crm solution with mobility for field force

Post on 05-Dec-2014

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DESCRIPTION

A presentation depicting the CRM solution for managing field force.

TRANSCRIPT

Schematic Presentation – A

Flow

Lead Manag ement S ys tem &

Fi e ld Fo rce Manag ement

Prospect Management

Add New Prospect – Tele-caller

Opportunity Management – Tele-caller

Add Opportunity – Tele-caller

Follow-up Management – Tele-caller

Add New Follow-up – Tele-caller

Create Dispatch – Tele-caller

Dispatch List on Mobile –

Field Executive

Tele-callers can assign & push the

dispatches to various field

executives on their mobile phone

Details of Dispatch List

Field executive can view details of a

particular dispatch

Submitting Disposition

Field Executive can submit disposition for a particular dispatch through mobile. The info comes along with

location details.

Dispositions get reflected on Web

Send Response to: info@saraltechnomart.com Ph: 91-88 00 999 281, 88 00 26 70 70

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