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Dialers: SimpleDial 3.1
IMPROVE YOUR COMPLETION RATE & OUTBOUND OPERATIONS
SimpleDial™
Pro automates the whole outbound calling process. The application
communicates with any database or CRM for the raw contact data and
organizes the data into campaigns that make sense to your business.
Call
Guides – all you need is Web page design expertise. However, part of
our professional implementation service is to get you firmly started
with all the call guides you will need for the foreseeable future.
Agents
– Once an agent starts to work on a campaign, the progressive dial
algorithm controls the pace of the call and the dialing and detection
of busy, rejected numbers and no answers is totally automatic.
Call-Back - Scheduling is automatic for busy and no answer. Personal call-backs can be scheduled with an agent alert.
Reports
- Include a comprehensive suite of reports. These reports will help you
with staffing, planning, rewarding, designing quality campaigns,
improving quality and ironing out inefficiencies.
SimpleDialT Pro Benefits
- Preferred choice for guaranteed compatibility with your Nortel Networks Meridian or Symposium systems
- Complete campaign and agent reports ensure profitability
- 50-300% agent productivity gain through automation
- Ultra reliable software only solution
- Integrates with any CRM or database.
Call Blending - while an agent is working on a campaign, SimpleDial T is part of our portfolio of outbound dialing and campaign products.
The following is a list of the important features on SimpleDial grouped by...
- Agent productivity
- Campaign management
- Data management & reporting
- System features
- System integration
AGENT PRODUCTIVITY FEATURES
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1.
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Progressive
dial mode - In progressive mode, SimpleDial will dial a new call for
the agent as soon as the previous call terminates. This mode ensures
that calls progress swiftly without either over taxing agents or having
customers experience any dead time after they answer your call and say
"Hello".
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2.
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Multiple
contact numbers - You can import as many telephone numbers per contact
as you like. Each is automatically dialled and once the best number is
determined, this need be the only number used from then on.
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3.
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Preview dial mode
- In preview mode, SimpleDial allows the agent to perform some pre-call
work before placing the call. This might be to consult other data
systems to prepare for the call. Even in this simple mode, SimpleDial
provides substantial time savings and improved talk time per hour. This
is through eliminating the errors and tedium associated with manual
dialling along with automatic detection of busy and no answer.
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4.
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Personal
callbacks - An agent can set a callback as personal. This means they
will receive the callback at the time specified, no matter what
campaign they are currently working on. This means that when your
agents make a promise to a customer to call them back - the promise is
kept.
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5.
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Call
blending support - Call blending allows contact centres to better use
the lulls in incoming call traffic and allows agents to seamlessly move
between inbound and outbound activities. This means your agents are
much better utilised and do not become bored.
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6.
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Agent Interface -
is the user interface that allows agents to choose a campaign, make
calls or report on call result. Simple to use - less than 15 minutes to
become fully productive. Agents can work on multiple campaigns and
easily switch between campaigns.
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7.
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Automatic customer preview -
Call history notes made on previous calls as well as all information on
the customer, such as name and location, are automatically presented to
the agent before speaking with the customer.
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8.
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Hot
desking - Agents can sit at any desk they like and can move about
during the day. SimpleDial will still track their activities and
correctly report the total agent performance.
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9.
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Automatic
Wrap Mode - SimpleDial can save call costs and speed up wrap process by
moving the call into Wrap mode once the customer hangs up. After a
configured amount of time, the next call can be automatically presented
to the agent.
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CAMPAIGN MANAGEMENT FEATURES
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1.
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Fast
and dynamic call scripts - SimpleDials' call scripts are easy to create
and easy to deploy. You do not need extensive training on a proprietary
script building application. You can use any application that generates
HTML - even Microsoft Word - to generate the call script. You do not
have to be an expert in web page design, but if you are then you can
make the agent call scripts even more active. Anything you can do on a
web page can be included in a call script - even add your own ActiveX
controls. Remember, you can change a script at any time and it will be
picked up by the campaign immediately.
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2.
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Multiple
campaigns - you can run multiple campaigns and each agent can work in
multiple campaigns. Each campaign has its own set of list and operation
parameter definitions and can be reported on individually.
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3.
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Campaign management -
SimpleDial includes a powerful campaign management tool. You can import
multiple calling lists from any CRM or even Excel, for your agents to
make calls from. You can create, modify, start or stop campaigns while
campaigns still run. Per campaign timers allow you to adjust times such
as busy retry or allowed preview time.
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4.
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Automatic
call rescheduling - Certain calls are automatically rescheduled for
some time later These include busy, no answer, voicemail, and
fulfilment calls (see later)
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5.
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Fulfilment
features - The operation to be carried out once the call is complete is
referred to as fulfilment. This operation might be to send a FAX, email
or document based on one of many templates. Also, fulfilment often
requires a follow up call, say a few days later. SimpleDial can
automate all these tasks.
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6.
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Browser based call scripts -
provides your agents with guidance on how to conduct the call with the
customer. This might be as simple as a set of questions to ask the
customer. Or it might be more complex and include multiple pages of
questions and fields to enter the customer responses. The call script
flow can depend on the initial customer details and the responses the
customer makes to the questions in the call script.
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7.
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Callback management -
callbacks are a major part of any outbound campaign. Agents can
schedule a callback at any time and this callback can be tagged as only
for the agent or for any agent. The callback management system includes
the ability to move personal callbacks between agents or to change a
personal callback so any agent can make it. Agents have a list of their
own callbacks to manage and get reminders, even if they are on a call,
of a pending callback.
