead Signup and view all the answers

What determines whether a lead is saved or not?

The mandatory fields being complete Signup and view all the answers

What is required to process a lead further?

To convert it into an opportunity Signup and view all the answers

What is the use of the Category field?

To select the service type that the Customer is interested in Signup and view all the answers

What happens when a user enters valid data and completes all mandatory fields?

The lead is created successfully Signup and view all the answers

What is the purpose of the Company Name field?

To populate the company name along with NAM and current leads Signup and view all the answers

What module is used to manage a Zero Stage lead?

Manage Zero Stage Lead Signup and view all the answers

What happens when an activity is deleted before saving?

The activity is deleted from the database Signup and view all the answers

What is the purpose of the Quotation Menu?

To initiate a Workflow to create a Quotation Signup and view all the answers

Where can you view all the entries made through this module?

In the consolidated weekly report Signup and view all the answers

What happens when a quotation is created directly without an existing opportunity?

An opportunity of stage 2 is created Signup and view all the answers

How do you 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 Signup and view all the answers

What is the next step after selecting the company name from the list?

Click the 'Add New Item +' button Signup and view all the answers

What is the purpose of the 'Add New Item +' button?

To add a new service component to the quotation list Signup and view all the answers

What is displayed in the Sales Activity Report?

All the entries made through this module Signup and view all the answers

What happens when a user selects a company from the list?

The company information is displayed in multiple tabs Signup and view all the answers

What is the purpose of the 'Add Button' below the company contacts grid?

To add a new contact Signup and view all the answers

What information is required to add a new contact?

Name, Designation, Mobile, Phone, Email, and Contact Type Signup and view all the answers

How can the user edit the existing contact information?

By selecting the row and clicking the 'Edit' button Signup and view all the answers

What happens when the user enters incomplete or incorrect data during the company details stage?

The application highlights the errors and prevents the user from moving to the next stage Signup and view all the answers

What is displayed in the 'Telecom Spend' tab?

Services offered by BSNL against services taken by the Company and Vendor Signup and view all the answers

What is displayed in the Manage Companies window?

A grid of companies with basic information and contacts Signup and view all the answers

How can the user edit the 'Brief & Notes'?

By double clicking on 'Edit Brief' Signup and view all the answers

What happens when the user clicks the 'Submit' button after adding a new contact?

The new contact information is saved to the company contacts database Signup and view all the answers

What happens when the user double-clicks on a company name in the Manage Companies window?

The user is directed to the Edit Company Wizard Signup and view all the answers

What is the purpose of the Manage Customers window?

To add or edit company contact information Signup and view all the answers

What can the user do to invalid contact information?

Delete the contact information Signup and view all the answers

What can be added to a company in the Manage Customers window?

Multiple contact information along with the primary contact Signup and view all the answers

What is the relationship between companies in the Manage Companies window?

Parent-child relationship Signup and view all the answers

What happens when the user clicks the 'Continue' button in Step 2?

The user proceeds to the next step with the entered communication details Signup and view all the answers

What happens when a user clicks the 'Proceed' button in the Email/SMS window?

The selected contacts are added to the list. Signup and view all the answers

What is the purpose of the 'Back' button in Step 2?

To edit the communication details if found incorrect Signup and view all the answers

What is the purpose of the Tasks feature in the EB Portal?

To plan and keep track of various activities. Signup and view all the answers

What can be organized based on project in the Tasks pane?

Tasks Signup and view all the answers

What is the default responsible person for a new task?

The user themselves Signup and view all the answers

What information is required to add a new task?

Task name, description, and due date. Signup and view all the answers

What can be sent to multiple customers at once using the Email/SMS window?

Emails or SMS Signup and view all the answers

What can be selected from the dropdown list in the Email/SMS window?

Contact Type Signup and view all the answers

What is the next step after selecting the company name in the Email/SMS window?

Selecting the contact type Signup and view all the answers

What is the outcome when a quotation is created directly without an existing opportunity?

An opportunity of stage 2 is created Signup and view all the answers

What is the purpose of the Quotation Menu?

To initiate a workflow to create a quotation for an opportunity Signup and view all the answers

What happens when a user clicks the 'Delete Activity' button before saving the activity?

