These dealers mostly focus on the designated area and work with limited workers. They market multi-brand or single brand equipment. The entire sales processes from lead origination to closure/conversion of these leads are manual and no/minimum usage of digital channels. The manual sales process is creating inefficiencies in the process that will lead to:

• Slow in attending customer inquiries
• Delay in sharing product info and quotes
• Low conversion rates due to lack of consistent customer engagement
• No Visibility on the stage of the deal to management/owner
• No clarity on deal classification like Hot, Warm and Cold to act accordingly
• No real-time info on finance closure to purchase the equipment from customer end
• Less Predictability on the volume

The sales process becomes incomplete if it does not earn money at the end of the sale. Most of the dealers' AR is more than 25%-40% of their business, this leads to immense working capital stress on dealers, and the manual collection process in follow up is delaying the collection of Account Receivables (AR).

Finbot is a Healthcare Finance aggregator which clearly understands this space and so, developed a Customer Relationship Management (CRM) platform design based on the requirement for healthcare distributors and dealers’ sales process. Finbot's CRM platform helps healthcare distributors and dealers in digitizing their entire sale process that will improve productivity and predictability . Finbot is used latest and highly scalable technology with high data security to build the robust platform.

The main features of the Partner Management Platform are:

• Integrate all digital lead generation platforms like website, Facebook, twitter etc., with CRM
• Manage customer contact details to engage during the sales process and post-sales process
• Capture lead information and classify the lead stage
• Lead management with customized lead stages to improve the predictability of the lead closure
• Track real-time finance closure status with financier on lead level by choosing the finance required option.
• Maintain Product Catalogue with quotes
• Generate quotes and send directly to the customer instead of waiting to get quotation from from accounts
• Lead level discussion through the in-built chat window with a feature that records all the conversations during the lead lifespan
• Manage team based on hierarchy and product level
• Build your sales training models to train the sales process
• Expense management
• Manage customer level and invoice level Account Receivable statement
• Set reminders for collections through E-mails and SMSs

Finbot is open to deploy the platform with dealers who have signed with us for as finance partner to facilitate financing to their customers. As a finance partner, apart from the CRM platform, it will also help in building their digital strategy in generating the leads using amazing websites, social media pages like Facebook, Instagram, Twitter and YouTube channels to market products.