- Task Management
- Calendar Management
- Lead Scoring
- Territory Management
- Chat Integration
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Ekmob is a powerful mobile CRM that helps streamline and speed up your field sales. It evaluates real-time data, giving you the insight to reach the right customer at the ideal time with the best offers. Ekmob supports your sales ... Read More
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all part of the process. Persons can use task managers to achieve their goals, or groups can collaborate and share expertise to achieve collective goals. Management of all aspects of a task, including its status, priority, time, human and financial resource assignments, recurrence, dependency, and so on, is required for effective task management. The primary activities of task management can be grouped in this way. Specialized software, such as workflow or project management software, can manage many persons or team responsibilities. Task-oriented project managers keep a detailed and up-to-date project schedule and are usually adept at leading team members and moving the project forward.
Few people have mastered the ability to organize their calendars. It is the practice of optimizing your calendar by combining priority management and time management. It's focused on figuring out how you want to spend your time and then organizing your calendar around it. Calendar management is setting out a sequence of tasks for a manager or oneself. It doesn't matter if you're making phone calls, booking a meeting, or completing any other vital duties. The process includes busy but necessary tasks like fielding meeting requests and organising conferences and longer-term strategic tasks like establishing an executive's daily priorities and applying best practices for time management.
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in your company, where they are in the buying cycle, and whether or not they are a good fit for your company. Companies can use lead scoring to determine if prospects should be fast-tracked to sales or nurtured. The finest lead scoring systems consider demographic and firmographic factors like company size, industry, job title, and behavioral factors like clicks, keywords, and website visits. The purpose of lead scoring is to determine which leads are ready for sales and which ones need more nurturing. There should be no lead left behind.
Territory management is the practice of determining geographic distribution regions for inside sales representatives based on market conditions and customer intelligence data. In addition, the territory management tool is frequently used to increase strategic perspective by calculating the financial consequences of various territorial arrangements.
Chat connection allows you to link your project management system directly to your team's email and chat solutions. This will enable data to flow back and forth automatically between your project software and the email and chat applications that your team and stakeholders use daily. It allows sites to set up notifications to chat providers for new topics and posts (s). Filtering by category and/or tag will enable sites to customize what appears in chat. Notifications can be set up for only the first post or all positions and responses. Slash commands are supported by some chat providers, allowing you to manage filters straight from the chat program.
Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electronic storage instead of filing cabinets. It conserves both space and time. When a document is saved, it is frequently tagged with a metadata collection to identify it as belonging to a specific category or classification. Then it's saved as a digital file. A document retrieval specialist knows about the document system's labeling, tagging, and schema. While the requester may be able to use the DMS, even with a simple keyword search, they are unlikely to be as efficient.
Segmentation is dividing a market into separate consumer groups with comparable characteristics. It's an integral aspect of any customer strategy. For example, customer and participant segmentation allows a business to determine which customers are the most profitable and market to them most effectively while still providing excellent service. An organization can then use the information to decide which investments will generate the highest outcomes.
Real-time data gathering and transfer between the jobsite and project managers at the office is possible with mobile access. Employees on the jobsite can submit timecards, daily reports, requests for information (RFIs), work records, modification orders, and other validated paperwork using cloud-based systems. Let's face it: maintaining records on paper is inconvenient and ineffective. It's a idle approach to get vital data and information like daily reports into the hands project managers who rely on that information to keep a project on track and within budget. Information may flow in real time with mobile solutions, and documents can be documented with date and timestamps, GPS location data, and digital signatures to verify correctness and validity.
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Ekmob is a powerful mobile CRM that helps streamline and speed up your field sales. It evaluates real-time data, giving you the insight to reach the right customer at the ideal time with the best offers. Ekmob supports your sales team with robust automation and activity tracking, including visits, calls, and video conferences. Easily segment data with customer zones and track the progress of opportunities, quotes and more in a single dashboard. Plus, it integrates with call center,
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta