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Dialer
Anyone who uses the telephone to communicate with contacts
and clients on a regular basis will find the TeleMagic Dialer
indispensable. The Dialer allows you to truly integrate your
contact records with your phone, dialing from TeleMagic, keeping
notes on your conversations in the contact records, and creating
completed activities based on phone activity.
While using the TeleMagic Dialer you can make an outgoing
call from either the Contact Manager or the Activity Manager;
during the course of the call you are free to move about in
the program as necessary. The Dialer allows the same freedom
of movement when receiving incoming calls as well. In either
case, the Call Duration Timer will open in the lower left
corner of your screen. When you conclude a call, TeleMagic
will automatically update your call tracking system.
Even if you are not using a modem to dial the phone from
TeleMagic, you can still use the dialer feature to track your
calls and call notes.
The Dialer can be configured to ignore local area codes and
automatically dial prefixes (for outside or long distance
lines) and suffixes (for accounting or other information required
by your telephone system). NANP setup also allows users to
enter comprehensive rules for dialing that accommodate any
special conditions in their local area. Advanced dialer setup
allows users to customize modem command strings for systems
that do not use Hayes standards.
Clicking the Dial button on the toolbar
opens the Dialer selection box. This provides a list of all
phone numbers for the contact, or a manual dial option in
case you want to dial a number that is not stored in a contact's
record. You can also dial directly from the phone field itself.
Get the most from your telephone with Dialer
and Call Notes-retrieve and update information automatically.
When placing or receiving a phone call, you
can have information from the call stamped into the contact's
notepad, and/or create an activity based on the call. Use
the Call Notes dialog to control what information is recorded.
You can choose whether Call Notes opens whenever you start
a call, or only opens on demand.
When your call is complete, the information you have recorded
in Call Notes will be added to the appropriate contact record.
You can schedule follow up activities or To-Dos, and spell
check the note before saving.
Call Center
Tools
TeleMagic was originally designed for call centers.
Although its functionality has expanded into other areas of
business automation, it has not lost its suitability for high-volume
calling.
If you need to make multiple calls in a single
session for telemarketing, surveys, sales contacts, etc.,
TeleMagic makes it easy to optimize your outbound calling.
You can schedule (and reschedule) calls and appointments,
allow multiple users access to the same filter in order to
optimize your calling power, make notes about your current
contacts while on the phone with them. And, by just turning
on the Zoom Dial feature, you can move directly to the next
call after completing a call.
There are two different approaches you may take
to placing a series of calls. You can either create an activity
for each contact that needs a call, or you can simply move
through your database calling each contact in a filter. With
either approach, TeleMagic allows you to quickly zoom through
your list of phone calls for maximum productivity.
Creating activities in the Activity Manager
gives you the advantage of having one TeleMagic user responsible
for following up on the call. There is also a scrollable notepad
that allows you to keep notes on the activity. This is particularly
useful if you are placing follow-up calls on sales leads,
accounts payable, or any other mass calling situation where
you have established a relationship with the contact. The
Set Multiple Recalls option on the Contact menu
lets you create a series of activities linked to contact records
in a filter. These activities can be assigned to a single
user or a group of users. If you are scheduling for multiple
users, you can control how the activities will be divided.
You can even create a printout of the distribution for a record
of how many activities each user is responsible for. You set
start, end, and break times and how much time to allot to
each call, then TeleMagic will go through your database and
create a Call type activity for each record in the selected
filter.
Call Center Tools keep you in charge of your
schedule.
Once users have their assignments, they can
use the Pending Activity List to quickly complete the calls.
The Pending Activity List will show the activities in order
and display the phone number for each contact. A single mouse
click dials the call and opens the Call Notes window.
When a call is completed, the user is returned
to the list, allowing users to quickly zoom through the list
of calls.
The contact's notepad can be accessed with a
click of a button, so pertinent facts are always a click away.
Contact based calls use the Recall field to
schedule a call date and time. This is useful if the contact
needs to receive a call, but it does not matter who places
the call. Rather than creating an activity that must be assigned
to someone, you can update the Recall field to record the
information that a call is necessary on the given date and
time. Telemarketing, surveys, or any other cold-call situation
are ideal for contact based recalls. If there is a recall
field in the database, you will be given the option to create
activity based calls or contact based calls when selecting
the Set Multiple Recalls option from the Contact
menu. Zoom dial further optimizes this by moving to the
next record and dialing the next call as soon as one call
is completed. In a high-volume calling situation, every mouse
click counts-Zoom Dial automates the process for maximum output.
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