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By TriVium Systems Maximizes the return on your telecom equipment investment 1.

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Presentation on theme: "By TriVium Systems Maximizes the return on your telecom equipment investment 1."— Presentation transcript:

1

2 By TriVium Systems Maximizes the return on your telecom equipment investment 1

3 2 Contents Section 1.Introduction 2.End User Benefits 3.Target Markets & Customers 4.Why Sell CallAnalyst? 5.Product & Maintenance 6.Reports 7.Call to Action

4 Section 1 Introduction

5 4 What is CallAnalyst? Call Accounting Business Productivity Tools Call Management Enterprise Network Access Lite / Full (Standalone)  Award winning software  Easy-to-use, graphically oriented software package  Transforms phone systems into a Business Intelligence platform  Scalable solution – Handles multi-site & remote implementations  Quick sale, Easy to install, Quick ROI Network Server

6 5 Verticals Collections Legal Non-profits Real Estate Insurance Assisted Living Enterprise Server Ports (Extensions) Lite 25100 250 Products Classic Editions CallAnalyst EducationRetail Finance Govt. Automotive Healthcare Manufacturing FullNetwork Version CallAnalyst - Scalable Product Line

7 6 CallAnalyst Solution Matrix Single Site All of the following:  Limited to nine (9) summary reports  No Automation  No Contact Billing  No Desktop Report Access  Less than 40K Calls / month Avg. (up to 120K call records in database at any time) Single Site Any of the following:  All reports  Automation  Contact Billing  Option for Network Clients with Desktop Report Access  And  Less than 40K Calls / month Avg. (up to 120K call records in database at any time) Single Site Any of the following:  All reports  Automation  Contact Billing  Option for Network Clients with Desktop Report Access And More than 40 K calls/ month (total Call Records in database may exceed 120K) Microsoft Database Engine (MSDE 2000) OR MS SQL Server 2000 Multiple Sites Any of the following: Multi location with remote sites and data consolidation Heterogeneous phone system models Networked phone systems Centralized reporting Traffic Analysis (optional) And  More than 40 K calls/ month (total Call Records in database may exceed 120K)  MS SQL Server 2000 CallAnalyst Lite CallAnalyst Full / Network CallAnalyst Enterprise Server Application Profile Software Package

8 7 CallAnalyst Lite  Nine (9) Summary reports CallAnalyst Full and Network  All reports  Report Automation (send reports by e-mail)  Call Costing  Graphical reports  Access to CallAnalyst reports via the Network  Contact management & Time billing

9 8 CallAnalyst Full (Network License) with Network Clients PBX / KTS *1  Run CallAnalyst from the convenience of your own workstation  More than one user for the program enabled using one or more Network Clients (NC)  Recommended where call volumes are higher.  Load sharing between server & client PC’s  Flexible call costing – Zone & Prefix based billing with incremental costing options  Company Directory – Multi- Level *1 - Serial connection (RS 232) or TCP/IP LAN connection (future) CallAnalyst Full & Network Version

10 9 Call Reporting  CallAnalyst Lite  Limited reports. Only 9 reports  Date and Time Summary Calling by Day Summary Calling by Hour-of-day by Day-of-week  Line and Extension Summary Calling by Extensions Summary Calling by Lines Summary of Call Distribution by Extensions  Account Codes Summary Calling by Account Code Summary Calling by Tenant/ Authorization Codes by Calls  Frequency and Duration Most Frequently Called Numbers  Geographic Summary Calling by Area Codes  CallAnalyst Full and CallAnalyst Enterprise  All reports under these categories are available  Standard Reports  Date and Time  Line and Extension  Route and Tenant  Account Codes  Frequency and Duration  Trunk Type and Carrier  Geographic  Other  Advanced Reports  ANI & DNIS  Contact

