How an Integrated CRM Dialer Improves Sales Productivity

How an Integrated CRM Dialer Improves Sales Productivity

Sales productivity tools have evolved over the years from simple spreadsheets with old-fashioned dialing, to newer advanced Integrated dialers that work with CRMs.  What has remained the same, however, is the importance of effective communication in making a sale. Integrated Dialers provide a powerful platform to communicate with your target audience, and can also optimize a sales teams’ performance as a whole.  

Dialing manually to make sales is antiquated and inefficient in today’s business world.  An integrated dialer gives salespeople several advantages, from an organization of contact lists to an augmented quantity of calls.  Client Instant Access’s Integrated CRM Dialer can also allow you to know exactly who you are calling with information from the advanced notes and attached client CRM records, allowing a personal touch in the process of a sale.  If a salesperson has detailed information about the client they are calling, the probability for success on the call drops significantly. With the ability to sync contact lists from other CRMs, users can utilize the information provided by the CRM to help close a sale. 

Predictive dialer products are at a disadvantage in the sales process when compared to an Integrated CRM Dialer because the salesperson is not initiating the call.  Predictive dialers dial the customer before the salesperson so that the customer hears dead air for the first moments of the call.  With CIA’s Integrated CRM Dialer, the salesperson initiates the call and is ready to talk when the intended person answers.   During the call, a salesperson can take detailed notes within the CRM Dialer application that will sync with the CRM. This is a task automation tool that increases efficiency and cuts down on wasted time and should be an invaluable part of any sales process.

The click to dial feature of CIA’s CRM Dialer is perhaps the most crucial feature.  Without the need to dial manually, users can double or triple the number of calls they can execute during a given period of time.  With organized contact lists a user can move through a large inventory of correspondence comprehensively, and complete work efficiently with detailed record keeping.

Perhaps the biggest beneficiary of deploying an Integrated CRM Dialer would be a sales manager and upper management within an organization since they would now have access to the activities of their salespeople to ensure compliance and productivity.  An organization would be able to better monitor the actions of individual salespeople and make conclusions and better decisions when evaluating productivity.

Ultimately, a CRM Dialer allows users to reach more clients in a shorter period of time and close a higher volume of business.  It is a necessary tool for salespeople everywhere and should be employed by any business that wants coherence and professionalism in their sales departments.

How A Wall Street Research Analyst Became More Productive

How A Wall Street Research Analyst Became More Productive

Client Instant Access is your most important telecommunications partner

How can Client Instant Access (CIA) make a typical day in the life of an analyst simpler and more productive? With a suite of products designed to tackle all of your telecommunications needs, CIA is a valuable partner to boost your efficiency, cut costs, and streamline your processes.

Meet Sara, a busy research analyst with insight into a stock that she needs to share with a specific contact list of 500 people. CIA’s Blast Voicemail service allows her to easily send out a customized voicemail detailing the information. Sara simply records her message, selects her contact list and hits send.  If she was using the premium service, her contacts could receive this blast first thing in the morning in their voicemail. It’s that simple.

On the blast, Sara scheduled a conference call for 10 am to field any questions.  The next morning, she receives a report from the blast, itemizing the statistics of who received the blast, which calls dropped to voicemail, and what numbers were inactive. Typically, voicemail blasts achieve an 80% success rate. Sara conducts the conference call. This interaction is the most convenient way to ensure that her message is being completely understood and received. CIA provides an operator that opens the floor for questions after Sara finishes her presentation.  

After the conference call, Sara reaches out to anyone who did not receive the initial blast. She uses the Integrated CRM Dialer to efficiently call 100 clients. She simply clicks to dial her clients. If a client doesn’t answer, she can quickly provide them with a customized, prerecorded message and move on to the next person.  If they do answer, she can easily talk and have a conversation.

The simplicity of these products has made Client Instant Access the first choice for many major Wall Street banks and financial firms. Users can employ Blast Voicemail, Conference Calling, and the Integrated CRM Dialer to expedite their workdays and get their message across, every single day.

Find Your Lost Customers – Proactive Communication Campaigns Using A CRM Dialer

Find Your Lost Customers – Proactive Communication Campaigns Using A CRM Dialer

Get Proactive: connect with clients, motivate your team and build revenue with a web-based dialer application

It is a common dilemma: how does a company reach out to customers that have fallen off the radar, either because of expired billing information, lapsed renewals, or any number of factors that conspire to disengage them? Customer retention is a problem that plagues companies across industries, in firms big and small, and is especially prevalent in our subscription-based economy. Improving retention requires outreach, rep motivation, and a robust response rate. Often, companies rely on email reminders to find and re-engage their lost customers. And yet, with a click of a mouse or a swipe of a screen, an email is likely to be deleted and unread, with no means of tracking the receipt or verifying the accuracy of the address.

There’s a better solution. To truly retain customers, companies must abandon their passive approach and embrace a proactive method that is data-driven and designed for maximum customer contact. A web-based dialer application that is proactive is the superior solution: it is cost-effective, provides instant feedback, and can be used to incentivize a customer service team to transform into a customer search and rescue party.

Web-based CRM  Dialer applications, such as CIA’s Integrated CRM Dialer, are proactive because they engage customers in personalized contact and meaningful outreach. A CRM Dialer efficiency allows a team to quickly and easily call and communicate with large numbers of customers at minimal expense. It integrates in-depth reporting data and real-time feedback. A CRM Dialer also offers a “voice drop” feature, enabling users to record a voicemail message prior to beginning their call session. Each time a user reaches a contact’s voicemail they can “drop” the pre-recorded message into the contact’s voice mailbox and proceed to their next call.

Using a CRM Dialer, a proactive communication campaign can be mounted that motivates customer service representatives to re-engage lost customers and build retention. First, managers can mandate a specific number of calls per month per representative. Second, if an employee exceeds the mandated number of calls he/she would receive a small commission. Third, an additional commission would be given for amassing a certain number of minutes engaged with customers. And finally, a more generous commission can be paid on any revenues gained as a result of their calls. CIA’s Integrated CRM Dialer application provides all the data required by management to effectively monitor this type of incentive campaign. It provides real-time feedback, including information on the calls made, the call result, and total time connected.

The end result of this search and rescue campaign? More customers found, more customers re-engaged, more customers retained and, of course, more customers adding revenue to your bottom line.

For more information on CIA’s Integrated CRM Dialer application, visit www.callcia.com or call (973) 439-0088.

Client Instant Access Offers Smart Solution to Pollsters

Client Instant Access Offers Smart Solution to Pollsters

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.

Blast Voice Mail and CRM Dialer Video

Blast Voice Mail and CRM Dialer Video

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:

  1. Managing Call Lists
  2. Take Call Notes
  3. Create and leave personal greetings before you drop a message
  4. Drop a message and move to the next call.
  5. Manage voice messages
  6. Share messages with your entire team on the CIA system
  7. Send a message out to all your contacts at one time
  8. Schedule the date and time for message delivery.
  9. Pick one list or multiple lists.
  10. Built in Compliance features
  11. Call Logs