• Save
Expectation manager application overview
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

Expectation manager application overview

on

  • 295 views

Describes the features and usage of the Expectation Manager mobile CRM application

Describes the features and usage of the Expectation Manager mobile CRM application

http://www.Expectation-Manager.com

Statistics

Views

Total Views
295
Views on SlideShare
282
Embed Views
13

Actions

Likes
0
Downloads
0
Comments
0

1 Embed 13

http://www.expectation-manager.com 13

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Expectation manager application overview Presentation Transcript

  • 1. www.Expecta*on-­‐Manager.com    Copyright  2013   Product  Overview  
  • 2. www.Expecta*on-­‐Manager.com    Copyright  2013   Home  Screen  and  Naviga*on   Know  what  you  have  to  do,  and   when  you  have  to  do  it  
  • 3. www.Expecta*on-­‐Manager.com    Copyright  2013   Home  Screen  and  Naviga*on   Always  know  who  your  best  clients   are,  and  the  ones  who  need  the   most  aJen*on.    
  • 4. www.Expecta*on-­‐Manager.com    Copyright  2013   Home  Screen  and  Naviga*on   Quickly  get  navigate  to  through   the  applica*on  
  • 5. www.Expecta*on-­‐Manager.com    Copyright  2013   Crea*ng  a  New  Expecta*on   Select  an  exis*ng  Contact,  or   create  a  new  one.  
  • 6. www.Expecta*on-­‐Manager.com    Copyright  2013   Crea*ng  a  New  Expecta*on   Enter  a  descrip*on  of  the   Expecta*on  you’ve  set  or  the   deliverable  you’ve  promised  
  • 7. www.Expecta*on-­‐Manager.com    Copyright  2013   Crea*ng  a  New  Expecta*on   Select  the  Due  Date.    Status  is   automa*cally  set  to  “Pending”   when  crea*ng  a  new  Expecta*on   Tap  “Done”  to  save  your  new   Expecta*on    
  • 8. www.Expecta*on-­‐Manager.com    Copyright  2013   Upda*ng  an  exis*ng   Expecta*on   Tap  the  Contact’s  picture  to  view   their  details     Tap  the  phone  number  to  place  a   call     Tap  the  email  address  to  send  an   email  
  • 9. www.Expecta*on-­‐Manager.com    Copyright  2013   Upda*ng  an  exis*ng   Expecta*on   Tap  to  change  the  comple*on   status:  Excep*onal,  Exceeds,   Meets,  Below,  or  Fails     Completed  Date  is  automa*cally   set;  may  be  updated  
  • 10. www.Expecta*on-­‐Manager.com    Copyright  2013   Upda*ng  an  exis*ng   Expecta*on   Op*onally  enter  details  around   the  delivery  or  comple*on  of  this   Expecta*on  
  • 11. www.Expecta*on-­‐Manager.com    Copyright  2013   No*fica*ons  and  Calendar   integra*on   •  In  applica*on  Alerts  
  • 12. www.Expecta*on-­‐Manager.com    Copyright  2013   No*fica*ons  and  Calendar   integra*on   •  In  applica*on  Alerts   •  Integrated  with  iOS   no*fica*ons  
  • 13. www.Expecta*on-­‐Manager.com    Copyright  2013   No*fica*ons  and  Calendar   integra*on   •  In  applica*on  Alerts   •  Integrated  with  iOS   no*fica*ons   •  Op*onal  with  iOS  Calendar   applica*on.    Includes   seYngs  to  control   appointment  reminders  
  • 14. www.Expecta*on-­‐Manager.com    Copyright  2013   Expecta*on  List  and  Filters   Provides  a  list  of  all  Expecta*ons  
  • 15. www.Expecta*on-­‐Manager.com    Copyright  2013   Expecta*on  List  and  Filters   Each  Expecta*on  listed  shows  the   Contact,  the  Due  Date,  and  a   summary  of  the  descrip*on  
  • 16. www.Expecta*on-­‐Manager.com    Copyright  2013   Expecta*on  List  and  Filters   Tapping  the  arrow  takes  you  to   the  Expecta*on  Detail  screen  for   more  informa*on  and  updates  
  • 17. www.Expecta*on-­‐Manager.com    Copyright  2013   Complete  an  Expecta*on  with   swipe  gesture   Using  a  swipe  gesture  opens  a   panel  on  each  Expecta*on  in  the   list.    This  allows  for  a  quick   comple*on  of  the  Expecta*on.     The  arrow  buJons  represent  the   available  comple*on  statuses  
