| • |
Data is entered
into the system using Standard Form
by Call Center users |
| • |
System classifies all
the LA's by Pin Code or Location. System
will look for the LA's that fall within
the lead's Pin Code/Location. The LA's
within he area are rated as per their
performance. |
| • |
The LA rated the best
will be sent an email, FAX.SM/LA can
check for the prospects on the web site. |
| • |
Simultaneously an email,
FAX will be sent to SM. SM can check
for the prospects on the website. |
| • |
LA is supposed to meet
the prospect and give feedback to SM.
If LA has met the prospect then he has
to convey it to SM and SM will check
with the prospect and update the system |
| • |
If SM does not get the
feedback from LA or SM does not update
the system then system waits for 2 -
3 days before allocating next LA. |
| • |
If LA manages to sale
then SM updates the system. If not then
lead is added in the system as a prospect.
|
• |
If LA does not meet the
Lead SM chases him to attend the call. |
| • |
If LA fails to meet lead
within 2 - 3 days then an auto email,
FAX is sent to the next LA in the rating
list or the next LA can see it on the
web site and the process continues.
Negative mark is made against the non-performing
LA. |
| • |
Various critical reports
can be generated from the lead management
system. |
|
• |
All the leads information |
• |
Source information |
• |
Follow up history |
• |
Allocation history |
• |
Reallocation history |
• |
Escalation |
• |
Feedback from LA's |
• |
Feedback from SM's |
• |
Lead status |
| Report |
| Various
following Standard Reports will be available
on runtime basis: |
• |
Leads by Source with
date |
• |
Allocation of Leads by
LA's by SM's |
• |
Reallocation of Leads
by LA's by SM's with Reasons of Reallocation |
• |
Escalation Report with
remarks |
• |
LAs feedback by Leads
by Date |
• |
SM's feedback by Leads
by Date |
• |
Status of Leads as of
date |
• |
List of Qualified Leads |
• |
Key Performance Report
for number of leads entered by Seat
into the system |
• |
Number of Leads allocated
today |
• |
Number of Leads by Status |
• |
LAs Ratings by SM's |
• |
Additional Reports |
| For
SM's Lead Analysis |
• |
Leads allocated by LAs |
• |
Leads re-allocated by
LAs |
• |
Leads closed |
• |
Leads to be attended
to by periods |
• |
Lead Turnover by LAs,
by period |
| Advisor
Analysis |
• |
Best Reporting Advisor(s) |
• |
Best Performing Advisor(s) |