webinar agenga · 2020-03-26 · how to keep track of employees working from home (wfh) how to get...
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WEBINAR AGENGA
❖ Accessibility
❖ Work Allocation / Planning
❖ Productivity / Governance
❖ Security Features
❖ Your Questions
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CHALLENGES WITH “WORK FROM HOME”
❖ How to keep track of employees working from home (WFH)
❖ How to get insights into the productivity of your teams
❖ How to keep your data safe while WFH is in place
❖ How to track phone calls/meetings/messages
❖ How to ensure work carries on in case of bad/no connectivity
❖ How to set up internal notifications and escalations
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IMPROVE “WFH”
PRODUCTIVITY
WITH LEADSQUARED
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• Download LeadSquared app to your phone - Android or iPhone.
• Access LeadSquared web app from any network – for this you need
internet
• If you have integrated with a cloud telephony, you can use your inbuilt
microphone
• If not, use LeadSquared Call & SMS tracker. Use you phone network to
do the calls and we’ll capture the activity and your dispositions.
LEADSQUARED ON YOUR MOBILE
Did you know you could use LeadSquared on mobile with
little or no effort?
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As Sales users have now reduced F2F
meetings, most of their meetings would be
over calls. So as and when they call or SMS
a lead for a discussion, the activity
is logged as a Call or SMS Activity using
the Call and SMS tracker App. The link for
downloading the same can be added.
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Users can also reach out to their customers
via email and WhatsApp directly from the
LeadSquared app.
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If customers want to spread awareness about the
Corona Virus and how that would affect their work and
the precautions they should follow, they could host
an HTML page under Custom Apps so that this
information is communicated and will always be there
with the user on the LSQ App.
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• Attendance
• Activities and tasks
• Productivity
• TAT
• Escalations
How do we keep a tab on -
TRACKING PEOPLE, PRODUCTS & PROCESSES
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The Check-in Check-out feature will give you
transparency into the work hours of your users and
their general attendance trends. Your users gents
can check-in to indicate that they are starting their
day and similarly, check out at the end of the day.
TRACK ATTENDANCE WITH CHECK-IN CHECK-OUT
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You can also use the User Login History report.
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Simple automations can be set up to notify
managers and team owners about new leads, lead
changes, lead assignment, activities etc. They can
also be used to escalate to team managers, in case
of delays in completing tasks or updating
leads/activities.
AUTOMATE TASKS & SALES NOTIFICATIONS TO TRACK USER ACTIVITY & ESCALATIONS
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Here’s a sample automation wherein whenever a task is created,
• The first notification goes to the owner if the task isn’t
completed on that day.
• The second notification goes to the manager after 48 hours.
You can set up interval and important triggers on which users
should be notified.
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Automate all your repetitive tasks like lead
assignment, daily status checks, meeting
reminders, etc. with sales automation
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You can create dashlets on your dashboard to
monitor productivity metrics like the number of
activities being posted, tasks being completed and
lead conversions. You can also monitor these
metrics through LeadSquared reports.
TRACK SALES PRODUCTIVITY WITH LEADSQUARED REPORTS
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Setting up Smart Views and subscribing to their
scheduled reports will also help you with daily
insights.
STREAMLINE YOUR SALES PROCESS WITH SMART VIEWS
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• Set up Two-Factor Authentication
• Permission Templates
• Force log-out all
SAFEGUARD DATA WITH THESE OPTIONS
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Set up Two-Factor Authentication to add an additional security layer.
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Edit your Permission Templates to disable data exports or temporarily hide sensitive data from users.
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THANK YOU Please do write to us about how you would like us to help you in the current situation and
which features can help you to make WFH better and enhance user experience.
Write to us at [email protected]
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For more check: apidocs.leadsquared.com
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