Development Process
We engaged in discussions with department heads, primarily in the sales, after-sales, and accounts departments, gaining a comprehensive understanding of their day-to-day operations. We meticulously documented the responsibilities and challenges faced by their teams, as well as the procedural enhancements they desired in the system to improve their effectiveness. Subsequently, we devised a comprehensive plan with modules and generated user stories for various roles, including Sales Executives, Sales Managers, Customer Relationship Managers, After Sales Executives, After Sales Managers, Head of Customer Relationship, Head of Sales, National Service Head, Head of After Sales, Business Head, and Accounts Managers.
The primary goal was to align the ERP processes as closely as possible with the existing operations, ensuring a seamless onboarding process and rapid realisation of the ERP's effectiveness within a matter of weeks
Sales Section
Sales executives and CRM professionals can establish contacts, generate leads, schedule evaluations, create quotations, and issue final policies.
The LMS will produce the Final Policy in PDF format, and it will encompass policy details such as the start date, end date, and mileage information.
Evaluation Section
The Evaluator Manager has the authority to designate an Evaluator for a specific vehicle, who will then conduct an assessment of the vehicle through test drives. The LMS includes predefined checkpoints that the Evaluator must inspect to determine the condition of the vehicle.
After the evaluation is finished, the After Sales Head can grant approvals.
Pricing Section
All the predefined prices, determined by the relevant team, are integrated into the LMS for specific makes, models, and variants. Consequently, when a lead is generated, the prices are automatically retrieved from the database. This allows for the creation of a PDF-format quotation, which can be sent directly through the LMS.
Report Section
The LMS offers a versatile set of reporting options, enabling users to access information tailored to specific departments, manufacturers, models, and various performance indicators, such as targets and monthly achievements. The automation of these reports not only saves time and effort but also enhances data consolidation and accessibility, contributing to more efficient and informed decision-making processes within the organisation.
Dashboard Section
The development of the LMS was characterised by the implementation of intricate programming techniques. This allowed the system to create an extensive variety of charts, including bar charts, pie charts, line charts, and more. These charts serve as indispensable tools for businesses, as they facilitate a deeper understanding of data, trends, and patterns, ultimately aiding in the optimization of organisational processes and decision-making processes.