Discovery Call Transcript - Manufacturing & Consulting Company
Date: September 19, 2025 Duration: ~40 minutes Participants: - Prospect: Manufacturing/Consulting company owner (Bangalore-based) - Our Team: Ravi (Co-founder), Adithi
Full Transcript
Prospect's Current System Overview
Prospect: We use portals like India Mart, Trade India, and JustDial, and apart from that, we have got our own very strong SEO which we have not given to any third party - we manage it ourselves. Plus, since we've been in the industry for some time, like say I work with client A, so when somebody checks with them as a reference, they come back to us. So we do not do any cold calling - we only go with the firm enquiries that we get.
This is very broad. Now until last year, we catered only for the domestic market. Now we are also looking into some international markets also.
Current CRM System
Prospect: Now how the current system works is all the enquiries that we get from India Mart and Trade India - we got a very small software called AS Kit 19 K8019. These guys have been with them for the last couple of years and I've seen that definitely they have made a lot of improvements. Maybe their dashboard may not be very colorful, but it serves the purpose.
We go with them on annual payment of license fees and we have bought licenses for about five users. It's totally customizable, which means even after you get the software, I can add columns, delete columns, add rows, add products, delete products, add pictures, add videos - whatever it is. It's like totally under my control. It's not on the cloud - rather we have it on our own. We've got it on Google - we've got a 1TB space, so we put everything over there. So the data is with me. I don't give it out to anybody else and I do whatever I want with the CRM.
Current Automation
Prospect: What we're doing now is we get the enquiries, and we're slowly automating it. For example, I get an enquiry for product A, B, or C - it gets auto-populated. Sometimes the client puts a different name and there's slight confusion which we have to clear. It records that and keeps it in memory, so next time the same enquiry comes, it recognizes it.
From enquiry, we convert to lead after talking to the client directly. We auto-allocate - like this particular product is taken care of by ABC. There's a super admin and admin, and under that they've got other users.
Current Workflow Stages
Prospect: Once it's converted to lead, we have various things where we can customize the follow-up status: - Visit to be made to site - Drawings required from client - Commercial proposal required - Technical proposal required
We keep changing the status using dropdowns. From the CRM itself, I can send offers. Since I've got two companies, sometimes I may have to send the offer from company A, sometimes from company B. In the CRM, I have to register the emails from which I want to send, so I just pick that particular email and attach the offer.
The advantage of doing through CRM is it keeps track of what all offers have gone, plus I get a copy in my mailbox also.
Offer Management
Prospect: Once it reaches the offer stage, we have segregation where we can write: - Offer successfully converted to project - Offer dropped - Offer on hold - Offer lost (with reasons)
Even if the offer is lost, data is kept at the backend.
Service & Warranty Management
Prospect: We don't want anything for project management because we don't literally manufacture everything on our own - we don't want anything to do with inventory.
What we require is - once supplies are made, we give warranties to clients (sometimes 12 months, sometimes 24 months). We have a separate module where we can create for service and maintenance, so we know on a particular day what is happening. We can allot to a particular engineer, who can open his mobile and see for this week which clients to visit.
Mobile Integration
Prospect: Engineers get customer full addresses with GPS locations. When they go to the site to meet the client, from the site they can confirm they visited and take pictures and upload. It's pretty interactive.
Company Background
Prospect: Let me explain more in detail. My companies are both based out of Bangalore. I also run a separate consulting company - I'm a mechanical engineer with MBA Finance. I do technical consultation for companies wanting to set up huge plants, manufacturing, process design. My limitation is material handling - I don't go into the actual product process, I only look at what you have to handle (bottles, cartons, etc.).
I also do finance side - mergers, acquisitions, business valuation. I'm also a chartered engineer. For startups, I do mentoring and fundraising. I'm about 64, so I like to keep myself engaged.
Other Business Interests
Prospect: I work with a company called Park Layer (PRK Layer) - they make car parking models. I handle marketing for 2-3 states in India plus export markets.
There's also a startup company in Bangalore into autonomous vehicles for industry. I handle their enquiries and am trying to raise funds for them to open offices in Dubai and other places.
Introduction from Our Side
Ravi: Hi, this is Ravi. I'm one of the co-founders of Vettrix. Let me give some background - we started our business in 2005 in US (Atlanta), primarily consulting work on SAP for the North America market, including enterprises and defense organizations like Northrop Grumman and Raytheon.
