On Tue, 25 Jun 2013 15:52:59 +0200
Sebastien Blanc <scm.blanc(a)gmail.com> wrote:
Hi,
Thanks for the feedback
Some comments inline
On Mon, Jun 24, 2013 at 6:28 AM, Deepali Khushraj <dkhushra(a)redhat.com>wrote:
> Overall the scenario sounds good.
>
> A few comments:
>
> *Terminology: *Although leads can be manually assigned, most CRM systems
> have auto-lead assignment based on the criteria of the leads. The admin in
> these systems is usually creating the rules of assignment, rather than
> manually assigning leads. Related suggestions:
> * instead of making a distinction between "admin client" and "client
app",
> we could consider them as two versions of the same app - desktop Vs mobile.
> * typically the distinction on who can do what is based on the user role,
> rather than "admin" rights. Therefore, I'd suggest renaming
"admin client"
> to exclude the word "admin". Perhaps call this person a "sales
lead" or
> something.
>
Thanks, for the terminology precisions, makes sense.
Concerning, the auto-lead assignement, I like the idea and as you said it
seems to reflect more the reality. I will think on how that add this but I
don't think it will be present in the very first version.
Red Hat BRMS integration in version 2.0? Anybody? ;-)
>
> *Pitch:* IMO, this demo motivates the fact that Prodoctor is able to use
> push notifications to ensure potential customers get immediate attention
> from sales. For example, if a sales agent is at a conference, and a
> potential lead came from a customer at the same conference, the SA is
> immediately notified and could utilize the opportunity to meet with the
> customer in person to show a demo. Talking about the end-effect of such a
> notification would be good.
>
Exactly ! that was a bit the conclusion in my "introduction" section :
"In this highly competitive market of the tensiometers, be able to process
a lead directly is for sure a competitve advantage."
But I like your pitch and I will add it to the readme.
>
> *Related Scenario: *A related scenario for future. Push notifications to
> get immediate approval of discount requests to close "opportunities" (a
> lead is typically converted into an "opportunity", once it's
established to
> have potential for a sale). For example, a SA could get immediate approval
> for a discounted rate, from the division head, while interacting with the
> customer to ensure the opportunity is converted to a sale.
>
Really interesting
>
> D.
>
> On Jun 11, 2013, at 10:45 AM, Sebastien Blanc <scm.blanc(a)gmail.com> wrote:
>
> Hey !
> We would like to provide, in a quite short delay (coming 2 weeks) a demo
> showing all the different bits of the "push" world , meaning :
> client | push server | JEE Backend App
>
> We already have the push server (aerogear-unified-push-server) : so we
> need a client (iOS and maybe also Android) and a simple JEE backend
> application. The backend app will mostly be scaffolded and will use the
> aerogear-unified-push-java-client to send messages to the Push Server.
>
> Then of course, we need to think about an idea of the application itself.
> It needs to stay really simple, show how we can send selectively and
> should be a bit "business" related.
>
> So, I came up with an idea this morning that we can discuss here, of
> course if you have any other idea don't hesitate to share it.
>
> Push Demo <
https://gist.github.com/sebastienblanc/5755548#introduction>
> Introduction
>
> Prodoctor is a company in the health care industry, selling a
> revolutionary tensiometer. Their clients are doctors. Prodoctor has several
> sales agents all over the United States. At the headquarters, they have
> their "first line" sales department doing cold calls all along the day.
> As soon they have a concrete lead, they use their Prodoctor Admin app to
> filter out available sales Agents available in the lead area. They can then
> send them a push notification.
>
> The sales agent receives the notification on their mobile device that a
> new lead is available. The agent will handle the lead by "accepting" the
> notification informing the other agents that the lead has been processed.
> <
https://gist.github.com/sebastienblanc/5755548#the-client-app>The
> client app
>
> 1. The client consist of a list of leads : a lead can be "open" or
"in
> process", leads "in process" of other sales are not visible.
>
>
> - optional : when the client tap a lead it appears on a map
>
>
> 1. The client has a status that he can set: STANDBY | WITH_CLIENT |PTO
> 2. The client has a location
> 3. The client has an alias
>
>
<
https://gist.github.com/sebastienblanc/5755548#prodoctor-admin-client>...
> Admin client
>
> 1. The admin client can create a new lead :
>
>
> - A lead consist of a name and a location
>
>
> 1. The admin client can query for Sales Agents based on :
>
>
> - Status
> - Location
>
>
> 1.
>
> The admin client can assign a lead to a selection (1..n) of sales
> agents, this will send out the notifications.
> 2.
>
> The admin client manage the Sales Agents DB.
>
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