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Onboarding Roadmap (First 4 Weeks)

Welcome to Merciglobal! 🎉
Your first month with us is designed to give you a step-by-step learning path — so you gain confidence in our products, processes, and sales techniques.

This roadmap ensures you are client-ready within 4 weeks.

📅 Week 1 – Orientation & Product Basics

  • Introduction to Merciglobal’s vision, mission, and values.
  • Company history and milestones.
  • Overview of our industries and customer base.
  • Basic introduction to LoomShakti and Merciglobal Cloud ERP.
  • Setup of tools: CRM Sutra, demo logins, email, WhatsApp templates.

Goal: Understand who we are, what we sell, and how we are positioned.

📅 Week 2 – Deep Dive into Products & Sales Process

  • Detailed walkthrough of LoomShakti modules (loom allocation, job work, QC).
  • Detailed walkthrough of Cloud ERP modules (CRM, PPC, inventory, finance, add-ons).
  • Learn common objections and responses.
  • Practice lead qualification and first call scripts.
  • Observe 1–2 demo sessions led by senior salespersons.

Goal: Be able to explain our products in simple terms and start engaging leads.

📅 Week 3 – Shadowing & Roleplay

  • Shadow senior sales executives on client meetings and demos.
  • Roleplay sessions for:
  • Cold calls.
  • First client meetings.
  • Demo presentations.
  • Learn documentation process (proposals, contracts, CRM updates).
  • Introduction to pricing and negotiation basics.

Goal: Gain confidence in real-world scenarios with guided practice.

📅 Week 4 – Independent Client Handling

  • Handle your first client calls independently.
  • Conduct at least 1 demo under supervision.
  • Prepare and send your first proposal (with review).
  • Weekly review with manager for feedback and improvement.

Goal: Be ready to manage leads and demos independently with minimal guidance.

🏆 At the End of Onboarding

By the end of 4 weeks, you should be able to:
- Introduce Merciglobal and its products clearly.
- Use CRM Sutra confidently for leads and follow-ups.
- Conduct demos for LoomShakti and Cloud ERP.
- Handle common objections with confidence.
- Move prospects down the funnel towards closing.

💡 Pro Tip

Onboarding is just the beginning — continuous learning is key.
Review this manual often, practice your scripts, and learn from every customer interaction.

🔗 Next: Learning & Self-Assessment