11 10 CallAnalyst Enterprise Server  Multi-Site remote monitoring Capability  Handles heterogeneous switches  Connects to variety of switches  Real-time connectivity with remote sites  Centralized Data Storage  Multi-Level Site Directory  Scalable Solution with Standards Based Implementation  Relational Database  (SQL server or MSDE)  ODBC compliant  Robust Architecture & Great Performance  Multi-Tasking & Process Oriented  Broadcast Alerts!  Advanced Contact Management  Centralized backend for all modules  Single point of maintenance  Flexible costing module  Unlimited zoning & Rate Plans  Crystal 9.0 reporting engine

12 11 CallAnalyst Enterprise Server

13 12  Multiple sites  Consolidated reporting  Centralized Data Management  Automation – Archival & Restoration of data  Data recovery - Secure storage on network location, ftp server  Email archived data to central location  Support for multiple rate plans Multi-Site Functionality

14 13 System Requirements CallAnalyst Lite & Full  PC with Pentium III Processor  512 MB RAM  2 GB of free hard drive space  Recommended SVGA 1024 X 768  Windows 98/Me, NT-SP 6 or later, 2000, XP Professional  CD-ROM drive (if using CD for installation)  Available serial port and RS-232 cable  if data source is a serial connection to PBX  Printer  to print reports  Internet Explorer 5.0 or later

15 14 System Requirements CallAnalyst Enterprise Server*  Pentium 4 class CPU  512 MB RAM  Microsoft Windows (NT-SP 6, 2000, XP, 2003 server)  Database (one of the following)  Microsoft SQL Server 2000  Microsoft Desktop Engine for SQL 2000 (MSDE is provided on the UCE application CD)  Memory – 512 MB Minimum  Free Hard Disk Space – 2 GB (for database)  Communication  TCP/IP LAN connection with RJ45 cable  Serial port and RS-232 cable (if data source is a serial connection to PBX)  Lantronix – serial adapter for LAN (remote site data connection over TCP/IP)  Display - SVGA 1024 X 768  CD-ROM drive (if using CD for installation)  Network Interface Card (NIC)  Printer  Browser  Internet Explorer 5.5 or later  Email Client - Outlook 2000; Outlook Express * Recommendations may change based on the configuration and software requirements

16 15 Collecting SMDR Data  Aspire,,  Direct Serial to PC Com Port (RS-232)  TCP/IP to LAN  I-series  Direct Serial to PC Com Port (RS-232)  Serial to 3 rd party serial to IP converter OR  Serial to PC with MSR Client  DS-series  Direct Serial to PC Com Port (RS-232)  Serial to 3 rd party serial to IP converter OR  Serial to PC with MSR Client

17 16 Multi Site Installation of Enterprise Server LAN / WAN Serial TCP/IP (SPE Card) Serial CallAnalyst Enterprise Server with MSDE or SQL 2000 Site 1 Site 2Site 3Site 4 PC with Thin Client Lantronix CallAnalyst Clients

18 Section 2 End User Benefits

19 18 Ken Barron, Vice President Barron Communications "We've sold more TriVium CallAnalyst systems than any other call accounting system and we've done no true advertising. For the customer who has had problems gathering information in the past, this is a natural. It's so easy to use and simple to install. Our customers are delighted with CallAnalyst and the features it offers. One customer with 50 employees is thrilled employees can receive reports via e-mail. In fact, five different businesses share the resource, which is cost-effective for them."

20 19 End User Benefits  Flexible Call Reporting – extensive filters  Tracks and analyses calls (IN/OUT; Network)  Increases sales performance and productivity  Enables better Planning & Budgeting  Cost recovery; Telecom expense distribution  Ensures timely 3 rd party billing  Improves resource planning  Traffic analysis  Trend studies; Call patterns for staffing  Measures success of marketing campaigns  Enhances Security

21 20 Flexible Call Reporting  Define reporting parameters  hourly, daily, weekly  Set reports to run automatically  email to the appropriate manager or rep  Easily separate inbound and outbound statistics  Set up customized rate plans  Run reports on individual extensions or groups

