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Systemize Sales Operations

KnowBuild Sales Hub

The Most Powerful Sales Force Automation Module Built for B2B SMEs

Human-Centric Sales Software

Offer to Order Management

Offer to Order Management

Streamline Process

Seamlessly manage your entire sales pipeline from initial offer to final order completion.

Customer Relationship Management

Systematize and automate your sales process to boost conversions and drive higher revenue

Knowbuild Brain

INQUIRY MANAGEMENT

Drive Growth with Smarter Sales Management

Sales is the cornerstone of your company.To drive growth, Every inquiry & customer relationship must be nurtured.

  • Smart sales assignment Inquiries are automatically routed to the right sales executive based on customer, product, and region.
  • Instant Notifications: Once assigned, both the customer and sales team receive email or WhatsApp notifications with each other's contact details and the customer's initial message—enabling immediate engagement. Sales teams can also manually add inquiries.
  • Effortless Tracking: Each inquiry has a unique code, with priority status settings (HOT) for urgent requests.
  • Automated Follow-Ups: Missed responses trigger reminders and escalations- to the assigned sales executive—ensuring no inquiry is overlooked
  • Seamless Offer Management: Offers are tracked and followed up until the deal is closed, keeping sales and customers aligned

KnowBuild drives your sales forward, helping you convert more leads and achieve up to 75% success with qualified opportunities

API integration required for website connectivityAPI integration required for website connectivity
API integration required for website connectivityEscalations can be customized based on delay thresholds.
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Knowbuild Brain

Lead MANAGEMENT

Turn inquiries into profitable leads with speed and precision

A lead is the process of qualifying an inquiry as a prospective customer.

At this stage, KnowBuild helps a sales executive to:

  • Know your customer -Select an existing customer from the company directory or add a new one. For an existing customer, auto retrieval of previous order information for the product inquired.
  • Assess Competition - Identify potential competitors in the deal.
  • Define Product Requirements - Understand the customer's specific needs. At the lead stage, the sales team may need to meet the customer, show or demonstrate the product to create “interest”.

At the lead stage, the sales team may need to meet the customer, show or demonstrate the product to create “interest”

Last order prices for the selected customer category.
Historical pricing data for the same customer (if available).
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Knowbuild Brain

Sales Quote MANAGEMENT

KnowBuild streamlines sales quotes, keeps every offer accurate, ensures traceability, and helps your sales team close deals faster

Democratize Sales -Enable all sales team members to generate price quotes with discounts aligned to organizational guidelines.
Unique Part Coding (UPC) -Every product or service in KnowBuild, regardless of variants, is assigned a unique part code (UPC). This ensures:
  • Traceability for customers and dispatch teams.
  • Efficiently manage offers and pricing for hundreds of products, ensuring accuracy and faster responses
  • Accurate order fulfillment based on customer selections.
Streamline Price Offer Submissions -Set configurable follow-up dates for seamless offer tracking.
Track Case Progression -Log follow-up notes to monitor deal movement in real time.
Optimize Lead Management -Track case lead times based on customer segment benchmarks.
Align Sales Quotes with Projections -Link quotes to the projected month of sales closure, enabling short-term sales target management.
  • Seamless Offer Traceability - The unique inquiry ID remains linked to the offer, ensuring full traceability for both the company and the customer.
  • Permanent Data Retention - Even if a sales team member leaves, all offers, corresponding notes, and customer company data remain permanently accessible.

KnowBuild diligently tracks offers, maximizing conversions and driving sales success.

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Knowbuild Brain

opportunity & sales cycle

Focus on high-potential deals with smart offer management that boosts sales

Effective offer management requires sales teams to filter multiple price quotes and focus on those most likely to convert into purchase orders.

  • Opportunity Filtering - Offers marked as Opportunities are quotes identified with the highest chance to convert
  • Quick Sales Cycle Filtering - Prioritize and categorize to focus on deals that matter most.
  • Maximize Sales Value - Combine Opportunities and Hot Offers to see projected revenue and prioritize efforts
  • Plan Ahead - Provides Insights into potential inventory needs help ensure timely fulfillment.

Benefit : With KnowBuild, your sales and procurement teams stay aligned, ensuring seamless execution and higher conversion rates.

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Knowbuild Brain

log confirmed order

End-to-end order management with with traceable fulfillment and automated invoicing

KnowBuild classifies purchase orders as either Confirmed or Closed Orders. An order remains Confirmed until payment is received.

How knowbuild helps:

Accurate Fulfillment,Products are selected , through a delivery order process – linked to offer, using unique part codes (UPC) to ensure the right items are delivered.
Seamless DocumentationAutomated digital invoices and delivery challans with serial numbers for warranty traceability.
Timely Dispatch & TrackingOrders are processed efficiently, with notifications and reminders for smooth execution.
Aligned Teams:Sales and dispatch stay coordinated, ensuring accuracy, transparency, and on-time delivery.
Payment Integration :Advance payments are automatically recorded and notified to relevant teams
Clear Order Status:Orders are moved from Confirmed to Closed, once payment is received.
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Knowbuild Brain

accounts receivables

Seamless Integration of Accounts Receivable with Sales

Although Accounts Receivable is managed within a dedicated Accounts module, it is fully integrated with the Sales module, providing the sales team with real-time financial insights:

Payment TrackingMonitor advances or payments against proforma and final invoices.
Aging Analysis Get a clear breakdown of overdue payments, enabling proactive follow-ups.
Customer Receivables Overview - Access outstanding dues across all customers.

This integrated approach allows both

The Accounts Recovery Team, responsible for collections, to take necessary actions efficiently.

The Sales Team, which manages customer relationships, to stay informed and coordinate follow-ups.

With KnowBuild, sales and accounts teams work collaboratively to ensure timely payments and smooth financial operations.

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Knowbuild Brain

sales target management

Seamless Integration of Accounts Receivable with Sales

KnowBuild empowers team leaders and members to move beyond ad hoc goals by setting structured, measurable annual targets. Targets can be defined with precision by region, customer segment, individual customer, or product.

The platform ensures that macro annual targets remain actionable throughout the year by tracking order conversion rates for both targeted and non-targeted customers.

For short-term goal management, knowBuild offers:

Monthly Sales Tracking Monitor progress against monthly targets.
Instant Conversion Insights See product-specific sales conversion ratios in real time

With the Target Executive Summary, users can access key sales metrics with a single click, includingcollaboratively to ensure timely payments and smooth financial operations.

With a Target Executive Summary, users can access key sales metrics at the click of a button, including:

  • Top-performing products
  • Customer category performance
  • Engagement levels with targeted customers
  • Recommendations for re-engaging inactive customers Insights into underperforming products requiring sales attention
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INTEGRATIONS

Remove Noise, Instant notifications

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Email

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WhatsApp

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Message

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KnowBuild Sales Hub

Explore how KnowBuild Sales Module Powers your Sales Cycle & Increases Sales Team efficiency by upto 90%. KnowBuild combines 2 powerful techniques

A-I-D-A Framework

Plan – Organise-Lead-Control

A-I-D-A Framework

AIDA is the foundational framework for sales and marketing process

P-O-L-C Framework

Plan – Organise-Lead-Control

P-O-L-C Framework

AIDA is the foundational framework for sales and marketing process

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