Inbound Calls
Even if you do not have a separate call center, you will find the call center option extremely useful for anyone taking calls from your customers. You can quickly look up a customer, enter the information and quickly move on to the next call. The system is extremely flexible, allowing you to change a call from logging a simple contact, a assigning customer satisfaction issue or creating a request for a new workorder or project at the touch of a button.
You can browse through all previous calls, issues, sales, workorders and payment history to quickly understand the history with that customer.
If you do have a separate call center, you can create accounts just for your call center personnel with access to the call center module but not the rest of the system.
Outbound Marketing
Outbound Marketing extends your Call Center capability to support telephone lead generation. It allows several operators to work from a single list of leads at the same time. The operator can quickly take an order or check off whether the lead should be added to the prospects with the touch of a button. The system can be accessed from multiple locations, allowing call center personnel to work from home or remote offices.
Outbound Marketing is integrated with the rest of the system, eliminating double entry and streamlining the process.