22 21 Tracks Calls  Track in-bound and out- bound call patterns  Adjust resources according to call patterns  Monitor Call Traffic  By Date & Time  By Agent  By Workgroup  By Type  By Carrier  Identify abandoned calls

23 22 Improves Agent Productivity  Generate Daily Call reports for Agents  Correlate phone activity with Performance & Goals  Balance Sales Resources  Optimize Loading for improved efficiency  Email reports to Agents and Managers

24 23 Enables Better Planning & Budgeting  Ensure complete and timely billing for shared resources  Improve cash flow through timely invoices  Quickly calculate usage by client, tenant or partner  Flexible on-demand billing  Do not wait for the end of the month phone company bills to determine usage  Consolidate reporting information  Schedule billing

25 24 Improves Resource Planning  Reduce guesswork about sales activities  Base resource requirement decisions on real data  Manage Trunk usage and Balance Loads  Renegotiate terms and lines with the phone company based on actual usage patterns  Measure activity on toll free numbers

26 25 Evaluate Marketing Campaigns  Evaluate effectiveness of campaigns  By region  By group  Compare campaign effectiveness

27 26 Enhances Security  Detect abusive phone activity  Avoid potential liability by tracking questionable inbound and outbound calls  Speed up emergency response through “local alerts”

28 Section 3 Target Markets & Customers

29 28 Fast Growing Market  Call Accounting is one of the basic needs  Feedback tool that enables better management  ROI calculation for VoIP installations  Networked Systems  Looking for improving return on investment on their systems  Managing remote phone systems  Cost distribution to branch offices for services  Traffic analysis and trend studies  Great low cost alternative to ACD type reporting needs

30 29 Growing Segments - Verticals  Executive Suites  Shared Tenanting; Assisted living  Government  Education  Healthcare  Auto Dealers  Retail  Legal  Accounting  Services  Mortgage  Insurance  Real Estate  Travel and Entertainment  Hotel, Motel, Ticketing  Recruiting  Tele-sales and Marketing  Call Centers  Call Management is an important Performance Management and cost recovery tool  Large untapped base of phone system installations

31 30 Decision Makers  Finance Managers  Planning & Budgeting for Infrastructure  Sales & Customer Service Managers  Agent Productivity  Marketing Managers  Campaign Effectiveness  IT Managers  Planning, Sizing & Support, Security  Training Managers  Training Effectiveness

32 Section 4 Why Sell CallAnalyst? Dealer Benefits

33 32 "Not only do we like the CallAnalyst product but we won't sell any other call accounting software but CallAnalyst! Their competitors don't perform and meet our stringent customer needs. Our customers are very pleased with the results. It's easy to load and operate. The easy to use menu, simple layout, and setup features are the most talked about features from our internal staff and our customers. Luke Vossen CDS Telco

34 33 Why Sell CallAnalyst?  Breadth of solutions  Increased sales with minimal effort  Established product  Need for solutions  Quick return on investment  For both customers & dealers  Makes you more competitive  Attractive dealer program  NEC Dealer incentives  Good Sales and Support tools

35 34 Increased sales with minimal effort  Adds value to your phone system sales  High margin add on product  Revenue from  Selling CallAnalyst software  Maintenance/Support services  Minimal incremental sales efforts result in increased sales  Attractive margins add to bottom line

36 35 Product Overview  Proven customer base  Simple to demonstrate, sell and promote  Product is easy to install and support  Installation: as easy as 1-2-3  Connect Phone system to PC (serial port or TCP/IP) and enable the SMDR port  Install & Configure CallAnalyst – easy and quick process  Run the program  Great low cost alternative to ACD type reporting needs  Match customer needs  Great solution at an affordable price  Additional Security - FraudAlert!

