Daily Stand Up Call With Sarthak-

20241120_180842-Meeting Recording
0:05
Yeah.

0:06
So Muthusar and Zadigar, we will definitely welcome your feedback to enhance the
solution.

0:12
Sir, we will definitely please give your feedback also.

0:17
Yeah, give the action cycle, you can just take it.

0:20
Yes, Yes.

0:22
Hi, Satish.

0:23
Sir, I am Muthusar, right?

0:26
Can you see my screen?

0:28
Yeah, What I have done is I have kept the Zendi very loosely coupled intentionally
because you know I will be receiving many feedbacks from you.

0:38
So after they after today's call I will keep the I will make the Zendi very intact.

0:44
So lets just say I received a lead named Agasthya Pandya and this is an institutional type
lead from any source.

0:53
It can be a manual lead also or it can be through any digital sources also.

0:57
So once I get the lead automatically the user that is the the key account manager will get
a notification that a new institutional lead has been assigned to you.

1:08
And you can see the lead owner is Cam queue and why the lead owner is Cam queue and
not Muthu Sir you.

1:14
Because the reason being there can be 23 more people also in the future which will be
handling this particular institutional lead.

1:24
So what we have done is we have kept the provision of queue and in the queue you can
put any number of put any number of members and those members will be given the
right to handle this, handle these institutional leads.

1:37
OK, but what about correct situation?

1:40
What about even I feel yeah, you will be getting people who will be working like who you
will be managing, right or how will that work?

1:52
No, still it's not clear Satak.

1:54
Let's not get get into that.

1:59
Understood.

1:59
OK.

1:59
So till now the assignment rule is clear.

2:02
Or shall we need to do some changes?

2:05
What?

2:06
I understand what I think Satak.

2:08
We let us let's start with whatever we have today, OK?

2:12
It is let it flow to me.

2:13
And then I'll in future we will make sufficient changes.

2:19
Satak, it works, right?
2:21
I also agree.

2:21
I think aaj ke then let's let's assign it directly to Muthu only if there are changes in the
future, we'll accommodate that.

2:29
Let's not do Cam queue today.

2:31
OK, OK, OK, Theek hai.

2:34
Got it.

2:37
OK, let's just say that this this this particular lead has arrived on the user, on the user of
Madhu.

2:45
So what Muthusar can do is Muthusar will first of all configure the deal.

2:49
Suppose for example the prospect is looking for super auto and EPV 2 point o black and
the quantity is he is looking for is 10 automatically you can see vehicle price fame akshar
room has been populated.

3:03
Now you can type the insurance or road tax or and also you can type the discount.

3:09
Suppose let us just say you are giving the giving 50,000 discount also this is for which
city it will do do any default selection.

3:20
The rates are based on the city, yes, yes.

3:22
The rates are based on the city, state, state, state, city and state state basically.

3:29
So yeah, this is ex showroom prices.

3:32
You've gotten an ex showroom price master also.

3:34
So that is this is a city ex showroom price.
3:41
State, state, every city only my friend.

3:46
OK, Because logistic cost every city wise it's deeper.

3:50
Yeah, no Sartha, the rate master rate we have received is one is for different dealers and
another is the TCD masters which is based out of state note cities nahi nahi nahi but
state only.

4:05
But for you received a master which has the prices per state, right?

4:12
The vehicle price masters for different dealers theek hai.

4:16
For different dealers, fine, but wo hai naa aapke paas the ye ex showroom price apne
AAP kiss basis pair Yeah right now it's we didn't configure it.

4:28
We wanted to ask this in this call for B to B what should where should this prices come
No, but OK, firstly, this lead you generated is basis what muthu lead aapke you are the
one who will create this lead right?

4:47
Yeah, apne AAP call center se toh lead aayegi nahi, I'm guessing correct Very it it will not
know We we will create the lead.

4:55
Yeah.

4:55
What are the channels that you have Muthu?

4:58
Hey, I told you no LinkedIn network dealer.

5:03
So there are there are channels that you yourself will find, right, Which are all the things
that you just said.

5:09
Dealer can be one yes, call center is one LinkedIn call center may be what very there
very there.

5:19
Understood.

5:20
So one is you yourself through digital channels, one is through dealership and the 3rd
one becomes call center or that is also not the case you're seeing very rare.

5:28
Very rare.

5:29
Yeah, OK, but it is these 3 only, right?

5:33
Basically our our own network.

5:35
I mean my my own network or correct, correct.

5:39
I understood that.

5:39
So dealership you through whatever means and 3rd is call center.

5:43
So if dealership hai and call centre hai then these guys will need to record the state,
correct?

5:52
Correct.

5:54
If it is true call centre, they should record the state.

5:57
Otherwise if it's a true dealer also that will also have state that will have state
automatically correct to.

6:06
OK understood.

6:06
So in the case of call centre Geetansh, you can actually call centre lead would be very
minimal.

6:19
I understood theek hai toh kitan.

6:23
So in the first case in in the case in which Muthu himself is creating the lead, this form
will not be valid right?

6:32
Because wo khudi karenge create toh usme AA jaayega dealership aayega toh dealership
Ki Jo Ek showroom price hoti hai wo automatically aani chaahiye and call centre K case
Mein Ek showroom price is not required.

6:45
Muthu will get the lead.

6:47
Muthu can follow up with the lead and then take the conversation forward and then this
price should come okay.

6:55
But sarthak Sir, this form is not just limited to price and all this is basically to capture the
interest of the prospect like the customer Mein samajh Gaya but AAP ye price kiss basis
pay dikha raho meco nahi samjha price ke liye.

7:12
What we have done is see Mein aapko though teen scenario batata Hoon jaise basically
hota kya actually Mein how Salesforce works is Ki Whenever a dealer gets on board, we
assign a price book to that dealer theek hai or in that price book according to state or
city wherever the dealer is located.

7:28
We have already defined the price book in the system.

7:31
Theek hai taki koi manually usko chedchad nahi kar PAYE aur automatic system Mein har
jagah auto populate toh in case of muddu servi.

7:38
What we can do is we can define a standard price book.

7:41
Theek hai vahaan se Jo bhee AAP scenarios bol rahe ho UN scenarios Mein auto populate
ho jaayega toh in system we need to do no.

7:48
But the price book will be the same that you have today, right?

7:52
Wo price book, let Muthu decide that either himself and then the price should come
achchha theek hai, whether it be vehicle price or Xu room price, any any price Muthu will
decide it.

8:04
Muthu apne aapke AA jayenge.

8:06
Let muthu Muthu.

8:07
That is correct.
8:07
No, you should be the one who should be defining the dealer.

8:10
Yeah, correct.

8:11
No, because I told you before also, right.

8:13
There are scenarios like I don't want to go with one dealer.

8:16
I can do with multiple dealers or one different dealers, right?

8:21
Take care.

8:22
Yeah, so they should have in this form you should have state and dealer and uske baad
price can come automatically.

8:34
OK, dealer.

8:36
My question to Satak is like can that be it can be done later.

8:40
It can be done later, It does not have to be Yeah, correct.

8:42
Yeah, we have a provision to assign the dealer at later part also.

8:47
I I will show you.

8:49
Yeah, price can also come later.

8:51
By the way, price also does not have to be here, correct?

8:55
Take care only actually Gitans, what I need know we can add one more column of what is
the application of this vehicle, OK, which industry it is going to be, it is going to be
ecommerce or FMCG or that will be there.

9:17
That will be there.
9:18
That is OK, that is there industry type is there, Yeah, fine, fine, fine.

9:25
OK, go ahead.

9:28
Yeah, please go ahead.

9:29
Muthu, whether I wanted to ask if I'm going to add this vehicle, you are saying the prices
are not needed at this stage, correct, Correct, Correct.

9:39
OK.

9:39
So if I'm going to transfer or assign this vehicles to particular dealer, then this prices will
come into picture, right?

9:48
Yeah.

9:48
Again, I will define the price, you will define the price, but it should automatically
suggested from those dealers prices.

9:56
Then you can edit them, right.

9:59
That can be edited.

10:00
Yeah, I should, I should be the person who will have the last say in the place.

10:04
Not OK.

10:05
OK, now got it.

10:09
Just just give just give me 5 minutes.

10:12
We do have this provision where Muthu can manually type the manually decide the price.

10:17
I will show you.
10:21
Let me just.

10:31
I'm just randomly selecting some vehicles.

10:34
Okay, okay, can I see the just models that you just added models Theek hai super auto.

10:53
Okay, baki basically sarthak Sir, this is also these models and type is also coming from
price book only.

11:03
So we have not added LFI and then MATLAB kyonki uska abhi Tak hum ye idea leke chal
rahe the naa Ki ye vehicle price showroom ya aana chaahiye toh us wo abhi market Mein
launched nahi hai configuration particularly isliye abhi Jo chal raha hai vehicle wahi rakha
tha theek hai theek hai toh toh muthu Sir, these are the stages right here theek hai I can
book the test drive also theek here we here what we have done is we have kept both the
scheduled date and schedule and date mandatory.

11:40
In case of institutional lead, there can be scenarios where customer is taking the test
drive for multiple days.

11:48
Take care also this time, this time is not mandatory.

11:54
Why it is mandatory?

11:56
Scheduled, started and ended no test.

12:00
Is it test test drive itself mandatory?

12:02
No, no test drive is test drive is not mandatory.

12:05
The time in test drive is mandatory.

12:07
Yeah.

12:08
OK, OK.

12:08
Because some tenders we may participate which is doesn't qualify for a test drive.
12:13
That's why.

12:14
OK, anything go correct?

12:29
OK.

12:30
So here in the related I can see that service appointment is also there and once I click on
book test ray, I can see the existing test ray right here is this take what we can do is we
can modify the test ray and once the marketing piece has been integrated we we will get
the dynamically the feedback also.

12:48
OK.

12:50
So these also there was a discussion in the BRG that commercial discussion will be done
parallelly with the prospect.

13:00
So these are the placeholders.

13:02
Suppose we can capture the finance that suppose the customer is is looking for self
finance or no.

13:10
The payment option will be financing or no.

13:13
OK also we can select the finance account.

13:17
What is the finance account?

13:19
Finance account is basically a list was given by Sashi or I guess Chandan.

13:23
So we have uploaded that only.

13:25
So automatically it will suggest the financers who will who, who is operating in that
particular city or state.

13:33
No, that I think is more relevant to retail sales institutional may we don't need to do that.
13:41
And what is what if it is a leasing model, how it is captured right now it is the
placeholders only.

13:53
Why it is coming in leasing as a payment option?

13:58
Why it is not coming in finance option?

14:03
No, no, they are saying there are 2 routes only either financing or leasing, not that that's
about it, nothing else.

14:09
OK, yeah.

14:12
So the we can also select the service option.

14:16
What are these basic Service plan Visa These things are just kept according to me
because, you know, we didn't have a didn't add a particular discussion on this, So I don't
see the relevance of this app.

14:34
We we what is this basic service?

14:37
We can remove this also, Sir MATLAB yeah, this reference Liyara just brg Mein there was
these fields are written OK commercial discussion will be done parallelly and these fields
were only written no.

14:59
So OK price of the vehicle should be there that you should capture.

15:04
I don't think that is captured own finance and leasing is fine.

15:08
The name of the leasing and finance partner Muthu should be able to input.

15:14
Yes but that is should not be mandatory.

15:16
Also service option ke options kya hota hai.

15:20
Muthu lease Mein you have wet lease and rail lease achchha Mein the service option
Mein wet lease, rail lease on achchhi or kuchh aur leasing, leasing option Mein hona
chaahiye.
15:32
There are like wet lease, rail lease, operating lease, finance lease wait sorry wet lease
and rail lease he hota hai naa bus Mein the wet lease is operating lease and rail lease is
financing lease.

15:44
No financing lease.

15:47
They don't own the vehicle.

15:48
They books will be in that like Chola.

15:51
Typically Chola doesn't do operating list, they do only finance list.

15:55
So you want 3 options at least at least financial lease.

15:58
At least dry lease is more than sufficient financial you can have it.

16:01
That's a least option.

16:02
Yeah, but I'm so sorry, but wetly sorry.

16:08
Dry lease or financial lease?