  • 18. www.Expecta*on-­‐Manager.com    Copyright  2013   Expecta*on  List  and  Filters   Choosing  the  “Filter”  buJon   allows  you  to  update  the   sor*ng  and  display  of  the   Expecta*on  List     Default  order  is  set  in   applica*on  SeYngs  
  • 19. www.Expecta*on-­‐Manager.com    Copyright  2013   Contact  List   The  Contact  List  shows  all  the   Contacts  which  you  have  tracked   an  Expecta*on  for  within   Expecta*on  Manager.         Beside  the  Contacts  name  we   display  a  count  of  the  number  of   currently  open  Expecta*ons.  
  • 20. www.Expecta*on-­‐Manager.com    Copyright  2013   Contact  List   Tapping  the  arrow  beside  the   name  navigates  you  to  the  Contact   Details  screen  for  addi*onal   informa*on  
  • 21. www.Expecta*on-­‐Manager.com    Copyright  2013   Contact  Details   Quick  contact  op*ons.    Tapping   either  the  phone  number  or  email   will  start  a  new  call  or  email  to  this   contact  
  • 22. www.Expecta*on-­‐Manager.com    Copyright  2013   Contact  Details   For  each  contact,  we  track  the   rela*onship  and  performance  over   *me.    Both  a  Trend  Line  and  Root   Cause  summary  report  are   displayed.    Tapping  either  will  take   you  to  the  full  report.    Addi*onally   we  display  a  list  of  all  Expecta*ons   for  the  Contact  
  • 23. www.Expecta*on-­‐Manager.com    Copyright  2013   Trend  Line  Report   Select  a  specific  Contact,  or  run   the  report  for  All  Contacts  
  • 24. www.Expecta*on-­‐Manager.com    Copyright  2013   Trend  Line  Report   Select  the  date  range  for  the   report  
  • 25. www.Expecta*on-­‐Manager.com    Copyright  2013   Trend  Line  Report   Choose  the  report  type  you  want   to  view  
  • 26. www.Expecta*on-­‐Manager.com    Copyright  2013   Trend  Line  Report   The  Trendline  report  displays  the   performance  of  the  rela*onship(s)   over  *me.    This  report  is  intended   to  show  the  trajectory  of  your   rela*onship  for  the  select  period  
  • 27. www.Expecta*on-­‐Manager.com    Copyright  2013   Root  Cause  Report   The  Root  Cause  report  provides   insight  into  the  trends  and   trajectory  of  your  rela*onships.    It   provides  a  breakdown  on  your   ability  to  deliver  on  your  Contact’s   expecta*ons.    It  also  provides  a  list   of  all  Expecta*ons  for  the   repor*ng  Period  
  • 28. www.Expecta*on-­‐Manager.com    Copyright  2013   Root  Cause  Report   The  Email  op*on  allows  you  to   send  the  Performance  Report  as  a   PDF  file  
  • 29. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons  
  • 30. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons   •  Enable  Calendar  events  and   set  the  no*fica*ons  
  • 31. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons   •  Enable  Calendar  events  and   set  the  no*fica*ons   •  Email  address  and  subjects   for  external  reports  
  • 32. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons   •  Enable  Calendar  events  and   set  the  no*fica*ons   •  Email  address  and  subjects   for  external  reports   •  Sort  Order  for  Expecta*on   List  
  • 33. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons   •  Enable  Calendar  events  and   set  the  no*fica*ons   •  Email  address  and  subjects   for  external  reports   •  Sort  Order  for  Expecta*on   List   •  Set  a  preference  for   Autoscore  
  • 34. www.Expecta*on-­‐Manager.com    Copyright  2013   Applica*on  SeYngs   •  Define  default  due  dates  for   new  Expecta*ons   •  Enable  Calendar  events  and   set  the  no*fica*ons   •  Email  address  and  subjects   for  external  reports   •  Sort  Order  for  Expecta*on   List   •  Set  a  preference  for   Autoscore   •  Feedback  /  Support  
  • 35. www.Expecta*on-­‐Manager.com    Copyright  2013   Connect     www.Expecta*on-­‐Manager.com     TwiJer.com/Expecta*onMgr     Facebook.com/Expecta*onManager     LinkedIn.com/company/Expecta*on-­‐Manager