Value Derived

• Lead Management

  • Collect leads, schedule calls, make notes, target preferences

• Agent Management

  • Organize visits, send reminders, capture notes

• Record Management

  • Record communications, farm for subsequent opportunities

• Data Analytics

  • Mine information and engagement for better targetting. Automated information distribution
  • The single data source for future interactions

• Process Automation

  • Automated and personalized information distribution, track response behaviour, personalize engagement and information delivery

• Document Management

  • Automate document creation, distribution and follow-up

• Scheduling and Operations Management

  • Automated tracking of information, scheduling, success metrics and failures

  Benefits to Customer/Users

  Centralised Database

  • Easily access all the data in one place and maintain the database.
  • Enhanced consistency throughout the organisation

  

  Agent Scheduling

  • Quick scheduling of appointments
  • Keep track of lack of performance

  

  SMS Alerts

  • Notifying agent about their scheduled appointment
  • Sending updates/reminders

  Reporting

  • Improved analysis and decision-making

    

    

  Customer Experience Tracking

  • Regular customer feedback measurement.
  • Keep track of customer's satisfaction

  Referral Management

  • Manage all inbound and outbound referrals easily