Client Instant Access’s motto is “getting your message across.” It has served as a good summation for our mission as a company and reflects client needs that are widespread across many industries and areas.
One popular use where our products help organizations get their messages across is the use by Alumni Groups to help keep members connected. Often after finishing high school or college, it is easy to fall out of contact and forget about one’s alma mater. Products like Blast Voicemail and an Integrated CRM Dialer can alleviate this issue by connecting schools and former students more easily.
Using Blast Voicemail with accumulated contact lists of past students who have graduated gives schools a great opportunity to contact their former students and invite them to upcoming alumni events. It also makes solicitation of donations easier because every single person in a class will be contacted. This increases the likelihood of receiving donations and results in an increase in the school’s endowment.
Blast Voicemail can also lead to improved relationships with alumni. By scheduling, blast calls to alumni about upcoming sporting events, reunions, and fundraisers educational institutions are able to help alumni stay more involved and perhaps increase donations. Alums can also benefit indirectly from blast voicemail since better attendance at reunions and events will lead to increased networking opportunities and growth in connections.
A CRM Dialer benefits in a similar way to Blast Voicemail because it allows schools to reach out to a vast amount of alumni in a fraction of the time. In addition, a CRM Dialer is often used toward the raising of money, since there is an actual phone call being placed directly. If an alumnus is reinforced with numerous Blast Voicemails and CRM Dialer related communications there can be a significant improvement in the relationship that can lead to increased donations.
During election season, Integrated CRM Dialer helps pollsters make thousands of calls in less time
Political polls are an essential tool to engage the voting public and to inform campaigns during the competitive election season. Pollsters survey thousands of people to gauge public opinion and to provide valuable insight to campaigns on voting patterns and predictions. Gathering this critical data is laborious: calls generally garner an 8% response rate, forcing pollsters to dial as many as 20,000 numbers to assemble a 1,000-person survey. Although online polls can be employed to assemble some data, dialed polls provide the most reliable information on the attitude and moods of the public. This information is indispensable to political parties and candidates up and down the ballot.
Enter Client Instant Access (CIA) and the Integrated CRM Dialer. With its unique click to call feature, dialing numbers and getting through a huge contact list can now take less time and be performed with greater efficiency. Our CRM Dialer allows polling companies to hire fewer pollsters, to cut costs and to glean accurate information.
Our CRM Dialers main features are designed with efficiency in mind. When a pollster clicks on a potential respondent and the call enters into voicemail, the caller has the option to drop a voicemail immediately and move on to the next person. A CRM Dialer can also easily compile a contact list of polling volunteers for easy access to voters. The user simply clicks on a voter and the line automatically dials the voter’s number. These same contact lists can also be shared among many pollsters, to streamline the process. These contact lists can store thousands of numbers and put them right at the user’s fingertips.
Our CRM Dialer creates a one-stop shop for polltakers to run and evaluate electoral predictions. The program has a convenient note taking section for the pollster to record voter data. In addition, there are transcript services that allow the user to analyze the data from voters. Finally, CIA covers all long distance costs. A CRM Dialer facilitates the entire polling process, saving time and cutting costs.
This MiFID II related article outlines charging for Research.
One of the main focuses of MiFID II is tracking research that must be billed to clients. Using the Client Instant Access CRM Dialer system accurately tracks the time spent releasing research information. The Client Instant Access CRM Dialer tracks the name of the prerecorded message left or the length of a live conversation. Our system stores the name, company, Ticker symbol and any notes relating to a contact. This allows for administrators to easily sort lists by company or Ticker for proper reporting and charge backs.
CIA’s Integrated CRM Dialer helps you redefine the way you communicate while empowering yourself to become more efficient and organized. The system is easy and ready to help you take your business to the next level. Watch the video to learn more. Here’s how it works:
Features:
Managing Call Lists
Take Call Notes
Create and leave personal greetings before you drop a message
Drop a message and move to the next call.
Manage voice messages
Share messages with your entire team on the CIA system
Send a message out to all your contacts at one time
How a web-based CRM dialer in a regulated industry can help keep your team within the law
When you are on the front line of compliance, every client interaction has the potential for risk. If a member of your organization goes off script, the potential fallout could have serious implications on your bottom line. In regulated sectors as diverse as finance, health care, and education, critical information must be protected and communication must fall within existing protocols.
To stay within the law, a wide range of businesses and organizations have come to rely on automated systems for making calls that require regulatory oversight. The advantages are clear: automating as much of the process as possible means you will deliver messages in a consistent and clear manner, with the additional benefit of saving time and reducing costs.
Stakeholders at large financial and health care organizations know that they must document their communications to comply with the law and their own internal regulations. They also have a mandate to control costs and to streamline operations whenever possible. Using a web dialer, such as Integrated CRM Dialer from Client Instant Access, gives them a number of advantages.
Knowledge – All phone calls are logged and processed. All records of communications are stored for easy access by the user and the user’s manager, making it an excellent tool for adhering to compliance requirements.
Simplicity – The CRM Dialer can be easily integrated with your customer relationship management software or used as a standalone product. The program stores all your contacts and allows you to make call “lists” to maximize the efficiency of every call you make.
Consistency – If employees read from a script, it is difficult to be certain that they are following it carefully, without direct and continual oversight from managers. A CRM Dialer program ensures that the same recorded message will be delivered to the recipient’s voicemail every time. When using the system to connect with people who answer before voicemail kicks in, users can begin the call with a personal introduction and then deploy the recording.
Security – Cloud-based products require zero maintenance from the end-user. The cloud computing services provider’s IT team monitors the system, updating it as needed, and constantly protecting the data from criminal hackers.
SOC 2 – The Client Instant Access CRM Dialer is compliant with Service Organization Control 2, which has to do with the five areas of availability, confidentiality, privacy, processing integrity, and security. Organizations, particularly those involved in the finance industry, will want to work only with a SOC 2-compliant CRM Dialer to make sure they are meeting reporting standards.
Switching to a CRM Dialer powered by cloud computing and tying it into your CRM gives you flexibility and the peace of mind that comes from knowing you are meeting your regulatory obligations.
For more information on CIA’s Integrated CRM Dialer application, visit www.callcia.com or call (973) 439-0088.
