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Objetivo.
Al terminar esta capacitación, serás capaz de:
- Comprender los conceptos básicos de Handy.
- Diseñar y definir el correcto esquema de trabajo para sacar el mayor provecho de la herramienta.
- Cargar datos iniciales.
- Comprender y utilizar la aplicación móvil.
- Controlar el trabajo de los usuarios en calle.
- Consultar la información generada por el trabajo en calle para mejorar la eficiencia del proceso de ventas.
¿Cómo es el taller?
Duración:
2 sesiones / 4 horas.
Primera sesión (1 hora)
Conceptos y definición de alcances del proyecto. De esta primera sesión se desprende el trabajo que debe realizar el cliente fuera del taller. Se acuerda la segunda sesión donde se hace el trabajo práctico.
Segunda sesión (3 horas)
- Configuración inicial y carga de datos.
- Uso aplicación móvil.
- Seguimiento a trabajo en calle
¿A quién va dirigido?
Este taller va dirigido a la persona que va a administrar Handy, le llamamos Handyman.
Algunas situaciones en las que la implementación del taller sería de mucha ayuda, serían las siguientes:
- Acabas de conocer Handy, pero quieres acelerar todo el proceso inicial de prueba e implementación.
- El responsable de Handy debe ser reemplazado.
- Quieres abrir operaciones en un nuevo centro de operaciones o CEDIS.
Antes de tomar la capacitación.
Con la finalidad de sacar el mayor provecho al tiempo invertido en la capacitación, tenemos algunos requisitos y recomendaciones.
Requisitos:
- Tener a la mano un celular Android que cumpla con las características recomendadas en la documentación de Handy.
- Tomar la conferencia desde una computadora, no desde un equipo celular o tablet.
Recomendaciones:
- Si van a requerir imprimir tickets de ventas, cobros o entregas, deben contar con una impresora.
- Disponer de un buen enlace a Internet para evitar cortes en la comunicación.
- Pueden incluir a todos aquellos involucrados en el proyecto. Por ejemplo: responsable de inventario, algún supervisor de ventas o reparto.
Contenido del taller
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Preparación
Duración: 1 hora
Temas:
- Definición de objetivos del cliente.
- Definición de tipo de operación.
- Definición de zonas.
- Definición de resultados de visita.
- Definición de listas de precios.
- Llenado de plantillas para carga masiva de datos.
- Explicación de usuarios dentro de la cuenta maestra.
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Configuración inicial
Duración: 1 hora
Elementos básicos web:
- Barra de opciones, buscador.
- Área de trabajo.
- Soporte.
Carga de catálogos básicos:
- Clientes.
- Usuarios.
- Productos.
Carga de catálogos generales:
- Resultados de visita.
- Listas de precios.
Calendario de visitas:
- Programación manual de visitas.
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Uso aplicación móvil
Duración: 1 hora
Inicio:
- Instalación de app e inicio de sesión.
- Menús.
- Chat de soporte.
Registro de actividades:
- Visitas planeadas.
- Pedidos.
- Cobros.
- Alta de clientes.
Seguimiento de actividad:
- Línea de tiempo.
- Tablero.
Edición de datos:
- Detalles de cliente.
- Pedidos.
- Cobros.
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Seguimiento de trabajo en campo desde web
Duración: 1 hora
Seguimiento de actividades:
- Tablero.
- Actividad de usuario.
- Historial de clientes.
- Pedidos.
- Cumplimiento de visitas.
Reportes:
- Actividad de clientes.
- Ubicación usuarios en tiempo real.
- Actividad de productos.
Costo del taller: 400 USD
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