To develop the most secured voice trading platform in collaboration with the client’s technical head as the application is specific to traders. The Windows Client design was provided, and an admin interface was to be developed to manage the calls and logs. Chat/IM, PSTN, Hoot, recording, conference, group chat/IM, and all the health monitoring happen in the admin interface. The functionality should also include automated email for various actions and, for the IM, offline IM should be supported, and all deployment should be automated.
- Multiple user roles having different access to the subset of data
- Efficient search and filter functionality
- Distributor access for adding leads
- Provision for adding Salesman
- Provision for adding prospects or customers with
- Lead source and track all stages of the CRM.
- Segregated by Lead Type & Lead
- Reschedule the customer for the telemarketer.
- Provision to qualify or disqualify a lead
- Getting the daily schedule list for Telemarketers
- Provision for managing SM and TM by their respective distributor