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While creating a portfolio there working zipcodes are also added from the list available of zipcodes, which also includes adding segments for the portfolio which creates a automatic chain from the Portfolio->Zipcodes->Segments. So in order to create this chain the Teams and Segements are added. The added segments will be inluded and shown in the list while creating portfolio which makes easier to select one and create chain. Segments can be multiple for the portfolio.
Teams are selected while creating a Feieldcollector's allocation parameter, in the same allocation parameter multiple segments can also be added which makes use of segemnts in 2 different ways first one was for while creating portfolio and second one is for while creating allocation paramater.
We were forced into changing software providers due to unforeseen circumstances and had to make a decision fast. We reviewed several options via phone calls and web demos and chose to go with Collbox. The implementations team worked with our Company to ensure Our CAMS fit our needs. They continued to work closely with us through conversion/upload of prior data and all aspects of implementation. We have found CAMS to be versatile as well as user friendly. Service is top notch and the techs are knowledgeable of the industry so they understand what you need and they get it done right the first time.Highly recommend this company
Umesh Gaikwad, Agency Owner , Shree Sai Enterprises
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Stay Updated
Getting real-time agency bucket wise resolution status is just a click away.
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Simple to use
You can get an operator started in less than four hours including your field force too
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Limitless Features
Packed with features. Automate from getting trails to claim paid / Reconciliation.
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Built to customize
Easily integrate with IP pbx and call your customers right from CAMS with a click.
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Forecast & Track Easily
Forecasting monthly target as per the buckets or portfolio is easy to manage and track.
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No Excel Skills Needed
Complete user friendly UI and seriously no excel training needed to your people.
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Unique Allocation Access
Security and control features as per user and portfolio levels to ensure proper allocation.
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Click 2 Dial
Dial right from the CAMS screen, converting the time lost in manual dials and misdials.
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Field Live Tracker
Field collector tracking / allocation & visit feedback from mobile application for faster results.
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