37 36 Customers looking for solutions… … in addition to phone systems  Customer expectations are changing  Earlier applications  Used to be Voice mail, some cases ACD, IVR  Wants more value added software  Call Management, Call Tracking  Customer Relationship Management  Changes quality of sale and relationship with customer  Dealer seen as solution provider

38 37 Provides Quick Returns  Simple sale as an add-on to the Phone System  Immediate License Revenues  CallAnalyst Support Services generate additional revenues  Installation, Configuration, Training, Support  Larger Margins for Invested Time

39 38 Product Training & Sales Tools  Regular product webinars (TriVium)  Free technical training for technicians  Free sales training for dealers  NEC Partner Portals  Pricing information  Sales tools  various media: Web, Electronic, Hard copy  Flash Product Demo:  Explains the benefits and usage scenario for customers  Collaterals:  Product brochures;Testimonials;Case studies  Verticals – Usage & Benefits  Sample reports  Demo & promotional versions of Ultra CallAnalyst  Can be downloaded from dealer portal  21-day free trial

40 39  Uncover the opportunity  Consolidated reporting  Statistical reporting on station/agents, lines, account activity  Traffic analysis  Call costing  Others  Identify site details & requirements  Number of sites  Call volume per month  Total number of extensions  Connectivity between sites  LAN,WAN, Remote dial-up  Match Solution  Order product from NEC CallAnalyst Sales Process Guide

41 40 CallAnalyst Enterprise Server - Solution Matching Questions to ask:  How many locations or switches need to be monitored?  How many extensions in total (all sites together), need to be monitored?  What connectivity exists at remote locations to the central site/hub and between locations?  Is there a need to cost the calls?  Zone based cost calculations or complex/multiple rate plans  Is there a need for consolidated reporting / costing?  Is there a need for individuals at each remote site to view and generate reports ?  How many users will concurrently need to generate ‘on- demand’ reports?

42 Section 5 Product & Maintenance

43 42 Product Licensing  CallAnalyst products are purchased directly from NEC  Product Components licensed and priced individually  CallAnalyst  Lite  Full (Stand-alone Version)  Full (Network Version with one (1) client access)  Additional Network Client license available  Upgrade from Lite to Full license available  CallAnalyst is licensed by Switch and User  A license for CallAnalyst is required for every switch you want to report on  A user license is required for each concurrent user of the CallAnalyst Client software components  CallAnalyst Enterprise Server  Server software installed on a PC at the main site  Licensing based on the number of phone systems  And total number of extensions to be tracked

44 43 Platform Availability Phone SystemCallAnalyst Options Ultra Business Sales Division Aspire; i-Series; DS-Series Business Lite Full Standalone Version Full Network Version Network Clients Upgrade form Lite to Full Enterprise Server

45 Section 6 Reports

46 45 "We had found some products that did bits and pieces of analysis, but nothing that pulled the data together like CallAnalyst does. It's one of those products that just sits there and does what it's supposed to do. Installation was a piece of cake. I popped in the disk and let it go. I believe we are getting plenty of horsepower for the price." Kurt Anderson, Network System Analyst One Core Financial Network

47 46 Reports  Over 100 reports  Schedule Report Generation  Email Reports to Users Automatically  Generate Custom Reports

48 47 Common Reports Date and Time Detailed calling by day Summary calling by day Summary calling by hour of the day, by day of the week Line usage by minute of day by day of the week Line and Extension Detailed calling by extensions Summary calling by lines Detailed calling cost by extension Detailed calling with Location & CLID/Line Name Frequency Most frequently called numbers Longest called numbers Most expensive calls Geographic Summary calling by area codes United States calling distribution (U.S. map)

49 Section 7 Conclusion

50 49 Call to Action  Sell CallAnalyst with every new phone system  Offer CallAnalyst bundled with Networked Systems  Go after your installed base

