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Lead Tracking
Lead Tracking involves awareness of all
items that should, or might, require follow-up. This starts
with potential leads as well as existing customers, extends
to their installed equipment base (to track warranty expirations
or periodic maintenance intervals), and also includes employee
leads, tracking of vehicle maintenance requirements, scheduling
of inspections or acquisition of permits, etc. Action items
are tied to each specific type of "lead," and are
brought to the user's attention on the required date. Once
an item is on a user's "radar screen," he has to
respond to it one way or another — and that response
(including ignoring the lead) is logged into the system and
instantly made available in report form to his/her supervisor.
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(Click to Enlarge)
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| To the left is a representative sample of
a potential customer lead. The assignment of the lead to a specific
user for follow-up is recorded and logged, and each subsequent
action item (and the results that accrue) are logged into the
system. The customer database is actually cross-linked with
the potential leads database so that a single, common user interface
can be used (no extra learning curve!). This also enhances performance
and expedites migrating a potential lead into customer status.
The same approach is used when hiring an employee candidate,
turning him or her into an actual employee — simple, easy,
and straightforward! |
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(Click to Enlarge) |
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Command Post 3000 automatically
tracks tasks that haven't been done yet, but need to be. You
set the interval between alarms, and the appropriate users
will have a yellow follow-up window pop-up on their screens
letting them know what items are in danger of falling through
the cracks. If the user decides to ignore the follow-up warning,
that fact is logged with a date and time stamp and the user's
name. This system prevents time-sensitive items from being
overlooked — and holds users accountable who ignore
those items. Customer service AND user responsibility gets
a shot in the arm. A built-in letter writing system which
tracks results forms part of this fully integrated package.
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