TeliTask docsCheck-in rounds with your team
Every day or week, TeliTask calls each branch, field agent or team lead and collects the same numbers and problems.
Who uses it: Businesses with people spread out: field sales teams, regional depots, branches and agents.
How it works
- Write the questions, such as sales today, stock running low and anything that needs head office.
- Save your team as a group and set the round to repeat on the days you choose.
- Read the answers as one table. Anything urgent is listed under Needs you.
What a call sounds like
- TeliTask
- Hi Wanjiru, it’s the Acme Store evening check-in. How many visits did your team make today?
- Team lead
- Twelve. Seven placed orders.
- TeliTask
- Twelve visits, seven orders. Anything you need from head office?
- Team lead
- We are running out of brochures.
- TeliTask
- Noted, I’ll flag the brochures. Thank you.
What it can do today
- Call the whole team on a schedule and collect the same answers from each.
- Record numbers and short answers in their own fields.
- Flag anything urgent for a person.
- Repeat every weekday from the same saved group.Rolling out
What it cannot do yet
- Total the answers into a weekly report by itself. You see each call’s answers, and your system can receive them to add up.
- Put a caller through to a person in the middle of a call. Today it takes a message and lists the call for someone to ring back.
What you get after each call
One row per person with their answers, and the issues that need head office at the top.