Ques.

: Study CRG Solutions website and identify what business areas we

are working for?

Introduction

CRG Solutions is a business performance improvement company that helps organizations

navigate their data-to-insights journey. They offer a variety of services, including:

1. Analytics: End-to-end analytics, visual analytics, advanced analytics, and specialized

Tableau services.
2. DevOps: Full lifecycle support for Atlassian products and consulting for platforms like
Monday.com and Microsoft.
3. Robotic Process Automation (RPA): Solutions using Automation Anywhere, Yellow.ai, and
UiPath.

Company Partnerships :

Atlassian, Tableau, Alteryx, Microsoft, USEReady, Monday.com, Automation Anywhere,

Uipath, Yellow.ai

Business Areas In the Market

1. IT and Software Development Companies

2. E-commerce and Retail Businesses
3. Manufacturing Units
4. Educational and Training Institutes
5. Healthcare Providers and Clinics
6. Hospitality (Hotels and Restaurants)
7. Professional Services (Law Firms, Accounting Firms)
8. Real Estate Agencies

Ques.: Identify a business line; if we were to expand that to Indian SMB

companies, what would be the approach?

Business Line or Area of Expertise

● Analytics & information management.

● Big data management to advanced analytics.
● Data discovery & Visualization
● Make decision makers to understand the critical information like sales, finance,
services and operations.
 ● Provide full life cycle support for all Atlassian jira products from training,
licensing, customized to customer needs.

a) Cross-system expertise
b) Leading BI solutions.
c) Proven methodology.
d) Vertical Market experience

Industries we serve

manufacturing
BFSI
Retail
FMCG
Telecom

My approach to expand to Indian SMB companies.

Collaborate with Marketing team : Conduct thorough market research to understand the
unique needs and challenges of Indian SMBs.

Generate leads for SMB companies :

i) Use platforms like IndiaMART, Justdial, and Sulekha to find a comprehensive list of SMBs in
Delhi NCR.

ii) Attend local business conferences, trade shows, and networking events to connect with
SMB owners and decision-makers.

iii) Utilize LinkedIn to identify and connect with SMB owners and engage with local industry
associations. They often have directories and networking events that can provide valuable
leads.

iv) Use the contact information obtained from business directories to make targeted cold calls.
Form strategic partnerships with complementary service providers who can refer SMB clients to
you.

Prepare Sale Projection : prepare a sale projection report according to the given target.

● Identify Market Size

● Growth Trends
● Industry Segmentation
 ● Business Size
● Review Past Sales Data
● Setting Sales Goals
● Use CRM tools to track and forecast sales pipelines accurately.

Lead Qualification :

1. Demographic Information
2. Budget
3. Authorit
4. Pain Points
5. Solution Fit
6. Interaction History
7. Interest Level

Qualification on the basis of Budget, Authority, Need, Timeline Challenges, Authority, Money,
Prioritization. Focus on the challenges the lead faces, who has the authority.

Setting Appointments

1. Prepare: Know your meeting's purpose and relevant details.

2. Contact: Choose the appropriate communication channel.
3. Propose Times: Offer multiple time slots for flexibility.
4. Use Tools: Utilize scheduling tools like Calendly.
5. Confirm: Send a confirmation message with details.
6. Remind: Send automated reminders before the meeting.
7. Follow-Up: Reconfirm closer to the date if needed.

Presentation and meeting with client for discussion of product and service needs.

● Meeting with clients or their teams to understand their needs

● Give them presentation or demonstration of product and services we are offerings
● Give them the idea of what solution is required for their organization
● Collaborate with technical team and understand how to fulfill client needs
● Cost and time decision to be discussed with clients

Other Importants points.

*) Focus on retention rate of clients

*) Build connections with clients for Upselling and crossing

*) Time to time attentive offers for clients to gain their attention

*) Welcome them to our marketing events.

*) Ask feedback for improvement and ask to fill references if any.

Ques.: Identify 3 SMB companies and provide the names, email ids, and phone
numbers of 3 relevant contacts within those companies. Explain your rationale
for selecting these individuals and how they are relevant for appointment setting.

