Smart Day Planner

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  Demo

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  High Priority Modal

Inspiration

Enhancing Sales Agent productivity and making a day in the life of sales agent easy, one day at a time. One-stop point for the sales agent to start his day with a boom.

What it does

What does a Sales Agent do when he logs in for the day on freshsales?
Answer - He looks at leads, contacts, deals, calendar, tasks, phone calls and maybe a whole lot of conversations. Ain't this too much information for breakfast? Tired and confused, already? This tedious process of decision-making eats precious selling-hours which could have been used productively. To help save these precious-hours and help sales-agent focus on sales and not on decision-making, we are trying to have a positive impact on the sales cycle. Our smart day-planner solution provides a sales agent with a unified view of things to be done or review on a particular day. It will provide priority-based help to the sales team by suggesting to them which leads or deals needs immediate attention and which can be delayed.

How we built it

Using APIs from Freshsales and fullcalendar.io plugin

Challenges we ran into

Creating free time slots for work assignment
Dividing work entities into prioritized balanced buckets
Limitations of I-frame and dealing with fullcalendar.io

Accomplishments that we're proud of

Helping the sales agents plan their day and impacting their day to day life, so that they can focus on sales, and leave the enablement to us.

What we learned

Teamwork, collaboration, and delivering moments of wow.

What's next for Day Planner

Ability to add: mark as completed for each item
Provide daily digest email and feedback to the agent at the end of the day, so that he can plan better
Adding Machine Learning capabilities that learn from sales-agent actions during the day and provide him with ad-hoc items or suggests that he's wasting his time
Weekly, daily, monthly averages and historical data for the below parameters and a time-series graphical reporting dashboard for individuals

• Work-Life Balance
• Sales team most active hours
• Heat maps of activities
• Rolling average of activities completed by team vs individual sales agent's percentile
• Time spent on each module of the CRM
  
  

Project the most productive hours for a sales agent.
Track analytics and metrics which can provide insights on the CRM usage on a user level (Sales-Agent)
Spillage of todo-items from buckets previous days and weeks
Configuring what they want in buckets and how do items get in buckets.