Finance, DSA, Telecalling
Telecalling CRM & Lead Campaign Management for Extream Fincare
A telecalling CRM for finance/DSA teams to create campaigns, upload leads, allocate leads to telecallers and track lead activity and follow-ups.
- Create Campaign
- Upload Leads via Excel
- Allocate Leads
- Telecaller Calls
- Update Status
- Schedule Follow-Up
- Track Performance
Workflow visualization based on supplied project facts.
What problem did Extream Fincare need to solve?
Extream Fincare needed a telecalling system that allowed teams to work from office or home while management tracked lead activity and telecaller performance.
What software was built?
Arth Technology built campaign creation, Excel lead upload, lead allocation, telecaller app, follow-up management, calling activity tracking and performance tracking workflows.
Workflow
A simplified view of the actual operating flow supplied for this project.
Modules
- Campaign Management
- Excel Lead Upload
- Lead Allocation
- Telecaller App
- Follow-Up Management
- Calling Activity Tracking
- Performance Tracking
User Roles
- Admin
- Manager
- Telecaller
Platforms
- Telecalling CRM
- Telecaller app
Key Capabilities
- Campaign setup
- Excel lead upload
- Lead assignment
- Office/home telecalling workflow
- Follow-up queue
- Telecaller performance tracking
Business Outcome
The CRM gives telecallers an organized lead queue and gives managers visibility into lead activity, follow-ups and telecaller performance without inventing any result percentage.
No percentages, revenue impact, user counts or testimonials are claimed because they were not supplied.
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