Key Deliverables CRM Portal & Authentication: Mobile App and Desktop version as per required roles for dealers and MSIL Personas. Booking Management System: MSGA Enquiry & Booking List view, follow-up management, customer detail page with payment, vehicle, parts, & delivery status. MSGA Enquiry and Booking Generation: Functionality to create new MSGA Enquiry and Bookings as per requirement. Integration Touchpoints: Design and Development of API endpoints for integration with other applications like DMS, E-Commerce Platform, WhatsApp, Email, Campaign Manager, Car Configurator, TCL Dialler, & CC Payment Gateway. Notification System : Push Notifications in integration with other applications Fitment Tracker (VIN) : Wise MSGA Mapping and Fitment Planning & Integration with Vehicle CRM System. Interactive Dashboard & Reporting : Ability to generate detailed reports based on custom filters (time range, region, Zone, Model , variant , etc.) Training & User Manual: Training material preparation with functionality- and feature-wise training capsules and conducting training to the stakeholder.
Scope Overview User Access & Hierarchy Management: Role-based access levels for dealerships (CEO, Acc Head, SM/GM, Acc Manager, Acc Executive) and MSIL (RO, ZO, HO.) Access to update outlet permissions for assigning inter-outlet followups on orders . Order & Booking Management : Integrating online vehicle & accessory bookings with MSGA CRM Accessories Booking & Creation : New Car booking integration for creation of Accessories Bookings Fresh Enquiry Creation: Creating fresh accessory enquiries on CRM and integrating to DMS ICP & E-Commerce Integration: Sync ICP & MSIL website orders with CRM for follow-up and order management. Reporting & Analytics: Develop detailed reports on sales, employee performance, source-based revenue, and order status. System Compatibility: Ensure compatibility across both mobile (browser or app) and desktop/laptop platforms.
Execution Plan
Requirement Gathering Phase Tentative completion date: 18 Jan