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Sign-up Client
Having presented the quotation to the client, the
sales person can capture the clients other details such as billing
address, service address, company name, telephone numbers, e-mail
address. Bank details can be validated e.g. be the Eiger Bank
Account validation service. A credit score could be performed by
the server, while the sales person is still with the client, ensuring
correct direct-debit details are captured.
The handheld is capable of capturing on-screen
signatures, printing off terms and conditions for the client.
While the sales person is still with the client, the quotation and
client details can be sent back to the central server ready for
processing - the system could even e-mail confirmation of the energy
supply back to the client, before the sales person has even left the
premises! All details are validated at every stage, ensuring a
smooth sign-up and trouble free energy supply transition for the
client.
Back on site, managers can monitor a sales
person's performance, review the notes taken by the sales team on
failed sales etc. The
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