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There’s More Than One Way to Dial Jamie Morningstar.

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Presentation on theme: "There’s More Than One Way to Dial Jamie Morningstar."— Presentation transcript:

1 There’s More Than One Way to Dial Jamie Morningstar

2 Agenda Why dial? Dialing styles and legislation inContact dialing tips and tricks inContact success story: AnswerX

3 Why Dial? Dollars or Customer Touch (a.k.a. dollars)

4 Why Use a Dialer? To keep agents talking!

5 Dialing Styles Predictive? Blaster with opt-out? Message blaster? Progressive? Preview?

6 Which Dialer Should They Use? Cold-call telemarketing

7 Which Dialer Should They Use? Snow day

8 Which Dialer Should They Use? Collections

9 Which Dialer Should They Use? Customer care

10 Doctor’s appointment reminder Which Dialer Should They Use?

11 AmEx Black Card

12 Dialing Legislation

13 There’s More Than One Way to Dial Neal Pearson

14 inContact Dialing Options Setting up a dialer project takes only a few steps

15 Create a Dialer Project Click on the Add+ button

16 Select the Project Type Power Dialer

17 Select the Project Type Blaster

18 Select the Project Type Blaster Opt Out

19 Create a Dialing Schedule Create a Schedule in the SCHEDULE Tab

20 Select Message Prompts

21 Configure Advanced Features

22 Define Schema

23 Schema Tab

24 Configure Dispositions

25 Dispositions Tab

26 Assign Project Access

27 Access Tab

28 Upload Call Lists

29 Call Lists Tab To upload a list, click on the IMPORT NEW LIST button

30 Import a New List Name the list and locate the file to be uploaded

31 Field Mapping Standard Fields

32 Field Mapping Custom Fields

33 Field Mapping Time Zone tab

34 Field Mapping Duplicate leads

35 Activate the List

36 Run the Project

37 Enable the Project

38 There’s More Than One Way to Dial Richard Riga AnswerX

39 Our Outbound World Lead generation Sales conversions Upsell or cross sell Informational campaigns Appointment setting & reminders

40 Choosing a Dialer Type Dedicated or blended Contact and utilization Hot or cold leads Conversation ratios Agents to leads

41 Internal Satisfaction Easy opt-in, opt-out Familiar interface Comfortable lead import/export Smooth lead dialing and connects Meaningful reporting Easier quality assurance

42 Accomplishments Higher customer satisfaction Better than anticipated conversion and sales metrics Faster list penetration Easy lead reporting

43 Three Key Takeaways OneTwoThree Know thyself – identify the needs and goals of each campaign Try it out and be willing to tweak and reevaluate Choose the dialing style that fits your contact center and the campaign

44


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