STAFF | CLIENTS | SALES |
---|---|---|
Allocate work to remote workers | Contact Management | Plan new sales pipelines |
Monitor staff inputs and staff outputs daily | Schedule future tasks & activities | Analyse past sales & contact previous clients to help plan repeat sales |
Generate timesheets for recorded work | Automated customer service notifications for clients - Email & SMS | Set sales targets for your team |
Access to shared documents & policies | Remote workers see latest updates for clients in realtime | Manage your pipeline |
All staff have latest client information so customer service levels maintained | Client documents can be stored and shared with users | Automated reminders to follow up on sales |
Keep contact log to facilitate contact tracing | Sales & Marketing campaigns | Run targeted marketing campaigns |
Shared company diary |