Trak wok we fes klayɛnt
Kech tɛm we dɛn spɛn pan kɔl, mitin, vizit, folo-ɔp, kwot, palisi, ɛn revenyu opareshɔn dɛn.
- Klayɛnt tɛm trakin
- Fild vizit rekod dɛn
- Paypilayn tas trakin
Revenyu wok wit klia aktiviti.
Trak klayɛnt kɔl dɛn, fild vizit, palisi wok, paypilayn tas dɛn, ɛn admin tɛm akrɔs sel ɛn inshɔrans tim dɛn.
Bɛst fɔ: Sel tim dɛn, Inshɔrans ejɛnsi dɛn, Fild sel rɛprizɛntativ dɛn. Di visibul mɛtrik dɛn na Klayɛnt tɛm, Fild vizit dɛn, Paypilayn wok. Dis de kip de-pan-de wok fɔm tɔn na manyuwal folo-ɔp.
Indɔstri wokflo
Adapt di wokflo fɔ Sel & Inshɔrans.
01
Trak wok we fes klayɛnt
Kech tɛm we dɛn spɛn pan kɔl, mitin, vizit, folo-ɔp, kwot, palisi, ɛn revenyu opareshɔn dɛn.
02
Manej mobayl ɛn ofis tim dɛn
Kɔɔdinet rɛp, brɔka, akawnt tim dɛn, ɛn admin staf wɛda dɛn wok na ofis, rimot, ɔ na fild.
03
Ɔndastand ɛfɔt bay rizɔlt
Kɔmpia wok-lod, klayɛnt aktiviti, admin tɛm, ɛn tim kapasiti fɔ imprɔv planin ɛn pafɔmans tɔk dɛn.
Indɔstri sɛtɔp
Wan wokflo we mek fɔ Sel & Inshɔrans.
Ɛvri blok de kɔnɛkt di wok rekod dɛn to di kɔndishɔn dɛn we afɛkt dis sɛkta: wok ridim, savis dilivri, lokeshon, ɛn rivyu rikwɛamɛnt.
Klayɛnt tɛmFild vizit dɛnPaypilayn wok
Trak wok we fes klayɛnt
Kech tɛm we dɛn spɛn pan kɔl, mitin, vizit, folo-ɔp, kwot, palisi, ɛn revenyu opareshɔn dɛn.
- Klayɛnt tɛm trakin
- Fild vizit rekod dɛn
- Paypilayn tas trakin
Manej mobayl ɛn ofis tim dɛn
Kɔɔdinet rɛp, brɔka, akawnt tim dɛn, ɛn admin staf wɛda dɛn wok na ofis, rimot, ɔ na fild.
- Mobayl wokfos sɔpɔt
- Ofis tim visibiliti
- Rimot sel trakin
Ɔndastand ɛfɔt bay rizɔlt
Kɔmpia wok-lod, klayɛnt aktiviti, admin tɛm, ɛn tim kapasiti fɔ imprɔv planin ɛn pafɔmans tɔk dɛn.
- Aktiviti ripɔtin
- Pafɔmans dashbod dɛn
- Rekod dɛn redi fɔ rivyu
Rizɔlt dɛn
Gi revenyu tim dɛn beta wok rekod dɛn
Trak di tɛm biain klayɛnt wok, fild aktiviti, ɛn sel opareshɔn dɛn.
Tɔk wit di sel tim- Imprɔv aktiviti visibiliti
- Rɛdyus admin dɛn we nɔ shɔ
- Balans sel wok-lod
- Sɔpɔt pafɔmans rivyu
Yuz kes dɛn fɔ Sel & Inshɔrans
Bil raun di wok fɔ Sel & Inshɔrans.
Hubnity de gi ɛvri tim wan praktikal rekod fɔ ɛmployi tɛm, de-pan-de wok, atɛndans, dilivri, ɛn opareshɔnal prɔgrɛs.
Manej mobayl ɛn ofis tim dɛn
Kɔɔdinet rɛp, brɔka, akawnt tim dɛn, ɛn admin staf wɛda dɛn wok na ofis, rimot, ɔ na fild.
