Streamline Process
Seamlessly manage your entire sales pipeline from initial offer to final order completion.
Sales is the cornerstone of your company.To drive growth, Every inquiry & customer relationship must be nurtured.
Seamless Offer Management: KnowBuild diligently tracks and follows up on offers—until the deal is won.
KnowBuild empowers your sales journey,maximizing conversions and driving up to a75% success rate in qualified leads.
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A lead is the process of qualifying an inquiry as a prospective customer.
At this stage, KnowBuild guides the sales team through key steps:
At the lead stage, KnowBuild supports sales team members (new or existing) by providing:
Once a lead is created, the sales team member can delay generating a price quote if necessary. However, if the delay exceeds the system-defined timeline, automated reminders are sent. If further delayed, the system escalates the issue to team leaders, ensuring timely offer generation.
With KnowBuild, sales teams stay informed, proactive, and responsive—driving better conversions while maintaining profitability.
Customer Directory
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KnowBuild diligently tracks offers, maximizing conversions and driving sales success.
Smart Offer Management for Higher Conversions
Effective offer management requires sales teams to filter multiple price quotes and focus on those most likely to convert into purchase orders.
With KnowBuild, your sales and procurement teams stay aligned, ensuring seamless execution and higher conversion rates.
Order Classification & Fulfillment with KnowBuild
KnowBuild classifies purchase orders as either Confirmed or Closed Orders. An order remains Confirmed until payment is received.
Managing Confirmed Orders:
Upon receiving a Purchase Order (PO), the sales team:
Seamless Order Fulfillment & Invoicing:
Timely Dispatch Planning - The dispatch team efficiently manages order processing based on the fulfillment date and material readiness.
Automated Invoicing & Documentation - The system generates digital invoices and delivery challans with serial numbers for warranty traceability.
Automated Accounts Receivables - The system tracks outstanding payments based on agreed net payment terms, with timely reminders to sales teams for collections.
With KnowBuild, sales and dispatch teams stay aligned, ensuring smooth order fulfillment, complete traceability, and efficient payment tracking.
Seamless Integration of Accounts Receivable with Sales
While Accounts Receivable is managed within a separate Accounts module, it seamlessly integrates with the Sales module to provide the sales team with critical financial insights:
This integrated approach allows both
The Accounts Recovery Team, responsible for collections, to take necessary actions efficiently.
The Sales Team, which manages customer relationships, to stay informed and coordinate follow-ups.
With KnowBuild, sales and accounts teams work collaboratively to ensure timely payments and smooth financial operations.
Seamless Integration of Accounts Receivable with Sales
KnowBuild empowers team leaders and members to set structured, measurable annual targets—moving beyond ad hoc goals. It enables specificity in targeting by region, customer segmentation, individual customers, and products.
Additionally, it ensures that macro annual targets remain measurable throughout the year by tracking order conversion rates for both targeted and non-targeted customers.
For short-term goal setting, KnowBuild provides a monthly sales tracking system (Month sales to ensure) and also offers instant visibility into sales conversion ratios for specific products.
With a Target Executive Summary, users can access key sales metrics at the click of a button, including:
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Plan – Organise-Lead-Control
AIDA is the foundational framework for sales and marketing process
Plan – Organise-Lead-Control
AIDA is the foundational framework for sales and marketing process