Ten years back, we formed a team in Coimbatore and started building our own products. CRM is our flagship product - it's an enterprise-level product, highly customizable, comparable to Salesforce.
One big difference is we have very strong process re-engineering and implementation strength compared to any other product in the market. The customization level is extremely high - anything and everything you see on screen can be changed. That's the main IP of our product.
AI Agent Announcement
Ravi: At the end of this month or next month, we're releasing an AI sales agent that will assist in the sales process. It's like ChatGPT inside our product - you can talk to the product and it'll fetch all data. For example, "What are my top 10 leads today that I need to focus on?" - it'll give you the list based on everyone's profile and access level.
Discussion on CRM Market
Ravi: When people want CRM, small and medium size businesses need proper CRM. In the market, there are many CRMs but they have rigid processes - not flexible enough. Even startups grow faster and want to change business scenarios and processes quickly, but they have to switch products sometimes.
Enterprise-level products like SAP, Salesforce, even enterprise-grade Zoho - these products align with your process changes for any industry and department. That's the difference between other CRMs and enterprise-grade CRMs.
Our Product Philosophy
Ravi: We took the Excel concept and CRM processes, merged everything, and put together a product that's as flexible as Excel. Anyone good in Excel can use our product. It has deep configuration options - if someone is extremely good in Excel, writing formulas, creating templates for business processes, they can play with our product. It's very flexible.
Key Pain Points Discussion
Prospect: Let me tell you my top pain points:
-
API Integration: I want your product to use the APIs of Trade India and India Mart, pulling enquiries automatically. That's critical - if that's not there, my basic purpose is lost. I get almost 15-16 enquiries a day. These should be pulled automatically through APIs.
-
Automatic Recognition: Both India Mart and Trade India have different formats. The system should automatically recognize and place data under the right columns. Even though there are two different APIs/B2B platforms, it should come as one unified information sheet with details of source.
-
Website Integration: If you have plugins to pull data from website enquiries, that's very good. Bots have become common on websites. Recently I bought 5 bots for websites - each ₹100, amazing, 10 minutes to set up and running. (Using Tring AI)
-
Performance: My current CRM is pretty slow. When I input data and save, it takes about 25 seconds. I want it fast - when I click, it should happen immediately.
-
Access Levels: Need different levels of access - three levels:
- Top management (can create product library)
- Admin level
-
User level
-
Data Export: Should be possible to export to Excel and Google Sheets. We share Google Sheets with agents/distributors across India - they can all work simultaneously on the same sheet.
-
Dashboard & Reports: For top management to see:
- How many enquiries have come
- Which products
- Which cities have more enquiries
- Conversion rates
- Why deals are not closed (price constraints, competition, etc.)
International Expansion Plans
Prospect: We're going for SEO in about 25 countries globally. Each country has different search engines - we're ensuring our SEO works in their systems so when somebody searches in UK or elsewhere, they can access our system.
Live Demo of Current System
Prospect: [Shows current CRM system] - Marketing section for promotions - Sales section with enquiries - Shows about 13,500-17,000 database entries - Duplicate detection feature - Lead conversion process - Follow-up customization - Quotation generation (standard or customized) - WhatsApp integration - Email integration with automatic messaging
Pricing Discussion
Prospect: Just to give you an idea: - Current CRM: ₹60K/year (was ₹25K when started 8 years ago, then ₹45K two years back) - India Mart: ₹3 lakhs over 3 years - Trade India: ₹4 lakhs over 3 years - Total budget for these tools
With this setup, sitting in one place with zero sales engineers, we generate enquiries worth ₹8-9 crores every month. Of course, conversion depends on technical strength, pricing, competition.
Business Performance
Prospect: For Park Layer: - Last year: Crossed ₹110 crores - This year target: ₹151.6 crores - They use Zoho but I'm not happy with it - lacks flexibility in customization
Our Response - Key Points
Ravi: We understand your requirements: 1. We'll replicate your sales workflow exactly as you have it 2. Any further advancement can be taken in phases 3. We're extremely good in automation - anything you want can be automated 4. We need 1-2 weeks to prepare the demo with our new AI features 5. We can meet online or in Coimbatore if you're visiting
Next Steps
Ravi: We'll have Adithi work on demo preparation based on your requirements. We want you to see the first demo with our AI agent included.
Prospect: Take your time. Keep me posted. Once ready, we can go online or if I'm in Coimbatore, we can meet there.
