Step One:
The completely onboarded Relationship Manager logs into the information system by providing their employee number and password in the input fields. The 'Submit' button then becomes illuminated and clickable. Once the user presses this button, the system will processes their information logs into their account, provided login details are correct.
Step Two:
The information system presents the Relationship Managers dashboard. This is a landing page for all tasks the RM is expected to perform and provides metrics the RM may find useful. It includes a personalised welcome message, the date and time, diagrams and graphics to help easily communicate important information. At this stage, the relationship manager clicks 'Target Customer List' to find the information of customers that the company wishes to make outbound calls to.
Step Three:
From here, the information system requests the matching customers details from the database, the database then provides the requested customer information to the system. Using this information the system then matches the customers with available products that matches their interest. It then creates and presents a list of customers along with the product that would best suit their need. The name of the customer is also a interactive/clickable button that helps the RM to progress to the next step. The information is able to scroll through the information and the background remains fixed.
Step Four:
The RM then selects the customer they wish to call from this list. When they click on the name of the customer, the system will then automatically generate a script which acts as a guideline for the interaction. Pressing the name will both create the script and prompt the system to automatically dial the customers contact number. The script will be presented on the screen to the RM and the user is able to scroll down the screen as the conversation progresses. The background remains fixed. Above the script will be the names of both parties (the RM and the customer) alongside an indication of what the conversation will be discussing. A graphic in the top right hand corner indicates the system is currently dialling.
Step One: The completely onboarded Relationship Manager logs into the information system by providing their employee number and password in the input fields. The 'Submit' button then becomes illuminated and clickable. Once the user presses this button, the system will processes their information logs into their account, provided login details are correct.
Step Two: The information system presents the Relationship Managers dashboard. This is a landing page for all tasks the RM is expected to perform and provides metrics the RM may find useful. It includes a personalised welcome message, the date and time, diagrams and graphics to help easily communicate important information. At this stage, the relationship manager clicks 'Target Customer List' to find the information of customers that the company wishes to make outbound calls to.
Step Three: From here, the information system requests the matching customers details from the database, the database then provides the requested customer information to the system. Using this information the system then matches the customers with available products that matches their interest. It then creates and presents a list of customers along with the product that would best suit their need. The name of the customer is also a interactive/clickable button that helps the RM to progress to the next step. The information is able to scroll through the information and the background remains fixed.
Step Four: The RM then selects the customer they wish to call from this list. When they click on the name of the customer, the system will then automatically generate a script which acts as a guideline for the interaction. Pressing the name will both create the script and prompt the system to automatically dial the customers contact number. The script will be presented on the screen to the RM and the user is able to scroll down the screen as the conversation progresses. The background remains fixed. Above the script will be the names of both parties (the RM and the customer) alongside an indication of what the conversation will be discussing. A graphic in the top right hand corner indicates the system is currently dialling.