16:09
Same cheese hoti hai.

16:09
Alag cheese hoti hai.

16:10
Alag cheese hoti hai theek hai.

16:12
So wet least financial lease, right?

16:13
No operating lease operating list is private list.

16:18
Yeah.
16:18
Theek.

16:24
OK, OK.

16:24
But these should be options and service option Mein kya inputs on HFL service option
Mein SLA SLA or downtime guarantee SLA Mein hona chaahiye SLA coffee I I don't follow.

16:39
So if I click service option as a drop down, what are the things that you you should be
able to see?

16:46
Are we giving any downtime guarantee or any loaner vehicle?

16:53
OK, so those things can be captured.

17:00
Okay, service option Mein AAP ye daal dijiye down time guarantee and loaner vehicle.

17:05
Loaner vehicle and SLA service level agreement SLASLA becomes a 3rd option.

17:11
Yeah, take care.

17:12
Any description you want for this or no?

17:14
Yeah, it's difficult.

17:15
Yeah, take care.

17:20
Downtime guarantee, SLA and loaner very loaner, loaner, loaner vehicle.

17:27
OK, so if the service option is SLA, then only we have to give this SLAS upload file option,
right?

17:33
Otherwise, yeah, OK, OK.

17:37
So I am clear on this.
17:39
And also in the leasing we have to keep 3 options where at least try lease and financing
lease, right?

17:45
Financial financing, lease, financing lease.

17:47
OK, OK.

17:49
So suppose for example if I select the payment option is finance, so then how Muttu you
are going to type the financers name manually or we have to create some accounts in
the system to capture the finance who will be the financer?

18:05
See top top financials will be there in the list right in your top, but there will be keep
there will be new people keep on adding small for NBFC keep on coming.

18:17
Small fall leasing place will keep on coming.

18:21
OK, That way I think we should be able to add it.

18:25
So vaisa kar lo aapke paas Jo list.

18:27
Just upload that.

18:30
Additionally, just Google search all top vehicle financials, right and just just put that and
if others if others then Muthu should be able to type.

18:38
Yeah, yeah, that's what there will be like new new you know, NBF 3 or leasing players
keep coming Theek OK, got it, got it Sir.

18:52
Take care.

18:53
So this commercial discussion can be done parallely also.

19:02
OK, so right now I'm considering that the product trial has been done.

19:06
We are going to we are going to you know, automate this process, modify the book test,
right, think I will you will modify this as completed.
19:17
So automatically this stage will move to product trial.

19:21
You can and also you can do the follow up work.

19:25
For follow up, you can create some tasks.

19:27
You can record, you can log a call.

19:30
You can create some task.

19:31
Suppose you have done the done a call to client and whatever the description, whatever
the whatever the conversation that you had, you can just type it right here and create a
create a task.

19:43
Also using this email option, you can directly send the email.

19:49
OK and you can see automatically.

19:54
This was my org wide email right now.

19:56
So this this email will be replaced by mantras mantras email and automatically it is
fetching the email that is right here.

20:05
OK, so I can send send the email right from the system also task.

20:11
Yeah, cheese.

20:12
What are these task events?

20:14
Task is basically Satya Sir.

20:15
Suppose for example, I had a conversation with customer but customer said call me after
one month or call me after one week.

20:22
So I'll create a task.
20:24
Whose due date will be the date after one week.

20:27
So automatically system will give me an reminder that hey, reminder on that particular
date that this task is due for today.

20:34
Is this the case?

20:35
Can we create task for retail leads also retail lead are we doing it today?

20:41
But are we doing sorry, sorry, sorry, I, I had a situation sorry.

20:48
No problem.

20:50
These tasks we can do for retail, are we doing it today?

20:54
Matlab can to theek hai but are we doing it haan satvik Sir basically retail Mein kya we
are creating jaise retail lead DSC ke paas jaati hai naa automatically Ek task toh ban he
jaata hai.

21:05
System Mein by default theek hai phir usape kya hota hai Ki Agar wo not responded hota
hai toh Ek subsequent decor task banata hai aur ise paanch task banata hai toh pancho
task jab not responded hote hai toh automatically lead loss ho jaati hai aur UN pancho
Mein se Ek bhee responded ho jaata hai toh wo log ho jaata hai wo toh follow up si hai wo
toh Mein samajh Gaya.

21:22
But what are we calling it?

21:23
Are we calling it follow up?

21:24
Are we calling it task task Matlab task kah rahe hai usko bhee toh theek Okay aur cti
level pe Jo bhee hoga wo log calls Mein log ho jaayega automatically Matlab telecaller
level pay.

21:39
What do you mean log matlab jaise jaise call hogi telephony se automatically call will be
logged.

21:52
It will get recorded all the calls that we have to check with vendor Ki if there is such
provision or not.
21:59
But I guess most probably the recording link will be there.

22:04
Exactly this call was done from this time and if there is a link then that comes that's it ha,
that will come on this particular record event Kya hai phir event is also like task only key
but just a super set of task.

22:22
Suppose we have to plan a particular event at a particular location.

22:28
So then we can just use this event bar event piece.

22:37
Where is that checklist here Kitanj of the whole journey.

22:43
The checklist is right here.

22:45
You can just use vehicle in press test drive, test drive.

23:08
Finance option will be removed from here.

23:11
No, we need a few things right?

23:13
I remember BRG may be a disgust.

23:16
Ek second achchha akkas khuli amiga dekhanas just go to.

23:19
He had asked for a few status purchase order.

23:24
OK, he's asking for purchase order, payment connection, neglected checklist achchha.

23:31
Okay though we will need POPO checklist in this case.

23:35
No PO checklist Sir.

23:37
Ek bar quotation vagairah AA jaayega uske baad hai toh wo aage booking level pay aayi
thi you will see matlab dala hai provision nahi nahi.
23:44
But okay, go back toh yeh kya hai, bas achchha AAP logon ne yaar yeh matlab Ki har har
level toh apna alag track kar hai Sir.

23:58
And our level penny, this is basically, suppose this particular lead ko koi TSMARSM koi
kolke dikhta tha.

24:04
You will get a quick, brief or quick gist about what is happening in this lead.

24:09
No, but what I'm asking is why can we not?

24:11
Where is the PO then?

24:12
If I have to get a PO checklist, where will I get that on a different, on a different?

24:17
Yeah, on a different at a different stage?

24:19
Because what will happen?

24:20
So Arthik, Sir, once I will convert this lead.

24:22
No, this lead will automatically be hidden in the system because we will be, This lead is
converted into booking.

24:30
OK, so that's why we have not kept the PO provision here.

24:33
But you will see in the next module like at the latest stage.

24:38
Chalo AAP karo dekhkar next.

24:40
OK Muthu Sir, any input or shall I proceed?

24:47
Yeah, yeah, please proceed.

24:51
OK, OK, So what I am doing is I am converting this lead because as this lead is interested
in buying the vehicle.
25:06
Just a minute.

25:50
Just a minute.

25:51
OK, so now I will be, I am, I will.

26:08
I'm able to convert this lead into booking now what will happen in booking stages?

26:16
Better let me just remove it.

26:18
Sorry, the team was just doing the development.

26:20
They put the component right here only.

26:23
Why are all these accounts and route planning there in those I will I will explain you what
is happening on the booking, OK, OK.

26:41
So let me just explain you.

26:43
This is the basically the contact automatically when a lead gets converted into the
system, automatic system field gets a contact, OK.

26:51
And the products that was that we have configured on the previous stage on the lead has
been mapped right here.

26:57
And there is no quotation right here because we have not yet decided which dealer will
going to fulfill that fulfill the demand.

27:04
OK.

27:05
So what I will do is I will use this notify dealer button here Muthu Sir, you will see that I
can modify this on road price.

27:13
I can select the dealer that which dealer is going to fulfill this particular 5 quantities
demand also.
27:21
It is not mandatory that this 5 quantity will be fulfilled by one dealer only.

27:26
I can use this add button just to split this 5 quantity across various dealers also.

27:32
So this is also here.

27:35
So right now let's just say this particular order will be fulfilled by you can remove the
Muthu you decide the on road price or you decide the actual which which component do
you give us a on?

27:53
On road only Yeah.

27:54
Discount hata though phir AAP seedha on road price hai option though discount No.

28:04
But we have to enter the discount.

28:06
No.

28:07
Why Muthu gives the final price?

28:09
No lad.

28:09
He has to give final price then they will aakhri change my It is not one time we are giving
price.

28:16
No, we may give multiple prices.

28:20
I don't follow.

28:21
When you say multiple prices, what do you mean Means I may give a one price at the
first beginning of you're saying in negotiations.

28:29
Negotiation.

28:29
Yeah, hey, but this stage is after negotiation is done.
28:34
OK, OK, OK, understood.

28:35
Yeah, OK, OK, got it, got it, got it.

28:38
So you just need to put the price final decided price.

28:43
Wait, no, no harm in having discount as A tag.

28:46
OK, maybe.

28:47
But you either put discount or you put on road price, right?

28:52
If you put one item, the other should get automatically calculated, correct?

28:58
Other can be deactivated also, right?

29:01
Yeah, that's what I'm saying.

29:02
So either we deactivated because Jarurat he nahi hai or Agar rakhna hai toh phir Ek
rakho.

29:10
You can keep onward price makes lot of sense.

29:12
Yeah, that's what you can yeah, yeah.

29:20
But this phone, this tab will be there or you will remove it.

29:24
You suggest MATLAB if you want to keep you'll keep you keep it.

29:28
That's what I'm saying.

29:29
So I am simply saying discount should get auto calculated.

29:32
That is all I am saying MATLAB that that is fine.
29:36
Yeah.

29:41
So team when Muthusar enter the on road price, the discount discount will be auto
calculated.

29:48
That is what chargesar is telling correct?

29:51
So instead of entering if he is giving a discount of ₹50,000 in the previous slide which we
have previous winner journey which you have shown 50,000 minus OK, the on road price
will not be coming.

30:03
When we give the on road pricing the default, the discount will be calculated correct?

30:09
Aku shuruat vaale journey Mein to shuruat Mein toh price capture karne Ki zarurat he
nahi we can remove it correct?

30:15
I think the parallel screen, I think the initial screen we didn't need to capture the price
and discount.

30:22
If the discount has to be provided, it should be provided here.

30:26
That's what I'm saying.

30:27
Sir yahaan pe bhee aapko discount provider on road price de dijiye discount auto
calculate ho jaaye haan matlab sarit Sir Mein Ek cheese samajhana JA raha tha Ki jaise on
road price Jo hai naa ye vaise bhee final price hai theek hai toh you are saying Ki on road
price Jo bhee muthu share karenge toh matlab.

30:51
Finally price hai theek hai usme discount lage chaini lage toh AAP jaise Karen discount
auto calculate ho jaayega toh auto calculate toh kaise hoga matlab like it will do a back
calculation nahi nahi he's right he's right.

31:05
No no he's right.

31:06
If you have back calculation karne ke liye aapke paas wo information nahi hai naa
insurance and state tax.

31:12
We wo nahi kar paaenge on road price dete hai.
31:17
This should be the this will be the final price theek hai.

31:24
OK, so I am selecting 2 dealers right here.

31:29
One is Chennai Motors that is of Shastri Nagar and one is of Chennai Motors Ramganj.

31:34
Yeah.

31:35
Update nahi kiya dealership nahi dealership abhi update nahi Gaya kyonki development
developer OS sandbox developer environment Yeah but when are we actually planning
on doing this Matlab?

31:49
Because I feel yeah it just keeps on going on MATLAB though.

31:53
Teen ho Gaye ho Gaye satak Sir yeh SAB cheez kya hai matlab Jo uet environment hoga
naa usmein configure denge bispe kya hota hai team kaafi Puri team kaam karti rehti hai
toh toh toh wo vaise bhee changes kar rahe hote hai toh ispe kuchh sense nahi tha.

32:10
Proper setup ka Jo shuruat se chal raha tha haan.

32:15
So you can see Sir, I I had selected 2 dealers.

32:18
So a booking team is created one is Gitansh Chennai dealer and Saiful Chennai dealer
and you can you can see 2 codes are automatically created.

32:27
And if I open the DMS, you can see Chennai dealer has received a notification that a new
RFQ has been created.

