Define the stages
Create the lead and customer stages that reflect your sales process.
Grow · CRM & AnalyticsKnow your customers.
Know your customers.
Plan your next move.
Manage leads through to customers, decide when and how to follow up, and explore your business data through standard reports and flexible views.
Relationships and reporting,
working together.
Follow the customer journey, keep the next action clear and use your data to decide where to focus.
Lead managementDefine your path
Define your path
from lead to customer.
Set CRM stages that reflect how your business develops a relationship. Follow leads through those stages and continue managing them once they become customers.
- Configurable lead-to-customer stages
- A clear view of relationship progress
- Customer records beyond the first order
Lead managementMulltiply
Your sales stages
New leadContactedInterestedCustomer
ContactStageNext action
Gupta TradersNew leadIntroduce range
City MarketInterestedDiscuss products
Sharma StoreCustomerPlan follow-up
Example stages. Configure them for your business.
Customer follow-upsKnow who to contact.
Know who to contact.
Know the next step.
Keep customer context and follow-up plans together. Decide when to reach out, how to contact the customer and what the next conversation should cover.
- Plan the next contact
- Record the channel and purpose
- Use customer history to guide follow-ups
Customer follow-upMulltiply
Sharma General StoreCustomer
Next contactTomorrow, 11 AM
ChannelWhatsApp
OwnerAmit
Purpose
Share the latest catalogue and check reorder requirements.
Share the latest catalogue and check reorder requirements.
Customer history and the next action together.
Analytics & reportsStart with a report.
Start with a report.
Explore the details.
Use standard reports for a ready starting point. Apply the filters available in your setup to compare periods, customer groups, products or other relevant views.
- Standard reports
- Filtered views of business data
- Comparisons that support decisions
Analytics & reportsMulltiply
Standard reportExample
Period · This monthView · By productCustomers · All
ProductAsked forOrdered
Parle-G2418
Aashirwad atta1612
Maggi2017
Change available filters to compare the part of the business you want to understand.
Keep the relationship
moving forward.
Customer management continues after the first order. Bring the history and the next action into one view.
Keep the context
Maintain customer history and the information your team needs.
Plan the follow-up
Decide when to contact the customer, through which channel and for what purpose.
Review and improve
Use your reports and filtered data to understand activity and plan the next step.
Look beyond
the headline number.
Move from a standard report into the part of the data that matters to your question.
Use standard reports
Begin with available reports instead of starting every review from scratch.
Slice the data
Use available filters and dimensions to narrow the view to a period, customer, product or other relevant area.
Compare and act
Look for differences and patterns, then use what you learn to guide customer follow-ups and business decisions.
The report library, filters and dimensions depend on your setup and the data connected to Mulltiply. Values shown here are illustrative.
Ask better questions
of your business.
Use customer context and reporting together to identify what needs attention.
Which leads need the next conversation?
Who should we contact next, and why?
Which products are customers asking for?
How does this period compare with the last?
Before you begin
Good questions.
Can we define stages from lead to customer?
Yes. Define CRM stages that reflect how your business progresses from a new lead to an established customer. The stages shown here are examples.
Does CRM continue after a lead becomes a customer?
Yes. Continue managing the customer relationship, history and follow-up plans after the first sale.
Can we plan when and how to reach out?
Yes. Use the CRM workflow to plan the next contact, the channel and the purpose of the follow-up.
Does a follow-up plan automatically send a message?
Planning the next action and sending a customer communication are separate steps. Message sending follows the communication workflow configured for your business.
Are standard reports available?
Yes. Standard reports provide a starting point for reviewing your business data. The available report library depends on your setup.
Can we filter and analyse the data in different ways?
Yes. Use the filters and dimensions available in the reporting module to narrow, compare and explore the data.
Are reports always based on live data?
Report freshness depends on the data available in Mulltiply and how connected systems are updated. Check the report’s data period when reviewing the results.