Digital Transformation
Budget: $30 – $250 USD
ENHANCING SALES PROCEDURE THROUGH DIGITAL TRANSFORMATION
ORDER PLACEMENT PROCESS
1. Implement a unified system (ONE STOP CENTRE) for sales entries, detail modifications, and cancellations, eliminating the need for additional change forms. Instead, essential documents can be uploaded directly. This system will also allow sales management to approve changes and sales representatives to view amendment statuses.
2. Allow sales representatives to correct minor typos or non-essential changes such as contact details, thereby bypassing sales management approval for these minor changes.
3. Integrate IFCA, OBS information, or Salesforce to avoid repetitive input of customer information.
SPA SIGNATURE PROCESS
1. Streamline the preparation process for purchaser and credit files by digitizing documents such as IFCA, PDPA, Tnb, and Air documents, and automating the process of creating a credit file.
2. Let lawyers take the responsibility of copying customer identification, after sales representatives verify all details.
3. Make all panel lawyers eligible for all our panel banks to reduce the hassle of changing lawyers and unnecessary paperwork.
DISCOUNT UPDATE
1. Enable sales representatives to update discounts via an online system, removing the need for hard copies of documents.
2. Allow prime discount or proof to be uploaded online and simplify the approval process from sales management, including Prime Extension.
3. Make Staff Discount requests online, eliminating the need for additional paperwork.
REFERRAL CASES
1. Facilitate Prime referral submissions via an online platform, eliminating the need for hard copies of forms and documents.
CANCELLATION OF PURCHASE
1. Enable customers to make online cancellation requests, verify their accounts, and have sales representatives monitor and follow up.
2. Streamline the process of cancellation, release, and refund of customer booking fees. Notify customers of their refunds via SMS or email.
COMMISSION CLAIM FOR SALES CONSULTANT
1. Shift the responsibility to SAT, allowing for all tasks to be completed online and eliminating the need to print and submit documents.
ADDITIONAL IMPROVEMENTS
1. Automate the generation of daily reports from the IFCA & Salesforce system, removing the need to manually redo these reports.
2. Prioritize filtering of Salesforce leads by telemarketers before passing them to the SE.
3. If a purchaser buys a second unit, they should not need a new sales date after the first unit’s SPA is stamped.
4. Accelerate the commission claim process to boost staff morale. Allow claims to be made immediately after SPA signing, without waiting for stamping.
5. Introduce a flexible 5-day work week with two weekdays off, to ensure staff have ample time for rest and recuperation.
6. Develop an additional system to track the sales process.
7. Automate routine tasks to free up sales representatives to focus more on closing sales.
SALES ADMIN OFFICER
1. Permit cancellation release without pricing paper and attachment (if prices remain unchanged).
2. Approve refund release without the need for signed hardcopy documents.
3. Allow name additions/removals without paper documentation.
4. Streamline the discount update process, reducing steps and approvals.
5. Process commission claims without documentation, with direct approval from IFCA.
ENHANCiNG MKTG UNIT
Reduce
Reduce paperworks for marketing team too
1. RFA - requisition for approval- too many emails
2. Budget tracker - A&p spend trackers
3. Letter of App manually- too many emails and IOM
4. Purchase order - IFCA
5. GRN - IFCA
6. Invoices - Finance
Job scope:
1. To streamline the sales process of property to benefit users (both customer and sales consultant)z sales admi too.
2. To prepare a project chatter for IT on the purpose and benefit from it.
3. To also reduce paperworks and have a proper dashboard.
4. To prepare deck presentation to mgmt the resolve the above issues.
Key User:
1. Sales - Marketing Exec, Sales exec & Buyer
2. During sales - Buyer, Sales Exec, Bankers, Lawyers
3. Post sales -
Tools available: IFCA, Salesforce, Power BI, Online Booking system and etc
ORDER PLACEMENT PROCESS
1. Implement a unified system (ONE STOP CENTRE) for sales entries, detail modifications, and cancellations, eliminating the need for additional change forms. Instead, essential documents can be uploaded directly. This system will also allow sales management to approve changes and sales representatives to view amendment statuses.
2. Allow sales representatives to correct minor typos or non-essential changes such as contact details, thereby bypassing sales management approval for these minor changes.
3. Integrate IFCA, OBS information, or Salesforce to avoid repetitive input of customer information.
SPA SIGNATURE PROCESS
1. Streamline the preparation process for purchaser and credit files by digitizing documents such as IFCA, PDPA, Tnb, and Air documents, and automating the process of creating a credit file.
2. Let lawyers take the responsibility of copying customer identification, after sales representatives verify all details.
3. Make all panel lawyers eligible for all our panel banks to reduce the hassle of changing lawyers and unnecessary paperwork.
DISCOUNT UPDATE
1. Enable sales representatives to update discounts via an online system, removing the need for hard copies of documents.
2. Allow prime discount or proof to be uploaded online and simplify the approval process from sales management, including Prime Extension.
3. Make Staff Discount requests online, eliminating the need for additional paperwork.
REFERRAL CASES
1. Facilitate Prime referral submissions via an online platform, eliminating the need for hard copies of forms and documents.
CANCELLATION OF PURCHASE
1. Enable customers to make online cancellation requests, verify their accounts, and have sales representatives monitor and follow up.
2. Streamline the process of cancellation, release, and refund of customer booking fees. Notify customers of their refunds via SMS or email.
COMMISSION CLAIM FOR SALES CONSULTANT
1. Shift the responsibility to SAT, allowing for all tasks to be completed online and eliminating the need to print and submit documents.
ADDITIONAL IMPROVEMENTS
1. Automate the generation of daily reports from the IFCA & Salesforce system, removing the need to manually redo these reports.
2. Prioritize filtering of Salesforce leads by telemarketers before passing them to the SE.
3. If a purchaser buys a second unit, they should not need a new sales date after the first unit’s SPA is stamped.
4. Accelerate the commission claim process to boost staff morale. Allow claims to be made immediately after SPA signing, without waiting for stamping.
5. Introduce a flexible 5-day work week with two weekdays off, to ensure staff have ample time for rest and recuperation.
6. Develop an additional system to track the sales process.
7. Automate routine tasks to free up sales representatives to focus more on closing sales.
SALES ADMIN OFFICER
1. Permit cancellation release without pricing paper and attachment (if prices remain unchanged).
2. Approve refund release without the need for signed hardcopy documents.
3. Allow name additions/removals without paper documentation.
4. Streamline the discount update process, reducing steps and approvals.
5. Process commission claims without documentation, with direct approval from IFCA.
ENHANCiNG MKTG UNIT
Reduce
Reduce paperworks for marketing team too
1. RFA - requisition for approval- too many emails
2. Budget tracker - A&p spend trackers
3. Letter of App manually- too many emails and IOM
4. Purchase order - IFCA
5. GRN - IFCA
6. Invoices - Finance
Job scope:
1. To streamline the sales process of property to benefit users (both customer and sales consultant)z sales admi too.
2. To prepare a project chatter for IT on the purpose and benefit from it.
3. To also reduce paperworks and have a proper dashboard.
4. To prepare deck presentation to mgmt the resolve the above issues.
Key User:
1. Sales - Marketing Exec, Sales exec & Buyer
2. During sales - Buyer, Sales Exec, Bankers, Lawyers
3. Post sales -
Tools available: IFCA, Salesforce, Power BI, Online Booking system and etc