Post-Call Instructions
Prospect to Adithi: Take this recording, ask AI to write a complete script, analyze it, and send that information to me.
End of Transcript
Requirements Document - Manufacturing & Consulting Company
Date Captured: September 19, 2025 Prospect Type: Manufacturing & Consulting Company (Bangalore) Current Volume: 15-16 enquiries/day, ₹8-9 crores enquiry value/month
Executive Summary
Multi-company manufacturing and consulting firm seeking enterprise CRM replacement to support domestic and international expansion into 25 countries. Currently managing 17,000+ leads with legacy CRM system, requiring modern solution with strong automation, API integrations, and flexibility.
Critical Requirements (Must-Have)
1. API Integration & Data Automation
- India Mart API - Automatic enquiry pulling
- Trade India API - Automatic enquiry pulling
- Frequency: Every 15 minutes
- Volume: 15-16 enquiries daily
- Data Unification: Merge different API formats into single unified view
- Auto-recognition: System must recognize different field mappings and auto-populate correctly
- Duplicate Detection: Automatic identification and merging of duplicate entries
2. Performance Requirements
- Response Time: Immediate (<1 second) for all actions
- Current Pain: 25+ seconds to save data (unacceptable)
- Database Size: Must handle 17,000+ records efficiently
- Search Speed: Quick search across entire database
3. Access Control & User Management
- Three-tier hierarchy required:
- Super Admin (full control, product library management)
- Admin (mid-level permissions)
- Users (limited access, field operations)
- Current Users: 5 licenses
- Multi-company Support: Must handle multiple company entities
Functional Requirements
4. Lead Management
- Lead Sources Tracking:
- India Mart
- Trade India
- JustDial
- Direct SEO
- Website enquiries
- References
- Lead Allocation: Auto-assignment based on product/territory
- Lead Scoring: Priority management for hot leads
- Conversion Tracking: Enquiry → Lead → Opportunity → Order
5. Sales Process Automation
- Follow-up Management:
- Site visit scheduling
- Drawing requirements
- Commercial proposals
- Technical proposals
- Custom follow-up types via dropdown
- Multi-company Quotations: Send quotes from different company entities
- Email Integration: Track all communications
- Offer Status Tracking:
- Converted to project
- Dropped
- On hold
- Lost (with reason analysis)
6. Service & Warranty Module
- Warranty Tracking: 12-24 month warranties
- Service Scheduling: Engineer visit management
- Mobile App Features:
- View weekly schedules
- GPS navigation to customer sites
- Site visit confirmation
- Photo capture and upload
- Real-time updates
7. Integration Requirements
- WhatsApp Integration: Automated messaging
- Email Integration: Multiple email account management
- Website Bot Integration: Capture bot enquiries (Tring AI compatible)
- Google Workspace:
- Google Sheets real-time collaboration
- Google Drive storage (1TB)
- Data export to sheets for distributors/agents
8. Reporting & Analytics
- Dashboard Requirements:
- Daily/weekly/monthly enquiry counts
- Product-wise analysis
- Geographic distribution
- Conversion funnel analysis
- Win/loss analysis with reasons
- User performance metrics
- Export Capabilities:
- Excel export
- Google Sheets integration
- PDF reports for management
Technical Requirements
9. Deployment & Architecture
- Hybrid Model Preferred: Cloud + Local data backup
- Data Ownership: Complete control over data
- Customization: Full flexibility to add/modify:
- Columns and fields
- Workflows
- Forms
- Products catalog
- Media (images/videos)
10. International Expansion Support
- Multi-country SEO: Support for 25 countries
- Multi-language: Future requirement
- Multi-currency: For international pricing
- Different search engine support: Not just Google
Business Context
Current Tools & Budget
- Current CRM: AS Kit 19 K8019 (₹60K/year)
- India Mart: ₹3 lakhs/3 years
- Trade India: ₹4 lakhs/3 years
- Pain Points with Current System:
- Extremely slow performance
- Limited automation
- Manual data entry errors
Business Metrics
- Enquiry Volume: ₹8-9 crores/month
- Company Revenue (Park Layer):
- Last year: ₹110 crores
- Target: ₹151.6 crores
- Business Lines:
- Manufacturing equipment
- Technical consulting
- Financial advisory (M&A, valuations)
- Marketing representation (Park Layer, autonomous vehicles)
Competitive Landscape
Current Evaluation
- Connect CVO: Evaluated but rejected (insufficient client base, support concerns)
