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CTI Screen Pop
Used in conjunction with the InsideSales.com lead management
CRM and toll-free dialing systems, the CTI (computer-telephony
integration) module creates a live data link for all incoming
call traffic. Key call information is immediately input and
captured, with the ability for agents to add key notes and other
information, all in real time as inbound calls are received.
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How Does it Work?

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Inbound agents log in to the appropriate call routing
sequence. When a call comes it, the system detects the
caller ID and finds a match in the CRM database. In
real time the system then connects the agent to the
call, and pops a window with the matched record. If
no match is found, the CTI system pops a blank record
window so the agent can capture relevant information
about the incoming call.
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Benefits:
- Increased Caller Intelligence —
Representatives now answer a call and know much more about
a caller. What Search Engine they came from, what keyword
they typed in, their company name, phone number, even reverse
directory information is available if you have opted for
this feature.
- Real Time Agent Visibility — Agents
can immediately capture call data and mark the record for
future response, while having instant visibility into prior
conversations, dates and times of prior calls, and other
customer information. This gives your agents and company
a huge advantage in providing quality service and sales
support.
- Agent Productivity — Because information
is presented intelligently and according to established
call routes, agents can easily handle incoming traffic from
multiple initiatives while responding appropriately to each
call.
- Integration with Hosted Lead Management CRM System
— All captured information is in a centralized
database, available for immediate access for personnel who
need to report or follow-up on key records.
- Ease of Agent Setup — Requires
no additional hardware or software other than an Internet-enabled
PC with a Web browser, and a direct, 10-digit telephone
number.
- Increased Productivity with Call Blending
— The ACD links to outbound dialing initiatives, letting
inbound agents remain productive during off-peak or ‘down
times‘ during shifts. The ACD monitors as agents receive
and disconnect from outbound calls, tracking agent availability
automatically.
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