32:35
Team monitor is requesting a new code.

32:40
Yes, muthu Sir.

32:42
See I have let's say have a scenario like I have one customer with in 2 different state,
one customer.

32:53
So he wants vehicle at 2:00 different state.
32:57
OK, OK, So I have to create 2 different inquiry.

33:02
No, no, no, no abhi split karke dikhaya.

33:06
You can just split the particular order can just be like in 2 different state.

33:16
You can select any dealer.

33:18
Suppose you want this, these 5 vehicles should be in state one and this 10 vehicles
should be in state 2.

33:23
So you can split it right here right automatically.

33:26
Why are you clicking notified either to be able to do this update either click update deal,
click update deal is basically at this point you if if you want to just switch the model or
switch the type.

33:40
So it is for that, OK.

33:43
But I, I don't think notify dealer is the right button to click the care.

33:49
So I think I think it should be send RFQ.

33:57
I I am sorry, what is an RFQ?

33:59
No, I think it should be send RFQ request request for quotation.

34:06
Yeah, why?

34:07
Why for quotation?

34:08
Why RF saiful was just suggesting MATLAB up.

34:13
Look, you can suggest I'm not.
34:15
My question is it can be just update dealer, update dealerships or something.

34:23
Update dealer.

34:24
Yeah.

34:24
So yeah, notify.

34:29
Notify also means he will get a notification.

34:32
That's what you were saying, correct?

34:34
AAP usko theek hai aisa kartu.

34:36
Because he's right.

34:37
Every time you updated, a dealer should get the notification.

34:41
So you can update and notify.

34:43
Maybe you can make it something like that, right?

34:46
Just the name of the button theek hai, we'll we'll modify it.

34:53
But Pacha Agar maan lo mere change karke dealer toh purane vaale ka kaise hoga aaj
jayenge uske usme se system Mein se nahi hatenga nahi.

35:03
I'll I'll tell you what will happen.

35:06
So at this court we have these these stages right here right So add this particular till this
stage quotation receive dealer will be able to move the stage and ultimately mantra
team or Muthu Sir will have the provision to reject or approve the quotation.

35:23
So if the quotation is approved or rejected so according to that you can change the
dealer also Yeah, this is not at all intuitive.
35:31
Yeah, I just apne rejected approved to do differences make you rakha hai and ye bahut
he sali journeys may say different different tabs Mein jaaru finding where to Click to
reach where is not seeming very clear to me.

35:50
What is the difference between rejected and approved?

35:54
This is basically Sir just to if if we reject this particular code, that means there's this
dealer will why will the dealer reject the sorry?

36:03
Why no the dealer will not reject reject the code matlab.

36:10
There can be multiple reasons no Ki no but the deal has to do it.

36:14
Sorry kisi doosre dealer ko Agar aapko bhejna hai notification theek hai ISS kisi dealer
one se cancel karke toh apan reject kar sakte Hain this particular court ko taki hoga kya
ISS dealership pays dealer ko visibility rahegi Jo Maine upload kiya hai Quotation It is
been approved.

36:38
It has been approved or it has been rejected.

36:40
What was the stage or regarding your question that why why why I was jumping into
different different screens.

36:50
So This is why because ultimately apan ko karna kya hai satvik Sir, we have to generate
multiple codes, multiple records taki multiple screens yahaan pe accordingly dealers ko
visible ho AB hoga ke jaise ye particular dealer hai tick app same screen pay.

37:05
If I will put all the data no, then all dealers will see Ki kiss dealer ko quotation Gaya hai
kisko kahaan Gaya hai AB kya hoga isko ISS particular dealer ko Cheney dealer ko keval
yahi dekhegi quote.

37:18
All the data will not be visible to him.

37:23
So that's a that's the basically that's the architecture that we have configured.

37:29
No that's not what I'm saying anyway AAP bataiye continue let's let's see theek hai.

37:45
So as you know that I have selected 2 dealers so accordingly I'll get the notification at all
the dealership take care the the same notification.

37:57
OK, so now what the dealer can do is dealer can just move the stage to in review
because sometimes there can be a scenario where dealer will be taking some time to the
just upload the quotation or just taking the decision.

38:12
Also they once they will accept they will be able to upload a particular quotation or
particular file right here also.

38:23
OK, so let me just show you some validations.

38:28
Suppose if I click on approved or rejected, system will give me an validation that this will
be done by Mantra team.

38:36
OK, This rejection and approval part, why give it to them also just remove it no?

38:42
And if a dealer is not able to do anything, what is the point of keeping those buttons?

38:47
You are correct, Sadvik Sir.

38:48
But this is you know, say a Salesforce standard path.

38:51
We cannot just split this path into 2 or 3 different parts.

38:56
MATLAB you can't delete it Matlab either either it will be deleted in all the views or it will
be MATLAB.

39:04
We cannot just say these 3 fields will be visible to Montrez team and these 4 will be
visible to dealerships.

39:11
We cannot do that.

39:14
OK but fine.

39:20
But dealer will not have a say on this.
39:23
That's my point, correct?

39:26
This dealer MATLAB, what Muthu says dealer will have to do OK, Theek, if that is the
case, then we can just modify these path.

39:37
He just has to send the quotation like quotation request received, quotation request,
quotation sent.

39:43
That's all there is, that's all, that's all.

39:44
Yeah, Theek hai.

39:46
Quotation request received and quotation sent.

39:48
OK and send OK OK got it.

39:58
OK, so I'm just uploading some random file here.

40:09
OK, so once the file is uploaded automatically path will go to quotation received OK and
send quotation sent will will rectify it and add At muthu screen you can see a notification
as came a new quotation has been received.

40:26
By this particular dealer.

40:28
I I hope this feedback that is being given is getting captured Right.

40:34
Sorry.

40:34
Which feedback?

40:35
Jo abhi baat kar rahi hogi.

40:37
I'm I'm noting it all now.

40:40
Yeah.
40:43
So in respect to one quote, we got a particular PDF.

40:51
OK, so if I will move the stage to quotation received, the system will give me an error
that not all quotes you have received yet because till now only one dealer has given me
the code.

41:03
But see this is the problem that I'm seeing in this.

41:06
Why do I have to mark status as complete myself Quotation apne AAP aagaiye to apne
AAP ho jaana chahiye ah maybe aapko scenario bhee dikhaata.

41:14
It will do at your own only.

41:24
Yahaan pe bhee hisab dekhoge Once dealer has sent the dealer has uploaded the file
you will see automatically stage has moved to quotation received and we will rename
this as quotation sent.

41:45
They Agar ye muthu hai toh quotation received hona chi Agar ye dealer hai toh quotation
send This is dealer this is dealer no dealer achchha ye dealer hai status complete hai ye
toh usape quotation received Wali stage pay ho Gaya naa ho Gaya matlab.

42:07
This is done right.

42:07
Quotation has been sent been no.

42:11
It should be in real no, Yeah, you are correct Sir that Sir but all of you sub standard
season Salesforce we cannot do anything on this.

42:24
We can.

42:25
This is what they are trying to tell us what we can do is hello yes, yes, yes.

42:31
So once we have already received the quotation from the dealer, this need to show in a
green colour tick mark where still it is showing in a green, blue colour, green quotation
received.

42:42
Yeah, that that we can do that we can do.
42:45
So that is what they are trying to ask.

42:47
We have already received the quotation.

42:49
So that need to give a check, check mark saying that we have already received the
quotation.

42:55
Theek hai with the green colour, green colour thing.

42:58
Just what is there before before see this is aapko you are saying something.

43:08
Nothing, nothing.

43:08
I just saying that same what you are saying Yeah, same thing.

43:11
OK, OK, OK, yeah.

43:14
Age is see Shailesh.

43:17
This is what I was saying right?

43:18
Hamaara feedback Jo hai miss ho raha hai.

43:20
I remember in one of the origin conversation that said kiye Jo tick mark dekh ke kaise
bataaunga, correct.

43:29
Why are we not capturing that Matlab the why are we not putting the text either next to
the tick mark or just in green?

43:39
We can put it so, so Gitanj, so did you understand what's others are selling?

43:45
If you are your mouse cursor is somewhere else and you don't know which stage are you
in, whether that is accepted or whether that is you need to again go hard over on that
and see whether that is accepted.
43:58
Why can't we see that which stage that is completed?

44:00
Bolke yes, you solution you and Sarthak Sir, you guys are very logical.

44:06
You are correct on this.

44:06
But ye Jo path hai naa ispe hamaara itna he control hai Ki.

44:10
We can just rename this these particular stages.

44:15
We can't do anything more on this particular path.

44:18
You can't change the tick mark to the actual name.

44:22
Haan matlab ye tick tick mark hore karne karne he padega jaise court abhi accepted ho
Gaya naa toh automatically tick mark AA Gaya theek hai kyonki abhi stage aage pad gayi
hai.

44:30
So, so Gitanj can we can we can we do one thing instead of instead of when we are going
and putting the cursor there we are able to see accepted right?

44:42
Instead why can't we see now accepted and when we all over we can see a tick mark
that can be possible.

44:52
Sadak Sir, Matlab, what I was trying to tell here is Gitan, can you just go to first, second,
3rd green tick mark and now it is send right?

45:04
Second one is in review then it is accepted, right?

45:08
So go to the quotation phase.

45:11
Now can we see all sent, receive and accepted and when we go and put the colour there
we can see a tick mark?

45:22
No Sir, no Sir.
45:25
That is what I am saying.

45:27
As far as I know 80% it cannot be done but still 20% will.

45:31
Our team will research about it.

45:34
It seems hard to believe Matlab Ki ismein AAP ye howar ko deactivate nahi kar sakte.

45:41
Well, I would be surprised if this is not possible.

45:45
Matlab.

45:45
Matlab why?

45:46
Why they are asking that Nagiranj?

45:47
It need to be when they are seeing this view they need to clearly understand which
stages have been completed whether we have received it, we have send it what stages
have been completed.

46:01
You are just showing that green colour mark.

46:04
But we don't understand which stages they have completed.

46:07
Step one Mein kya Hua Step 2 Mein kya Hua Step 3 Mein kya Hua.

46:10
We are not able to understand.

46:12
So as a user I am I am telling you correct time Matlab you guys are very logical but still
we can check.

46:22
I just check this.

46:24
OK, take care.
46:35
So now that I have received the quotation from all the dealers, I will manually approve it.

46:42
We can, as Muthusar you are saying we can remove this, these particular quotation.

46:48
Apne AAP AA jaati hai toh apne AAP.

46:51
Correct To aisa aisa kuchh nahi hota hai.

46:55
File unhone bhejiye.

46:56
Muthusar will first review it.

46:59
That's a good point.

47:00
Will you have to see these quotations?

47:02
I'm guessing.

47:02
Yes, Sir.

47:03
Yeah.

47:04
Yes theek hai theek hai then let's keep it then let's no but received AA Jana chaahiye
kitanj uske baad approved pay Muthu should be able to say approved or resend or
whatever received tha vahaan pay aur achchha Ek cheez mera doubt Ek aur ye bhee tha
Ki aisa bhee ho sakta hai scenario Ki.

47:23
After seeing this particular file, muthu Sir can reject Ki AB ISS dealers nayi karna hai phir.

47:30
Muthu Sir can request the other quotation.

47:33
OK, you can send the quotation again, the revised quotation.

47:36
Yeah, it can be.
47:38
It can be achchha or deal cancel nahi ho sakti correct theek hai.

47:47
So in the scenarios where you are cancelling the deal, you will mark the stage as
rejected, right?

47:54
If I'm not wrong, no, this is just code.

47:58
This code code rejection and deal rejection to separate text correct?

48:05
OK, deal rejection Matlab samne Wali party chisko bech rahe the we don't want to buy
any.

48:10
So that option we will need no, that is deal rejection.

48:17
Matlab Agar aapko dealer he change karna hai aapko dealer once.

48:21
Will that be any scenario?

48:24
That is possible.

48:25
But more than that, it is also possible that the customer only says no, we don't want to
buy any theek hai.

48:33
That provision we do have theek hai.

48:36
You can change, right?

48:37
If you need to change, you can change, no.

48:39
Yeah, yeah.

