itms integration with salesforce for telemarketing

i T M S

iTMS adding value to Salesforce.com for your telemarketing requirements.

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Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved

Quality System Solutions LtdHartham Park, CorshamWiltshire, SN13 0RPUnited Kingdom

Tel +44 (0)1249 700230Fax +44 (0)1249 700231Email [email protected] www.qsstms.com

Salesforce.com s one of the market leading CRM solutions that enable Sales organisations to create, manage and monitor Sales campaigns.

iTMS is the proven and leading online call management system which enables you to manage your callers, call-lists, data and full reporting.


What is i T M S?

It is the software solution dedicated to telemarketing operations. It is not a standard CRM system. The system is hosted (SaaS) and it:

Manages agents

Manages data

Manages calls

Reports - imports - exports


i T M S is designed for:

People whose job is to make outbound calls all day every day, usually:

Prospecting and lead tracking

Appointment setting

List cleaning

Surveys

Telesales

And used by: Telemarketing/marketing companies

In-house telemarketing departments

Inside sales

From 1 to 200+ users.


Key Differentiators

Calling - efficiency and effectiveness Pre-defined call-list, agents move directly from

one call to the next

Minimum key-strokes and actions to complete a call

Automatic call-back management

Fully configurable screen to remove any unnecessary and distracting texts and fields -agents can have different views to supervisors

Optional call-guides and scripts

Appointment diary management - optional link with GoogleCalendar

Automatic dialling (preview and progressive)

Workflow including automatic emails


Key Differentiators

Management – control and flexibility Fully definable User Profiles to control

permissions and call-lists

Detailed call statistics including signed-on times, call outcomes,

on-call times etc

Call listings by agent with further selections

Script answer analysis

Multiple databases and data management tools

Integration with Salesforce.com CRM and GoogleCalendars


i T M S is the most configurable system designed specifically for telemarketing

Import any data using csv files, or read Salesforce.com directly (See later details). (Optionally) predefined call lists and data management tools

Fully configurablecalling screen forquick and effectivecalls



Optional advanced scripting

Built-in appointment scheduling - or use GoogleCalendar



Call history reportingincluding full statistics

Full reporting anddashboard options


Combine specialist telemarketing and SalesForce.com CRM

Since iTMS is a stand-alone application, you can use it for the higher volume calls in your telemarketing and outbound call centre department, and then pass the leads and opportunities to Salesforce.com to allow you to track opportunities and customers, and manage complex sales

processes. iTMS users do not need a Salesforce licence, so you can switch

people from Salesforce to iTMS for either no cost, or possibly a lower cost


i T M S Features

Dedicated call lists (optional)

Fast and efficient calling, minimal clicks to disposition calls

Auto-dialing

Call-back management

Call-guides and advance scripting options

Activity monitoring

Call statistics

Appointment management and scheduling

Simplify the callers' screen to suit the requirement


Salesforce.com integration

Either use new data in iTMS or import directly from a Salesforce Campaign

Create Leads in Salesforce based on call result in iTMS

Update Leads in Salesforce based on call result in iTMS

Create Accounts, Contacts, Tasks and Opportunites in Salesforce based on call result in iTMS

Convert Leads to Accounts and Opportunities based on call result in iTMS

Update custom fields in Salesforce

Automatically set the Owner in Salesforcebased on data from iTMS

Automatically send an email notification to the Owner in Salesforce based on data in iTMS


What is the starting point?

From with iTMS access to Salesforce provided by using the Salesforce Username, Password and Security Token

To download data from Salesforceselect the fields that are required to be imported in to iTMS , along with which Campaign


Importing the Data

Data is extracted from Salesforceand presented to the iTMS import screen. This allows any adjustments to mapped data to be made.

The imported data is now available as an account list, ready for calling.


Exporting the Data

For each type of data managed by Salesforce a mapping table is created and saved.

Based on Owner, Account status and Date range, accounts are selected to be exported back to Salesforce, using the saved mapped field table to map data.


Triggering changes

Having carried out the telemarketing campaign in iTMS , the system needs to know under what circumstances it should update Leads, Accounts & Contacts, Tasks, and Opportunities.

iTMS does this by using the Status of each account. So as calls are made and the status of accounts is updated


Fantastic value...

iTMS is the perfect partner to Salesforce to meet all your telemarketing and call management needs

At just £45 per user per month iTMS provides the best value for the functionality

Increase or decrease the number of users on a monthly basis – iTMS is a flexible as you are!


Quality System Solutions LtdHartham Park, CorshamWiltshire, SN13 0RPUnited Kingdom

Tel +44 (0)1249 700230Fax +44 (0)1249 700231Email [email protected] www.qsstms.com

itms integration with salesforce for telemarketing

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standard crm system

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