Selected by Top Corporates over competition

Managing different requirements of different stakeholders

Key Accounts Servicing & Opportunity Tracking

Customer: Leading B2B Marketplace for Industrial Machines


  • BUSINESS CASE
  • The B2B Marketplace has a subscription model based revenue generation where the Operations and Sales teams have to work in tandem . The Sales team is responsible for Prospect Registration. Operations team is responsible for maturing the prospect by precise requirement forwarding and buying parameters. Prospect is Auto-transferred to sales once matured and sales team converts it to customer. Also the existing customer base need to be serviced well for repeat business With ever increasing number of customers , manual processes were falling apart and quick automation was required, which should be capable for getting fine tuned as business changes.


  • quickBPM SOLUTION
  • This was a unique requirement and had to undergo several iterations as the customer was a startup with no process maturity. quickBPM automated the entire process within 3 weeks.
    It was integrated with the marketplace web site for registered prospect. The prospect P-Q process was established along with necessary approval mechanism. Prospects above certain score were auto moved to operations basket. The forwarding and Buying patterns were defined thru business rules and executed through qbEngine.
    Maturing prospects and auto moving to sales basket became efficient and needed minimal intervention. qbAlert ensured sales team is timely notified about prospect processing. All sales interactions tracked and monitored through qbForm interfaces. Key Account servicing is now prompted by system.
    Thus quickBPM helped in increasing revenue by 10% and optimizing manpower by 30%.