The updates and capabilities mentioned below will be available from 12 Nov 2020 to beta
Now App users can seek chat help even before logging in
Users were already able to seek pre-login support by simply sending an email to our support id. Now App users can get chat based support even before logging in, on the app login page itself.
Keeping you ready for Post-Covid World
Auto-prompts for Call Notes
In Post-Covid world many of those physical visits are going to be just phone interactions. While users can already schedule a call reminder and get notified about it, They will now get a prompt on the My Schedule page to put an appropriate note for the call. It helps them remain organized.
Getting the Customers & Team Ready for WhatsApp and Viber interactions
To make it easier for your field teams, verification status of the mobile number of the customer will be clearly visible and reps will be prompted to add a missing number.
Customer history on the App to clearly show if the order has been placed by a customer via WhatsApp. The person assigned to a customer to get a notification when an order is placed by a customer.
Auto Prompt to users for their Contact Detail Verification
Users will be prompted on the App immediately after login to verify mobile and email to ensure Important Notifications and Smart Cues, Easier Login, and Quicker Support. This will also ensure accuracy of contact details without burdening the system administrator.
More AI CuesBOT Cues and KPIs Added to the Repository
Now you can track more and segmented goals with new set of KPIs,
Now your team can Trigger into even more insights with new Cues. and by fine tuning various existing Cues.
Get a snapshot view of how your team is performing on KPIs on ScoreCard
Now you can compare peers vis a vis any KPI. This helps managers narrow down to their team issues and identify who requires what help. Comparison view is available for all standard or custom KPIs.
You can now choose which of your users should view which KPIs, based on their roles.
Miscellaneous Improvements and Security Fixes
We have made several changes to make BeatRoute more effective for users -
Change stage by simply long pressing on the customer list from pipeline view.
MySchedule page to have filters on customer class, stage.
Users can take immediate actions on a customer after adding them in a seamless flow.
Campaign Form edit UI has been improved and a filter on date type question has been added
To address rare issues while using the camera on the app due to manufacturers’ tweaking of android OS, we have introduced an alternative setting to switch to.
To address specific use cases, administrators can allow the sales team to upload pictures from gallery while submitting Campaign Forms on the app.
Reporting sell-out from a customer (Log Sales) has been introduced to the managers’ role as well.
CuesBOT App-view-framework enhanced to lead the user from a cue to web page for further engagement.
Several security fixes have been implemented based on our last infosecurity compliance audit