Scheduling Follow-Up Calls
Schedule Follow-ups for each enquiry, track and update account status constantly.
Allocate Executives for follow-ups. Track Executive Performance with the leads. Ensure leads conversion through regular follow-ups.
Assign Executives to Schedules
- Plan follow-ups to get maximum conversion
- Assign one or more executives to each account
- Track Executive actions and follow-up performance
- If needed, allocate other Executives to the same account for faster conversions
Check Executive Availability
- Check the availability of your executives from the Schedule Calendar
- Fix a schedule or allocate employees only when the executive is available
- Manage employee allocation among client meetings effectively
- Record Executive allocation for analysis and decision making
Assign Executives Based on Zone and Product Category
- Executives could be shown for a schedule, based on their expertise in a particular product category or reachability in a zone
- This will help you to assign the Executive who deals the product best
Follow-up Plan and Schedule
- Track each enquiry with proper follow-up
- Update remarks for each follow-up
- Allocate actions to each follow-up
- Check employee availability for follow-up duties
- Guides the employees with weekly plans and schedules
Easy Follow-up Closing and Re-Scheduling
- Track and manage follow-up status from one point
- Allocated Executives can close follow-ups from any point
- Executives can update remarks from any point immediately after client meetings
- Executives can reschedule or change actions from any point
- Instant communication from executives about client interactions at all points
Location wise and Executive wise Follow-up: Additional Security
- Users can only see the follow-ups assigned to them
- Complete access only to the administrator
- Managers or Exceutives in each location or branch can access leads and follow-ups of their branch and not of other branches
- Security setups giving complete control to the administrator