The activity is deleted Signup and view all the answers

Where can a user view all the entries made through this module?

Sales Activity Report Signup and view all the answers

What is the first step in creating a quotation?

Select the company for which the quotation has to be generated Signup and view all the answers

What is the purpose of the 'Add New Item +' button?

To add a new service component to the quotation list Signup and view all the answers

How are the entries made through this module visible?

As a weekly report in the Sales Activity Report Signup and view all the answers

What is the result of clicking the 'Save Activity' button?

The information is saved in the database Signup and view all the answers

What is the primary purpose of the Dashboard module in the EB Portal?

To provide an interactive view of pending tasks, reports, and statistics Signup and view all the answers

What type of user can access the Corporate Sales Module?

Corporate user Signup and view all the answers

What information is required to create a new user in the Team Management module?

HRMS, unit working, reporting officer, and SSA/Circle information Signup and view all the answers

What can be done with a lead in the Lead Management module?

Convert a lead to an opportunity and change the stages of the individual opportunity Signup and view all the answers

What happens when a quotation is created directly without an existing opportunity?

The quotation is sent to the related third-party packages for further processing Signup and view all the answers

What is the purpose of the Quotation Management module?

To create and process quotations online for approval Signup and view all the answers

What is granted by the Administrator while creating a new user in the Team Management module?

Authorizations, Access type, and Type of User Signup and view all the answers

What is displayed when a user selects the Manage Zero Stage Lead Sub Menu?

A list of all leads pertaining to the user that are in Zero Stage Signup and view all the answers

What determines the menu items visible to a user in the EB Portal?

The type of user, their role, and privileges Signup and view all the answers

How can a user edit the lead details and convert it into an opportunity?

By double-clicking the lead row Signup and view all the answers

What can a user add in the Edit Lead Details dialog box?

Multiple services Signup and view all the answers

What happens when a user clicks the Convert To Opportunity button?

The Opportunity Dialog Box is displayed preloaded with the selected services Signup and view all the answers

What is the purpose of selecting Check Feasibility?

To verify the feasibility before converting it into an opportunity Signup and view all the answers

How can a user assign the lead to another user?

By selecting the assigned user in the Assigned To list box Signup and view all the answers

What happens after a user successfully converts a lead into an opportunity?

The Opportunity Saved Successfully message box is displayed Signup and view all the answers

What is the purpose of the Opportunity Dialog Box?

To add multiple leads for a selected service Signup and view all the answers

What type of information is displayed in the Sales Funnel Pie Chart report?

Last four weeks Sales Funnel information Signup and view all the answers

What does the Pipe Line Growth report display?

Current week stage wise platinum circles growth Signup and view all the answers

What type of report is Figure 69?

IDC report Signup and view all the answers

What does the Movement Across Sales Funnel report provide?

Stage movement and no movement of Sales funnel Signup and view all the answers

What does the Sales Activity Report provide?

Current week consolidated Sales Activity information of platinum units Signup and view all the answers

What type of information does the Stage Movement Revenue Report provide?

Revenue related information Signup and view all the answers

Which report provides platinum-circle wise targets or achievements on a weekly or cumulative basis?

Pipe Line Growth Targets report Signup and view all the answers

What type of information is displayed in the Pipe Line Growth report?

Current week stage wise platinum circles growth Signup and view all the answers

What type of information does the Accounts Tab display?

Various services taken by the company, including account information, service information, plan and quantity Signup and view all the answers

What is the purpose of the Customers Report?

To provide information about various companies present/registered in the EB Portal Signup and view all the answers

What is included in the Reports Module?

Consolidated reports from both Corporate-Sales and Sales-Reports Signup and view all the answers

What can be found in the National Sales Pipeline report?

Consolidated information regarding national pipeline growth, sales funnel bar chart, and lead information Signup and view all the answers

What type of information is displayed in the Sales Funnel report?

Last four weeks sales funnel information in tabular form and bar chart form Signup and view all the answers

What is the purpose of the Sales Funnel Pie Chart report?

To display sales funnel information in a pie chart Signup and view all the answers

What type of information does the Movement Across Sales Funnel report provide?

Information about lead movement across different stages Signup and view all the answers

What is the purpose of the IDC report?

To generate sales reports specific to IDC Signup and view all the answers

What is the primary goal of BSNL in capturing the Enterprise Customer segment?

To improve its bottom line by generating higher revenue Signup and view all the answers

What is the primary function of the IT support system for BSNL's Enterprise customers?

To provide single instance of software package for serving BSNL Enterprise customers Signup and view all the answers

What type of customers do Enterprise Customers in BSNL constitute?

High-demanding customers Signup and view all the answers

What is the purpose of the Enterprise Business Solution?

To provide a single instance of software package for serving BSNL Enterprise customers Signup and view all the answers

What type of services can Enterprise customers subscribe to?

Different services like Wire-line, Wire-less, Data services, etc. Signup and view all the answers

What is the significance of IT infrastructure in providing rich customer experience?

It is very important Signup and view all the answers

What is the purpose of the Customer Relationship Management (CRM) functionality in the IT support system?

To manage customer relationships Signup and view all the answers

What is the benefit of capturing the Enterprise Customer segment for BSNL?

Increasing revenue Signup and view all the answers

What is the purpose of the Customer Management Module?

To create and manage customer information and related data Signup and view all the answers

What happens after the ECT approves the proposal?

The proposal is sent to the GM for final approval Signup and view all the answers

What is the purpose of the Quotation module?

To generate and manage quotations and proposals Signup and view all the answers

What is displayed in the received quotations list?

Quotations received by the GM Signup and view all the answers

What happens when the approve button is clicked in the quotation?

The quotation is approved and appears in the approved list Signup and view all the answers

What is the next step after the ECT approves the proposal?

The proposal is sent to the GM for final approval Signup and view all the answers

What can be viewed and printed in PDF form after approval?

Proposal Signup and view all the answers

What is the purpose of the EB Portal Overview?

To provide an overview of the EB Portal features and functionality Signup and view all the answers

What is the purpose of the Feasibility Management Module?

To interface with the Feasibility check before converting a lead into an opportunity Signup and view all the answers

What happens when a user checks the 'Check Feasibility' Radio Button with the Yes option in the 'Convert To Opportunity' Module?

The lead is routed to the Feasibility check Signup and view all the answers

What is displayed in the 'Outward Feasibility Requests' tab?

The list of feasibility requests generated by the user Signup and view all the answers

What is the purpose of the 'Add Feasibility Request' button?

To initiate a feasibility request Signup and view all the answers

What happens when a lead is not moved to further stages until the Feasibility Check process is completed?

The lead is stuck in the current stage Signup and view all the answers

What is displayed in the generated feasibility table?

The list of generated requests with installation address along with status Signup and view all the answers

What can be selected and double-clicked to add/generate location-wise feasibility requests?

A request under the 'Outward Feasibility Request' tab Signup and view all the answers

What is the purpose of the Feasibility Management Link?

To navigate to the Feasibility Module Signup and view all the answers

What is the purpose of the 'My Profile' tab?

To view and edit user profile information Signup and view all the answers

What type of report is Figure 71?

Stage movement count report Signup and view all the answers

What can be edited under the 'Personal Info' menu?

Short name, about, and e-mail ID Signup and view all the answers

What is the purpose of the 'Email/SMS' feature?

To send specific or bulk email and SMS to customers Signup and view all the answers

What information is displayed in the 'Profile Overview Window'?

User working area, designation, and mail ID Signup and view all the answers

What is Figure 74?

Stagnation report Signup and view all the answers

Where can users view their project assignments?

Under the 'Projects' tab Signup and view all the answers

What information can be viewed under the 'Accounts' tab?

User profile information and edit options Signup and view all the answers

What is the primary function of the error highlighting feature in the application?

To ensure data accuracy and completeness Signup and view all the answers

What is the relationship between companies in the Manage Companies grid?

Parent-Child relationship Signup and view all the answers

What happens when a user double-clicks a company name in the Manage Companies window?

The user is directed to the Edit Company Wizard Signup and view all the answers

What is the purpose of the Manage Customers feature?

To add multiple contact information to a company Signup and view all the answers

What is the first step in entering communication details?

Enter the communication details of the primary contact Signup and view all the answers

What happens when a user clicks the 'Back' button after confirming the details?

The user can edit the details if found incorrect Signup and view all the answers

What is the purpose of the 'Submit' button in the communication details step?

