10 step process for successful appointments

i T M S

The 10 step process forsuccessful appointments

For On-Line version please click brochure for full screen access.

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.itmscrm.com

1.Import and de-duplicate data

The iTMS import routine simplifies the process using drag and drop. The flexibility of the process means no time is wasted and calling can start in a matter of minutes. Efficiency of using data is essential, the de-duplicate function greatly reduces unnecessary calls.


2. Assign calls and data management

Data can be filtered and then assigned to specific telemarketers. Functions exist to automatically assign data to the Salesperson according the postcode. This further reduces any wasted time on difficult tasks.


3. Configure telemarketer profiles

Preset each telemarketer's sign on settings so that they only have access to the appropriate campaign, and also to their own list within that campaign. This ensures the telemarketers waste no time deciding what to do.


4. Telemarketer call list

When the telemarketer signs on to the iTMS system they will automatically be presented with any call backs that are due for the day, and also those that were due before today. The system is flexible so that either telemarketers' lists are totally predefined so that they just get presented with the next call, whatever it is, or they are able to manage their data and call-backs using their own initiative.


5. Quick calling using CTI, wrap-up to capture information and qualify contact

The most effective dialling for B2B is preview CTI. The telemarketer can set call-backs, enter information and set call outcome (response). They can also send letters and emails generated from predefined templates with the relevant data automatically merged. An alternative way of working is to use call scripts. The screen can have as much or as little detail as is needed for the calls.


6. Call Recording

Using appropriate equipment calls can be recorded. iTMS can be set to only record calls with certain call outcomes thereby saving on disk space requirements. The recordings are linked directly to the contact history record, so anyone with the right authority can look at the history of a prospect and play back the call recordings. Another function allows supervisors to view all the calls a telemarketer has done and then play back selected recordings.


7. Telemarketer appointment calendar view

The calendar (in either weekly or monthly format) shows available times, booked appointments and also notes from the salesperson saved remotely using the iTMS application. If the salesperson has set a time to be not available then the telemarketer cannot book the time.


8. An appointment result automatically sends email to salesperson

Instant notification of new appointments will encourage the positive attitude essential for sales

results.


9. Remote salesperson signs on to iTMS

Accessing the server via the internet the salesperson can see either a weekly of monthly view. They only have access to their own data, and each salesperson can only access their own diary. The salesperson can update unavailable times and daily notes. Simply click on appointment for full details.


10. Salesperson appointment details view

The salesperson can see full details of the prospect. In addition to standard name, address and contact details, iTMS can also display a street map of the location. The contact history will give an overview and details of all the contacts with the prospect. Optionally the salesperson will able to hear the prospect, which will give the salesperson a huge advantage in closing any sale. After the appointment the salesperson is able to enter the outcome.


Reporting

The number appointments set by telemarketer

The ratio of the number of calls to the number of appointments by telemarketer

The amount of on-call time to the number of appointments

The number of sales by salesperson

Sales conversion ratios by telemarketer (measure the quality of their appointments)

Sales conversion ratios by salesperson

The ratio of the number of initial records called to the number of sales (measure quality of original data)

Success rates by industry etc.

Value of sales generated by telemarketer

Value of sales generated by salesperson


Fantastic value...

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!

Contact us today to find out more.


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

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

10 step process for successful appointments

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