Umber

Umber - SFA 

"Umber, the new mobility solution from JK cement is the state-of-the-art technology from JK Cement, which enables & empower their employee to plan his day-to-day activity on monthly basis and update customer visit on day to day basis 

  

JK is the Pioneer in the industry to have offered such a solution on all types of business platform, Umber app key objective is to provide transparent and quick information to Sales Representatives and help in improving their productivity. 

  

This developed Umber solution offers a variety of features like Customer data management, JCP Creation, Order Creation, Tickets raising, Target vs actual monitoring, Current outstanding Tracking, Depot stock checking, Actual vs Planned visit" 

 

The graphs are displayed here including – actual vs planned visits, average visits per day, Depot Stock, Events, lead. These graphs are based on calculation at the backend & Internal jobs are running to create these graphs.​ 

 

In today’s business world call logging has become a key component that can improve your customer service experience and boost sales productivity. 

Regular call logging activities have much higher customer satisfaction rates. It is an important element for the success of a business process. 

We have a user role of sales executive (SE) in our organization who works in the marketing field who visits the customers and collect orders and payments from them. 

Inside the application, they have the list of their customers (accounts) who are basically influencers and sites. Their visits are JCPs that are planned at the start of the month and adhoc can be created anytime.  

Leads are generated for counters and tickets are raised for complaints and services. 

These visits are approved by their higher hierarchy manager. 

If the Sales executives wants to connect to their customers, so to ease the process they can make the call directly through the application. They do not have to go back to the mobile phone dialer and make a call. 

Calling feature is equally important just like visiting a place for tracking purposes. 

What all we capture during a call: 

The time of the call. 

The name of the person you're calling. 

The person's phone number. 

Any next steps or actions you might want to take. 

A general Notes column to capture anything else important. 

The Call history is also captured and maintained in the application itself. 

This help us to automate the process and call logs can be stored for later review 

These call logs allow us to organize call information for record keeping and converting call information into insightful report. 

This report helps us to evaluate the performance of sales executives. 

Longer call durations typically mean more time spent to resolve issues, and vice versa 

It allows us to track valuable data about each of the account’s inbound and outbound calls. 

This helps save time and money and allows Sales executives concentrate on more calls.  

We can also track team’s performance and see if there might be any room for improvement based on results. 

This is our business need and required to be included in any case. 

Having the ability to view past calls is a game-changer to our business and can revolutionize the way people communicate 

Call logging can provide performance-related interpretations such as whether acceptable levels of performance could be demonstrated over a period to customers.  

Call logging also can provide details on call patterns, which in turn can help on load sharing or cost savings. 

Here is the video link for reference  

https://drive.google.com/file/d/1GmzSm9evoLV9K2lNae-hchHhUK_hQOwv/view?usp=sharing