Implementation Methodology

Solution Approach

Our solution approach

  • Leverages pre-defined templates and models
  • Is tailored to interface with various incoming feeds
  • Generates plans, views and reports that are actionable

Advantages of the approach

  • Provides the ability to capture and track plans, day-to-day operations and performance causal
    factors in an integrated fashion
  • Bottoms-up plans and methods as opposed to tops-down plans that are inherently sub-optimal
  • Facilitates model upgrades to adjust to changing circumstances
  • Keeps the total cost of ownership of the solution low



  • Setup
    • Products, Prices and Promotions
    • Define Resources (Managers, Reps)
    • Establish Territories, Map Mgrs to Territories
    • Identify Lead Disposition, Sales Codes
    • Create Material Catalogs, Prices, Labor Rates
  • Map Resource and Territory hierarchies

Execution (Run Module)

  • Get leads entered into system
  • Search/sort/view leads by various parameters
  • Assign leads (bulk and individual) to representatives
  • Conduct sales appointments – make presentation, configure project, generate quote
    Disposition leads (Sale, Pitch-No-Sale, No-Response), along with reason codes;
  • Issue purchase orders to material suppliers, installers
  • Set up a job, rack a job thru various stages


  • View Business Performance
    • By Product, By Territory, By Resource
    • By Period (Day, Month, Qtr, Year)
  • View Commonly required metrics and ratios
    • Sales Conversions, Retentions
    • Install Cycle times, customer service levels
    • Revenue per period, per resource..
  • Causal Analysis for Sales, Pitch-No-Sales
  • Ease of management decision making and operations tracking

Solution Administration/General Features

  • Role based Access Control
    • Administrator, Sales Manager, Install Manager, Business Owner
  • Web Based deployment
  • Upload/Download from/to Excel
  • Easy setup/Solution as a Service
  • Online video help

Deployment Methodology

Shown here is a typical implementation cycle – short, systematic, yet comprehensive