dynamics dialer introduction

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Page 1: Dynamics dialer introduction

Dynamics Dialer

Automation for telephone

calling campaigns.

… embedded in Microsoft

Dynamics CRM

Page 2: Dynamics dialer introduction

Dynamics Dialer

What is Dynamics Dialer ?• A dialer embedded in Microsoft Dynamics CRM.

• Preview, progressive or predictive.

• Blend inbound and outbound calls.

• Dialer toolbar.

• Manage no-answers, busies, re-schedules, callbacks

• Dialing strategies for best contact rate.

• Do-not call lists and compliance

• Campaign Management

• Reports

• Realtime display (dashboard)

All embedded in Microsoft Dynamics CRM

Page 3: Dynamics dialer introduction

Dynamics Dialer

Automation Efficiencies• Busy, bad number, no answer detection

– Automatically hang up, load and dial the next record

– Agent need not intervene until a live contact is made

• Campaign management

– Automatically generate campaigns from your CRM

– Top up, merge, filter campaigns as required.

• Call-back scheduling

– Call back can come back to the same agent OR toanyone in the campaign

All embedded in Microsoft Dynamics CRM

Page 4: Dynamics dialer introduction

Dynamics Dialer

Key Benefits• Improve call completion rate

– Up to 300% agent productivity improvements

• Control outbound operations

– Management reporting on all outbound activity

• Energise your agents

– Less repetitive actions, more results, less staff turnover

All embedded in Microsoft Dynamics CRM

Page 5: Dynamics dialer introduction

Dynamics Dialer

Manual Dialling or Progressive Dialler• Manual Dialling from list

– 10 minutes talktime per hour

• Progressive Dialler

– 35 minutes talktime per hour

All embedded in Microsoft Dynamics CRM

TALK TIME ( min / hr )

Progressive

Manual

10 35

Page 6: Dynamics dialer introduction

Dynamics Dialer

Screen shots

- Single window

- One-click create campaign

Page 7: Dynamics dialer introduction

Dynamics Dialer

Who are the typical customers for Dynamics Dialer ?

• Microsoft Dynamics CRM owners.

• Wanting more than 100% improvementin outbound efficiency making more than500 calls a week

• Wanting better reporting on Outbound Campaings.

• Wanting better visibility of current activity on Outbound Campaigns

Sales, sales, sales

Renewals & Retention

Customer satisfaction surveys

Collections

Fund-raising

Service follow-up

Welcome calls

Appointment reminder

Market research

Polling