RPH

RPH stands for Reported Pothole. From a marketing standpoint, it is the earliest stage of a future proposal that can be presented to a potential customer (no matter if it is an existing customer on the CRM or not).

Can have 2 different results at the end of the process: either is taken as valid and can trigger a lead creation (if does not exist on the system) or if is related to an existing lead or account and can end as an opportunity creation.

it Is used as start point to make a research for a potential lead/account in order to create an opportunity.

How is a RPH created/generated?

An RPH can be created in two different ways. One is through mobile applications and another one is through the CRM

RPH creation process - Mobile application

Users can use 2 different applications to create the RPHs

• “Lead Generator” used by “Hunters”
• “Proposal Maker” used by “Surveyors”

These mobile applications allow the user to easily send RPH information to the CRM by following a simple process.

This information is used by the Data Analysis Team to analyse the likelihood of an RPH to successfully become an opportunity.

Mobile users must upload/complete at least the following mandatory fields:

• A photo of the reported pothole
• A leasing picture (a reference place to geolocate the pothole)
• Complete site information
• Validate Address - (validate address from Google Maps with geolocation)

Previously the creation of the RPH, the system validates the address by using the Google Maps API. This way the system triggers a whole validation process of the site database, searching for any existing account with such address/ location.

Should there be any records of the site already in the database, then the system will inform the user about it. This way when the user finalizes the process of the RPH creation, this will be automatically linked to that existing Lead or Account.

This result of this process needs validation by the Data Analysis team.

If the site does not exist, then the RPH is created without a linked site, which may be added afterwards and depending on the results of the analysis performed by the Data Analysis Team team.

RPH creation process - CRM

This process starts when an existing site (customer) approaches the company in order to get a solution. To manually create an RPH the following process needs to be followed:

First the user must press the “+” icon on the top right corner of the menu section.

AGREGAR FOTO ACA

This option shows a form with the following fields:

• Owner* (Mandatory)
• Assign to
• RPH status*
• Company/Site*
• Property Type*
• RPH Source*
• Site Source*
• Region*
• Where Obtained
• Next Follow up
• Upload Damage Images

Contact Information

• First Name
• Last Name
• Direct
• Mobile
• Email

Address Information

• State*
• City*
• Street*

Damage Info

• Damage Info*

After this step is done, all the information is then logged on the system database, no matter the source of the RPH.

This action automatically triggers an email to the user who has been assigned to it, with two possible results:

• If the site exists, the user needs to verify if the location is correctly linked to the site.
• If the site does not exist, then the user will analyze it and verify its potential.