Lead assignment automation for an infrastructure company

PEB 360O SOLUTIONS PVT LTD

About MJ Services

MJ Services is involved in business consultancy and Zoho Implementation services delivering services with the help of excellent experienced developers and other resources. Here we crack down every business challenge and align the pieces in sequence to form a smooth process which can also be translated to software application and the user can use this very efficiently.

 

We have worked with varied industries, right from manufacturers to traders, service providers, the companies Edtech, Fintech and IT companies, NGO’s , Professionals like CA’s and Lawyers.

 

We strongly believe if there is a business there is Sales, Marketing, HR and finance and we provide Zoho implementation services catering to challenges in all these functions.

About PEB360

PEB360, is a pre-engineered building (PEB) solutions company engaged into manufacturing of steel structure and erection & commissioning of the same. They generates and manages a large volume of leads through telecalling and sales engagement.

 

The organization relies heavily on systematic follow-ups, telecaller productivity, and timely engagement to convert leads into opportunities.

 

Client problem statement

  • PEB360’s telecaller and sales teams were facing operational challenges due to manual processes:
  • Daily lead assignment was done manually, causing delays and uneven workload distribution.
  • No system existed to identify whether a contact was being called for the first time,
  • Telecallers has target to call fresh customers daily who were never contacted earlier, these calls were along with follow up calls and management need tracking of New customer calls separately.
  • Telecallers had to use external SMS tools, slowing down communication.
  • The sales team lacked a clear pipeline structure to understand deal stages and conversions.
  • These challenges resulted in poor visibility, missed follow-ups, and inconsistent lead handling.

Solution designed for PEB360

  • Bigin CRM configuration and set-up
  • Lead Assignment Automation – A custom function was designed to allot 50 leads daily to all telecallers
  • SMS Portal Integration (Third party integration)
  • Workflow for First-Time Contact Tracking
  • Monthly Lead Upload Support
  • Sales Pipeline Setup
  • Custom dashboard – give tracking for First time calls, Number of calls connected on daily basis, number of cases where client has shared requirement, User wise deal worked upon.

Business Impact

  • 30–40% increase in telecaller efficiency due to automated assignment and instant messaging.
  • Reduced manual errors in MNOC (New calls) reporting and lead categorization.
  • Higher lead conversion through structured sales pipeline visibility.
  • Faster turnaround time for telecaller follow-ups.
  • Improved data quality with monthly structured import and tagging.
  • Better tracking by management on the huge data (in millions) for repeat approach and fresh approach with robust dashboard.