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Customer Activity Management

Overview

Quality Customer interactions are critical for improving Customer Satisfaction. For Companies to grow customer satisfaction is paramount. It is often very challenging to gather accurate and authentic information about customer visits at their location. It is also very difficult to plan, execute and report these visits in near real time from remote locations. EFFORTPlus addresses these challenges using it’s mobility based solution to capture any customer activity and monitor field employees using mobile devices.

customer_activity_management
customer_activity_management
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Process
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Manager or field employee plans customer visits.

Manager or field employee plans customer visits.
Field employee checks in at customer location.

Field employee checks in at customer location.

Performs and captures activity details.

Performs and captures activity details.
Checks out from customer location.

Checks out from customer location.

Proceeds to the next customer.

Proceeds to the next customer.
Manager gets real-time activity updates.

Manager gets real-time activity updates.

Field employee downloads the app Android, Apple, Windows

Manager or field employee plans customer visits.

App automatically gets all the information required for offline use.

Field employee checks in at customer location.

Employee performs activities based on the information available on his device.

Performs and captures activity details.

App geo tags and time stamps the information captured from the field employee.

Checks out from customer location.

App automatically uploads all the information back to the cloud whenever the network is available.

Proceeds to the next customer.

App geo tags and time stamps the information captured from the field employee.

Manager gets real-time activity updates.

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Data Quality

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Customer Satisfaction

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Visit compliance

Benefits

Improves customer satisfaction

Better customer coverage

Maximizes quality time spent at customer

More Authentic data

Increased plan compliance

Better and timely decisions

Features

Define activities and data that needs to be captured at customer location

Collect information in Image, Signature, Video, and Audio formats

Customer activity Geo Tagging and time stamping

Performing customer activities in online and offline modes

Proximity enforcement and exception reporting

On-field access to key metrics and activity history

Activity updates to customers via email and SMS

Features