In a sharply contested marketplace, businesses need to be resourceful and spontaneous while arranging daily transit plans.Each lead is a shared interest between various businesses. Through accurate daily planning, you can keep yourself ahead of your customers through faster and compelling lead response. Kapture CRM is a single platform to create daily transit plans, allocate leads to individuals, follow lead conversions etc…
Create daily plans
Based on the organizational hierarchy of your business, daily plans can be created and assigned to respective teams. This plan will have a checklist of activities that need to be performed and a route map with list of locations where an individual has to visit that day. The intelligent roster system embedded in KAPTURE CRM will make sure that plans are not sent to employees on leave.
Track sales activities
Once a plan is sent to an individual, the higher management can then monitor their activities over GPS. An escalation matrix can be designed to handle situations where plans are not followed. Reminders and alerts can also be set based on the plan.
Generate adherence reports
At the end of the day, managers can view a comprehensive report about every executive or a particular team. It will give a clear idea if the daily plan was adhered to or if the sales targets were achieved. As a unified platform for all sales information, the management can view all information at their leisure, instead of depending on team reports.
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