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

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Presentation on theme: "LeadApps & Customization. CRM Machine Button Campaigns & lists Orders Leads Call data Click-to-Call."— Presentation transcript:

1 LeadApps & Customization

2 CRM Machine Button Campaigns & lists Orders Leads Call data Click-to-Call

3

4 Admin

5 Customizable by PCS

6 Add custom tabs (PCS)

7 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.

8 Reports by PCS Also check if favorite reports can meet client needs Reports by PCS Also check if favorite reports can meet client needs

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

10 Machine

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14 Total dialing logic rewrite possible Also reports etc. For example DNC-logic Total dialing logic rewrite possible Also reports etc. For example DNC-logic

15 Mini widget Sales still todo today: 5

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17 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

18 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

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20 Open any website after the call ends: -Surveys -Ratings -Customers internal tools Open any website after the call ends: -Surveys -Ratings -Customers internal tools


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