Sales Management

The outcome of 'Campaign Management'' is now available to Sales Management within the UNO application. The sales module is designed to feed the most promising sales opportunities to available resources. It uses sophisticated weighting algorithms and business rules to ensure your Sales staff always have a pre-defined number of leads available. Managers and supervisors can over-ride the inbuilt rule set if required

When a sales agent logs into UNO, the system will automatically allocate the most appropriate Sales Opportunities based on weighting rules - variables considered include; Value, Type of customer, Next Action, Last contact, Outcome of last contact, Promotion, operators skill set etc. The system may also take 'sticky' opportunities from a sales representative and allocate to a specialist 'closer' if the lead is highlighted as taking too long (SLA configurable)

All contact attempts, successful or otherwise are saved and always available for review

Leads can be left open indefinitely, or tightly managed depending on your mode of operation

Each event during the sales cycle is closely managed by UNO. Call times, future appointments, chat history, note etc are recorded and accessible by sales staff

If a prospective customer (a sales lead) chooses not to take up the offer, the lead is closed and an abandon reason entered

If the offer is accepted, this then becomes a 'Sale'. Optionally, the confirmed sale may be passed to a TPV (Third Party Verification) agent for audio recording. This recording is legally binding and forms the basis of the contract

Once Veriifed and released, the Sale is automatically passed to the Provisoing modules of UNO.

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