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 HMB DTR Program

 

SCSR Calculation

SPSR = [Successful Call / (Planned Call - UC Miss)] * 100

Successful Call = Call that is 20 secs or longer and resulted in a fruitful conversation

 

ECSR Calculation

EPSR = [Effective call / Successful Call] * 100

Effective call = Call that resulted in invoice being issued within week + 1 day post the week

Note : If the week spans across 2 different month (ie. 29th Nov 2021 - 5th Dec 2021), then the effective call cutoff will be set at month end + 1 day

 

Accessing Boostorder Rep - Telesales Dashboard
  
  1. Reach login page from link provided. (ie.https://portal.boostorder.net/demohmb/login)
  2. Login using assigned username & password.

 

Journey Plan View
  
  1. After succesfully logging in, click on Journey Planner to view outlets to visit.
  2. View outlets.

Video recording : https://www.loom.com/share/34319453fe5b4a58a1aa633964d4a3b5

 

Call log - Recording call

 

  

 

  1. Click on Call Log
  2. After calling customer, enter time spent by MINUTES & SECONDS
  3. Enter status of the call as per conversation with outlet. Refer to table below for description of call status.

 

CHECK IN STATUS DESCRIPTION
Completed & order placed Call is completed and outlet has placed orders
Completed & no orders Call is completed and outlet did not place orders
Follow up call Outlet requires DTR to call back another time
Wrong number / person Wrong contact information provided
No pick-up Call not picked up by Outlet
Reject call Outlet request DTR to stop calling again
Outlet permanently closed Outlet permanently closed
Public holiday Public holiday
Medical / annual leave Medical / annual leave
Special event Special event (eg. Function events, field visit)
Call log - Rescheduling
  
  1. Enter time spent speaking with outlet
  2. Enter status per phone conversation
  3. IF outlet requires a reschedule, select YES
  4. Enter rescheduled date
  5. Enter remark
Order Placing - Create SO
  
  
  1. Select Create SO
  2. Ensure document type selected is accurate (eg. Sales Order)
  3. Ensure billing inforation is accurate
  4. Ensure Shipping information is accurate

Video recording : https://www.loom.com/share/57a10ffb38424927bc42ea63088b8f30

Report Absent

 

  

 

  1. Click report absent button in the customer page
  2. Click Report Absent
  3. Choose Reason
  4. Click Confirm button