Managing All Stages from Customer Request to Offer Submission and Sale Completion
In the Nexa Portal Health Tourism System, every step from the moment a customer submits a request—whether through advertising channels, the website, or in-person—to the final sale process is fully manageable with detailed oversight.
Registering Customer Requests, Preparing Offers, And Finalizing The Sale
After a customer submits a request, it is automatically assigned to the sales team or relevant manager based on the request’s language and the team member’s availability.
Process Flow
- Request Submission: Once a request is submitted by the customer, it is automatically assigned to the sales team or the relevant manager based on language and availability.
- Follow-Up: The assigned team member follows up on the request and qualifies the lead, then collects necessary information and forms a complete profile for the patient.
- Forming a Case: A dedicated case file is created, where customizable forms and multiple tools are used to document all relevant information and services. Documents, including photos and PDFs, can be attached by the team or the customer.
- Offer Preparation and Automation: Once the necessary information is gathered, the sales member prepares the offers and sends them to the customer. After financial approval, the sales process is completed. Any additional tasks related to the case are automatically assigned to relevant team members.
- Full Transparency: Throughout this process, the customer can view their case, communicate with support, and monitor financial details.
The system’s automation helps streamline tasks, improve transparency for the patient, and ensure efficiency. Each of these stages can be monitored and managed by system administrators, with real-time tracking and detailed follow-up available at each point.
Creating and Assigning Various Tasks in the System
In the Nexa Portal Health Tourism System, once a customer request is registered and the sales process is completed, all the details of the required services can be defined as tasks. These tasks are then assigned to relevant individuals and teams within the system.
Creating and Assigning Tasks
The system allows the creation of tasks for different individuals and roles. One of the key features is the ability to create distinct roles for various teams and individuals, depending on the work that needs to be managed.
For example, roles such as management, sales, support, doctor, hospital, and operators can be created with specific access permissions. Each individual receives tasks tailored to their role and can access their own panel.
Once tasks are assigned, individuals are notified, and they can view their tasks in a list or work calendar. The system also includes a smart reminder feature that helps individuals keep track of their tasks, which are integrated into their personal work calendar.
Benefits of Task Assignment
By distributing tasks among the relevant individuals and creating clearly defined tasks, the system helps improve efficiency, speeds up the process of handling customer requests, and prevents wasted time and resources. This ultimately minimizes any potential dissatisfaction from customers.
Each person can easily update the status of their task and keep both team managers and customers informed of the progress. This system enables a more organized and transparent workflow, ensuring that tasks are handled efficiently.
