LeadApps & Customization. CRM Machine Button Campaigns & lists Orders Leads Call data Click-to-Call.

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LeadApps & Customization

Transcript of LeadApps & Customization. CRM Machine Button Campaigns & lists Orders Leads Call data Click-to-Call.

LeadApps & Customization

CRMCRMMachineMachine

ButtonButton

Campaigns & lists

Orders

Leads

Call dataClick-to-Call

Admin

Customizable by PCSCustomizable by PCS

Add custom tabs (PCS)Add custom tabs (PCS)

Settings can be added for LeadApps:-QA Tool

-Time management-Provision management

-etc.

Settings can be added for LeadApps:-QA Tool

-Time management-Provision management

-etc.

Reports by PCS

Also check if favorite reports can meet client needs

Reports by PCS

Also check if favorite reports can meet client needs

Web API:Automate any actions that an admin can do – live

Machine

Total dialing logic rewrite possibleAlso reports etc.

For example DNC-logic

Total dialing logic rewrite possibleAlso reports etc.

For example DNC-logic

Mini widgetMini widget

Sales still todo today: 5

Open:- Customer CRM- Own websites- Maps- Order-forms- Product owner systems- Custom call form

Open:- Customer CRM- Own websites- Maps- Order-forms- Product owner systems- Custom call form

Used to send data to an outside system live after a call ends:

-Add call details to customers CRM-Do analysis on the call

-Do modifications to contact list-Etc.

Integration work needed on the client side or by PCS

Used to send data to an outside system live after a call ends:

-Add call details to customers CRM-Do analysis on the call

-Do modifications to contact list-Etc.

Integration work needed on the client side or by PCS

Open any website after the call ends:-Surveys-Ratings

-Customers internal tools

Open any website after the call ends:-Surveys-Ratings

-Customers internal tools