Identifying Three SMB Companies and their Contacts

1. MyWhy Consultants
Email Id : [email protected]
Contact Name : Mr Prince
Contact No. : 9999207464

Mr. Prince is the founder of the MyWhy Consultants.

MyWhy is widely recognized as one of the industry’s fastest growing staffing
agencies. We have the capacity to build meaningful, long-lasting relationships with all
our clients. Our success is a result of our commitment to the best people, the best
solutions and the best results.

● Fastest growing in the region.

● Partnerships with some renowned companies in the market.
● As they are rapidly growing in the market and can greatly benefit from advanced
analytics, DevOps and RPA solutions to scale their operations more efficiently.
● They are more open to innovative solutions and partnerships that can provide them with
a competitive edge.

Rationale: Growing staffing agency, partnering with renowned companies, and can
benefit from analytics, DevOps, and RPA solutions for efficient scaling.

2. Yatinidhi Consultancy Pvt. Ltd.

Email ID : [email protected].
Contact Name: Mr. Lovish
Contact No. : 7838485382

Mr. Lovish is one of the co-founders of Yatinidhi Consultancy.

(Startup recognized by Department of promotion of Industries, Ministry of
commerce & Industries, Govt. of India)
 Yatinidhi Consultancy Private Limited was established in 2020. Yatinidhi Consultancy
was founded as a multidisciplinary entity with a specialized focus on executing consultancy
assignments in the realm of infrastructure development, particularly in areas such as Railways,
Roadways, Bridges, Traffic & Transportation, Hydrology & Hydraulics etc.

Rationale: Involved in infrastructure development consultancy, could leverage

advanced analytics, DevOps, and RPA for growth and operational efficiency.

3. Aptech Study Abroad Pvt. Ltd.

Email ID : [email protected]
Contact Name : Mr. Yogesh
Contact No. : 9289289007

Mr. Yogesh is managing director in Aptech Study Abroad

Aptech Study Abroad is considered Top Study Abroad consultants in Delhi, India. We
have been a constant in providing global education services to the students of India in countries
like Canada, Australia, UK and USA.

Aptech Study Abroad is one of the best and leading firms in India. We provide Student
Visa Consultancy services to individuals from one side of the planet to the other. Founded in
year 2007 our firm has successfully enrolled thousands of young individuals making our firm
one of the best consultancies for student visas. We strive to deliver immaculate services to our
clients with utter honesty and transparency.

Rationale: Education consultancy with significant potential for advanced analytics to

track student data, DevOps for streamlined processes, and RPA for customer interaction
efficiency.

Ques. If you were to make calls to the above-identified people, what would be
your call script? Please draft a cold calling script and cold email script.

Calling Pitch Structure

A) Introduction, B) Greetings, C) Purpose of Call, D) Engage, E) Value Proposition,

F)Qualification, G) Offer, H) Call Closing.
Call Pitch

Hi, I’m Sankalp Sngh from CRG Solutions.

Greetings;

How are you today?

I’m reaching out because we specialize in helping businesses like yours to transform data into
actionable insights and streamline their operations.

Our expertise lies in providing advanced analytics, DevOps solutions, and Robotic Process
Automation. We have helped companies significantly improve their performance by leveraging
these technologies.

May I ask if your team is currently exploring ways to enhance your data analytics capabilities or
streamline your operational processes?

We would love to offer a free consultation to understand your unique needs and explore how we
can assist you in achieving your goals.

Call Closing;

When would be a convenient time for a quick discussion?

Thank you for your time, and I look forward to speaking with you soon.

Email pitch formation for Client

Sub: Transform Your Business with Advanced Analytics & Automation

Hi XYZ,

I hope this email finds you well.

I'm Sankalp Singh from CRG Solutions. We specialize in empowering businesses like yours
with advanced analytics, DevOps, and Robotic Process Automation (RPA) solutions. Our
tailored services help streamline operations, boost productivity, and turn data into actionable
insights.

Would you be interested in a free consultation to explore how we can assist your business in
achieving its goals?

Looking forward to your response.

Best regards,

Sankalp Singh
BDM

Contact : 9XXXXXXXX0
CRG Solutions

https://crgsolutions.co/