What customisations are needed in the crm while integrating it

with voice technology?

By implementing voice technology you will get call logs in your crm.

What data is included in your call log?

• Date and time of the call.

• Duration of the call.

• Who was called?

• What was the conversation?

• The call outcome and notes.

• 16 optional call data points.

What are the tabs needed to be created in crm?

• Dial number.

• Duration of call.

• Call outcome: busy, not interested etc.

• Call type: is it outbound or inbound.

• Call date / time.

• Callback date and time.

• Call hour.

• Day of the week: Monday or Wednesday.

The telephony software will automatically send these relevant data in the newly created tabs in

crm.

Call result Description.

Busy Busy signal.

Left voice blast Dropped voice blast.

Left live sms Spoke to the human being and left message with them.

Wrong number. Reached the wrong number.

No answer No answer , no voice blast dropped.

Contact Reached someone other than target contact.

Correct contact Reached the target person.

Some of the helpful reports.

What time of the day to call more?

When should we stop calling the lead?

Which sales person is making lot of dials but not able to engage prospects?

If we reach internet leads fast is it positively affecting or not?

What is the overall status of the calls of the team? It can be individual as well.

Are my reps able to engage customers over phone or not? Is the engagement increasing?

Call results this month.In this month what has been the trend of call result.

Call results at each dialWhen you should stop following?

Call result dial attempt wise.At what dial attempt we should stop following?

Are we doing enough activity?

These are some of the customised reports we have created. Once we

know your process we can suggest appropriately.

The investment around implementing such technology

is @ 4 to 5 lacs per annum.

Sudip samaddar. Head of Marketing.

9999061525.