Knowbuild - Sales

KnowBuild Sales Hub

The Most Powerful Sales Force Automation Module Built for B2B SMEs

Human-Centric Sales Software

Offer to Order Management

Streamline Process

Seamlessly manage your entire sales pipeline from initial offer to final order completion.

Customer Relationship Management

Systematize and automate your sales process to boost conversions and drive higher revenue

INQUIRY MANAGEMENT

Drive Growth with Smarter Sales Management

Sales is the cornerstone of your company.To drive growth, Every inquiry & customer relationship must be nurtured.

KnowBuild optimizes sales assignment by categorizing customers, products, and geographic regions (or a combination) and assigning them to sales team members. Whether you have one or sixty members, predefined rules ensure inquiries from prospective customers are allocated efficiently.
Instant Notifications: Once assigned, both the customer and sales team receive email or WhatsApp notifications with each other's contact details and the customer's initial message—enabling immediate engagement. Sales teams can also manually add inquiries.
Effortless Tracking: Each inquiry is assigned a unique alphanumeric code, with its source categorized upon logging into the system. Based on interactions, sales teams can further classify inquiries as HOT for priority handling.
Automated Follow-Ups: Timely responses are ensured with automated email and WhatsApp reminders. Delays trigger escalations to team leaders, configurable by preset timelines.

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.

API integration required for website connectivity

Escalations can be customized based on delay thresholds.

Lead MANAGEMENT

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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:

Customer Identification - Select an existing customer from the company directory or add a new one.
Assess Competition - Identify potential competitors in the deal.
Define Product Requirements - Understand the customer's specific needs. At the lead stage, the sales team may need to meet the customer, show or demonstrate the product to create “interest”.

At the lead stage, KnowBuild supports sales team members (new or existing) by providing:

Last order prices for the selected customer category.

Historical pricing data for the same customer (if available).

Discounting guidance to help determine the appropriate price adjustments.

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

KnowBuild enables seamless management of customer data by allowing users to add and update customer details across various functions—such as purchasing, project management, and other business activities. This ensures a 360-degree view of customer teams and helps map engagement

Sales Quote MANAGEMENT

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Democratize Sales -Enable all sales team members to generate price quotes with discounts aligned to organizational guidelines.

Unique Part Coding (UPC) -Every product or service in KnowBuild, regardless of variants, is assigned a unique part code (UPC). This ensures:

Traceability for customers and dispatch teams.
Accurate order fulfillment based on customer selections.

Streamline Price Offer Submissions -Set configurable follow-up dates for seamless tracking.

Track Case Progression -Log follow-up notes to monitor deal movement in real time.

Optimize Lead Management -Track case lead times based on customer segment benchmarks.

Align Sales Quotes with Projections -Link quotes to the projected month of sales closure, enabling short-term sales target management.

Seamless Offer Traceability - The alphanumeric inquiry ID remains linked to the offer, ensuring full traceability for both the company and the customer.
Permanent Data Retention - Even if a sales team member leaves, all offers, corresponding notes, and customer company data remain permanently accessible.

KnowBuild diligently tracks offers, maximizing conversions and driving sales success.

opportunity & sales cycle

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.

Opportunity Filtering - Offers marked as Opportunities are identified based on ongoing discussions, negotiations, and their position in the final stages of the AIDA model.
Quick Sales Cycle Filtering - KnowBuild enables sales teams to efficiently filter and categorize offers into Opportunities, ensuring focus on high-potential deals.
Sales Value Insights - A combination of Opportunities and Hot Offers contributes to the projected potential sales value, helping teams prioritize efforts.
Inventory Planning - By analyzing filtered opportunities and key parameters, KnowBuild provides insights into potential inventory requirements, enabling procurement teams to plan fulfillment proactively.

With KnowBuild, your sales and procurement teams stay aligned, ensuring seamless execution and higher conversion rates.

log confirmed order

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:

Logs a Delivery Order,selecting products based on their Unique Part Codes (UPC) as ordered by the customer.

Inputs Mandatory Details, including:

Payment terms
Warranty terms
Special conditions
Required order fulfillment date

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.

accounts receivables

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:

Payment TrackingView advances or payments received against proforma invoices or final invoices.

Aging Analysis Get a clear breakdown of overdue payments, enabling proactive follow-ups.

Customer Receivables Overview - Access outstanding dues across various customers.

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.

sales target management

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:

Top-performing products
Customer category performance
Engagement levels with targeted customers
Recommendations for re-engaging customers who haven't made recent purchases
Insights into underperforming products that require more attention from sales teams
As your business expands, KnowBuild’s Sales Module is designed to organize and streamline your sales team, enabling you to scale operations effortlessly-without the need for customization.

INTEGRATIONS