- Mobayl wokfos sɔpɔt
- Ofis tim visibiliti
- Rimot sel trakin
Ɔndastand ɛfɔt bay rizɔlt
Kɔmpia wok-lod, klayɛnt aktiviti, admin tɛm, ɛn tim kapasiti fɔ imprɔv planin ɛn pafɔmans tɔk dɛn.
- Aktiviti ripɔtin
- Pafɔmans dashbod dɛn
- Rekod dɛn redi fɔ rivyu
Kɔmparisɔn
Klia pas manyuwal ripɔtin.
Dɛn kɔmparisɔn ya de ɛp tim dɛn pik di rayt wokflo bifo tɛm rekod, payrol ditel, ɔ pafɔmans ripɔt dɛn go difikɔlt fɔ trɔs.
Manyuwal tul dɛnPayrol rekod dɛnVisibiliti
Hubnity vs manyuwal rekod dɛn fɔ Sel & Inshɔrans
Manyuwal rekod dɛn mek trak tɛm, brek, ovataym, ɛn wok kɔntɛks slo fɔ rivyu. Hubnity de kip dɛn rekod dɛn stɔkchɔ na wan wokflo.
Hubnity vs spredshit dɛn we nɔ kɔnɛkt
Spredshit de split wok pan difrɛn fayl ɛn onas. Hubnity de kɔnɛkt ɛmployi tɛm, de-pan-de aktiviti, ɛn ripɔtin bifo deta go difikɔlt fɔ trɔs.
Wetin mek Hubnity wok fɔ Sel & Inshɔrans
Tim dɛn de yuz Hubnity fɔ kɔnɛkt tɛm trakin, aktiviti visibiliti, taymshit, ɛn ripɔt dɛn wɛt yu no ad ɛkstra admin lɛva.
Rileted wokflo dɛn
Kɔntinyu go insay prɔdɔkt eria dɛn we mɔs rɛlivant to Sel & Inshɔrans.
GPS tɛm trakinAd lokeshon kɔntɛks fɔ mobayl, fild, ɛn sayt wok.Taymshit dɛnTɔn de-pan-de trak wok na rekod dɛn we redi fɔ rivyu ɛn ɛkspɔt.Prɔdɔktiviti monitorinRivyu wok patɛn dɛn, aktiviti sigynal dɛn, ɛn tim fokɔs.Ripɔt dɛn ɛn ɛkspɔtPrepia klia PDF ɔ CSV ripɔt dɛn fɔ manaja ɛn fayinans tim dɛn.PraysKɔmpia plan dɛn fɔ tim dɛn we de gro ɛn wok pan plɛnti lokeshon.Kɔntakt di sel timTɔk wit Hubnity bɔt sɛtɔp, tim, ɛn wokflo dɛn.
FAQ fɔ Sel & Inshɔrans
Tɛm trakin ansa dɛn fɔ bayɔ dɛn insay Sel & Inshɔrans
Klia ansa dɛn bɔt sɛtɔp, visibiliti, ripɔtin, ɛn di wokflo dɛn we tim nid fɔ trɔs.
Hubnity de ɛp tim dɛn rekod ɛmployi awa, brek, ovataym, tas, ɛn wok kɔntɛks fɔ Sel & Inshɔrans. I de kɔnɛkt dɛn rekod ya to taymshit, ripɔt, ɛkspɔt, ɛn de-pan-de tim visibiliti.
Wok awa, brek, ovataym, ɛn rekod dɛn we trak, pipul dɛn go ebul rivyu dɛn na web, desktop, ɛn mobayl ap.
Yɛs. Hubnity de sɔpɔt ofis, rimot, aybrid, fild, ɛn mobayl wok so tim dɛn go ebul kip konsistent rekod dɛn akrɔs lokeshon ɛn projek.
Hubnity de ɛp fɔ prepia ripɔt dɛn we klia pas fɔ ɛmployi awa, prɔdɔktiviti sigynal, ovataym, projek rivyu, ɛn opareshɔnal planin.