51 By TriVium Systems Maximizes the return on your telecom investment Thank You 50

52 Section 8-A Backup Slides on Reports

53 52 List of Standard Reports (1) Date and Time Detailed Calling by Day Summary calling by day ** Summary calling by day-of-week by day Summary calling by hour-of-day by day Summary calling by hour-of-day by day-of- week ** Summary calling by half-hour by day-of-week Line usage by hour-of-day by day-of-week Line usage by minute-of-day by day-of-week Line and Extension Detailed calling by extensions Summary calling by extensions ** Detailed calling by lines Summary calling by lines ** Detailed calling cost by extensions Detailed calling with location and contact name Detailed calling with location and caller id/line name Summary of call distribution by extensions ** Summary calling by extensions by day-of-week Summary calling by extensions by hour-of-day Summary calling by hour-of-day by extensions ** Reports available with CallAnalyst Lite

54 53 List of Standard Reports (2) Route and Tenant Detailed calling by routes by hour-of-day Summary calling by routes Summary calling by routes by day-of-week Summary calling by routes by hour-of-day Account Codes Detailed calling by account codes Summary calling by account codes ** Summary calling by account code by calls Summary calling by account code by duration Detailed calling by tenant/authorization codes Summary calling by tenant/authorization codes Summary calling by tenant/authorization code by calls ** Summary calling by tenant/authorization code by duration ** Reports available with CallAnalyst Lite

55 54 List of Standard Reports (3) Frequency and Duration Most frequently called numbers ** Longest called numbers Most expensive calls Summary-short calls by lines Detailed hold-ring duration by day Detailed hold/ring duration by extension by day Summary-average hold/ring duration by extension by day Trunk Type and Carrier Detailed calling by trunk types by hour-of-day Summary calling by trunk types Summary calling by carrier by day Summary calling by trunk type by day-of-week Summary calling by trunk type by hour-of-day ** Reports available with CallAnalyst Lite

56 55 List of Standard Reports (4) Geographic Detailed calling by are codes Summary calling by area codes ** United States calling distribution Detailed calling by country codes Summary calling by country codes Detailed calling by country codes by extensions Detailed calling by area code by day Detailed calling by country code by extension groups Other Contact list Unassigned (Extension) phone numbers Rate plan by zone Rate plan by country ** Reports available with CallAnalyst Lite

57 56 List of Advanced Reports (1) Auto Attendant & V-Mail (not available) ANI & DNIS Detailed call view by DNIS Summary call view by DNIS by Day Summary call view by ANI by day Call Party Detailed calling by call-party extensions Summary calling by call-party extensions Detailed calling by remote call-party Agents & Workgroups Contact Time billing by contact Time billing for all contacts Detailed calling by contacts Detailed calling by cost by contact by country code Summary calling by contacts Detailed calling by company Detailed calling cost by company by country code Summary calling by company

58 57 Additional CallAnalyst Enterprise Reports (1) Line and Extension Detailed calling cost by Extension by Zones Summary calling by Day by Extension Detailed calling cost by Lines by Zones Detailed calling cost with Contact Name and Location by Zone Route and Tenant Summary calling by Tenant Busy trunk summary by routes by day-of-week Summary calling by Agent/ call party tenant Account Code Detailed calling cost by Account Code by Zone Detailed calling cost by Tenant/ Authorization Code by Zone Trunk Type and Carrier Busy trunk summary by trunk type by day-of-week Other Standard Reports Detailed call List Wireless call by user Wireless calls by billing account

59 58 Additional CallAnalyst Enterprise Reports (2) Auto Attendant & Voice Mail Summary calling by Auto Attendant by Day Summary of party voice spill-over by Workgroup ANI & DNIS Detailed call view by party workgroup by DNIS Agents and Workgroups Summary of Agent Workgroup call patterns Detailed Workgroup call view by Agent Service Pattern by Workgroup by hour-of-day Summary of Agent call view by Workgroup Summary of Agent activity by Day Summary of Queued Calls by hour-of-day by day- of-week Summary of scores by Agent by Workgroup Summary of Service Level by Workgroup by hour- of-day

60 59 Additional CallAnalyst Enterprise Reports (3) Call Party Detail calling by call party extension Summary calling by call party extension Detailed calling by remote call-party Web Calls (not available) Zone Detailed calling by Zones Summary calling by Zones Client Time Billing by Client Detailed calling by Client Summary calling for Client