48:39
That's what we have.

48:40
We can theek hai hardak Sir yahaan per meri Ek query hai Sir jaise abhi hamne Ek
dealers ko though parts made kar diya like Ek mere ko 5 products de rahe.
48:51
Ek mere ko 10 products de rahe correct aapki demand 15 products Ki thi toh apne alag
alag dealers say demand peri aapko 5 vaala dealer confirm kar raha hai Ki theek hai Mein
aapko escort pay price deta Hoon aur 10 vaala dealer Jo AAP 10 product dealers se
maang rahe Hain wo Agar decline kar dete Hain aur aapko koi bhee dealer Agar aapko 10
plus de he nahi raha toh phir deal ka kya rahega hum log 5 percent pro.

49:14
It is not how it works.

49:17
They have to do what we tell them because they are just acting as a party.

49:21
Hum hum ko gaadi de rahe Hain unke through per registration karva K nickelavar okay
they they cannot say no.

49:29
They cannot say no.

49:30
But what may happen is like no, do we have a provision that I can select one and reject
the second That option is there right?

49:44
Ankitansh is it there option nahi abhi Tak nahi hai but which will incorporate please Yeah,
this has to OK selecting one and rejecting the other.

49:56
And then he should also be able to then request a quote from somebody else or same
guy, whatever those capabilities we should have Yeah, because I asked this question for
that purpose only if I reject one one, we will able to select the second other Yeah, but
that is if they send something wrong, not not that they have an ability they can't refuse.

50:20
OK, OK, Theek.

50:25
So Saratak Sir, you can see that this particular deal is on new stage only because the
other court was not approved.

50:35
Okay, so we'll I'll approve it.

50:40
Okay.

50:40
And then if I refresh the page, we will see automatically the stage is at quotation
received because all the coats are approved.
50:51
Okay, we can modify this quotation received as quotation.

50:54
Quotations approved.

50:57
Will that be more efficient?

50:59
Sir quotation quotation but movie again wo ho Gaya toh apne AAP green ho jaana
chaahiye matlab haan wo apne AAP yahaan pe marks achchha wo sorry abhi wo marks
the just complete karna padhai that is unnecessary nahi nahi nahi.

51:18
Sir ye abhi jaise Maine page refresh Kara tha tha automatic Hua tha bas ye nachi Ki tick
mark correct That's what I'm saying the what is the point of this mark stages complete
button in in this particular he is not doing anything apart from clicking that button and
going to the next stage.

51:35
No aapko dabao button mark stages complete nahi abhi AAP you created pay toh phir wo
kya since bana iska wo toh apne AAP he ho jaana chaahiye naa quotation receive ho
Gaya tha toh wo apne AAP he po po created quotation received.

51:58
Why?

52:01
Okay po created nahi hoga po stage pay AA Gaya basically po generate toh anyway but
wo Quotation received apne AAP ho jaana chaahiye naa mutthu koi button dhabani Ki
zarurat kyon padh rahe theek hai Sir theek hai Saratoga what you saying right now jaise
Ki aapko blue colour Mein dikh raha hai.

52:40
Quotation received.

52:42
This will show the active stage.

52:44
Matlab Mein aapki baat se agree karta Hoon Ki green mark ho jaana chaahiye aapko
thode security de raha Hoon standard hota hai naa feature Salesforce bataaya it will
show Agar Mein blue colour Mein dikh raha hai active stage hai ye done ho chuki meri
uske baad Jo aage dikhne wo pending hai so quotation receive itself displaying kiya naa
theek hai.

53:06
Quotation receive Ho Chuka hai active stage hai blue colour.

53:13
But right now actively we recently quotation receive and still pending behaviour.
53:24
If it's confusing you, let's let's go with those.

53:30
What do you think is better?

53:31
This is OK for you?

53:34
Fine.

53:36
It should happen automatically.

53:38
That's it's OK.

53:38
Fine.

53:39
OK, OK, OK.

53:41
Just check if it can be done automatically.

53:42
If yes, then all well and good.

53:44
If not, then yeah.

53:47
Take care Sir.

53:47
OK.

53:49
And the text should be visible.

53:51
Ideally check for that.

53:53
We'll we'll check.

53:55
Yeah, Sarthak Sir, these are one more query in the detail section in the B2 C, you show
the booking path also there in the B2 C journey.
54:11
So wo bhee automatically move hona chaahiye according to jaise AAP yahaan pe bol
rahe Hain Ki document verified wherever yes, wherever it is happening and user
intervention is not required usme haan okay appeal, thank you jahaan pe intervention
chaahiye vahaan pay theek hai.

54:31
You can still have that button okay theek hai toh AB saratakshan.

54:40
Now what I will be doing is I will be placing in particular order since the court is accepted.

54:47
Now I'm sending an order to that particular dealership.

54:51
OK, so for that we have this Where did you get the PO?

54:55
Sorry, where did you get the PO Achchha?

54:59
Sorry, what you're placing the order karo Ek bar phir se AAP purchase order checklist.

55:14
Okay so we have to just fill the details in this OK then only we can generate a PO in
respect to a particular dealer.

55:26
OK, so once I clicked on, once I have filled the all the checklist automatically this
Ramganj dealer will get a new notification that a new PO is created.

55:40
So to client.

55:47
Theek hai matlab, how will the client give zipto dega naa?

55:55
Zipto will give up PO right in this case to Ramkanj.

56:02
So Zipto will give up PO to Ramkanj theek hai.

56:10
But in your system us hardik Sir aapko Ek kuchh order yeh kuchh toh banana padega naa
toh matlab.

56:16
I have used the wrong term po not po.
56:18
We have created an order for this dealer.

56:21
Theek hai jisape phir aage Jo drop toh ka Sarah procedure hai wo hoga invoicing aur
invoicing ke Jo bhee steps the aur saree chijen So Ek order banaaya hai and po pe mere
ko thodi clarity chaahiye thi Ki po zepto kaise dega matlab.

56:39
In what form?

56:42
Drop box, jaisa link whatever link.

56:49
If you remember we discussed this.

56:51
No or or should have the ability to upload it if he gets by mail.

56:58
Theek yeah yeah theek hai 2 will be uploading right?

57:06
Yes and the po will send po.

57:10
Its up to us to upload it Po aapke mantra ke naam pe hota hai Ki koi dealership ke naam
pe hota hai it will be dealership OK understood Except in tender it will be mostly OK.

57:26
So anyway that that is irrelevant but po this coming from Zepto Yeah, that Muthu should
be able to upload that they will send it to you only.

57:39
No, they will not send it to the dealer, right?

57:42
It see, I mean you can have both options, OK.

57:45
Sometimes if you know they can send it to dealer also, but who will have the ability to
upload it?

57:53
Should that should you have the ability to upload it or should the dealer have the update
it upload it?

57:56
Both it can be with both right?
57:59
Are you sure?

58:00
Both.

58:00
I think you should be the one to upload it, No Why?

58:03
We have already finalised the price.

58:05
It is nothing.

58:06
PO has nothing more than that right?

58:08
Our rates have been already finalised.

58:10
So if anybody anybody can upload it, what's the big deal?

58:17
I think given that this the number of P OS will not be very large volume and you if you do
it, it will be much more less prone to error.

58:30
Fine that that is.

58:31
that's the one way of looking at it.

58:33
But let lets say if no dealer gets a PO OK, auto generated PO and he want to upload it, let
him upload no what's the what's the wrong?

58:47
what's wrong with that Problem is that for that we are depending on the dealer no in this
entire journey, the dealers no, no, no, no, no.

58:56
It is just an option.

58:58
It is not that mandate.

59:00
I will have the option and you will also he will also have the option.
59:04
If it comes to me, I will do it.

59:07
Option.

59:09
Yeah, both can be should have the ability to do it.

59:12
That's what I'm saying.

59:16
Theek hai so sadak.

59:17
Sir, here I I have a doubt.

59:20
Jo ye po hoga naa wo ISS particular court K respect Mein.

59:24
Upload hoga ya phir ISS particular deal K respect Mein theek deal level pay deal level pay
hoga theek hai.

59:36
What is our internal achchha nahi?

59:39
Wait one second you mutu AAP jab quote lete ho to multiple dealers say quote lete ho to
you will be passing that quote on to the client right?

59:50
Those 2 quotes manlo.

59:52
So then the client will give the PO.

59:54
How in this case will it be for 2 separate dealers?

59:59
It can.

59:59
So this this will be 2 separate P OS or will it be 2 separate P OS?

1:00:05
Satya OK OK.
1:00:07
Because GST will differ.

1:00:10
So then it will be at code level.

1:00:13
Yeah thek hai code level PO basically matlab po hota hai wo just take.

1:00:25
PDF document hota hai ya phir kuchh settings list just no no, it's just a document.

1:00:31
That's it's just a document OK theek hai toh.

1:00:35
We will keep at court level only.

1:00:38
So Sarthak till now for drop one we have done this much journey only and once the court
is approved, we'll use your booking API to push this particular deal or booking into your
existing Dms.

1:00:52
That's what Shashi has told me.

1:00:55
Sorry, sorry.

1:00:56
Sorry Satya, I didn't get it.

1:00:57
Sorry.

1:00:58
So in the first drop, you know Muthu, what is happening is that we are reaching only the
booking stage.

1:01:06
OK, OK, OK.

1:01:07
And then it will be passed on to ERP.

1:01:10
In the next drop, everything will be on Salesforce.

1:01:13
OK, OK, fine, fine.
1:01:14
Fine.

1:01:15
There is no advance payment that you take.

1:01:16
No, Muthu, everything is full, full.

1:01:19
And this one no OK, everything is in one shot payment, OK, Right.

1:01:23
Generally yeah 99% yeah 99% of case take care just Hardik Sir I have noted down all the
points will will incorporate this will incorporate it as soon as possible and also sellers will
be topping you a mail with those changes but yeah which is fine but ye dashboards
reports accounts kya cheez hai MATLAB what are these analytics?

1:01:52
What are route planning kya but in the haan yeh abhi kya hai actually jaise Maine Hain
naa system admin se login kiya web system admin ko kya hota hai har cheez ka access
hota hai har object ka har cheez ka har analytics ka.

1:02:04
What will be the drop down that he will see?

1:02:07
What system admin or muthu muthu?

1:02:11
Muthu will see only lead then booking and some dashboards and analytics that will be
conferred for muthu.

1:02:19
Can we see those dashboards and analytics?

1:02:23
No Sir, these are not ready yet.

1:02:30
Thoda time.

1:02:36
One more thing, let's say in future, if you want to add a employee in the team, that is
also possible, right?

1:02:46
I think yes yes Central Admin yeah you can add a team but jaise Mein Ek cheez batata
Hoon aapka jaise.

1:02:58
That's why I have kept the provision of queue because mutak hai naa Ki que ke andar
Mein aapko dikhaata Hoon jaise.

1:03:05
Suppose this is bhee Cam que theek hai abhi.

1:03:08
We have kept only one user that is Kitansh vatnagar, okay And the in the future there if
there will be more user, we can just add some users to it.

1:03:17
Agar AAP jaise kahe lo Ki the lead owner will directly be Muttu theek hai.

1:03:24
So in that sense the Matlab thodi si problem aayegi system Mein kyonki Agar que ko
rakhte hai naa to multiple user will can work on this particular simultaneously.

1:03:34
So it will not be the lead will not be restricted to Muthu Sir only.

1:03:38
That's why the that's why we've kept this provision.

1:03:41
So we should keep it for Muthu today because in the foreseeable future we are not
getting anybody as far as I know.

1:03:52
So for now, it should be only Muthu.

1:03:55
When the back end.

1:03:56
However, we should have this queue logic available.

1:03:59
And actually it's not even going to be que, it's just Raghav, right?

1:04:02
Raghav can decide who, who to assign it to.

1:04:06
Correct.

1:04:06
Muthu, see if it is parallel to me, he will assign.

1:04:11
If it is in my team, I will assign, then you will assign, correct?
1:04:13
But clarity, correct?

1:04:18
Yes, understand that.

1:04:21
So Filhal it is P OK, if it is somebody can be added.

1:04:25
Do we have provision for that?

1:04:26
That's my question.

1:04:27
Yeah.

