Planning And Executing Detailed Calls on Android Devices

This page provides a detailed description of the planning and execution of detailed calls on android devices.

Planning

Planning Detailed Calls allows the user to schedule calls by selecting appropriate materials per Account/Contact and reporting pre-call notes. Planned calls are synced with the CRM.

Pitcher offers Salesforce as a default CRM. However, some customers can have customized CRM solutions from other service providers as well.

Meeting Planner

There are two types of calls that can be executed under the meeting planner button:

• Detailed Call

• Quick Call

To plan a detailed call tap on the Meeting Planner in the app.

A pop up window will appear with the list of Call Planner options. Select Detailed from the option to plan detailed calls. A meeting planner will open as shown below:

Description of the Meeting Planner:

1. Calendar - Select the date for detailed call. The empty space below the calendar displays that day's calls.

2. Select Contact - User can select contact(s) by using this button. A separate window will open for contact selection

3. Display list for selected contact - After user has made selection of contact(s), they will appear here.

4. Select Content - User can select content(s) for detailed call. A separate window will open for content selection.

5. Display list of selected content - The selected content(s) will appear here.

6. Call Objectives - The user can specify the call objectives for the detailed call here.

7. Start/End Time - The user can specify the start and end time for the detailed call.

8. All Day on/off slider - Using the slider user can mark it all day event.

Contact Selection

After tapping on the contact selection a new window will open for the user to search and select contact. By default account list will be displayed.

1. Back Button - Takes the user back to planner

2. Sorting - User can sort the cities, accounts, contacts alphabetically or by the last visited

3. Cities, Accounts, Contacts Tab - User can set the preference based on Cities, Accounts and Contacts

4. Search Bar - Allows the user to search for account name or contact names or see the list of accounts based on cities.

5. Display List - Displays list of accounts.

6. Turn Filter On/Off - User can turn on/off the filter (If applied any)

7. Displays Filter - Displays the filter (if applied any). A window will display the filters.

8. Select Contact - After the contact has been selected from the map or from the display list then user needs to tap on this button to further plan the call.

9. Google Map - Displays the map

10. Account location - Various colored balloon or pins will display the various accounts location in particular city.

 Tap on the account and then list of contacts will be displayed.

 Select the contact and the Pitcher zero card will open displaying the details of the contact for that particular account.

 The contact details can also be edited.

 Once the contact has been selected tap on Select Contact and the pre call or planning window will open again with the selected contact added to the list as shown below.

 Once we are done with contact selection, we will proceed with content selection. Select the content that is intended for the presentation.

Select Content

To select content tap on the SELECT CONTENT button on the pre-call or planning view. A new pop up window will appear with list of contents available for selection.

Description:

1. Cancel Content Selection - User can cancel and move to planner window

2. All - Displays all the contents

3. Category - Displays the content category wise

4. Search - Searches the content

5. Display List - Displays the list of content available for selection

6. OK Button

In the pop-up window content can be searched easily also contents can be viewed category wise.

Select Start and End Time

Tap on any content in the window and the content will appear in the selected list in the pre-call or planning view. Once the contact and content has been selected, set the start date and end time. If the call is intended to happen for the entire day use the All Day slider and it will select by default 8 hours starting with 9 am as default time.

Following this tap on create button on the top right corner of the planning view.

Once the user creates the call, the detailed call appears below the calendar as shown above.

Replanning

To replan a detailed call, tap on the detailed option in the meeting planner (or meeting in some instances) see the planning section.

Following is the description for replanning a detailed call :

1. Select the date and the account. for replanning.

2. Edit the start time and end time of the call

3. Content can be added/replaced.

4. Contacts can be added/replaced.

5. Edit will ask the user to overwrite existing planned details, save as new or the user can cancel the replanning.
   

For finally replanning the call the user has to overwrite the call.

Executing Detailed Call

Starting Detailed Call

After planning one or more meetings, the user can start executing calls in the Pitcher Impact app.

1. Tap on Start Meeting to see planned calls if there are any.

2. From the list, select the call to be started.

1. If the contact was not selected during the planning stage, select contact.

2. Tap on OK to start the meeting.

End Meeting

After the call is started user will land on the home screen and can start using the content as required.

When the call is finished user can tap on End Meeting and it will open a post call form.

1. Submit post call form

2. Complete the post-call report form with call information

3. Back

If the user opts to tap on back button then following options will appear for selection :

1. Cancel Call

2. Resume the Call

3. Keep the call unexecuted

4. Save the call and submit later

5. Cancel the window.