Verification/Sales Process
Budget: $750 – $1,500 CAD
Have a team here at the company that deals with verifying profiles. Work with co-pilot to help manage projects. Build system that helps sales and process agents. . Process that so all users information is one area. To track certain KPI’s.
Sai would like a new process introduced to the verification and sales team. For the sales team he wants to create a better lead tracker as opposed to Google Sheets. KPI's he's looking for are the following:
1. # of awards
2. Leads coming into the system.
3. Contact Points from sales agents.
4. Conversion rate of agents individually.
5. Lead Status. Initial contact, Contacted once.
6. Wants to know entire pipeline, where exactly the lead was closed.
7. Wants to know entire process from sales to processing team.
Needs:
User logins per use, report generation (sent out weekly)
Sai would like a new process introduced to the verification and sales team. For the sales team he wants to create a better lead tracker as opposed to Google Sheets. KPI's he's looking for are the following:
1. # of awards
2. Leads coming into the system.
3. Contact Points from sales agents.
4. Conversion rate of agents individually.
5. Lead Status. Initial contact, Contacted once.
6. Wants to know entire pipeline, where exactly the lead was closed.
7. Wants to know entire process from sales to processing team.
Needs:
User logins per use, report generation (sent out weekly)