To save the data Signup and view all the answers

What is displayed in the Manage Companies window?

The company details in a grid Signup and view all the answers

What is the primary purpose of price negotiation in the system?

To facilitate price variation and iteration with the customer Signup and view all the answers

What triggers the payment process in the provisioning stage?

Generation of demand note for matured lead Signup and view all the answers

What is the primary function of the native provisioning system?

To automate the provisioning of services Signup and view all the answers

What is the benefit of electronic stapling of bills?

Streamlined billing and payment Signup and view all the answers

What is the primary purpose of the online trouble ticketing system?

To allow customers to register complaints online Signup and view all the answers

What is the primary objective of the system's delegation and feasibility features?

To allow access to offers based on delegation and feasibility Signup and view all the answers

What is the primary benefit of the system's online approval process?

Reduced paperwork and improved efficiency Signup and view all the answers

What is the primary outcome of the order finalization stage?

Finalization of the SLA and agreements Signup and view all the answers

What is the primary function of the DOCUMENT MANAGEMENT SYSTEM?

To store agreements, tariffs, and technical documents Signup and view all the answers

What type of information is stored in the database of the EB Portal?

Information about users, units, leads, opportunities, companies, and documents Signup and view all the answers

What is the purpose of the AUDITED USE PERMISSION section?

To restrict unauthorized use of the application Signup and view all the answers

What is the role of the REPORTING module?

To visually display reports in spreadsheet format Signup and view all the answers

What happens to a complaint if it is not resolved to customer satisfaction?

It is automatically escalated in case of failure to resolve Signup and view all the answers

Who is authorized to use the Enterprise Portal?

Only Enterprise Business Team members Signup and view all the answers

What is the purpose of the INFORMATION STORAGE module?

To store information about users, units, leads, opportunities, and companies Signup and view all the answers

What type of permissions are prohibited in the AUDITED USE PERMISSION section?

Unauthorized use of the application Signup and view all the answers

What is the purpose of the Feasibility Management Module?

To provide user interface for Feasibility check before proceeding to convert a lead into Opportunity Signup and view all the answers

What happens when a user clicks the 'Check Feasibility' Radio Button with Yes option in the 'Convert To Opportunity' Module?

The lead is routed to Feasibility check Signup and view all the answers

What is displayed in the 'Outward Feasibility Requests' tab?

List of feasibility requests generated by the user Signup and view all the answers

What is the purpose of the 'Add Feasibility Request' button?

To initiate a feasibility request Signup and view all the answers

What happens when a user double-clicks on a request in the 'Outward Feasibility Request' tab?

A location-wise feasibility request is generated based on service and quantity Signup and view all the answers

What is displayed in the Feasibility table?

List of generated requests with installation address along with status Signup and view all the answers

What is required to process a lead further?

Completing the Feasibility check process Signup and view all the answers

What happens when the Feasibility check process is not completed?

The lead/opportunity cannot be moved to further stages Signup and view all the answers

What happens when a user selects a contact from the list of contacts available for the selected company?

The contact's information is displayed for editing. Signup and view all the answers

What is the purpose of the 'Edit Brief' option?

To edit the brief and notes of the company. Signup and view all the answers

What information is available in the 'Telecom Spend' tab?

The various services offered by BSNL against the services taken by the company and the vendor. Signup and view all the answers

What can be done to a contact's information by selecting the row and clicking the 'Edit' button?

The contact's information can be edited. Signup and view all the answers

What happens when a user clicks the 'Submit' button after adding a new contact?

The new contact information is saved into the company contacts database. Signup and view all the answers

What can be done to invalid contact information?

It can be deleted. Signup and view all the answers

Where can the user view the multiple tabs containing information about the selected company?

After selecting the company from the list. Signup and view all the answers

What is required to add a new contact to the company contacts database?

The contact's name, designation, mobile, phone, email ID, and contact type. Signup and view all the answers

What happens when a user creates a quotation directly without an existing opportunity?

A new opportunity of stage 2 is created Signup and view all the answers

What is the purpose of the Quotation Management menu?

To initiate a workflow to create a quotation Signup and view all the answers

Where can a user view all the entries made through this module?

In the Sales Activity Report Signup and view all the answers

What is the next step after selecting the company name from the list?