1:04:29
So both Raghav and Muthu will need then whether we how should I put a tweet?

1:04:35
Both Raghav and Muthu should have the ability to assign when required.

1:04:39
Aaj Ki din pe we don't have the clarity only on hair other but Shatak.

1:04:45
Do you think Rahman should have have this because he will be will be able to do you
know if it is like every deal wise?

1:04:54
Can you come and do this?

1:04:57
How it depends on how many deals you I I don't think it's a very big task.

1:05:00
No, it's just just look at the largest picture coming days.

1:05:06
Let let's say I mean that should let's maybe then at the moment Geetha, let's not worry
about this.

1:05:14
Let's keep one person only.

1:05:15
Let's keep it.
1:05:17
Take care.

1:05:17
Yeah, and just to tell you, Ki provision already has system MATLAB.

1:05:21
Anytime any person writes data, they can assign this they they can change the lead
owner.

1:05:29
But lead owner can be only one.

1:05:31
You can't have more than one lead owner.

1:05:33
No lead owner can be only.

1:05:38
Okay this I hope Raghav has the access to change lead owners wherever yeah whenever
he needs to whenever he wants no well across the business he should be able to do this
yeah Raghav Sir yes yes the rights and access we can define only Matlab owner koi bhee
ho, but if you decide that Raghav Sir Ki Raghav Sir ko hona chaahiye Sir kuchh ka access,
then that will be there theek actually abhi abhi it's not required if it comes up we'll be do
it theek hai theek hai but but kitani bilkul jaise clear nahi lagi hai mujhe MATLAB it is not
ye saare Jo data type se ye fleet location fleet size ye SAB abhi optional hai.

1:06:26
What had we asked for?

1:06:30
Sorry, 8 second.

1:06:31
Let me check.

1:06:32
I remember.

1:07:08
So company name upsource, fleet size, fate location Ek build to ship to Bola tha muthu
ne OK turnover bhee karaya capture OK.

1:07:37
Location I'm seeing industry type, OK, industry type is there, but Muthu, is our
information mandatory?

1:07:49
I think these information should be mandatory.
1:07:51
You know, fleet size, fleet location, industry type, each size it's mean then 23.

1:08:06
No.

1:08:07
Why?

1:08:10
See if it's not mandatory, then I feel people will not be prone to filling this.

1:08:18
It's good to have information.

1:08:19
No.

1:08:20
And this anyways would come up.

1:08:21
You would have context.

1:08:23
No.

1:08:24
Yeah, that's what I I was supposed to say.

1:08:27
OK.

1:08:28
Anyway, it is there in our records.

1:08:30
It is not that we have to come here and check it, no, but no motu.

1:08:34
But this, this sales force has to become your source of truth for everything.

1:08:39
Having separate records is what we want to go away from.

1:08:44
OK Ki aapko toh Pata hoga but mujhe mujhe nahi Pata hoga.

1:08:50
So if I want to see then I can find everything in one place.
1:08:54
OK?

1:08:56
OK, got it.

1:08:59
Yeah, housing status, counter housing status.

1:09:06
Housing status is basically MATLAB wo retail value Mein jyaada prevalent hai yahaan se
hata denge housing status is MATLAB own house rent khud ka rent.

1:09:16
No, I think that will that will can you just go up kya kya field field Hai is my mandatory
just a minute.

1:09:36
These these Red Star one are mandatory.

1:09:42
Just go go go go up go.

1:09:44
If it is in a company's name, how do I capture that?

1:09:49
Sorry this company name company name, this company name should be in the name
right?

1:09:57
Not the that's a primary name, right.

1:10:03
So this segment, this field has to be in the left hand side, not in the right hand side.

1:10:10
OK, that that we will do.

1:10:13
Can I have key person?

1:10:19
Key person has I have one button.

1:10:23
OK but the name should be company name Yeah AAP aise kardu company name upper
Kardu company name is important and it's mandatory also.

1:10:33
And then point of contact name or person name as a point of POC name kar dena and
usme you can put yeah key person name kar dena usko and just capture the arey first
name.

1:10:47
Last name Mein abhi bhee problem hai.

1:10:48
You can't mandatory ho sakta hai Ki any first name nahi sarthak Sir wo hai naa
mandatory paise ho sakta hai yahaan pe star nahi ho sakta kaise ho sakta hai lekin.

1:11:00
I just can't believe that sales force can.

1:11:03
I don't know how such silly things nahi ho sakta hai star jaise Jo last name hai naa last
name yeh toh mandatory hai he sales side se toh wo Mein samajh Gaya naa wo Mein
pooch he nahi raha Mein toh first name haan first name first name we can do mandatory
toh phir kyon karun nahi kar sakte nahi kar sakte mere ko laga AAP last name kya last
name Mein toh burai star first name Mein mandatory kar dijiye please ye Maine last time
ye Bola tha kitanjar ye usape AAP log mujhe kuchh samajhaane lage Ki nahi kar sakte but
message AA jaayega baad Mein and all those things.

1:11:32
If you can put the asterisks and put the asterisks no theek hai thoda niche aiye.

1:11:41
What is the duplicate count?

1:11:44
Duplicate count bhee basically matlab yahaan se hatna chaahiye retail ka scenario hai.

1:11:48
Yeh duplicate count tha Ki Agar same lead source hai aur digital sources se bar bar apne
paas lead AA rahi hai toh apne paas track rahe Ki ISS bande ne Instagram se mere paas
paanch bar contact kiye.

1:11:59
So that is just the engagement score.

1:12:01
No haan engagement score hoga aapki Jo marketing side se aayega theek hai.

1:12:08
Yeh duplicate count apni toh Shah apni Hui thi baat ya chandan Ki Hui thi unhone gatha
Ki Jo ye aggregator a Pi hai naa kiske scenarios bataaye the Ki ye Agar koi Banda bar bar
same lead source lead SAB source se hit ho rahi hai.

1:12:21
Toh duplicate count should increase.

1:12:26
Okay fleet size, fleet location so fet location okay.
1:12:34
Is it only one field?

1:12:36
Is it if somebody want to have multiple fleet at multiple location, how do you cancel that?

1:12:43
Right now it is one field only.

1:12:45
Matlab in Jo ye fields hai naa particularly in coop and dynamic nahi kar sakte Ki Agar if
you are saying Ki if you want to enter or enter 3 fleets theek hai toh yahaan pe teen
fields aise dynamic nahi AA sakti dynamic nahi nahi dynamic nahi hai.

1:13:03
Lets say I have 10 fleets 5 in Bangalore and 4 in Chennai.

1:13:08
Okay, one in Rajasthan fint.

1:13:13
So how do I capture that?

1:13:15
Here you have only one box.

1:13:18
You should put it as a add fleet ka Ek button, add add, add location ka button and usme.

1:13:26
Then you should be able to put in size and location theek.

1:13:30
Yeah, they will not come in this particular page like in Bahar.

1:13:35
We can do it custom standard form, Yeah, teen chaar bar Salesforce standard number of
employees that is not required.

1:13:55
No Theek date of birth, all these things is not required.

1:14:03
Yeah, industry type, go to the drop down.

1:14:05
What other industry you have all don't come down, down, down, down, down down down
down down down ecommerce, ecommerce I'll put e grocery yaar ye Maine bataaye, the
aapko, bakeries, groceries, all those cylinders, all those things we had said yaar go go
aggregator, demand generator, aggregator, whatever.
1:14:54
It's a salish agitanj in the back end.

1:14:58
Can you check?

1:14:59
Do we have such list?

1:15:00
Marna bhee bana lete ye panai hai agitanj back end Mein koi list nahi hai iski ye toh back
end as in in our repository Matlab hum log kya Ek jagah gather karke rakhne data toh ye
hamne call Mein baat Curry thi call Mein Mein aapko bata raha tha AAP the kaun tha
mujhe nahi Pata shanish the.

1:15:20
I am very sure it was all of these bakeries, construction equipment, all those kind of
things.

1:15:30
You e commerce again.

1:15:31
Yes, pharma, it's a bit MATLAB frustrating here.

1:15:40
MATLAB it, we keep on doing this again and again and I, I'm genuinely getting irritated
that we are not capturing whatever points are being taken.

1:16:00
Then for now, we'll try to see whether we have that list.

1:16:04
Otherwise we'll go and again, listen to the recordings and we'll just update upload.

1:16:08
OK, OK, OK, official list AAP abhi note kar dijiye let in addition to this, let Muthu tell you
what all he needs.

1:16:19
Muthu Sir, any specific that we are missing e commerce, grocery cylinders, aggregators,
pharma and just like gas cylinders, water tanks?

1:16:38
Yeah, ecommerce operator, you can say ecommerce operator, ecommerce, okay, all
these bakery gets covered in grocery, right?

1:16:54
No, it's a is that a separate thing or it's bakery more to do with food, Sir, when we are
talking about industries, ecommerce operator will be a separate industry.
1:17:11
No, no ecommerce is, is is right commerce.

1:17:16
And by the way for L5 M industry does not matter.

1:17:21
No, this should come only for L5 North.

1:17:25
This is for L5 North.

1:17:26
OK, L5 M again, aggregator is there right?

1:17:29
You have it's just, it's just aggregator, you know, TOH or Koi aggregator hoga ya phir
fleet operator, bus ohh fleet operator, fleet operator.

1:17:39
So this list is for N5 NNN for and theek hai yeah, theek hai must be separate or theek hai
theek hai.

1:17:51
L5 MA AAP daliye L5 m slash L3 ke liye AAP daliye aggregator slash operator.

1:17:59
Sorry, fleet operator, Nahi MATLAB.

1:18:04
The second option is plate operator.

1:18:06
Second option, plate operated.

1:18:13
OK, we should also add a CSR, right?

1:18:22
No.

1:18:22
But CSR is just CSR becomes a client, correct?

1:18:31
Yeah, it's client.

1:18:32
I mean client.
1:18:46
Hello.

1:18:47
Yes, but Agar CSR, if it's any CSR guy who's even sponsoring one vehicle, does that
become a B to B client And let me ideally yes Vikas tomorrow he may give more.

1:19:04
So database it should be CSR and if he's sponsoring only 1,00,000 out of 3,00,000 then
that's all.

1:19:11
That's also every time it happened that way only who does it get billed to then?

1:19:15
The CSR client or the customer who's paying tax customer, customer.

1:19:20
Why?

1:19:25
Because rest of the week amount he would be financing it This I think we need some
clarity on then MATLAB if it should come in your journey, your and by the way, Muthu can
add can Muthu add a single vehicle sale if he wants to kitaj single.

1:19:51
Not that every like one vehicle deal doesn't come right.

1:19:57
One vehicle deal may be the start.

1:20:00
Got it, got it theek hai toh CSR put as the 3rd option No please Hitachi.

1:20:08
Okay, okay.

1:20:08
Sarthak Sir, lead, sorry aggregator, fleet operator and CSR is the 3rd Sir.

1:20:34
Yes Sarthak Sir Puttu Sir anything else Ye task and activity task Mein kya AA rahi Ek bar
Jo okay, don't you Matlab I want your input on this.

1:20:43
Do you don't you think task and activity can just be one tab?

1:20:48
It will it can Matlab ye it can be one tab or it should be also one tab.
1:20:53
But basically Hua kehta Beech Mein for a better view.

1:20:56
Ye task mana deta.

1:20:57
But anyways, activity looks more good for me.

1:21:01
Look if they are the same thing then I don't think the other one is required right?

1:21:06
You can just call it task only.

1:21:07
I would say if there's no difference between at all take it's OK.

1:21:12
But I mean satak, are we not capturing tenders here?

1:21:22
We no tender will be a lead that you will create yourself.

1:21:26
You know Muthu, how will that work, correct?

1:21:28
How that will be captured in the system for reporting.

1:21:34
So tenders are released by the government on their portal, right?

1:21:38
Correct.

1:21:39
Once we get that, should we enter here?

1:21:42
Yes.

1:21:43
Then where is the provision for that?

1:21:47
So what will be different if it's a government tender was a normal lead Matlab, your
information that you need to upload is the same only no, no.

1:21:59
So lets say I will, I will put it in 2 different way, OK, For passenger, OK, it can be partially
funded subsidy scheme, OK.

1:22:13
And there will be some tender where there will be government will be buying this vehicle
and you know, using it for themselves.

1:22:21
Fine.

1:22:21
So in both the cases there 2, there are 22 different use cases, right?

1:22:30
For lets say for example, a subsidy scheme.

1:22:33
What we are currently discussing though pink, pink autos, OK, so beneficiaries will be
getting ₹1,00,000 per vehicle.

1:22:44
So that is also a deal, right?

1:22:46
that's also a lead.

1:22:48
Other rest of the amount will be you know Pandit right whatever what are the way that is
one type second type government buying 200 vehicles and using it for themselves or
giving it to give it to the beneficiaries but also there right in goods against the same
thing every Panjayat may get one or 23 Wheeler for their use.

1:23:13
So there will be multiple tenders for that.

1:23:17
There are many such examples.

1:23:18
OK, so only thing there is a huge difference here is we don't have this trial you know part.

1:23:27
So it is a enquiry bidding and financial bidding and selection PO is generated OK.

1:23:37
So it is bidding, bidding, technical bidding, financial bidding and PO sorry, bidding,
technical bidding and financial bidding are different things or it's technical bidding and
financial bidding, technical bidding and financial bidding.

1:23:55
OK, neither this is not there.
1:23:59
This is to be created then no, this tender we already discussed during our this is not
created in this I remember to ye Vaala Geetanj tender Co option alag se reena hoga.

1:24:14
I don't think that option has been captured here.

1:24:17
Tender ka b toh nahi hai lakshya so he's wo usko jabarat padega unka uska just he will
need an option in the beginning Ki jab wo leads like kar rahe hai Ki if this is a tender or
not when he's creating a new lead he will need an option of it's a government or
institutional option say rahega aapke liye muthu government, government or institutional
option you will need If its institutional this journey will start.

1:24:51
If its government then the journey that he just explained should start.

1:24:57
Government select karenge.

1:24:59
Don't you think Satya, it can be this institution can be modified as corporate and all
institution government can be come under institution government and institution Matlab
corporate toh we can make this.

1:25:14
That's not a problem.

1:25:15
Government and institution kya hota.

1:25:17
No no, in institution there will be 2 separate one is corporate, one is government.

1:25:23
You will only be able to see institution only batu.

1:25:25
So aapko aapko Jo naam Dene, we can give corporate and government kar lenge no
problem.

1:25:30
Okay, so if he selects government, then the whole tender thing that he was just saying
will start.

1:25:46
Okay boss hello hello one second Satya I'm getting call.

1:26:07
Meanwhile sarthak can you please explain government and institutions Mein tere se
difference aayega B2 b jandi Mein.
1:26:20
So if it's a government journey toh government though chijen kar sakti hai ya toh wo
khud ke liye purchase karke ghadi chala le khudi ko use karle gadi ko ya phir wo kisi ke
liye pand gadi or wo insan chalale right?

1:26:37
It's a subsidy that they are giving to the person or army chalale.

1:26:43
The journey is basically.

1:26:45
So he will need muthu will need to select these 2 options.

1:26:49
He either government is purchasing for themselves or it's a partially funded scheme and
he will have to also need to have the option of Ki Agar partially funded scheme Hai.

1:26:58
Then how much funding is the government doing?

1:27:02
So I think this will this all will be placeholders at lead level right, correct, yes, OK, and Ek
toki mera Jo lead type lead type government institutional and if it's government, then
though placeholders or was needed government or corporate, corporate Vaala is what
we've just seen.

1:27:24
Government Vaala is the tender wala thing that we're talking about.

1:27:27
Okay, Agar mere government select karta Hoon then mujhe kaun se though placeholders
Ho Chi partially funded subsidy scheme aur government purchase government self
purchase or placeholder name subsidy scheme rakhde partially funded subsidy haan
subsidy scheme kar sakte okay, that's okay.

1:27:51
And subsidy scheme though values partially funded and government.

1:28:02
If you select government then you should have 2 options subsidy scheme or self
purchase.

1:28:08
Government self purchase.

1:28:09
That's it.

1:28:16
OK, OK this government placeholders extract right?
1:28:22
No, your journey is changing.

1:28:23
No, you will not.

1:28:28
Then there will be a bidding.

1:28:30
So then there will be a technical bidding, financial bidding PO and there will be no trial.

1:28:36
So we will have to change the journey.

1:28:38
The same journey will not carry forward so.

1:28:43
So when we click on the particular placeholder that will be changing otherwise it will not
be changing.

1:28:49
What do you mean by placeholders?

1:28:51
When we are the government is choosing the vehicle for their own purpose or they
wanted to fund.

1:29:00
So when they are using that journey instead of the institution that time the journey will
be changing Sadak but the when we select that tabhi ye journey same name correct
select government basically the journey will be different.

1:29:16
So several.

1:29:17
Have you got it?

1:29:19
No, we'll have to do discussion on this because I don't think, Yeah, that's what he's
saying, you know, to we need a follow up discussion with you on this.

1:29:33
No problem.

1:29:36
He's in Bangalore.
1:29:41
Yeah, that sorry.

1:29:44
Correct number 3.

1:29:46
Yeah.

1:29:47
So Friday, Friday, no problem.

1:29:52
Tell me the time Friday morning, will it work for the CRM team?

1:29:58
So Friday, I think we are also scheduled with other calls now.

1:30:04
So is the same guy going to do the discussion?

1:30:07
Yeah, for both cycle and Gitanj will be there.

1:30:11
They will be mandate they will be there for that call also because we are discussing on
drop one only, right?

1:30:19
So I mean sometime we'll have to figure out this is a miss from us to kab kar sakte Hain
phir AAP bataao karna toh drop one Mein padega.

1:30:29
We can't do it later, correct Bata dungi.

1:30:33
We'll we'll we'll manage somehow.

1:30:35
But what time wise because again it will be like that.

1:30:44
What?

1:30:46
It's not going to be a big discussion vesab vesabad nahi hai, but the IT will be out of the
scope also right?

1:30:52
Because with it was not there in the initial scope again, the scope creep will be there.
1:30:56
No, that is why I'm just thinking No, no, it was there on the first description actually.

1:31:04
Nahi muthu, you're right.

1:31:06
It was there tender Ki hamne baat Curry hai.

1:31:10
What we did not do back then was at least I didn't realise.

1:31:14
I don't team ko toh context he anymore Ki tender Ki jivani alag poochhe.

1:31:18
So I'm OK.

1:31:21
See tomorrow also after let's say 6:00 o'clock, I'm OK.

1:31:24
No problem.

1:31:32
Vaise aapki brg Mein likha Hua hai.

1:31:34
Tender portal manually create lead by camp team Theek Hai.

1:31:37
Yeah.

1:31:38
Shailesh, let's do this.

1:31:39
No, please.

1:31:39
I I get it.

1:31:41
MATLAB.

1:31:41
It's not there in our BRT.

1:31:45
Yeah.
1:31:46
It's not going to be a very big change in your this journey.

1:31:51
It's going to be a shorter version only.

1:31:53
If it's possible, then I would appreciate it if you could do it.

1:31:56
Yeah, definitely, definitely.

1:31:57
So what we can do is internally, what we'll do is tomorrow, tomorrow in The Morning Call,
we'll discuss with Rohit on there and we can schedule a call whenever.

1:32:05
Murthy is free.

1:32:07
Take care.

1:32:07
Yeah, that's what I'm saying.

1:32:08
Tomorrow after 6:00 o'clock I'm free.

1:32:10
Or Friday, you tell me the time.

1:32:11
I'll keep myself free.

1:32:17
Take care.

1:32:17
OK.

1:32:17
Take care.

1:32:21
Yeah.

1:32:23
Muthu, you can drop back.

1:32:24
You just connect with the team.
1:32:27
OK.

1:32:28
Bye.

1:32:28
Thank you.

1:32:29
Bye.

1:32:29
Bye.

1:32:30
Thanks, Madhu, Sir.

1:32:31
Yeah.

1:32:32
Thanks, Muthu.

1:32:35
Yeah, on this.

1:32:36
Sailesh.

1:32:36
I know.

1:32:37
Yeah, this is a this was the business's responsibility, Miss Hua.

1:32:44
But the theek hai.

1:32:45
I will not push too much if it's not possible.

1:32:47
I understand.

1:32:49
Just let me just speak to Rohit or whoever and just let me know.

1:32:54
Yeah, yeah.
1:32:54
And yeah, just if we could just see the journey again.

1:32:58
Kitanj, you're on the call.

1:33:00
The D 2B key haan Ji Ki AAP log naa half an hour bolke though though ghante le lete
Hoon Sir actually sarathak se ruba kehna ye matlab kaafi coincised aur matlab kaafi
shorter version likh rakha tha poora B2 b jadni ka BRJ Mein toh aaj ka discussion kya
zaruri tha nahi understand we never did the institutional journey discussion.

1:33:29
Also I was just feeling this journey is not very intuitive.

1:33:36
Please you can make separate lead.

1:33:44
It's still just go back.

1:33:45
I just existing existing leads me properly Chalega.

1:33:58
You see this is actually the problem.

1:34:00
No, This is why I I was existing on the whole screens.

1:34:03
Wala thing Agar wo hamaare pass hota toh phir ye problem kabhi aati hai bhee So
satgar.

1:34:17
We have completed that discussion right?

1:34:19
So I will stop the recording.

1:34:21
If any if any direct feedback is there, I think you can directly give it to the team.

1:34:25
I will stop the recording.

1:34:28
They will also be It will also be easy for them also for the inputs.

1:34:32
So you're saying new product trial follow up, lead lost, converted Yeah yeah.
1:34:37
OK.

1:34:37
So lead lost and converted, why are they 2 separate already accepted or rejected with
separate shouldn't they be the same?

1:34:47
Converted hai toh green hai lead lost red uske andar difference kya hai Agar AAP jaoge
toh next functionality Mein baithin Mein kaafi different ho jaati hai naa matlab same
combined naam rikke apan though separate journeys define nahi kar sakte naa.

1:35:06
What is the text inside?

1:35:07
Show inside what lead lost?

1:35:11
So lead lost.

1:35:13
Yes Sarah.

1:35:23
This will not be needed for P to P angur Ishan dixit.

1:35:29
If you wanted to drop, you can drop persons the K converted banana just go to converted
saritak.

1:35:51
Sir there is no specific field under converted.

1:36:03
So this is the journey for lead right to AAP Agar maan lo quotation create kar rahe ho.

1:36:12
Just show me the old lead now please.

1:36:16
The retail one nahi nahi Jo AAP isase pahle Jo journey dikha rahe the agatsya vaala jota
agatsya Wali jadni actually booking Mein convert huye the Mein aapko booking ka page
dikha deta Hoon booking kiss cheez ko bol raha AAP lead convert hone ko booking bol
raha haan.

1:36:32
Basically Satya kar system Mein kya hota hai.

1:36:34
Matlab Salesforce Mein Ki abhi jaise apne lead Bani AB lead jab interested ho jaati.
1:36:40
You know theek hai toh uske liye apanic opportunity ye booking bana dete hai.

1:36:43
You can call it a deal or anything.

1:36:46
Theek hai aur kyon banaate kyonki lead kya hai.

1:36:48
Automatic sales force ka feature hota hai Ki wo back end Mein lead jab convert ho gayi
hai toh wo as a dispose yeah as a wo jaati hai matlab idan ho jaati hai aur baad Mein kya
hota hai.

1:36:57
Jo sari forecasting hogi theek hai Jo saare.

1:37:00
But what is making a lead a booking?

1:37:04
You're saying a lead?

1:37:05
If it is interested, it is a booking, but in the case of retail it is not that.

1:37:10
No, in the case of retail, it is somebody who's paid some ₹5000.

1:37:13
That is a booking, correct?

1:37:14
So don't you think that there is a problem here?

1:37:20
We are using the same name.

1:37:25
I don't understand why we are creating a separate booking number.

1:37:29
Cheese.

1:37:32
If it's a lead only, though, it's not a booking, it's a lead, but it's a lead with whom I'm just
and who is nothing.

1:37:42
Matlab aapne usme Ek page pahle pe converted Mark Kardiye Usko converted to what
conversion meet the sold the product.
1:37:52
No, this is not conversion correct.

1:37:59
Matlab can this be can all of these things that you've created as a separate booking?

1:38:03
Can this be clubbed in the lead stage?

1:38:07
Yeah, this can be but you know there will be some complications in the back end or at
the time of forecasting because what is the forecasting difference?

1:38:17
Kya ismein exactly karke forecast yahaan pe This is particular apni booking iske respect
Mein SAB kuchh hoga teams dealers involved theek hai kitani quotation Mani thi toh Jo
poora Jo ye complex chijen ho rahi hai naa toh wo forecasting Mein saree kaam ayenge
naa apne paas toh wo But that big that should happen at the lead level only no?

1:38:43
Why is this a what is making me come from a lead to a booking?

1:38:50
What is the trigger that is getting me to a booking?

1:38:53
The triggering point is right now the interested button only whenever the lead is
interested.

1:38:59
But okay then if Okay, I understand that you.

1:39:05
Yeah, but we can't even call it something like that.

1:39:07
I don't know.

1:39:07
King Ko Kuchh or Ashish has joined.

1:39:19
Ashish Sir.

1:39:26
Hello Ashish Sir, am I audible?

1:39:47
OK.
1:39:47
Yeah.

1:39:50
School.

1:39:55
Hello.

1:39:56
Can you hear me?

1:39:57
Yes.

1:39:57
Ashish Sir, we can hear you.

1:40:00
OK?

1:40:00
Great.

1:40:01
Sorry guys.

1:40:02
Yep.

1:40:05
Ashish Sir, just to get you and contest the care.

1:40:08
What we were discussing is Ki abhi kya Hua hai jaise B2 P dandi Mein the care jaise.

1:40:15
Your particular lead whenever the lead is interested, we are converting in converting it
into a booking, right, OK or book booking pay.

1:40:24
What we are doing is we are performing the other operation, operation like creating a
booking team like the creating these product and all creating quotation and all.

1:40:33
Take care.

1:40:34
Sarathak Sir is saying why can't we do all these operations on lead only because as this
is a lead in the real time, right?
1:40:44
So startup the problem is right, sales works differently, OK.

1:40:48
In Salesforce lead is just a prospect, right?

1:40:52
So he has shown an interest.

1:40:54
But all the sales process is tightly implemented using opportunity account and content,
right?

1:41:01
So the out of the box features of which Salesforce provides will not be available and we
have to build a lot of custom thing which will become liability in long run if we want to do
each and everything on lead object itself, right.

1:41:14
So Salesforce if you if you go with Salesforce, right and the standard way and
recommendation, so recommendation is that you, you have to use an opportunity and
also in terms of the business terminology then opportunity which opportunities for
selling, right?

1:41:29
And you are creating a booking for selling and it inlines, right?

1:41:33
For example, if you want to do revenue projection and other thing, right and the pipeline
opportunity is a pipeline, if you want to manage right, all the things will not come under
the IT, you have to do and also the campaign, right.

1:41:49
When we will implement campaign in drop 2, those will be also separate thing and which
will be directly translated to opportunities, accounts and and yeah.

1:42:05
So I think we can't go with the leads for each and everything problem, Ashish is that for
the business everything is a lead, right?

1:42:20
Until and unless whatever name you want to call it, no, it's not fine.

1:42:23
Ashish, let me finish, let let me, let me complete this on this point, right?

1:42:28
So we are having a different system, OK, We are, we are having a different system.

1:42:34
There is a certain way of working right That is that acceptable, totally acceptable.
1:42:39
That lead will be central, could be a central point rather right on the current system.

1:42:45
But because of the limitation, because of the I would say whatever the issues you are
facing, right, you have decided to transition right for betterment.

1:42:56
So betterment we have to adopt a certain thing.

1:42:58
I am not saying that OK, I am sorry.

1:43:00
I just don't buy this argument.

1:43:02
OK, I feel this is key.

1:43:04
You're basically telling me ye hamaare pass features hai AB yahi kar sakte ho.

1:43:07
I see this as a problem for me.

1:43:08
I don't see this as a betterment for me Recommendation Ki baate yaha pay.

1:43:12
But how is this better?

1:43:13
I just don't understand Lekin.

1:43:15
That's what I'm saying.

1:43:16
See the sales process, sales AB sales process follow karoge sales opportunity, contract
and account is very integral and very important.

1:43:25
That is exactly what I'm saying.

1:43:26
You're telling me this is a sales for solution that exists.

1:43:29
So this is what we should be doing.

1:43:31
I just don't see the logic there is no what is mean to lead getting converted to see you
don't listen to us, don't listen to Salesforce, OK.

1:43:40
We can have a call with Salesforce and we can ask, OK, what is your recommendation,
OK, Either we build all the custom functionality around lead, OK or we use standard sales
forces and customise it, not customise and configure it rather to meet our requirement
which we are doing in vast break Priya.

1:43:58
So Ek bar feasibility.

1:44:01
So I am saying that we are just configuring based on sales for recommendation.

1:44:06
We can configure the sales here, right, rather all the customization which will become
liability and very difficult to maintain on right.

1:44:16
But what is the customization just a different tab.

1:44:22
What exactly are you doing which is different lot of OK, so see customization you can
consider that you have to do a lot of things for then for right.

1:44:34
So 8 second she is like me not just change my Internet.

1:44:37
I think I'm not able to hear you properly.

1:44:40
8 second no, no, I think it's a issue at my side.

1:44:43
Achchha, hold on, let me change that.

1:45:16
Is it better now?

1:45:19
OK, OK, fine.

1:45:22
Yes, Adhik.

1:45:23
So I am saying that what we are currently doing, we are implementing Salesforce
recommended sales process, right?
1:45:32
We are not, I would say doing a lot of customization.

1:45:38
When you say customization, right, you write lots of code and which becomes very
difficult in the long run to maintain.

1:45:45
OK, Ashish, I got that.

1:45:48
Maybe Ashish, I got that.

1:45:50
I will tell you what the problem I'm facing with this is, right.

1:45:53
I, I and the business have clearly communicated the ask, OK.

1:45:59
For 23 weeks we have not seen these juries.

1:46:04
We are just being shown the final product without any sort of feedback process in the
middle and then we are being told that this is yeh hai ismein bahut customizations karna
hoga yeh karna ho karna hoga.

1:46:17
Maybe you're right.

1:46:18
OK, I am not saying that I I am right or you're right, but this whole process of you just
coming finally and telling us that you are yeh hai.

1:46:27
This is what it is.

1:46:28
Is is not OK?

1:46:30
No no I am finding out on the day.

1:46:32
Aapko booking vagairah toh pahle bhee show kiya right last AAP nahi the US project Mein
hamne bahut clearly Bola Hua hai clearly defined definitions hai.

1:46:42
Hamaari booking Ki leads Ki SAB chijo Ki toh yeh mujhe aise surprises mill rahe hai.
1:46:49
Mujhe genuinely theek nahi likho likho kaisa hai Ki bookings toh mere ko.

1:46:54
Remember last demo Mein Mein bhee tha jiske andar demo diya tha.

1:46:58
Constitutional leads Ki demo kab Hui Ashish pehli bar ho rahi hai.

1:47:02
If I am maybe Gitansh because who have given them?

1:47:07
I think Gitansh nobody has given Ashi.

1:47:09
This is the first time this is happening for institution.

1:47:11
This is the first time there's no doubt about it.

1:47:16
OK, so let's Ashish Sir institutional Ki we are doing it pehli bar or retail Ki retail Ki Chinese
usme booking hai retail Mein booking retail Mein booking hai.

1:47:26
There is a logic behind booking in retail.

1:47:28
In this there isn't.

1:47:38
Shartek, you're speaking?

1:47:43
No, no, no.

1:47:45
I I can't hear you.

1:47:46
Actually, you there's a logic.

1:47:48
That's only the logic is the advance payment that people are making.

1:47:52
In this case you're just apne AAP se apne decide Karke bana diya ye kaunsa geetashra
background denge kya ye kaunsa journey hai ismein kya ye basically aisa hai Ki jaise
retail Mein toh kya hota hai Ki apan booking amount capture karte Hain theek hai.
1:48:10
Lets say 10,015 1000 uske baad apni lead booking ban jaati hai correct AB ismein kya
hota hai B2 b jhandi ke andar Ki apne paas prospect aaya theek he prospect se follow up
Hua tested vagairah Hui aur Jessie apan aur usape lead pe he capture Hua Ki Banda kya
kya chijen kharidna chahta hai kya Ki aashi uske kya demand hai aur phir jab wo interest
hota hai naa interested hota hai tab apan usko Ek booking Mein convert kar rahe Hain
phir booking ke upar apan ye saari chijen kar rahe Hain Ki usko different quotations bana
rahe Hain aur multiple dealers ko notify kar rahe Hain quotations K respect Mein phir wo
purchase order AA raha hai toh ye Wali toh ismein booking amount hota hai right nahi
ismein booking amount nahi hota toh aur record kidhar hota hai Ki bhaai kitne ka
purchase kiya kitne order huye wo toh lead line item pe aur yahaan pe opportunity line
item pe haan right toh Sir Tak Mein kya bol raha Hoon dekho issue kiya iske andar jab
hamaara order banega naa order banata hai.

1:49:06
Opportunity okay toh jab Tak ye Jo opportunity jisko unhone rename kiya hai.

1:49:12
We can rename it to opportunity back.

1:49:15
Okay if you want but Jo booking dekh rahe naa wo opportunity hai actually Mein usko jab
Tak hum log ye rahega record nahi naa toh order nahi banega sales host Mein AAP
samajh rahe toh wo order jab Tak banega nahi toh phir jaise AA gayi integration Mein jab
bhimi RP ke saath Mein karenge toh wo kaise manage hoyega theek hai jaise written of
an ROI calculation vagairah hoyega wo bhee nahi ho payega kyonki wo Ek standard way
of There is a standard way of calculating ROI right?

1:49:46
So wo wo SAB bhee nahi ho payega.

1:50:00
Why will I not be able to do anything if I just merge everything in one page and call it a
lead?

1:50:05
Or you can call the lead an opportunity rahta what are you called it?

1:50:08
Why do I need to have those 2 different types to what nahi toh AAP and Ek journey Ki
tarah Isco dekh sakte ho theek hai.

1:50:17
Ek journey hai jisake andar pahle lead hota hai phir Jo hai hamaara Jo opportunity ban
jaata hai wo hai naa wo Ek jaise AAP lead Mein bhee alag alag stages rakh rahe ho naa Ki
vahaan pe jab Tak wo qualify nahi karega toh wo Sr statement rahega phir uske baad
alag alag booking state aayegi aur wo SAB hoyega right toh bas wo hai Ki yahaan pe
object Badal JA raha hai.

1:50:37
Kyon kyonki sales force Jo hai wo sales process MATLAB recommendation hai naa sales
force Ki kuchh sales process ko leke naa wo order management ke liye jaise code
generation abhi ya code generation Ki baat kar rahe hai hum log right toh wo generation
ke liye bhee sales force naa detail leta hai theek hai abhi kya hoga Agar Mein ye nahi
follow karunga na phir se customization karna padega nahi dekho aisa nahi sartak ke
hum log wo kar nahi sakte and everything is possible in Salesforce.

1:51:02
Okay we are on same page on that.

1:51:04
But AAP samajh rahe ho ismein hai naa ye Agar karne Gaye naa toh Kam se Kam hai na
teen chaar hafte toh hai naa ye Jo quotation Wali cheeje hai order Wali cheeje hai aur Jo
integrate karna hai lead ke around he wo SAB Mein time lag jaayega kyonki poora Jo
sales was de rahe hai usko custom build karna.

1:51:21
Okay, I can't confirm this for now.

1:51:25
We can call this bookings opportunities if you want, but sell it.

1:51:30
This is exactly what I've been saying, right?

1:51:32
This is a final day surprise that I'm getting after the journey has been made and after
clearly communicating our what our terminology is.

1:51:41
You guys are using your own terminology and we are getting to see it on the final day.

1:51:45
This is not going to work.