- Zoho: In use for one company but unsatisfactory (rigid, limited customization)
- Desired Positioning: Enterprise-grade like Salesforce but with Excel-like flexibility
Decision Criteria
- API Integration capability (deal-breaker if missing)
- Performance and speed
- Customization flexibility
- Cost-effectiveness (ROI focused)
- Long-term vendor stability (9+ years preferred)
- Support quality
- Automation capabilities
Unique Requirements
AI & Automation Interest
- AI Sales Agent: Strong interest in ChatGPT-like assistant
- Query Examples: "Show me top 10 leads for today"
- Automation ROI: Must demonstrate tangible time/cost savings
Process Re-engineering
- Open to process improvements
- Values consulting approach
- Seeks phased implementation
Implementation Preferences
- Parallel Running: Will run both systems initially
- Proof of Concept: Willing to test thoroughly
- Location: Can meet in Coimbatore if needed
- Timeline: No immediate urgency, quality over speed
Red Flags to Avoid
- Rigid processes that can't adapt
- Per-user pricing models (not suitable for growth)
- Vendors with limited client base
- Cloud-only solutions without data control
- Slow performance or lag
Recommended Solution Approach
- Phase 1: Replicate current workflow exactly
- Phase 2: Add API integrations
- Phase 3: Introduce AI agent and advanced automation
- Phase 4: International expansion features
Next Steps
- Prepare demo with AI agent features
- Include India Mart/Trade India API demo
- Show performance benchmarks
- Demonstrate customization capabilities
- Present ROI calculation for automation
Current CRM Process Documentation - Manufacturing & Consulting Company
Date Documented: September 19, 2025 Current System: AS Kit 19 K8019 Implementation Duration: 8 years Database Size: 17,000+ records
Current System Architecture
Deployment Model
- Type: Hybrid (Cloud + Local)
- Data Storage: Google Drive (1TB)
- Data Control: Complete ownership, mirrored locally
- Access: Web-based login with local data backup
- License Model: Annual subscription (₹60K/year for 5 users)
Lead Generation Sources
Primary Channels (99.8%)
- India Mart - Paid classified listings
- Trade India - Paid classified listings
- JustDial - Directory listings
Secondary Channels
- Strong SEO - Self-managed, not outsourced
- References - Client referrals
- Direct Website - Planning bot integration
Lead Volume
- Daily Enquiries: 15-16
- Monthly Value: ₹8-9 crores in enquiry value
- Conversion Funnel:
- 15-16 enquiries → 6-7 qualified leads → 3-4 opportunities → 1-2 closed deals
Current CRM Workflow
Stage 1: Enquiry Management
Current Process: - APIs pull data every 15 minutes from India Mart/Trade India - System auto-populates product information - Manual correction required for naming variations - System learns and remembers corrections for future - Duplicate detection using mobile numbers
Pain Points: - Different field mappings between platforms - Manual data entry for some sources - 25+ second save time
Stage 2: Lead Qualification
Process Steps: 1. Enquiries marked as "Open" initially 2. Sales team reviews and qualifies 3. Qualified enquiries converted to "Lead" status 4. System auto-assigns leads based on: - Product category - Territory - Sales rep availability
User Hierarchy: - Super Admin: Full system control - Admin: Department level access - Users: Individual sales reps
Stage 3: Lead Nurturing
Follow-up Types (Customizable Dropdowns): - Site visit required - Drawings needed from client - Commercial proposal preparation - Technical proposal preparation - Client meeting scheduled - Documentation pending
Current Tools: - Call scheduling - Task management - Physical appointment booking - Email integration - WhatsApp automation (recently added)
Stage 4: Quotation Process
Features: - Standard quotation templates - Custom quote creation - Multi-company entity support - Email selection per company - Automatic quote tracking - Copy sent to designated mailbox
Current Challenge: - Zoho users limited to 3-page quotes - Their quotes need 17 pages with terms - Format limitations in current system
Stage 5: Offer Management
Status Categories: - ✅ Converted: Won deals become projects - ⏸️ On Hold: Pending client decision - ❌ Dropped: Client discontinued - 📊 Lost: Documented with reasons: - Price constraints - Competition won - Technical mismatch - Timeline issues
Data Retention: All lost deals kept for analysis
Stage 6: Post-Sales Service
Service Module Features: - Warranty period tracking (12-24 months) - Service engineer assignment - Mobile app for field teams - GPS-enabled customer locations - Visit confirmation system - Photo documentation capability
