Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM

Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com

GRAPECITY BUSINESS SOLUTIONS

GrapeCity Telemarketing Software for Microsoft Dynamics CRM 2011 Online

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Functional Overview



o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online helps in micro-managing telemarketing activities to meet your sales and marketing objectives.

o As a software built on top of Microsoft Dynamics CRM Online, GrapeCity Telemarketing functionality enables the telemarketing group to play an integral role in the sales cycle.

Description



Functionality

o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online provides the following functionality:

– Telemarketing Campaign management & prioritization– Integration with your existing/new marketing list– Track employees who are Telemarketers and Managers– Create Telemarketing prospects from Leads, Contacts and Accounts– Automatically prompt telemarketers to call the highest priority prospects

first– Create orders and opportunities, qualify leads, schedule meetings

and follow-up calls.– Telemarketer Automatic call Load distribution– Integration with Dialogs to make scripted calls to Prospects– Prospect call Management– Reporting Dashboard for Managers



Telemarketing Workspace

TelemarketingProspects

TelemarketingProjects Prospect Lists Telemarketing

Teams Telemarketers



Telemarketer entityrecords and tracksTelemarketing ServiceRepresentatives andManagers.

Telemarketer and Telemarketing Team Entities

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Managers can governdifferent teams andits members.



Telemarketing Project



Telemarketing Prospect Creation

Prospect List generates from Marketing lists havingaccount/contact/leads.

Auto allocation ofCalls to Telemarketers based on equal loaddistribution of prospects

For each list you can Set details like Priority,Availability,Telemarketers

Process list to make it available for calling to Telemarketers



Telemarketing Prospect Entity



Telemarketing Prospect- Place a Call

Placing Call to Prospect prompts user to select Actions based on response.

Proceed with Call: Click to Initiate conversation with the prospect

Left Message, Reschedule: Telemarketer leaves message for Prospect and reschedules the call.

Voice Mail, No Message Left: Prospect on voicemail so no message left. Prospect comes back in the queue

Line Busy: Prospect’s Phone line is busy. Prospect comes back in the queue.

No Answer: No Answer from prospect. Prospect comes back in the queue

Not in Service: Phone number incorrect or non-existent.



Full dialog creation view

Dialogs for Call scripting

Select responses during calland Perform various call

Actions like create Order etc.Survey type of Dialogs



Proceed with Call – Integration with dialogs

CRM Dialogs associated with Campaign appears.

Telemarketers can select different call actions from the dialog Screen.

Call actions can be done for creating Orders,opportunity, Scheduling calls & meetings.

Re-queue Call: Prospect is marked as unprocessed and goes back in queue.

Reschedule Call: Schedule Call with Prospect for later time

Create Opportunity: Opens CRM Opportunity form to create an opportunity.

Schedule Meeting : Schedule Meeting of Prospect with Sales Manager

Convert Lead: Convert the prospect to Account or Opportunity

Assign To-Do: Create CRM Task activity for Prospect

Create Order: Opens CRM Order form to capture Order

Schedule Call: Schedule Call of Prospect with Sales Manager



Call Summary – Dialog session



Reporting Dashboard



Software doesn’t build relationships. People do.”

Thank You

Documents

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM