This document provides guidance on lead generation and account management processes for TATA Tele Services sales representatives. It outlines steps for capturing lead information, checking if an account already exists and requesting account creation if needed, sharing or transferring accounts, verifying account details, creating sales opportunities, conducting feasibility assessments for connectivity, and generating service proposals with pricing quotes. The objective is to effectively propose enterprise solutions and generate quality sales leads that can be pursued.

1. 1
TATA Tele Services
Sales Management

2. 2
About Us
 TATA LCM Channel Partner
 Annual Revenue 3,72,00,000 From bridgei2p
 Globally recognized Class A (VoIP Service Provider)
 Provides end to end IP based solutions on varied
technology platforms (Cisco, Avaya, Covad)
 Over 250 corporate clients across India and Overseas
2

3. 3
Objective of this module
 By the end of this session we will be in a position to generate
quality leads by proposing enterprise solutions effectively and
successfully to our prospect customers.
 Learn about SFDC Account Creation, Sharing & Transferring
Account, account Verifications, SOID Creation.
 Come to know Feasibility process level one and level two
 Quote generation (Proposal)
3

4. 4
Steps
 Logo Acquisition (Lead Generation)
 SFDC Account Creation
 SFDC Account Sharing & Transferring
 SFDC Account Verification
 Opportunity ID Creation (SOID)
 Feasibility
 Level One (Green Channel Feasibility)
 Level Two (Normal Feasibility)
 Quote Generation (Proposal)
4

5. 5
Lead Generation
 Company Full name (As Per PAN CARD)
 Complete Address with land mark (As per Given Document as we
have to confirm the Billing address and installation address)
 Have to collect the contact Person Full name, Contact No, Email ID
 Have to check if you didn’t found name of the company have to send
the request for account creation
(Enterprise.governance@tatatel.co.in with looping with
Moumita.Goswami@tatatel.co.in; Praveen.Gujaran1@tatatel.co.in;
with chethan.meda@tatatel.co.in; and team) It’ll get it done within
4wk hrs
5

6. 6 6
Capture the complete name as per
Company PAN card
and Check out in
Sales Forces
Account Registered
Account Not Registered
Lead Generation

7. 7
Account Registered
7
Non Verified AccountVerified Account
Request For Account
Sharing
Request For Account
Transfer
Create the Opportunity ID (SOID)for
requirement
Verify the account
Create the Opportunity ID (SOID)for
requirement
Create Your Contact
Create Your Contact

8. 8
Account Not Registered
 Have to check if you didn’t found name of the company have to send the request for account
creation (Enterprise.governance@tatatel.co.in with looping with
Moumita.Goswami@tatatel.co.in; Praveen.Gujaran1@tatatel.co.in; with
chethan.meda@tatatel.co.in; and team) It’ll get it done within 4wk hrs
8
IDM ID Requester Name Account Name Segment
First Name of
Contact
Last name of
Contact
Department Phone Number E-mail ID Business Sector PAN Details
ba80516335 Sajid.Hasnain
Excel Format
Mail Composed

9. 9
SFDC Account Verification
 Ones account was created in SFDC under our Non-Verify A/c we have to verify
the account by uploading the company pan card and incorporation certificates
9

10. 10 10
Feasibility Process
Whenever we get a wire line case we have to check the
feasibility from TATA Tele services to connect the
customer sight.
There are 2 Levels of feasibility,
 Level 1 Green Channel Feasibility.
 Level 2 Feasibility.

11. 11
Green Channel Feasibility L1
Level 1 Feasibility – to check the already connected
building and sight near by the requirement found.
11
Media Works Image
Fiber
Underground fiber (if Active
line crossed over there)
UBR
Unspecified Bit Rate
OHF
Over Head Fiber(with in
1mtr)
TCL MAN
Tata Communication
Limited (Connected sight
only)

12. 12
Normal Feasibility Level 2
Level 2 Feasibility-When L1 not effective but there’s
chance to feasibility by clearing certain challenges.
12
Media Works Image
Physical Survey For
dedicated Media preferred
TTSL Preferred Media
Survey will happen
LBR Lower Bit Rate
Third Party Network Other Network which near
by connect

13. 13
Quote Generation (Proposal Creation)
• Ones we got the Confirmation of Feasibility we have to
confirm below details
1. One time Charge
2. Capex Involve
3. Media
4. Special Challenge
5. Investments
Based On above criteria TATA Team will provide the
quote for requirement
13

14. 14
Created By
Mohammed Sikandar
Business Development Executive
BridgeI2P Tele communication Private Limited
For Support
Email: MOHAMMED@BRIDGEI2P.COM
Contact No: 8197344443
14