MODULE PROJECT MANAGEMENT
CATI Project Manager/TL
- Login in CRM via Super Secured Panel
- Access Dashboard With Graphical Reports
- Team Management & Shift Rotation
- Team Shift Management with Geolocation
- Receive Projects from Sales Team & Execute
- Create /Manage Existing Campaign/Projects
- Project Management & Tracking Milestone
- Configure New Project & Team with Multiple Attributes
– Start Date , End Date , Project Details ,Geolocation, Industry, etc. - Data Allocation for Project (System Generated Automation)
- Project Performance Report with Call Disposition Time
- Project Track & Report Submission to Client
- Project Status Management – On Hold –Pause , Cancel , Re Initiate
- Report Management with Multiple Filters
- Research Executive Report
- Customer Wise Report
- Project Progress Reports
- Appointments & Tasks
- Time Log & Call Log Report
- Call Disposition Rate & Time Report

Execution Phase Can Be Managed And Controlled By Project Manager Or Admin And The Main Function Of Execution Phase Is To Manage The Project During Execution,
PANEL & OPERATIONS
Research Associate (RA)
Research Associate “the actual executor” of project is been facilitated via dynamic dashboard to manage Projects, Calls, Interviews, Surveys, Reports, Stats and much more
- Login to CRM
- View Report on Dashboard
- Access Project
- Access Contact Data allocated on Project
- Edit / Refine Data ( Data Tracking Logs will be managed on Every Edit )
- Connect with Target Customer
- Connect Via IVR Calling ( Integration with CRM )
- Connect Via Email / Message – Floated from CRM to Customer’s Email ID
- Appointment Management ( Calendar Integration )
- Notes Management – User will be able to create notes during conversation
- Follow Up Management
- Status – Status of the Data Management

Communication Management

CATI/Non CATI
Performing Survey or Interviews via Multiple Ways

Quality Alayst
- Login in CRM
- Access Dashboard
- Team Management
- Access Projects Allocated For QA
- Review / Audit Calls
- Fill up Feedback For Calls
- Access QA Team Report
- Task Management ( Internal )
- Reports ( Internal )
QA phase can be managed and controlled by Team Leader/Team Member – QA or Admin and the main function of QA phase will be to control the quality of project call.


Customers
- Access Own Project
- Access Data & Reports Submitted
- Raise Tickets & Issues
- Share New/ Additional Requirements