Automating workflow for Accuracy & Quality : ROI ‘Pulse’

ROI has for the last 9 years continuously improved its specialist FleetCRM solution that is used now by 17 major vehicle manufacturers in both its internal Fleet area and also with their specialist Fleet Retailer network.

Pulse has been developed by our IT team to sit alongside the FleetCRM and over the last 3 years has ensured our clients receive only the best quality information at the right time. Many of our new solutions will be external facing client solutions such as our mobile Field Sales tool – engage. Pulse however sits behind the scenes and provides two vital functions:

It is our quality checking system for all appointment calls. Last year it tracked, recorded and helped our QA team score over 17,000 appointments to make sure that when we send a Brand or Retailer sales person, they are seeing the right person, at the right time, with a valid opportunity.

Secondly, Pulse can also automate a number of tasks to make the appointment process as efficient as possible: Pre-checking Telephone Preference Service, create and send out calendar invites to both parties and send a summary of the meeting reasons and report pdf.