QUELLMOVE Features & Overall Business Process:

QuellMove: Lead Entry: Key Features

QuellMove is our flagship product, offering a fully integrated sales, move management. It is designed to help staff to manage the entire moving process from start to finish. The software includes an extensive range of customer documentation and analytical reports to give you an unprecedented view of your business. This particular Feature is describing how lead can be captured and managed with different source provider and follow up with clients.

  • Connect your website or lead provider to your QuellMove database for automatic data transfer
  • Receive automatic updates for each new lead
  • Beginning stage of the electronic file
  • Single time data entry or automatic data entry
  • Validated fields to promote quality control
  • Pre set drop down lists
  • Internal and crew notes & automatic Sales person Assignment
  • Report on the pipeline of prospective sales to make forecasting simpler and more accurate
  • Track new potential business at the company and contact level
  • Build unique marketing campaigns
  • Track correspondence with the perspective account
  • Set follow up tasks and reminders
  • Create appointments and automatically sync them to your Outlook calendar
  • Build new opportunities for new business with existing clients.

QuellMove: Survey: Key Features

QuellMove -Survey is a household and commercial surveying module designed to run on IOS, Android and Windows Tablets and phones. The application module offers the flexibility of running as a completely integrated product with QuellMove. This module interface is required to design extremely easy to use and can drastically reduce surveying time, increase data accuracy and help you provide a more professional appearance to your potential customers. Full move management details are recorded including a detailed inventory grouped by color coded destination and rooms.

  • After receiving a lead, your sales representatives are prompted to follow up
  • Access a fully shared calendar to book your survey & Sync your Outlook calendar with QuellMove
  • Generate customized follow up process
  • Assign tasks to employees
  • Assign due dates for tasks
  • Build in automatic e-mail templates (i.e. survey confirmation)
  • Once the survey is booked, job details are automatically uploaded to the assigned surveyor’s tablet/phone
  • Capture client signatures
  • Automatically calculate the weight and volume of the items being packed
  • Automatically calculate the required packing materials
  • Add pictures, packing notes and pre-existing conditions of item
  • Send survey list to customer instantaneously
  • Evaluate the estimated resources required for the move: Need to verify in EPIC

QuellMove: Sales & Quotation: Key Features

QuellMove Quotation can be incorporated into client website to capture new leads. Enquiries on client website entered by potential customers automatically create a new record in QuellMove, avoiding the need for double entry. Prospective customers can request rates, complete online inventories (which will automatically calculate the size of their move) and submit key information about their move. QuellMove can respond with an automatic quote or can trigger a sales follow-up and schedule which may include automatic email responses to the customer.

Pricing Engine Capabilities & Generate Quotation:

  • Create a detailed costing of the job before preparing a quote
  • Calculate costs using cost plus method or sell rate
  • Calculate tariffs automatically
  • Prepare multiple quotes per client
  • Present fully broken-down quotes or lump sum pricing
  • Work with multiple currencies
  • Present quote to client via email or website portal
  • Automatically save signed proposals to electronic file
  • Manage prospective clients who have been quoted and are pending acceptance
  • Keep track of all conversations had with client
  • Set follow-up dates
  • Send automated follow up emails and SMS text messages

QuellMove : Co-Ordination & Operation Management: Key Features : Need to verify in EPIC

This particular feature allows both new and existing customers to communicate with you directly via website throughout the entire move process. It links directly to live database to provide a convenient and professional service for client. QuellMove is an extremely effective way of communicating with your customers as well as move & sales crew and can help reduce administration overheads. It helps streamline communication with partners worldwide, speeding the process and reducing errors by eliminating double data entry. It creates a true portal for teamwork, where your assigned service agents can view and add move specific information as well as track and report on moves that where allocated to you by them. With powerful reporting capabilities and efficient communication channels it will provide necessary tools for agent collaboration.

Co Ordination:

  • View shipping details for the given client including vessel information, ETD, ETA, Container and Seal, Consignee, Notify, Volumes and Weights
  • Run reciprocity reports and create external documents based on the data entered
  • Booking Confirmation
  • Create Order Form
  • Household Inventory
  • Insurance Certificate
  • Bill of Lading Instructions
  • Forwarding Instructions
  • Waybill/Pre-Alert
  • Destination Agent Instructions

Dispatch:

  • After a Coordinator books a move date, the Dispatcher is notified with the job details and is prompted to begin assigning resources for the move.
  • View all jobs and job details on one screen (date of move, client info, access info, etc.)
  • Manage resources by closing days or creating warnings

Drivers & Crew:

  • Complete predetermined checklists (job site safety and quality inspections
  • Capture client signatures electronically
  • Communicate with office wirelessly
  • Capture actual hours worked using the automatic and electronic time sheeting features in Mobi
  • Sync real time data from mobile/tablet application to desktop database

Fleet Maintenance: ( Can we include it?)

  • Manage vehicle maintenance schedule
  • Receive automatic reminders for approaching due dates
  • Restrict vehicle usage based on maintenance record
  • View all vehicle costs

Destination Summary:

  • Easily consolidate multiple shipments for both sea and road groupages
  • Optimize consolidation profitability by filtering destinations, shipping status and booked collection/delivery dates

QuellMove: Quality

This particular feature allows both new and existing customers to communicate with you directly via website throughout the entire move process. It links directly to live database to provide a convenient and professional service for client. QuellMove is an extremely effective way of communicating with your customers as well as move & sales crew and can help reduce administration overheads. It helps streamline communication with partners worldwide, speeding the process and reducing errors by eliminating double data entry. It creates a true portal for teamwork, where your assigned service agents can view and add move specific information as well as track and report on moves that where allocated to you by them. With powerful reporting capabilities and efficient communication channels it will provide necessary tools for agent collaboration.

  • Create customized quality surveys that can be completed onsite, through your website or via e-mail
  • Run reports
  • Manage claim
  • Easily log customer complaints and internal feedback related to the move
  • Generate reports based on this information
  • Easily log customer complaints and internal feedback related to the move
  • Generate reports based on this information
  • Run a report to assist with FIDI FAIM auditing

QuellMove: Keep Tune for integration with Business Services: Complete Automation