Auxilo Sales Enterprise Scope

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Auxilo Sales Enterprise Scope by Mind Map: Auxilo Sales Enterprise Scope

1. Desired Capabilities / Functionalities

1.1. WYSIWYD

1.1.1. Role & Vertical Based - KPI Specific

1.1.2. Learning Integration

1.1.3. Mobile First and Dynamic Web Platforming

1.1.4. User experience and Ease

1.1.5. User System Learning and Onboarding

1.2. Business Processing Engine and Workflow

1.2.1. Business Staging and Multi Workflow Inter Intra Users and Product or Partner Classes

1.2.2. POS Mapping

1.2.3. Ability to Manage and correlate User / Guest Users / Client / Customer / Existing Customer / Entity / Contact / Parent / Child / Family / Client Group Framework

1.2.4. Portal Platforming Dashboard and Service Portal

1.2.4.1. Customer

1.2.4.2. Partner

1.2.5. Rapid UI/x and deployment capabilities

1.2.6. Deals Dynamism and Multi Sales Opportunities for Sell, Resell, Upsell, Cross Sell, Lifetime Sales

1.2.7. Rule Management Engine

1.2.8. Ability to route Tasks or Leads basis rules and scoring

1.2.9. Scheme Management Engine

1.2.10. Tasks/Escalations/Approvals

1.2.11. Agile Inter and Intra Team Chat and Case Management, Broadcasting

1.3. Scoring Intelligence

1.3.1. Scoring, Reviews and Efficiency Points

1.3.2. Micro/Macro measurement capabilties and parameters

1.3.3. Multiple stakeholder

1.3.3.1. Partner

1.3.3.2. Customer

1.3.3.3. Employee

1.3.4. Multi Data and Workflow Analytics and Dashboarding

1.3.4.1. Effectiveness and Efficiency Enhancement Features

1.3.4.2. AI Driven Capabilities for Better Sales and Remarketing

1.3.5. Global Macro Micro Target Setting and Achievement

1.3.6. Gamification for Users

1.4. Intuitive Agile and Configurable

1.4.1. Multi Interfacing Portals

1.4.2. Modern Data and Workflow Integration Capability

1.4.3. Easy In house Configurability

1.5. Sales Force Administrative Management

1.5.1. Attendance Integration - HRMS

1.5.2. Reimbursement Module

1.5.3. Sales Heirarchial Administration and management

1.6. Marketing Engine and Automation

1.6.1. Omni Channel Communication Integration

1.6.2. one to one personalisation

1.7. business messaging

2. Preferred Partner

2.1. Credible

2.2. Specifications Alignment

2.3. Commercial Viability

2.4. Experience and Expertise

2.5. Similar Exposures

2.6. Inclination and Accountability towards Client Success

2.7. Transition Management

2.8. Evolving business model and workflows

2.9. Favourable partnership in terms of system alignment

3. B2C & B2B Loan Customer Management KPI Perspective

3.1. Lead Management

3.1.1. Self Served Data

3.1.2. Self Served Drop and Assistance Managment

3.1.3. Promotional Bulk Data

3.1.4. Solicited Partner Data

3.1.5. Inbound and Marketing

3.1.6. Social Data

3.1.7. Referral

3.1.8. Partner API

3.2. Loan Enablement

3.2.1. Assist and Handover to Loan Engine

3.2.2. Self Served Drop and Assistance Managment

3.2.3. Phygital Applications

3.3. Customer Service

3.3.1. Pre Sales

3.3.2. In Sales

3.3.3. Post Sales

3.3.4. Customer Interfaces for Loan Management (Portal / Helpdesk / Services)

3.4. Resell & Cross Sell

3.5. Promotions | Nurturing | Notifications | Communications

3.6. User Verticals

3.6.1. Field

3.6.1.1. Partner RM

3.6.1.2. Loan Officers / Coordinators

3.6.2. Virtual

3.6.2.1. Chat

3.6.2.2. Call Center

3.6.3. Sales Management Ops and Administration Team

4. B2C & B2B Partner Management KPI Perspective

4.1. New Partnerships Development (Hunting)

4.1.1. Promotional Bulk Data

4.1.2. Solicited Data

4.1.3. Inbound and Marketing

4.1.4. Social Data

4.1.5. Referral

4.2. New Partner Onboarding

4.2.1. Agreements

4.2.2. Deals

4.2.3. Product / Scheme

4.2.4. Partner Business POS and Service Mapping

4.2.5. Partner Business Potential Mapping

4.2.6. Partner Interfacing Dashboard and Portal (Portal / Helpdesk / Services)

4.3. Partners - Business Customer Pipe Loan Lead - Disbursement Management

4.3.1. POS Mapping & API Integration

4.3.2. Lead Supply Management and Dashboard

4.3.3. Business Dashboard

4.3.4. Bulk / Unsolicited

4.3.5. Solicited

4.4. Partner Services and Relationship Management

4.4.1. Co-brand and Market

4.4.2. Partners Customer Case / Issues Management

4.4.3. Partners Issues Management

4.4.4. Partner Payouts Management

4.4.5. Partners Consumers Loan Portfolio Health Dashboard

4.5. Farming Upsell & Cross Sell

4.5.1. New Deals New Products

4.5.2. Product Penetration

4.5.3. B2B SMEE Loans

4.6. Promotions | Nurturing | Notifications | Communications

4.7. User Verticals

4.7.1. Field for Partner Relationship Management

4.7.1.1. Partner RM

4.7.1.2. Loan Officers / Coordinators

4.7.2. Virtual

4.7.2.1. Chat

4.7.2.2. Call Center

4.7.3. Partner & Sales Management Ops and Administration Team

5. Geistesblitze