Mobile Workflow for Field Teams
Engineer Daily Process
- Morning: Check weekly schedule on mobile
- Navigation: GPS directions to customer site
- Arrival: Confirm visit in system
- Documentation: Capture photos of work
- Upload: Real-time sync to CRM
- Next Visit: View next appointment
Integration Ecosystem
Current Integrations
- Google Workspace: Sheets, Drive (1TB)
- Email: Multiple account management
- WhatsApp: Automated messaging
- India Mart API: Enquiry pulling
- Trade India API: Enquiry pulling
Planned Integrations
- Website Bots: Tring AI (₹100/bot)
- International SEO: 25 country expansion
- IVR System: On hold due to call distribution concerns
Reporting Structure
Current Reports
- Daily enquiry count
- Product-wise distribution
- City/region analysis
- User performance
- Conversion metrics
- Win/loss analysis
Dashboard Views
- Management: High-level metrics
- Sales Manager: Team performance
- Sales Rep: Individual pipeline
Data Management
Export Capabilities
- Excel downloads
- Google Sheets sync
- Shared sheets for distributors/agents
Access Control
- Product library (Super Admin only)
- Customer data (Role-based)
- Pricing (Restricted access)
- Reports (Hierarchical)
Process Gaps & Inefficiencies
Major Pain Points
- Performance: 25-second save times
- Manual Work: Some data entry still manual
- Integration Gaps: Website enquiries not automated
- Rigidity: Some processes hard to customize
Workarounds
- Google Sheets for distributor collaboration
- Manual API data reconciliation
- Custom fields for unique requirements
- Parallel Excel tracking for some metrics
Business Process Alignment
Strengths
- 8 years of process refinement
- Highly customized to business needs
- Good user adoption
- Cost-effective (₹60K/year)
Weaknesses
- Slow performance
- Limited automation
- No AI assistance
- Basic UI/UX
Migration Considerations
Critical Success Factors
- Must replicate existing workflow exactly
- API integration is non-negotiable
- Performance must be superior
- Data migration without loss
- Parallel running capability required
Risk Mitigation Plan
- Run both systems in parallel initially
- Gradual user migration
- Complete data backup before switch
- Vendor stability assessment (9+ years preferred)
Recommended Improvements
Quick Wins
- Automate API data reconciliation
- Implement instant save functionality
- Add website bot integration
- Enhance mobile app features
Long-term Enhancements
- AI-powered lead scoring
- Predictive analytics for conversions
- Automated follow-up suggestions
- Integration with international platforms
- Multi-language support for global expansion
Discovery Call Summary & Action Items
Company: Manufacturing & Consulting Firm (Bangalore) Date: September 19, 2025 Participants: Prospect Owner, Ravi (Co-founder), Adithi Opportunity Size: ₹8-9 crores monthly enquiry value, ₹110+ crores annual revenue
Executive Summary
Prospect Profile
- Industry: Manufacturing equipment & technical consulting
- Size: Multi-entity operation with 5 CRM users
- Maturity: 8 years with current CRM, sophisticated processes
- Growth Stage: Expanding from domestic to 25 international markets
- Decision Maker: Owner (64, Mechanical Engineer + MBA Finance)
Current Situation
- Using AS Kit 19 K8019 CRM for 8 years (₹60K/year)
- Processing 15-16 enquiries daily through India Mart/Trade India
- Managing 17,000+ contact database
- Achieving ₹8-9 crores in monthly enquiry value
- Major Pain: System performance (25-second save times)
Opportunity Assessment
Score: 8.5/10 - High Priority
Strengths: - Clear requirements and pain points - Budget available (currently spending ₹60K/year) - Decision maker engaged - Willing to run parallel evaluation - Values customization and flexibility
Considerations: - Price-conscious but ROI-focused - Requires specific API integrations - Long evaluation cycle expected - Stability and support are critical
Key Requirements Summary
Must-Have Features
- ✅ India Mart & Trade India API integration
- ✅ Sub-second response times
- ✅ Complete customization flexibility
- ✅ Multi-company support
- ✅ Mobile app for field teams
- ✅ WhatsApp & email integration
- ✅ Service/warranty management
Differentiators Discussed
- AI Sales Agent (strong interest)
- Excel-like flexibility
- Process re-engineering capability
- Enterprise-grade scalability
Competitive Intelligence
Current Vendors
- AS Kit 19 K8019: Current system, satisfied but outgrowing
- Connect CVO: Evaluated and rejected (support concerns)
