How Naksh Technology Automated a 40-Member Sales Team with Pre-CRM
Transforming messy spreadsheets and repeated client calls into a streamlined, automated, high-performance sales system.
The Challenge
Naksh Technology managed leads and follow-ups using individual Excel sheets for each of their 40 sales representatives.
This created major operational problems:- Multiple team members calling the same client
- Huge time lost on manual follow-ups
- No visibility of call history or status
- Excel uploads full of duplicate inquiries
- No accountability or role management
- Team leaders unable to track performance
This led to poor customer experience, confusion, and revenue leakage.
The Solution — Custom Pre-CRM by Neptune Technolab
Neptune Technolab designed a centralized Pre-CRM platform that brought clarity, automation, and control to their sales ecosystem.
1. Unified Lead Management
- All leads stored in a single platform
- No more independent spreadsheets
2. Smart Duplicate Detection
- Admin uploads Excel files
- System automatically identifies duplicates
- Merges or flags repeated leads
3. Single Sales Owner Per Lead
- Each prospect assigned to one representative
- Prevents duplicate calls
- Builds better customer trust
4. Automated Follow-Up Workflows
- Standardized 90-day follow-up cycle
- Automatic reminders
- No missed calls or lag time
5. Role-Based Multi-User Access
40 users with different roles:
- Sales reps
- Team leaders
- Admin
Each with dedicated visibility & permissions.
6. Manager-Level Reporting & Dashboard
- Team performance tracking
- Upcoming follow-ups
- Activity logs
- Conversion metrics
Results & Impact
| Metric | Result |
|---|---|
| Repeated Calls | ↓ 80% |
| Follow-Up Completion | ↑ 60% |
| Sales Productivity | ↑ 50% |
| Data Accuracy | 100% |
| Management Visibility | Real-time |
Why It Works
This solution didn’t just digitize operations — it delivered a management system that enforces process discipline, improves customer experience, and scales with team growth.
Technologies Used- Custom Pre-CRM Framework
- Role-Based Access Controls
- Excel Import + Duplicate Resolver
- Automated Scheduler
- Real-Time Dashboard
Naksh Technologysays...
Neptune Technolab eliminated chaos in our sales process. Now our team follows a single streamlined system with clarity on responsibilities, clean data, and zero duplicate calls. This has boosted productivity and customer trust
What DoPeople SayAbout Us?
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Neptune Technology
Neptune Technolab helped us design and develop a custom CRM solution that aligned perfectly with our entire sales process. From lead capture to automation and reporting, every feature was designed with our business goals in mind. The result has been increased conversion rates, improved team collaboration, and better forecasting accuracy. Outstanding project management and ongoing support.
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Khanak Engineers
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