CRM solution with mobility for field force
13
Schematic Presentation – A Flow Lead Management System & Field Force Management
-
Upload
team-saral -
Category
Technology
-
view
304 -
download
1
description
A presentation depicting the CRM solution for managing field force.
Transcript of CRM solution with mobility for field force
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
