Access and Control:
On opening the App, it will prompt for User Code.
User will input the User Registered Id with AMHI
Lead Generation and Activities:
Employee can also generate leads by Self and also through others like from some direct references/contacts/service calls.
Once a lead is created using either handheld device, Next Meeting Date & time is captured to schedule an appointment with lead
Various lead related activities are:
User will be able to select the source of Lead generation at the time of scheduling this activity. Various sources of lead generation and respective mandatory fields that should be captured are
Branch Walk-in (Self-Created)
Various dispositions that should be pre-defined in LMS are:
Open (default): leads that are not contacted and no meeting has been fixed with them.
Meeting Fixed: Once any appointment is scheduled with the lead(s)
Follow-up: further communication is required with leads post any meeting to get the agenda a successful closure.
Met Solution: When the meeting agenda serves the purpose and business is expected from the lead with an agreed closure date
Successful Closure: Once the lead is converted and proposal no. is generated.
Not Interested: If the lead is not interested in buying the product/service.
Customer not met: Leads with meeting scheduled but unavailable on the scheduled date due to some reasons
Updation of Leads
Users should be able to update the lead status as per pre-defined dispositions, which are:
Met Solution : User has to input few fields like Expected Premium and Date of Closure .
Successful Closure: User has to input Application ID or Proposal Number of the lead and what is the premium that prospect agreed to pay
Not Interested: User has to select a reason from the drop down containing some pre-defined reasons for not interested
Customer Not Met or Follow Up: User should be able to reschedule appointment with the lead providing Reason/Remark
Not Interested: he/she shouldn’t be contacted again for the same purpose
Dashboard and Reports:
Pipeline analysis – This will show the number of leads, business values in different stages for individual agents and leaders.Top performer and RM performance should be generated on basis of source, count and premium on a daily/MTD/YTD basis
Top performer (company) – All will be able to see top 10 performers in a company for a particular month based on number of leads converted and business registered.
Top performer (team) – Leaders will be able to see top 5 performer of his/her team
RMs performance – Leader will be able to see teams/individual performance based on leads, business converted, calls made etc.
Active/Inactive RMs – Leaders will be able to see list of inactive RM(s)/SRM(s)
Appointment calendar – Leader should be able to see the appointment calendar of team.
Aging report – This would be based on age of the lead.
App capture the current location of the employee once the device is online.
App will display the last traced location captured of the RM.
Reminder alert should be updated in user’s calendar once the activity is scheduled.
User should be able to view and track his/her own and team’s activity schedules and details.
Manual and automated sync functionality should be provided to the above users to sync lead created/updated data into the server once the device is online.