Digital Sales & Lead Qualification for Tally Solutions
Client Overview
The client, Tally Solutions, is a well-known name in the software and IT sector, specializing in accounting, inventory management, and business software solutions. Tally Solutions is based in Bengaluru, India, and operates across multiple cities in India, catering to businesses of all sizes with their industry-leading software products.
Business Requirement
Tally required a dedicated team to manage and optimize their Digital Sales and Lead Qualification process. The task involved converting inquiries into sales, demonstrating the Tally software to interested customers, and managing leads that were not immediately ready for purchase. Additionally, the team needed to qualify leads and assign them to regional partners for further follow-up or offline purchase.
Key objectives included:
- Converting leads by identifying customer requirements and selling Tally software licenses.
- Lead qualification for customers who required a demonstration, follow-up, or offline purchase.
- Coordinating with partners to ensure seamless assignment and tracking of qualified leads.
Client's Challenges
- Tally faced several challenges in managing its lead qualification and digital sales process.
- Lead Conversion: Converting interested inquiries into software sales required a highly skilled team with product knowledge and a sales-driven approach.
- Lead Qualification & Handover: Customers who required additional demos or wished to purchase offline needed to be carefully qualified and assigned to Tally's network of partners.
- Managing Multiple Leads: The large volume of leads, both new and existing customers, needed to be efficiently managed without compromising the customer experience.
Our Solution
Greet Technologies provided Tally Solutions with a dedicated team that specialized in lead qualification and digital sales. Key components of the solution included:
- Dedicated Team: GREET deployed a team of 22 skilled professionals to handle lead qualification and sales conversion. The team was trained on Tally’s product suite, ensuring they had a deep understanding of customer needs and the product’s capabilities.
- Lead Qualification Process: GREET implemented a structured Standard Operating Procedure (SOP) where leads were evaluated based on customer requirements. For those ready to purchase, the team converted the leads into sales directly. For others requiring demonstrations or follow-ups, the team qualified and assigned them to the appropriate regional Tally partner for future engagement.
- End-to-End Sales Engagement: The GREET team handled the entire sales engagement process, from the initial inquiry to final purchase, including scheduling demonstrations, answering queries, and managing follow-ups.
- Coordination with Partners: Greet Technologies ensured seamless coordination between Tally and its partners. All qualified leads that required further handling were assigned to partners based on region, with regular updates provided to Tally for tracking purposes.
The Result
- Increased Sales Conversions: Tally experienced a significant improvement in lead conversion rates, with a streamlined process for digital sales and follow-up.
- Improved Lead Qualification: Qualified leads were efficiently categorized and assigned to partners, ensuring timely follow-up and customer satisfaction.
- Lead Qualification & Handover: Customers who required additional demos or wished to purchase offline needed to be carefully qualified and assigned to Tally's network of partners.
- High Client Satisfaction: The client expressed satisfaction with the Greet Technologies team’s performance, resulting in an extended partnership to handle additional projects and sales requirements.
Tally Solutions continues to rely on Greet Technologies for their lead qualification and digital sales needs, enjoying a strong return on investment and streamlined sales operations.
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