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    DSR On The Move . Lead Management Tool: Company Confidential 1

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    Jamie Jordan
    This document discusses the development of a mobile application called the Daily Sales Report (DSR) to track account manager activities. The DSR tool tracks metrics like the number of calls made, time of calls, location of calls and call type. It allows immediate managers, sales heads and enterprise heads to view the account managers' daily reports and activities. Previously, account managers were not reliably filling out their daily reports. The mobile DSR application addresses this by allowing account managers to submit reports daily via text message in a simple format rather than filling out reports only on weekends. Area managers now have up-to-date online access to their teams' call activities as well.

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    DSR On The Move . Lead Management Tool: Company Confidential 1

    Uploaded by

    Jamie Jordan
    14 views5 pages
    This document discusses the development of a mobile application called the Daily Sales Report (DSR) to track account manager activities. The DSR tool tracks metrics like the number of calls made, time of calls, location of calls and call type. It allows immediate managers, sales heads and enterprise heads to view the account managers' daily reports and activities. Previously, account managers were not reliably filling out their daily reports. The mobile DSR application addresses this by allowing account managers to submit reports daily via text message in a simple format rather than filling out reports only on weekends. Area managers now have up-to-date online access to their teams' call activities as well.

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    DSR on the move

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    This document discusses the development of a mobile application called the Daily Sales Report (DSR) to track account manager activities. The DSR tool tracks metrics like the number of calls made, time of calls, location of calls and call type. It allows immediate managers, sales heads and enterprise heads to view the account managers' daily reports and activities. Previously, account managers were not reliably filling out their daily reports. The mobile DSR application addresses this by allowing account managers to submit reports daily via text message in a simple format rather than filling out reports only on weekends. Area managers now have up-to-date online access to their teams' call activities as well.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    14 views5 pages

    DSR On The Move . Lead Management Tool: Company Confidential 1

    Uploaded by

    Jamie Jordan
    This document discusses the development of a mobile application called the Daily Sales Report (DSR) to track account manager activities. The DSR tool tracks metrics like the number of calls made, time of calls, location of calls and call type. It allows immediate managers, sales heads and enterprise heads to view the account managers' daily reports and activities. Previously, account managers were not reliably filling out their daily reports. The mobile DSR application addresses this by allowing account managers to submit reports daily via text message in a simple format rather than filling out reports only on weekends. Area managers now have up-to-date online access to their teams' call activities as well.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 5

    DSR ON THE MOVE.

    LEAD MANAGEMENT TOOL

    Company Confidential

    DSR on the move.


    Daily Sales Report is built on SMS @ work platform.
    It tracks number of calls made by account manager in a
    day.
    It gives time when the calls were made, time of a call,
    location of call, type of a call etc.
    This tool can be viewed by immediate manager, Sales Head
    and Enterprise Head.
    This tool can also be used to claim conveyance by account
    managers.

    Company Confidential

    Current Situation.
    Team needed a mobile application for the DSR.
    Account Managers were expected to fill DSR on daily basis
    but the same was not followed religiously. DSR were only filled
    on the weekend and there was no updated information on their
    daily call analysis.
    Area Managers had on-line information of their call activity.

    Reviews were only done on weekly or fortnightly basis.


    The solution had to be effective and economical
    3

    Company Confidential

    Method.

    Example of sms which is sent thru mobile..


    Step1
    Dsr space wrk space Account name coma contact person coma
    location coma type of call coma remarks
    Step 2

    Send it to 56789

    Company Confidential

    Company Confidential

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