Clicking the 'Add New Item +' button Signup and view all the answers

What is the purpose of the 'Add New Item +' button?

To add a service component to the quotation list Signup and view all the answers

What happens when a user clicks the 'Delete Activity' button before saving the activity?

The activity is deleted Signup and view all the answers

What is the first step in creating a quotation?

Selecting the company name from the list Signup and view all the answers

What is the purpose of the auto suggest feature in the Quotation Management menu?

To provide suggestions for the company name based on the entered characters Signup and view all the answers

Study Notes

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.

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.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Description

This quiz covers the creation of opportunities and leads in CRM systems, including entering required information and generating zero-stage leads. It's based on the JTO Ph-II Common module.

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Questions and Answers

What happens when a user enters a few characters of a company's name?

What information is displayed in the multiple tabs?

What information is required to add a new contact?

How can the user edit the existing contact information?

What happens when the user clicks the 'Submit' button after editing a contact?

What is displayed in the 'Telecom Spend' tab?

How can the user edit the 'Brief & Notes'?

What is the initial stage of a lead when it is created?

What happens when a user enters invalid data or leaves mandatory fields incomplete while creating a lead?

What is the purpose of the Description of Lead field?

What is the default priority level of a lead?

What happens when a user successfully creates a lead?

What is the purpose of the Lead Source field?

What is required to process a lead further?

What module is used to manage a Zero Stage lead?

What happens when a quotation is created directly without an existing opportunity?

How can you select the company for which the quotation has to be generated?

What is the purpose of the Quotation Menu?

Where can you view all the entries made through this module?

What happens when you click the Delete Activity button before saving the activity?

What is the next step after selecting the company name from the list?

What is the purpose of the ―Add New Item +‖ Button?

What is the first step in creating a quotation?

What type of report provides current week stage wise platinum circles growth information?

Which report provides platinum-circle wise targets or achievements on a weekly or cumulative basis?

What type of information does the Sales Funnel Pie Chart report provide?

What does the Movement Across Sales Funnel report provide?

What type of report is Figure 69?

What does the Pipe Line Growth report display?

What type of information does the Stage Movement Revenue Report provide?

What does the Sales Activity Report provide?

What is the purpose of the Tasks feature in the EB Portal?

What happens when a user selects a company in the Email/SMS window?

What can be selected from the dropdown list in the Email/SMS window?

What is the default responsible person for a new task?

What is required to add a new task?

How can tasks be organized?

What can be sent to multiple customers at once?

What can be assigned to a task?

What happens to a lead when it is created?

What is the purpose of the Description of Lead field?

What determines whether a lead is saved or not?

What is required to process a lead further?

What is the use of the Category field?

What happens when a user enters valid data and completes all mandatory fields?

What is the purpose of the Company Name field?

What module is used to manage a Zero Stage lead?

What happens when an activity is deleted before saving?

What is the purpose of the Quotation Menu?

Where can you view all the entries made through this module?

What happens when a quotation is created directly without an existing opportunity?

How do you select the company for which the quotation has to be generated?

What is the next step after selecting the company name from the list?

What is the purpose of the 'Add New Item +' button?

What is displayed in the Sales Activity Report?

What happens when a user selects a company from the list?

What is the purpose of the 'Add Button' below the company contacts grid?

What information is required to add a new contact?

How can the user edit the existing contact information?

What happens when the user enters incomplete or incorrect data during the company details stage?

What is displayed in the 'Telecom Spend' tab?

What is displayed in the Manage Companies window?

How can the user edit the 'Brief & Notes'?

What happens when the user clicks the 'Submit' button after adding a new contact?

What happens when the user double-clicks on a company name in the Manage Companies window?

What is the purpose of the Manage Customers window?

What can the user do to invalid contact information?

What can be added to a company in the Manage Customers window?

What is the relationship between companies in the Manage Companies window?

What happens when the user clicks the 'Continue' button in Step 2?

What happens when a user clicks the 'Proceed' button in the Email/SMS window?

What is the purpose of the 'Back' button in Step 2?

What is the purpose of the Tasks feature in the EB Portal?

What can be organized based on project in the Tasks pane?

What is the default responsible person for a new task?

What information is required to add a new task?