Here are the main functions that can help operators, agents and sellers to make a perfect appointment booking.
Assign a relevant area to your agents
For optimal appointment management, it is essential to know where your agents operate. Thanks to crm4’s geolocation , you can coordinate agent availability vk data with operator work, grouping appointments in a single day and in a specific area. This reduces travel times and ensures greater punctuality, avoiding long journeys between distant appointments. Organizing meetings within a radius of 40 km, instead of 100 km, allows you to optimize routes and improve efficiency.
One of the most common mistakes, in fact, is to aaron flowe president, western division schedule appointments without considering. Clear view of days and the travel times between one meeting and the next. The solution? With Agent Zones you can assign geographic zones to your agents in advance. In this way, the platform shows operators only the agents available in the geographic area of the appointment .
Immediately tangible benefits:
Clear view of days and Accurate calculation of distances and times between appointments
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- Optimization of available resources
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- Making appointments easier and faster
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- Improve service with real-time information
Agent Planner: calendar synchronization, agenda optimization and travel.
With crm4 you have a complete suite lack data of tools to schedule appointments quickly and accurately, leveraging the power of automation. The Agent Planner , for example, guides operators through the appointment entry phase. Clear view of days and showing the first three available dates in the same municipality as the customer or within 10 km. In addition, the system calculates distances between municipalities, optimizing planning based on the routes of the agents.