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DATA MANAGEMENT & REPORTING
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1.
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Call Results reporting -
at any time during a campaign, you can use the call results reports to
see how many of each type of call result is being reported. This will
help you fine tune the operation of the campaign.
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2.
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Real
time displays - A real time view of all agent and campaign activity can
be obtained on any browser in your company. This display can be used by
management to monitor campaign progress or by team leaders to monitor
individual agents performance. The display of all agents in a team can
be projected as a wallboard to facilitate team performance.
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3.
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Comprehensive Reports -
A suite of business oriented or campaign oriented reports gives you all
the information you need at the campaign, supervisor, agent or call
level. Our tool for running reports can be easily used by any
supervisor.
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4.
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Data
Export - if you need any SimpleDial data or reports in your other data
systems, then Data Export can transfer the data you need.
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5.
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Archive,
Backup and Restore - these features mean that no matter how much data
you have in your SimpleDial system there is always a solution for
storing the data. And, when set up correctly, no matter what
catastrophe befalls your system, you can recover fully.
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6.
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Custom
reports - the SimpleDial data structure is specifically designed to
simplify the design of your own custom reports. Custom reports can be
in any report writer you like - we provide samples in the popular and
easy to use Microsoft ACCESS. We can provide you with all support you
need to develop your own custom reports - including access to the code
for our own reports. You can easily create reports such as "sales rate
per agent" or "promise to pay by day".
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7.
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Flexible
data import - from any CRM, database or even excel or a text file. Any
number of telephone numbers per contact as well as all the contact
information fields and lots of general purpose fields you can define
for your own use.
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8.
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List
manipulation - this feature allows you to move incomplete contacts from
one list to another. This can be useful as one campaign ends and
another starts.
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9.
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Infinite
list - you can continuously top up records into a list without stopping
the campaign. This allows you to have an infinite list.
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10.
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List
screening - in order to comply with state or internal regulations, the
calling lists can easily be screened against a do-not-call list, either
at list creation or dynamically on a call by call basis.
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SYSTEM FEATURES
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1.
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Flexible
architecture - The architecture of SimpleDial has been specifically
designed to allow easy customisation to create niche features that you
need. Most of our customers do request such customisation so you know
it is affordable. Also, most of our customers come back to us, maybe
years after deployment, to request new functionality. because
SimpleDial is designed to grow with your business, these improvements
are easily implemented.
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2.
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Software
only dialer - Most dialers are based on expensive and unreliable
hardware. SimpleDial is based on an exclusive software only engine that
gives you superior performance and features at an affordable price.
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3.
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Remote
Agents - Agents can be located at a remote site or on a home PC and
still partake in SimpleDial campaigns. All they need is a telephone and
access to your intranet using a PC.
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Web
integration - SimpleDial web integration means you can add a page to
your web site that allows your customers to request a call from one of
your agents. The call is added to a campaign, along with the requested
time and date and any additional information entered on the web site.
Even if the customer requested an immediate callback, SimpleDial can
hand this call immediately to an active agent.
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Inbound
callbacks - with this feature, callers to your inbound queues who do
not want to wait, can request a callback at a time convenient to them.
The call is added to a SimpleDial campaign along with the requested
callback time and date.
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6.
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Browser Based Client -
Any user won an IE5 browser on any PC in your organisation will be able
to use SimpleDial. This will really please your IT staff as it means
virtually zero effort to deploy more SimpleDial clients ! Browser
based client means this is the lowest cost of ownership dialler.
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7.
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SimpleDial
Networking - multiple SimpleDial systems can be networked together to
provide very large numbers of users. SimpleDial networking makes the
number of active users on SimpleDial effectively unlimited.
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8.
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Telephony
Networking support - A single SimpleDial system can support multiple
Meridian , BCS or Symposium nodes. This allows you to place your
outbound calling agents across multiple nodes while using a single
SimpleDial system to manage and report on the campaigns.
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SYSTEMS INTEGRATION
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1.
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Back
office integration - This means that SimpleDial and your back office
systems are working together to make sure your operations operate in a
consistent and integrated fashion. It means the process of creating
lists, checking the lists are still valid and recording results can be
fully automated. This can be the most important part of your SimpleDial
installation. There are 3 basic forms of integration. List, pre-call
and post call.
- List integration
- SimpleDial can query your data systems for the list of customers to
be called on a campaign. This can be set up to be done periodically,
perhaps even every hour. This automation can save considerable time and
effort in setting up calling lists.
- Pre
call integration - Before SimpleDial actually assigns a call to an
agent, a final check can be done on the customer record in your data
systems to see if the original conditions for choosing the customer for
a call are still valid. For example, it may be on a collections
campaign and the customer may have just paid. This integration saves
your agents wasting time and making nuisance calls.
- Post
call integration - Once the call has been completed, SimpleDial can
save the results of the call in your data systems This can remove
duplication and effort in synchronising the systems later.
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Screen pop -
means that your CRM or database can be automatically activated, with
the current customer record, as soon as the agent initiates a call. You
can choose if this happens before every call, when the call is
answered, when it is released or simply when the agent clicks on the
"pop" button. Screen pop support includes SAP, Siebel, Goldmine, ACT,
mainframe "green screen", VTxxx, Clarify, Remedy, Outlook, Onyx,
SuperOffice, IBS, ...and many more.
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3.
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Symposium
BCM or Meridian integration - SimpleDial has been specifically designed
to work on the telephony systems from Nortel Networks. Integration
features include database compatibility, shared agentID and integrated
telephony.
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