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Frequently Asked Questions
10 questions
ShreeshTech can support prospect data preparation, CRM updates, sales documentation, quotations, proposal assembly, meeting coordination, lead records, and operational reporting.
Yes. We can maintain approved contact details, company information, activity records, meeting notes, tasks, and opportunity updates within client-defined workflows.
Yes. We can support quotation formatting, proposal assembly, document preparation, version control, and approval coordination using client-approved pricing and information.
Yes. Lead records can be organized by source, location, industry, customer type, or other client-approved criteria. Final qualification and sales priority remain with the client.
Yes. We can maintain approved follow-up records, pending actions, reminders, and status updates. Customer negotiation and commercial decisions remain with the authorized sales team.
Yes. Support can include scheduling coordination, meeting records, customer information, presentation materials, proposal documents, and other approved meeting requirements.
No. Pricing decisions, discounts, negotiations, commercial commitments, customer relationships, and final sales closing remain with the client’s authorized team.
Yes. ShreeshTech can work within client-approved CRM systems and existing sales workflows based on agreed access permissions, procedures, and project scope.
Yes. Assigned administrative capacity can be adjusted for campaign periods, increased lead volumes, multiple vacancies in the pipeline, or seasonal sales activity based on the agreed scope.
Performance can be reviewed through CRM record completion, quotation turnaround, pending follow-ups, data accuracy, administrative backlog, task completion, and other agreed operational indicators.
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