1:51:46
Matlab drop to Mein Mein koi bhee aapki prd sign off Mein karvaunga jab Tak Maine
journey nahi dekh liye.

1:51:53
Plain and simple.

1:51:56
Because this is just just not the way to work here.

1:52:02
You guys, we were supposed to go live on 18th.

1:52:04
Okay, cti was cruda, but all of these things are just not okay.

1:52:11
Today is the first time you are seeing it complete nahi toh achchha Ek baat bataiye
mujhe we we can discuss that separately.
1:52:26
There is no discussion on this Ashish, I am very serious now.

1:52:29
I defended this team for a lot of these things but this I am not going to accept any.

1:52:37
You tell me, Ashish, if I make if if you were in my place and you've been having these
business discussions for so long where you are communicating everything lot of times
feedback is getting missed out on then, then, then you are doing your development and
you are behind my back key.

1:52:52
Show me the screen, show me what we are, what has been made or whatnot.

1:52:55
Abu Ek ghante Ki discussion Mein mujhe kya dikha dunge, though ghante Ki discussion
Mein kya dikha dunge.

1:52:59
Do you think is it possible for me to see everything or for you to see everything?

1:53:03
And then finally, when the whole thing is happening, go like what's happening, You're
realising that things are not how the business and or you envisioned it to be.

1:53:10
And then I'm telling ye toh aise he hai ye best, best best practices thi.

1:53:17
I don't think this is the way to Workman and, and I have done it implementation projects
myself, right?

1:53:21
And this is generally not the way to work.

1:53:30
Saathak, let's do one thing.

1:53:31
Let me discuss with team right internally and then we will revert on you on this point,
right?

1:53:38
See 2 things happened today, right?

1:53:39
This, this one whole journey that we're talking about.

1:53:42
And again, the point is not that I am right or you are right, right?
1:53:45
I could be completely wrong what you are saying maybe right?

1:53:47
The problem is that right before our actual go life journey when development was
supposed to close, we are not aligned.

1:53:54
You and I gitanj or whoever.

1:53:57
That should not be happening right?

1:53:58
We should be aligned from the second day.

1:54:00
3rd day post discussion of 4th day post discussion.

1:54:05
Abhi hum kya karenge, abhi hum baithh ke discuss karenge debate Karenge Ki Isco Sahi
karna hai nahi karna hai Mein bhee ispe abhi response kahi de satta raghav ko dena
hoga.

1:54:13
Getting his time is going to be a PN and what?

1:54:15
How will I get that Ki raghav abhi dekh logo Mein Kam karte satak.

1:54:20
Let's let us try to understand.

1:54:22
OK, So what is the requirement which will not be fulfilled in this case?

1:54:29
Let's focus on that.

1:54:31
OK?

1:54:31
What is the challenge?

1:54:33
No, sorry challenge hona.

1:54:35
No hona is not the point.
1:54:37
This decision is not as per what the business thinks right?

1:54:41
I cannot make that decision for the business.

1:54:44
Toh phir hai naa logic dekho jahaan pe hum logically discussion kar rahe Hain vahaan pe
ye log Jo point and aapne jaise bhola right Mein process Mein change maang raha Hoon
Ashish Mein aapke abhi ISS point pe discuss he nahi kar raha.

1:54:55
I want to change in process I I want to way.

1:55:02
We are working to change.

1:55:04
Why is that a problem?

1:55:06
It is going to help us be more smooth in our working no?

1:55:15
Can I can I speak something Ashish Sir saratak Sir dekho haan matlab I I'm not that
senior to speak in your conversation but Ek Meera point hai Ki jaise Agar AAP Salesforce
K system ko aapke current dms hai kisi usase relate karne Ki vahaan pay chijen
simplified Ki on one screen or I'm so sorry to interrupt kitanj abhi AAP mujhe bataiye.

1:55:37
Now let's say now what will happen now?

1:55:42
We will have to be behind Raghav's life to just look at this and see whether this makes
sense to him or not, correct?

1:55:46
You and I both know that I am not the sales side.

1:55:48
He is the one who has to take the final decision on this.

1:55:50
I am just giving inputs.

1:55:52
How will that happen?

1:55:52
How will he see it?
1:55:54
We will have to find his time so that we are able to show this to him, correct?

1:55:59
Let's assume that he disagrees with what you've made.

1:56:02
You will have to do your work again, correct?

1:56:05
Yeah, we could.

1:56:06
All of this nahi you, we will do to alag baat hai.

1:56:09
Couldn't all of this have been avoided if there was something in place in the beginning
which all of us would have aligned on initially?

1:56:16
Itself nahi aapki baat theek hai, lekin dekho meri baat 100 nahi.

1:56:21
There is no other discussion on this.

1:56:23
Meri baat 100% Sahi hai 100% Sahi hai.

1:56:25
But lekin ismein kya hota hai Agar kuchh bhee apan Salesforce ka ye standard Jo jhandi
Mein aapko bata raha Hoon naa ye follow nahi karenge naa toh chijen scalable nahi
banengi theek hai but ye Jo shockers mill rahe hai usko koi kaise different karega phir
Agar pahle se that but hogi toh ye SAB hoyega he nahi correct toh.

1:56:48
I guess Ashish Sir, what are the ways we were following to align things?

1:56:55
Earlier we were just doing a BRD discussion what the team understood team as put on
toh Ek baat bataaiye were BRD in the BID.

1:57:07
Was it clear that B to B journey Mein lead kiya around he SAB hoyega aur ismein retail
journey Mein lead or opportunity ya phir booking rahega aise kuchh tha kya for us Ashish
we never knew the terms of opportunity and whatever other terms Sir Mein us Mein
batata Hoon clear Ek cheez theek hai Salesforce koi bhee project leta hai naa.

1:57:29
So we have to make sure that the user and we will make sure in the training as well that
the people are aware about how to use Salesforce.

1:57:39
Okay, so Salesforce ne trailet karke poora module bana hai business ke liye developers
alag alag stakeholders ke liye Salesforce ko samjhe kaise kaam karte Hain.

1:57:47
Just do me one second.

1:57:49
How pradhan can you please talk off?

1:57:53
Yeah, please, you can continue your work.

1:58:04
Geetansh and saiful, if you can just drop off Ashish and we will be there on the call.

1:58:25
Okay yeah Satak please tell me or should I complete okay Satak Mein kya bol raha Hoon
ke jaise ye training ka part rahe theek hai AAP Ek system bana rahi ho wo Salesforce pay
base system hai right AAP ye chaahenge AAP kya chaahenge aapka end goal kya hoga
right Ki business process Jo hai wo rightly implement ho hum log hai naa achchhe se us
cheez ko execute kar PAYE hamaare Jo bande hai.

1:58:53
Jo Isco effectively use kar PAYE system ko correct ye end goal hai right?

1:58:58
Agar Mein kyonki Sir Mein AAP jabe puja chalu ke uske baad Mein join kiya mujhe nahi
Pata Ki translate karna end goal tha Ki bhaai Jo system hai abhi Ki abhi as it is for
translate karke we will make on Salesforce.

1:59:11
If that was the understanding, I am extremely sorry or it is my bad that I am not aware
about if that was the case.

1:59:19
Ashish, that is not the case.

1:59:22
Nothing we are saying on all of these things right?

1:59:25
Whatever is the best solution you and I both want, I am not denying that.

1:59:31
If what you are recommending is better, I completely agree with you.

1:59:33
We should go ahead with that right?

1:59:34
I have no problems with that.
1:59:36
My simple point that I'm making is that I want to have alignment in the beginning.

1:59:41
That's all I'm saying.

1:59:43
We did not have alignment in the beginning.

1:59:44
That's that's the only thing I'm highlighting because clearly we are not aligned right.

1:59:50
I am simply asking in the change in.

1:59:53
I'm simply asking for a simple thing.

1:59:55
Every time we have a discussion, we should just have some flows and screens in place
which indicate what is going to happen.

2:00:04
Today 2:00 things have happened.

2:00:05
This booking thing is a surprise for me.

2:00:08
Second we missed out on a tender joke.

2:00:09
If we would have made loose cream then Muthu would have just seen it and said Ki
tender kahaa hai wo nahi.

2:00:15
Second ye booking vaala cheez ka bhee Hoon Mein wo koi toh bol de dakya ye hamako
Sahi nahi lag raha hai AAP mujhe explain kar di.

2:00:21
Both things got missed out.

2:00:22
Now when we are highlighting this, when we are because we are seeing it on the last day
or second last day, Shailesh is telling me Ki arey toh AB hamne b Rd Mein sign off
lambiya Isco creep ho jaayega Ki.

2:00:32
I understand but all of these things were avoidable.
2:00:37
That is the only thing I'm saying.

2:00:39
Salesforce best practices are irrelevant to me.

2:00:49
So satak Mein paint point hai koshish kar raha Hoon AAP ye bol rahe ho ke sabse Jo
problem hai.

2:00:57
Pata nahi chal raha hai AAP kya build kar rahe ho jab final hota hai tab mujhe Pata chalta
hai correct?

2:01:02
Correct.

2:01:02
I I the only person who has seen the product is me.

2:01:06
I am not the the the business person anyways, I'm just facilitating it for the business
because I have some context of business and it.

2:01:14
But I can't make those decisions for you.

2:01:16
I'm helping you with program management and whatnot.

2:01:18
And Maine he dekhiye aapne abhi Tak kisi ko nahi dikhaya product aur aapne bana liya
Ek kuchh mujhe nahi samajh maana hum que kar rahe Hain bana mahur dikhaya isliye,
right?

2:01:32
They were having certain doubt regarding or they wanted to have some who doubt.

2:01:37
Wali baati nahi ye toh almost ready hai Ashish malk, what is the argument over?

2:01:44
Your Python is not aligned before we make this definitely see then that's it.

2:01:48
Mein aapko Ek cheese batata Hoon Mein aapko Ek cheese batata Hoon completely apni
jagah pe Sahi ho theek Ki aapko Pata chalana chaahiye actually Mein what?

2:01:56
What is the discussion, Ashish?
2:01:57
Sorry, sorry.

2:01:58
Nahi.

2:01:58
If you agree with me, then what are we discussing or we are discussing how to fix this?

2:02:05
Let's discuss that.

2:02:06
I am telling you how to fix this.

2:02:07
We have to make those screens man.

2:02:11
We have to make those journeys before we give give a sign of I.

2:02:14
That is the only way Usme usme B.

2:02:18
It will not be a perfect solution, right?

2:02:19
We will still reach there at 8090% kind of a thing or thus percent.

2:02:22
But padi padi chijen toh miss nahi hongi Agar AAP you if you are talking about screens,
right?

2:02:30
Screen is a big deal.

2:02:32
Kyonki wo 50% development ho jaata hai.

2:02:35
Jab Jake aapko Sten produce hoti hai hai naa kisi bhee technology Mein aapne aise he
dekha hoga naa bhaai ya toh mockup banai hum log right jaise wire frame aur mockup
hote hai toh uske andar koi bhee bana sakta hai phir usme lekin sales ho jaisa nahi
dekhega Ek.

2:02:49
Second, to understand that please turn down.

2:02:51
Please turn on nahi.
2:02:54
You told me samjha raho Ki aisa apan kar sakte AAP bataiye aapka input kya hai.

2:02:59
Yeah.

2:02:59
You make those flows.

2:03:00
You, you, you write down this step.

2:03:02
After this step, after this step, what is the data that will be seen?

2:03:05
Mockup you can make.

2:03:06
I'm not asking for some high high 5 mockup.

2:03:12
It will be much better than the BRD.

2:03:15
In fact, you read the BRD today, man.

2:03:17
Ashish, you tell me if you can understand anything from it, right?

2:03:28
So I think Saresh, we will internally discuss.

2:03:32
Sarthak, I appreciate that you have given your input right on this.

2:03:35
There is definitely we agree on one point.

2:03:37
There is something need to be improved, right or regarding the feedback loop, we will
discuss internally and we will come back to you on certainly on this part.

2:03:49
OK, OK, Theek hai Satthak.

2:03:55
Thank you Satish, we will connect.

2:03:58
Yes Ki kya chal raha tha bhaai toh detail background kiya tha iska mere ko Beech Mein
pull kar liya koi background nahi Pata nahi hai.