Fig.1. The main panel of the module. Information on the current call.
Fig.1.2. Appearance of the document "Event". Button "Listen to the recording of a conversation".
Fig. 2. Counterparty card, "Call" button.
The ability to automatically download incoming and outgoing calls in the form of documents “Event” with the definition of a counterparty, a contact person and the responsible person of “our” organization. From the counterparty card or contact person, you can view the call history and listen to audio conversations.
Fig. 3. Counterparty card. Call history.
Fig. 4. Information on the status of internal telephone lines, calls to internal lines.
The source of information is determined by the specified correspondences for our telephone numbers in the information register “Correspondence of our telephone numbers to information sources”. This register introduces correspondence to the sources of information of our telephone numbers connected to the Virtual ATC. According to the given correspondences, the source of information is filled in the documents “Events (phone calls)”, as well as in the lead card.
The function allows you to synchronize counterparties, counterparty contacts with StreamTelecom customers, and also link StreamTelecom clients to responsible managers whose phones will be addressed with calls. If you change the data on the counterparties, the data is updated in Stream Telecom. Data of the counterparty that are transferred to StreamTelecom:
Fig. 6. Synchronization of employees and StreamTelecom, synchronization of counterparties.
The list of functions for synchronizing counterparties (Figure 6) and employees:
Fig. 7. The panel “Virtual ATC”. Lead card (potential buyer).
The configuration is implemented as a separate subsystem “Lead Management”, which is not included in the main delivery of the Integration with StreamTelecom module. The setting allows you to keep track of potential buyers who have not bought anything yet. Leads classified into: hot, warm, cold, unpromising. If the lead becomes the buyer, then on the basis of the lead card an element of the directory “Accounts” is created, and the lead card closes automatically.
Thus, in active leads, there are contacts that never became buyers or the telephone number is not brought into contact with any counterparty.
This functionality is turned on in the “Open:” setting, which is located at the bottom of the “Current Call” tab of the “Virtual ATC” panel, a menu item has been added: “New customer order” to the list of “What to open when an active call” (“Do not open anything”, “Customer Card”, “Event (phone call)”). Thus, with an active current call, if the option “Open a new customer order” is enabled, then when you click the “Information on the current call” or the key combination “Ctrl + Q”, a new document “Customer order” opens with the counterparty filled out and the contact person of the counterparty (Fig. 8), the order book for this counterparty can also be opened (Fig. 9), if the corresponding setting is enabled in the settings of this module.
Fig. 8. Creating a customer order document for a given customer.
Fig. 9. Opening a customer order journal for a given customer.
Technically, the configuration is in the form of a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.
The configuration can be integrated into any configurations, where there are phone numbers and the kind of document that can play the role of the “Phone Call” document, for example, an “Event” document or a “Phone Call” document. There are solutions for typical configurations:
|1.||Module “Integration with a virtual ATC “StreamTelecom”. (We provide instructions for users and the administrator)||
|2.||Lead Management Module||3000|
|3.||Work on integration into the customer’s configuration. (3 hours if the customer’s basic configuration is one of the typical configurations listed above).||2400|
Consultations, if you need help updating the working configuration of the database and oral consultations on the modules, minimum time: 1 hour.
We credit it to the deposit and write it off further as consultations are provided.
|1.||Automatic raising of a client card and loading calls (with http-service)||6000|
|2.||Organization of automatic chimes for missed calls||4000|
|3.||Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty.||2000|
|4.||Lead sales funnel. Organization of communication of phone calls with orders. Data on orders, shipments, payments in the report "Statistics on leads"||1000|
|5.||Opportunity to work under several contracts with a virtual ATC within the same database||3000|
|6.||Automatic scheduling of calls by leads and counterparties. Looping of regular communication with leads and contractors. Customization.||