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Sales & Marketing Operational Manual

CRM & Lead Management User Manual

Step-by-step SOP for sales directors, business development executives, and marketing teams: capture multi-channel leads, track sales pipelines, automate WhatsApp/email follow-ups, and generate client quotations.

Quick jump:5-Step Setup·Module SOPs (2)·Role Checklists·Hardware Setup·FAQs

Quick Setup

CRM Software Onboarding in 5 Steps

Follow this step-by-step sequence to configure masters and launch your live portal in under 48 hours.

011

Configure Lead Sources & Products

Setup acquisition channels (Website, WhatsApp, Google Ads, Referrals) and your product/service catalog.

022

Define Sales Pipeline Stages

Customize deal progression steps: New Lead -> Qualified -> Demo Scheduled -> Proposal Sent -> Won / Lost.

033

Add Sales Team & Auto-Assignment Rules

Invite sales executives and configure round-robin lead allocation based on city, product, or language.

044

Import Existing Contact Leads

Upload past customer lists and active enquiries from Excel with interaction history and tags.

055

Go Live: Calls, Notes & Digital Quotations

Log daily client calls, schedule follow-up reminders, and send branded PDF quotations in 1 click.

Operating Procedures

Standard Operating Procedures (SOPs)

Showing 2 operational workflows in CRM Software

Step-by-Step Procedure

1
Capture Inbound Lead

Enquiry automatically ingests with prospect name, phone, email, requirement, and source tag.

2
Qualify & Assign to Sales Rep

System assigns lead via round-robin; sales executive receives instant notification.

3
Drag & Drop Through Kanban Stages

Move deals seamlessly from 'Discovery Call' to 'Demo Done' to 'Negotiation'.

4
Mark Won & Convert to Customer

Once agreement is reached, mark 'Won' to auto-generate client invoice and onboarding ticket.

Key Capabilities & Automations

  • Visual Kanban board displaying expected revenue per stage
  • Zero missed leads with automatic overdue follow-up alerts
  • Duplicate phone and email detection
  • Custom lead tags and priority indicators (Hot, Warm, Cold)

Pro Tip: Always schedule the next follow-up date immediately after finishing a call; the system sends morning reminders.

Role Governance

Daily Desk Checklists for CRM Software

Role-based access ensures each staff desk sees only what they need for rapid daily workflows.

LeadershipStandard Operating Checklist

Sales Director Operating Manual

Monitor sales pipeline velocity, projected revenue closures, executive conversion ratios, and source ROI.

Daily Actions & Routines

Review pipeline forecast and month-to-date sales achievements
Identify stalled deals and assist executives in negotiation stages
Allocate target quotas and commission incentives

Hardware Setup

Hardware & Device Peripherals

Connect your existing printers, scanners, and biometrics seamlessly.

Cloud Mobile App & Browser

Access CRM leads, call logs, and client history on mobile phone or tablet on the go.

Frequently Asked Questions

CRM Software Operations FAQ

Common operational questions regarding day-to-day screens and workflows.

Yes. Web forms and landing pages can feed leads directly into ZemERP CRM with automatic round-robin assignment to sales reps.
Assisted Onboarding

Need Guided Training for Your CRM Software Team?

Our deployment specialists provide full onboarding assistance: importing master data, setting up roles, and providing live staff video walkthroughs.

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