- Zoho: Using for one entity, very dissatisfied (too rigid)
Decision Criteria
- API integration capability (deal-breaker)
- Performance and speed
- Customization flexibility
- Vendor stability (9+ years)
- Cost-effectiveness with clear ROI
Action Items
Immediate Actions (Next 48 Hours)
For Sales Team
- Send thank you email with call summary
- Share case studies of similar manufacturing clients
- Provide API integration documentation for India Mart/Trade India
- Schedule follow-up call for demo (1-2 weeks out)
For Product Team
- Verify India Mart API compatibility
- Verify Trade India API compatibility
- Prepare performance benchmarks showing sub-second response
- Configure demo instance with manufacturing workflow
For Demo Preparation (Adithi)
- Replicate current workflow from AS Kit system
- Include AI Agent demonstration
- Show API integration live pulling of enquiries
- Demonstrate customization in real-time
- Prepare ROI calculator showing automation savings
Pre-Demo Checklist
Technical Setup
- India Mart API test account
- Trade India API test account
- Sample manufacturing products loaded
- Multi-company configuration
- Mobile app ready for demonstration
- WhatsApp integration configured
Content Preparation
- Manufacturing-specific demo script
- ROI calculation spreadsheet
- Migration plan template
- Customization examples
- AI Agent use cases
Follow-up Strategy
Week 1
- Send demo invitation with agenda
- Share product videos highlighting speed
- Connect on LinkedIn
- Send manufacturing industry case study
Week 2
- Conduct comprehensive demo
- Provide trial account access
- Share commercial proposal
- Schedule technical deep-dive if needed
Week 3
- Address any concerns
- Provide reference customers
- Negotiate commercial terms
- Plan implementation phases
Qualification Notes
Budget
- Current Spend: ₹60K/year on CRM
- Total MarTech Budget: ~₹5 lakhs/year (including India Mart, Trade India)
- Pricing Expectation: "Optimum cost" not "low cost"
- Decision Factor: Strong ROI focus
Timeline
- Urgency: Low-medium (willing to take time for right solution)
- Evaluation Period: Parallel running planned
- Decision Timeline: Not specified, likely 1-2 months
Decision Process
- Decision Maker: Owner (direct engagement)
- Influencers: Other director, sales team
- Evaluation Method: Parallel testing with current system
- Success Criteria: Better than current + API integration
Risk Factors
- API Integration: Deal-breaker if not possible
- Performance: Must be significantly faster
- Price Sensitivity: ROI must be clear
- Change Management: 8 years with current system
- Support Quality: Bad experience with Connect CVO
Recommended Approach
Positioning Strategy
"Enterprise-grade CRM with startup flexibility, designed for growing manufacturers expanding globally. Unlike rigid systems like Zoho or basic tools like AS Kit, we provide Salesforce-level capabilities with Excel-like customization."
Value Proposition Focus
- 40% time savings through automation
- Zero missed enquiries with API integration
- Scale to 25 countries without changing systems
- AI-powered insights for better conversions
- Future-proof platform with continuous innovation
Pricing Strategy
- Position against current ₹60K + inefficiency costs
- Highlight ROI within 3-6 months
- Consider phased implementation to reduce initial cost
- Offer parallel running period at reduced cost
Internal Notes
Strengths of this Opportunity
- Sophisticated buyer who understands value
- Clear pain points we can address
- Growing business with expansion plans
- Direct decision maker engagement
Preparation Priorities
- India Mart/Trade India API integration is critical
- Performance demonstration must be flawless
- AI Agent should be highlight of demo
- ROI calculation must be specific and credible
Success Metrics for Demo
- Live API data pull demonstrated
- Sub-second response on all actions
- AI Agent answers business question
- Customization done live during demo
- Clear migration path presented
Next Meeting
Type: Product Demonstration Timeline: 1-2 weeks (awaiting confirmation) Duration: Estimated 60-90 minutes Platform: Online or in-person (Coimbatore)
Agenda: 1. Recap of requirements (5 min) 2. Live demonstration of current workflow (20 min) 3. API integration showcase (15 min) 4. AI Agent capabilities (15 min) 5. Customization examples (10 min) 6. Mobile app demo (10 min) 7. Commercial discussion (10 min) 8. Q&A and next steps (15 min)
Document prepared by: Adithi Review status: Pending Distribution: Sales Team, Product Team, Management