JMT Worldwide
2021
United State
Android | iOS | Web
Insurance, Employee
The eMASTERS App from Team Elite, is a custom-built CRM application designed to help increase the effectiveness and success of sales agents accessed. Below is a summary of various modules.
Registration and Login:
– The user will require to select their QFD Name and setup an email ID/password to proceed with registration.
– The agent will need to verify their email ID to ensure valid contact information and completing the registration process.
– The agent and their QFD will be notified through email about the registration in eMASTERS.
– The user needs to use their registered email ID and credential to login.
– The user may reset their password using “Forgot Password”.
Dashboard:
– Gives an immediate listing of their “unresolved-classified” contacts
– quick view of their performance against daily/weekly targets along with a trend analysis
Contacts:
– The user may import contacts from their phone or create new contacts into their eMASTERS account.
– The features of associating categories, providing classification and search & filter are designed to establish stronger connections between agents and their contacts.
– The features of tasks, appointments & notes are designed to ensure that agents have the ability for timely follow-up on contacts
– The user also has the ability to export, assign categories, setting campaigns, or deleting a set of contacts
– The user will also have the ability to call/message/email contact through the native phone app, messaging app, or default mailing app respectively.
Goals:
– The user can set their daily/weekly targets and track their performance against it.
– This combined with guidance from their coach can help identify blind spots and set them up for higher accomplishments.
Calendar:
– This module shows a daily listing of tasks/reminders/tasks or notes allowing the user to prioritize daily activities
Campaigns:
– Here the user will have access to a preset combination of email/task/text templates as per a pre-set frequency.
– The user may then assign this set to one or more contacts
Roadmap:
– Training module that brings the best of techniques, rules & regulations, and approach in the industry
– Also gives access to short assessment that can help the agent get better prepared for their industry certifications
Subscriptions
– All registered users will have access to free-tier by default
– The additional functionalities for paid-tier are Calendar, Campaigns & Tasks/Notes
– The user will have the option to select a Monthly, Quarterly, or Yearly subscription of the functionality.