Articles
Call Centre CRM
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With the boom in ITES industry, call centers are mushrooming across the world. In this scenario
to stand out and
sell your calls in a market saturated with tele-callers and marketing initiatives, the
need for CRM is of paramount importance. The basic idea is to build up a comprehensive picture of
your customers' lifestyle and preferences and then getting things done by the art of communication.
CRM allows you to fit each piece of information together, like a puzzle, in a clear and logical
way. Using this information effectively creates a competitive advantage through the personalization
of conversations with your customers, and building better relationships; thereby converting your
call center into a profit center
What does a call center do?
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Inbound and Outbound calls
A call center and its technology is at the heart of every organization that must provide
some form of customer service. This can range from an informal group of agents handling
inbound and outbound customer and prospect calls, to an elaborate grouping of dedicated resources
each handling a portion of the company's customer service needs. Call centers make and receive
calls for customer service; product inquiries; order entry; financial transactions;
product/technical support; pre and post sales, support and many more
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Email campaigns
For running campaigns related to various products or services to customers (both B2B and
B2C), e-mails are a cost-effective option. Email campaigns are particularly useful for running
campaigns to "do not call" listed companies
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Sales campaign
Apart from tele calling and e-mail campaign there can be several sales services offered by a
call center. These are: appointment setting, lead generation qualification, surveys, market
research etc
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Handle follow-up queries
After contacting or being contacted by target customers, call centers are required to
effectively handle their follow ups in transforming the leads into opportunities
How Daffodil CRM can benefit?
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Outbound Calling
CRM records provide an up to date source of information, which can be invaluable during out
bound campaigns. The agent can review the customer record prior to making a call. This provides a
clear idea of the customer history and preferences. This is especially useful in a sales
environment where knowledge of personal preferences can be effectively used to cross-sell or
up-sell. Out bound calls can be entered as actions to run at a specific time. For example, an Out
bound call can be set up to run a few weeks after a customer has purchased a product or service, to
establish if they are satisfied and offer them complementary products
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Manage email campaign
This is one of the significant features of Daffodil CRM. Mails will be attached to Daffodil
CRM automatically without manually selecting and sending each mail from your email client. There
will be a central CRM mail account where all mails will be attached and a forwarding rule can be
put on web server and email client by which all email interactions will automatically get attached
with their corresponding leads
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Importing of Customer data
The Import wizard allows the non-technical call center professional to import clients'
customer data stored in an excel file. Campaigns utilizing imported CRM data can be set up speedily
and easily so that you can cater to clients' requirements
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Export utility
Export module let users mirror their business-critical customer data to an excel file. This
will allow a call center professional to create customized reports regarding various customer
details. This can be especially useful for putting lists of information such as names, addresses
and phone numbers into a database for use by other departments. In this way, customer databases are
always kept up to date, integrating the contact center operations with the rest of the enterprise
for a closed loop of information
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Alerts
Daffodil CRM is of considerable use in service call centers, where calls often require
follow up actions. In service call centers the initial telephone conversation is only the beginning
of a sequence of events. Follow up calls can be entered as actions to be taken and the alert
feature prompts agents with follow-up actions and manages the processes needed to resolve the call
as effectively as possible. Further, when a call center professional logs in, a pop-up window will
show the complete set of tasks slated to be performed for the day
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Searching facility
Daffodil CRM's search feature allows agents to search, filter and review calls, including
actions previously taken to resolve them which will help fine-tune a call center's performance.
Archived call information is available for the agents to access and notes can be added if
necessary. The search function can be used to examine previous call details when there is a query.
This can be extremely useful when customers have a problem relating to a previous call. In such
cases, the agent has all the information immediately available to quickly resolve the situation
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Efficient leads management
With Daffodil CRM, you can manage and analyze your leads in a single click. Leads can be
assigned to different executives and the pending tasks for an executive for a particular lead can
also be identified. After a call has been made, the employee can assign the follow-up call to
another member of the team. With Leads report, a sub-feature under Leads module, agents can
generate reports related to status of the leads corresponding to various categories
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User-friendly and intuitive interface
Non-technical call center representatives can make use of Daffodil CRM's simple, and
user-friendly interface to quickly navigate and perform most common tasks without any user
training
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Customer data always available
With Daffodil CRM, business-sensitive customer data is always available. All the agents of a
call center working at different parts of the world can pull updated customer data quickly and
efficiently
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Data Filtering
This means you can select customers who meet certain conditions as the target audience for
an out bound campaign. You can also customize the view as per your requirements and can also apply
quick filters to view refined content
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Offers customization
We, at Daffodil Software Ltd. believes working in partnership with our customers, offering
them unparalleled customization and support to suit their varied needs
Features that are in the road map
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Linking to Enterprise Systems
Daffodil CRM will soon be compatible with major databases. This means that the end-user can
migrate to and from Daffodil CRM with their back-end data intact. This facility also allows the
call center to use customer information from their existing databases to Daffodil CRM. This
mechanism transforms the existing corporate customer database into a truly valuable asset within
the call center
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Reporting
Call center data is of no use unless it is presented in a meaningful way. Daffodil CRM will
introduce a comprehensive reporting facility, which enables call center managers to produce quality
reports quickly and easily. Reports can be used to track employee performance, to evaluate data
gathered at different stages of a call and to statistically represent the data
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