eMASTERS

The eMASTERS App is designed for success of agents of Team Elite part of PFA

The eMASTERS App from Team Elite, is a custom-built CRM application designed to help increase the effectiveness and success of sales agents accessed. Below is a summary of various modules

Registration and Login:

- The user will require to select their QFD Name and setup an email ID/password to proceed with registration.

- The agent will need to verify their email ID to ensure valid contact information and completing the registration process.

- The agent and their QFD will be notified through email about the registration in eMASTERS.

- The user needs to use their registered email ID and credential to login.

- The user may reset their password using “Forgot Password”.

Dashboard:

- Gives an immediate listing of their “unresolved-classified” contacts

- quick view of their performance against daily/weekly targets along with a trend analysis

Contacts:

- The user may import contacts from their phone or create new contacts into their eMASTERS account.

- The features of associating categories, providing classification and search & filter are designed to establish stronger connections between agents and their contacts.

- The features of tasks, appointments & notes are designed to ensure that agents have the ability for timely follow-up on contacts

- The user also has the ability to export, assign categories, setting campaigns, or deleting a set of contacts

- The user will also have the ability to call/message/email contact thru the native phone app, messaging app, or default mailing app respectively.

Goals:

- The user can set their daily/weekly targets and track their performance against it.

- This combined with guidance from their coach can help identify blind spots and set them up for higher accomplishments.

Calendar:

- This module shows a daily listing of tasks/reminders/tasks or notes allowing the user to prioritize daily activities

Campaigns:

- Here the user will have access to a preset combination of email/task/text templates as per a pre-set frequency.

- The user may then assign this set to one or more contacts

Roadmap

- Training module that brings the best of techniques, rules & regulations, and approach in the industry

- Also gives access to short assessment that can help the agent get better prepared for their industry certifications

Subscriptions

- All registered users will have access to free-tier by default

- The additional functionalities for paid-tier are Calendar, Campaigns & Tasks/Notes

- The user will have the option to select a Monthly, Quarterly, or Yearly subscription of the functionality.