Customer Activity Management

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. EFFORT addresses these challenges using it’s mobility based solution to capture any customer activity and monitor field employees using mobile devices.

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.

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.

Metrics

80%
Data Quality
30%
Customer Satisfaction
80%
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