REC & REC+

Call Manager

Call Manager helps sales agents to prospect efficiently by recording all sales calls to potential new customers (who are not registered on the system as a user yet) or existing customers such as distributors (who are registered on the system). Stay up to date with call changes in real-time and easily view activity across teams of agents and campaigns.

Key Features

• Set it up in 5 minutes
• Fast recording of all sales calls for agents
• New name prospects added with minimal details and no site registration needed
  (great for rapid telesales campaigns)
• Set call types for different types of sales and campaigns
• Set priority and status (pending, scheduled, completed, cancelled)
• Schedule calls with reminder notifications
• Record the value of the opportunity
• Add comments on calls to record ongoing actions
• Call list visibility for managers to easily see progress
• 'Call initiators' sent email notifications when a call they assigned to an agent changes  
• Quick 'no login' access via your Chrome browser window
• CSV download facility for all calls.
• Stands alone from Prospect Manager

Setting Up

• Go into Call Manager
• Add Call Types
  
  The title will describe the activity and the call type whether the call is to a known customer or new name prospect:
  • 'User' call type is for selecting customers already registered on the site. 
    This means you can search for them and auto-populate fields such as telephone number.
    
    Examples:
    Title: Existing Dealer call
    Title: Retail Upsell call
    Title: Trade > Dealer Upsell call 
  • 'Custom' call type means you can freeform enter company, name and telephone numbers for quick call-outs where the contact is unknown at this time.
    
    Examples:
    Title: New Dealer call
    Title: Partnership enquiry 
• Add agents not already in the system as admins
• Optionally, set up chrome browser authentication for 'no login' access via the browser.

That's it! You're ready to add calls via Call Manager.