Education Field Sales Management & Telecalling Management
Assign, Track Activities of Sales Team & Increase Productivity !
Education Field Sales Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
- Telecalling Lead Lists
- New, Followup Calls
- Send Email/SMS Reminders to Sales Team on Due Time
- Review Missed or Overdue or Escalated Activities
- Sales Team Tracking of Daily, Weekly, Monthly Reports
Education Field Sales Management
Telecaller Process
New Leads, Followup Leads, Appointments & Payments Followup
Field Sales Process
New Leads, Daily Visit Plan, Calls, Followups & Sales Closure
Performance Review
View daily,Weekly, monthly productivity & outcome of sales team activities
Activities Planner
Plan daily, weekly activities of sales team in list & calendar view.
Daily, Weekly, Monthly Calendar
View sales team plan in calendar, change plans in drag & drop planner.
Email & SMS Activity Reminders
Send Email/SMS Reminders to Sales Team 30 minutes before due time.
Activity History
View all the activities against a specific lead or customer along with user details.
Daily Activity Reporting
Sales team can use mobile app for daily activity reporting along with sales details.
Activities Overdue Escalation
Reports on overdue activities, activities that are not created on leads or opportunities.
Sales Team Tracking Reports & Business Intelligence
Daily Call & Visit Plan Report
Reports on daily plan of Telecalling, Field Sales Team
Daily, Weekly Productivity Report
View sales team call/visit counts on daily, weekly basis to measure productivity.
Telecaller Performance Report
Report to review daily new calls, follow up calls made by telecalling team
Overdue Activities Reports
Reports on overdue activities that are not completed beyond due date/time.
Sales Calls & Follow Up Reports
Daily new & follow up calls report used by telecalling team for daily calls.
Detailed Activity Report
Complete activity details including name of customer, nature of activity with remarks.
Education Institutes & Consultants CRM Salient Features
Lead Automation
Automatically capture leads from Property Portals like shiksha, career360 etc...
Students/Leads
Education Business Specific Lead screen to capture student interests in courses, activities, etc...
Admission Opportunity
Manage qualified leads with expected value discounts, commissions & pending payments.
Courses Master
Courses Master to maintain course information like course type, duration & amount.
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits. Daily report on Site visits along with mobile GPS location.
Telecaller Performance
Measure telecaller performance by tracking new & follow up calls and site visits/meetings
Agents Master
Agent Master with partner contact details, commission's details. Track leads till bookings.
Parents Communication
Send automated, manual SMS, Email communications to Students & Parents
Up & Cross Selling
Upsell & Cross Sell other related service such as other courses, skill development packages.