Case Studies

Booking system

Teleekonomi is a retailer within the telecom market. In cooperation with the major of operators in the market, Teleekonomi sells communication solutions for small, medium and large companies. Teleekonomi reaches their customers through a booking department deliver that joins to their sales department.

SOLUTION

The CRM system consists of these main components:

  • 1. Marketing Campaign
  • 2. Staff management
  • 3. Booking module
  • 4. Appointment calendar
  • 5. Supervisor modules
  • 6. Statistic information
  • 7. Integration with SuperOffice

1. Marketing Campaign

Post Title

The Marketing Campaign is part of the CRM system which helps the supervisor to filter and define companies that should be processed by booking agents. The supervisor has many different parameters from which they may select (Region, City, Turnover, Business Entity) to form the scope of companies.

2. Staff management

Post Title

In this section, the Supervisor can see all the information about Teleekonomi personnel and manage booking agents and sellers.

3. Booking module

Post Title

This is the main part of the CRM system. In this module, the booking agent finds all of the information about current and potential customers in detail. Also, they can see the log where the history information about a specific customer is displayed. Booking agents process companies in marketing campaigns by assigning statuses and arranging meetings between sellers and customers.

4. Appointment calendar

Post Title

This module helps the booking manager fill the seller's schedule for each day in the most optimal way. The system calculates the distance between companies and offers the best option on the calendar. This allows for the automation of work and saves time by automatically arranging meetings with customers in the most time efficient manner.

5. Supervisor modules

Post Title

In the CRM system, the supervisor has extra modules which helps simplify their daily work. These modules allow the supervisor to monitor and control a company's processing progress at each stage.

5. Supervisor modules

Post Title

6. Statistic information

Post Title

This section displays the statistics of the booking agent's work. It helps the supervisor provide bonuses for the best booking agent.

7. Integration with SuperOffice

Post Title

While the sellers are working, they are using SuperOffice. We built an integration with that CRM system. The system has an integration with SuperOffice through an API and exchanges information about the status of appointments in real-time.

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