61 Section 8-B Backup Slides of Screen Shots

62 61 Click on ‘Reports’ for the list of possible reports ( first screen on the left). Click on ‘Criteria’ to set the criteria for the report you want to run. Criteria includes dates, times, specific extensions, groups or lines. You can also choose previously stored report templates. Choose ‘Select’ to choose the extensions or groups you would like to report on. Easy Report Setup Sample CallAnalyst Screen Shots

63 62 Master List of Extensions, Lines and Account Codes These are assigned to Groups and Departments The Master Extension List (on the right) is used to assign names to extensions. You should enter all of extensions and names before assigning them to groups or departments. After all names and extensions are created, give the list a group or department name. Sample CallAnalyst Screen Shots

64 63 Quick view of All Calls Use the “All Calls” button to quickly access all inbound and outbound traffic data for all phones Clicking the ‘Refresh’ button gives you up-to-the minute data Order the data by any column Sample CallAnalyst Screen Shots

65 64 Graphical Reports In addition to text-based reports, CallAnalyst provides graphical reports Sample CallAnalyst Screen Shots

66 65 Cost Analysis and Billing Create both costing and billing reports. Costing reports are used internally to find out how much one is spending on rated calls Billing reports are used to generate an invoice or a bill for the customer Set "per call" surcharges and "per report" surcharges. Supports “prefixed” or “zone”-based billing. For tenants sharing phone resources, separate call records per tenant. Sample CallAnalyst Screen Shots

67 66 Importing/Storing Call Data Records (CDR/SMDR) Store your Call Data Records (CDR/SMDR) on your hard drive for historical or trending purposes. Accurately forecast resource needs or identify significant trends that affect your business. Sample CallAnalyst Screen Shots

68 67 Automation of reports and Archiving data for backup Automate the report generation process Send the report to an email address, printer or a file Archive and restore data Sample CallAnalyst Screen Shots

69 Section 9-A Backup Slides on Product Introduction

70 69 Examples of SMDR Collection  Direct Serial to PC Com Port (RS-232) Serial RS232 cable (usually DB9 Male to DB9 Female) PC Running CES – or – MSR Thin Client

71 70 Examples of SMDR Collection  Serial to Lantronix (3 rd party Serial to IP converter) RS 232 (DB9 Male to DB25 Male) Cable RJ-45 Ethernet Cable’s LAN/WAN Note: When using the Lantronix Device a Null Modem Cable or Adapter must be used. PC Running CES

72 71 Examples of SMDR Collection  TCP/IP; SPE( ) –U10 ETU (LAN)  For Serial from SPE refer to Direct Serial to PC Com Port (RS-232) Slide LAN/WAN PC Running CES

73 Examples of Server Software & Database Installations

74 73 Single PC/Server Installation  Single PC with MDSE / CES / Call Alert Installed

75 74 Single PC/Server Installation  Single PC with SQL 2000 / CES / Call Alert Installed

76 75 Multiple PC/Server Installation  PC with CES / CallAlert Installed – Server with MSDE Installed  PC with CES / CallAlert Installed – Server with SQL 2000 Installed LAN / WAN

77 Examples of Network Configurations for CallAnalyst Enterprise Server

78 77 Single Site Installation Serial Cable PC/Server with the following installed: SQL 2000 or MSDE CallAnalyst Call Alert

79 78 Single Site/Single Network Client Installation Serial Cable LAN / WAN PC/Server with the following installed: SQL 2000 or MSDE CallAnalyst CallAlert PC with the following installed: CallAnalyst Client CallAlert Installed (optional) Note: If MSDE is used for the Database only 5 Network Clients are allowed.

80 79 Multi Site Installation LAN / WAN Serial TCP/IP (SPE Card) Serial CallAnalyst Enterprise Server with MSDE or SQL 2000 Site 1 Site 2Site 3Site 4 PC with Thin Client Lantronix CallAnalyst Clients

81 Thank You


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