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Tools & Resources

To perform effectively as a Merciglobal salesperson, you will need to master the tools and resources provided.
These are designed to help you manage leads, deliver demos, and maintain consistency in sales communication.

🗂️ 1. CRM Sutra – Lead & Sales Management

  • Purpose: Track and manage all leads, prospects, and customers.
  • Key Actions:
  • Enter every new lead within 24 hours of contact.
  • Update lead status (Hot / Warm / Cold).
  • Record follow-ups and meeting notes.
  • Mark deals won/lost for accurate reporting.
  • Benefit: Ensures no lead is missed and management has visibility.

💻 2. Demo Accounts & Credentials

  • Separate demo logins are provided for:
  • LoomShakti (for weaving units).
  • Merciglobal Cloud ERP (for SMEs).
  • Your Responsibility:
  • Test login before every client demo.
  • Reset data if necessary to show a clean experience.
  • Never share login credentials outside the company.

📑 3. Sales Presentation Decks

  • Standardized slide decks for:
  • Company Overview.
  • LoomShakti ERP.
  • Merciglobal Cloud ERP.
  • Add-On Products (Digital Signatures, WhatsApp, etc.).
  • Usage Tip:
  • Do not modify branding or colors.
  • Customize only customer name, industry, and case studies for personalization.

📜 4. Sales Scripts

  • Ready-made scripts are available for:
  • Cold calls.
  • WhatsApp introductions.
  • Demo follow-ups.
  • Proposal follow-ups.
  • Benefit: Saves time and ensures consistency in messaging.

📂 5. Case Studies & Testimonials

  • Real-world stories of how Merciglobal helped clients.
  • Keep at least 2 industry-relevant stories ready for every prospect.
  • Helps overcome objections with proof of success.

📊 6. Reports & Dashboards

  • Management will share weekly dashboards of:
  • Leads generated.
  • Demos conducted.
  • Deals closed.
  • These reports help you track progress and improve performance.

📚 7. Knowledge Base (Internal)

  • All manuals, brochures, training videos, and guides are stored in:
  • Google Drive / Notion (internal links will be provided).
  • Always refer to the latest versions to avoid outdated content.

✅ Best Practices

  • Log into CRM daily — make it a habit.
  • Keep your demo environment neat and tested.
  • Use company-approved templates for presentations and communication.
  • Treat tools as your support system — they save time and help you sell better.

🔗 Next: Performance Expectations