Goal Management

Understanding Goal Management

Goal Management is where the company’s management sets specific goals for its employees. As the super admin, the user from the management team can view the performance reports of the team members for insights and then make informed decisions on how to proceed with the planning.

 

Settings

Navigate to Settings > Sales.

Check the Goal Management box under the Sales Preferences tab.

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Goal Permissions to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Goal. Enable all the permissions related to the goals.

Click on Save.

 

Setting a Goal

Navigate to Left Menu > CRM Sales > Goal Management.

Click on the plus button from the right hand side which says Add Set Goals.

There is a plus button beside the Value column. You can add multiple goals by clicking on it.

Click on Save.

Note: There is a checkbox Add My Goal to HOD Goal. By checking this box, the user can add the goals of the employee to his/ her manager’s goals. In the event that the box is checked, a field to enter the HOD’s name will also appear.

The goals can be edited from the Index page by clicking on the Action icon beside the name of the employee.

Note: You can also create a lead through Quick Add.

 

Goal Reports

Goal Reports allow you to keep track of your employees’ targets.

The goal reports can be seen under the Goal Management dropdown. There are five different kinds of goal reports.

To reach there, click on Goal Management> Reports> Required Report from the options. The various reports are described below.

 

Goal Report

Shows the overall goal report of the employee. This is downloadable. 

 

Target vs. Achievement

Click on the search icon and enter the mandatory fields to get the report for the desired employee. 

Once the user clicks on the Search button, it will represent the report in both tabular and graphical format.

 

Goal Type

This report shows the graphical representation of the Target vs. Achieve (Value) report and Target vs. Achieve (Number) report.

 

Industry Vertical All in One

The performance of all employees based on the percentage achieved with respect to the target is reflected in this report. It is represented in graphical format.

 

New Customer Report

This report reflects the customers who were billed for the first time in that particular year.

They might be recurring but will not be shown in this report after that year.

 

Feasibility

Understanding Feasibility

Feasibility studies are conducted by certain industries to assess the viability and practicality of implementing the service or products or in a specific location.

 

Settings

Navigate to Settings > 3rd Icon from the Menu > Sales.

Under the Sales Preferences tab, check the box  of Service Feasibility

Click on Update.

 

Adding a Feasibility

The user needs to ensure that the lead is created in the system for creating a feasibility  

Navigate to the Left Menu > CRM Sales > Feasibility.

Click the + Icon button on the top right corner of the page.

 

Creating Feasibility from the Creation Page

Navigate to the Left Menu > CRM Sales > Feasibility.

Click the + Icon button on the top right corner of the page.

Enter all mandatory fields along with all the details of the feasibility

After entering all the details, click Save.

Note: After saving the Feasibility Branch and the Feasibility Ticket tabs will be visible

 

Adding Feasibility Branch

Adding a customer branch for feasibility in AntMyERP. You just need to put their important info into one place. You can add any number of customer branches for the feasibility.. Here’s what you do.

You can add customer branch in two ways

Adding Customer Branch from the Feasibility Branch

Importing Customer Branch

Creating Customer Branch from the Feasibility Branch 

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on Feasibility Branch

Click the + Icon button on the top right corner of the page.

Check mark the branch which requires the feasibility survey

After the branches are added, feasibility tickets are automatically generated

After marking, click Save.

 

Importing Customer Branch for Feasibility

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility  in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on  Feasibility Branch

On the Top Right Menu navigate to Down arrow key > Import Branches.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Customers Branch

Now go to the Top Right Menu navigate to Down arrow key > Import Branches.

Click on Upload Customer Branch and select the file to be imported. 

Click on Save.

All your customer Branches are imported for the feasibility to transact.

After the branches are added, feasibility tickets are automatically generated

Note: You can upload 50 branches at a time. Only CSV. file is supported

 

Feasibility Tickets

Navigate to Left Menu > CRM Sales > Feasibility  

You will lands in Feasibility Listing Page

Locate the Feasibility in the list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the feasibility of which Branch you want to add by clicking Edit.

You will lands in Feasibility Page

Click on Feasibility Tickets

Feasibility tickets are generated as per the branches added or marked and the necessary details added in the Feasibility form.

Execute the feasibility tickets as per the Service ticket. Please refer Service Ticket Process.

For Pass: The ticket is resolved by the technician or Engineer, feasibility ticket will reflect in the Pass 

For Fail: The ticket needs to be canceled via web portal, feasibility ticket will reflect in Fail

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make a customer active or inactive.

 

Competition Analysis

Understanding Competition Analysis

Competition Analysis in AntMyERP deals with analyzing the reasons why a lead is lost. This helps the user to plan better for the future by positively addressing the things they might have missed on the first go.

 

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Competition Analysis.

Click on Update.

 

Adding Competition Analysis

The user needs to work on the existing leads for analyzing competition.

Navigate to Left Menu > CRM Sales > Leads.

All the leads created would be visible on the index page.

Right click on the name of the lead which you have lost.

From the options that appear, click on Lost.

A Lost Details window will pop up. Fill in all the details.

Click on Save.

 

Campaign

Understanding Campaign

A Campaign can be described as an organized course of actions to achieve a goal. The goal in  business being to generate leads which in turn can convert to sales.

This is basically the starting point for revenue generation.

 

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Campaign Management.

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Campaign Permissions to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Campaign. Enable all the permissions related to the campaign.

Click on Save.

 

Creating a Campaign

First we will create a campaign and then connect it to a lead.

Navigate to Left Menu > CRM Sales > Campaign.

All the campaigns created would be visible on the index page.

Click on the plus button on the top right.

Fill in all the details.

Click on Save.

 

Connecting Campaign to the Lead

Once the Campaign is created, it can be linked to a new or existing lead.

Open a lead form by navigating to the left menu> CRM Sales> Lead.

In the form, there is a field to enter the campaign. Enter the Campaign name there.

Click on Save.

Note: It will be visible in the Lead Index Page.

 

Campaign Reports

There are two reports related to the Campaign.

 

Campaign Profitability Report

The campaign profitability report helps to provide insights on the financial performance of a particular campaign. Key metrics like profit and loss, cost and revenue can be gauged. It helps in evaluating the ROI of the campaign and assists in identifying successful campaigns for future optimization.

 

Campaign Expected vs. Actual Report

This report is designed to compare the expected outcomes with the actual results of a campaign. Real-time historical data and variance is captured in this report. This report helps to gauge the performance of any campaign and what it was expected to be.

Both these reports help in planning the strategies in a better way for the future.

 

Tender Management

Understanding Tender Management

A business tender is a formal commitment to complete a job or provide services for a specific price. It’s like giving your word to do the work when a company asks for people to share their offers for a project. If they agree with your offer, you’re committed to completing the project at the agreed price. To manage the details of the tender, AntMyERP offers Tender Management.

 

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Tender Management.

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Tender Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Tender. Enable all the permissions related to tender.

Click on Save.

 

Adding a Tender

Navigate to Left Menu > CRM Sales > Tender.

Click on the plus button in the top right corner.

Fill in all the mandatory fields.

Enter the Tender Contact Details with the information of the person from the tender giving company.

Click on Save.

You can Map Tender with Lead ticket while creating lead, so it will get displayed in Lead Index Page.

 

Tender Report 

Tender Report displayed Listing Page with Tender Number, Tender Type and Subtype.

New Added Tender displayed in listing here.

Also, you can edit or delete the tender by clicking on Action Button.