Fidelity

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Fidelity TelemarketingTelemarketing Software

Streamline CTI Solutions © Jusan S.A

Fidelity

www.jusan.es

Fidelity TM - Telemarketing Software

Fidelity TM enables the design and fulfillment of customized telemarketing campaigns

Case Study: A real estate company specializing in apartments on the mediterrean coast wants to launch an initial campaign in various European countries.

The Objecive: Generate 400 sales leads from 4000 calls to

homes in Germany & UK using specifically contracted temporary staff.

1) Design a specific campaign called “TM - Germany & UK” which includes: Guide to help agents, On-screen form for data collection and Automatic dialing.

2) Import the initial data to the database (List of phone numbers to be used).

3) Activate the campaign for a group of 4 temporary staff during 1 week. (Based on 25-30 calls per agent/hour).

4) Finally, the sales leads obtained are passed to full time sales specialists for use in specifically focused and detailed calls

Fidelity

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Fidelity TM - Telemarketing Software

Basic Architecture

LAN

PBX

Agent Agent Agent Agent

Fidelity TMServer

Software

Fidelity TMReports & Statistics

Fidelity

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Enter possible call results apart from: Busy, No answer, etc

Automatic dialing type: Preview, Progressive

Setup of the “Germany & UK” campaign

Campaign Guide

Fidelity TM - Setup

I´m ringing from a real estate company in Madrid. We have a special promotion of real estate in the Marbella area. Would you be interested?

Would you answer a few brief questions and I will arrange for a specialized representative to ring you with specific details.

Fidelity

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Fidelity TM - Setup

Setup of Data Collection Form

Supervisor creates the data fields required in the data collection form. Any number of fields may be

created

The phone numbers are then imported and the supervisor activates the campaign with a 9am to 6pm

schedule.

In this case the “Phone” field is read only. The other 7 fields may be filled in by the agent.

Fidelity

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Fidelity TM - Agent

Agents PC Screen

Phone Controls

Numbers are dialed automatically and data collection form is “popped” onto agent’s screen

Agent selects from available call results and fills in data fields available if relevant.

Pdf file: “I´m ringing from a real estate company in Lisbon …”

Fidelity

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Fidelity TM - Data Generated

Data Collection - “Germany & UK” campaign

Example of a completed data collection form for a potential client that has requested more

information

Fidelity

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Fidelity TM - Reports & Statistics

Reports & Statistics

General Statistics: TM - Germany & UK

Total calls: 4220 (3802 + 418)Answered: 2756 (2453 + 206)Busy: 465 (418 + 74)Not answered: 758 (702 +126)Ansaphone / Fax: 241 (229 + 12)Retrys: 418 (Busy x 1) Success rate - Retrys: 49.3%Total not interested: 2375Total firm sales leads: 381Ratio - answered / firm leads: 13.8%Success rate (calls/leads): 9.03%

Total sales leads: 381

Success rate (calls / leads): 9.03%

Once all calls have been completed or the allocated schedule has terminated various statistics and reports may be generated including

each of the “Firm sales leads” obtained, and various general campaign statistics

Sales lead (1/389): TM Germany & UK

Name: Michael Schumacher

Phone 0049 2434674647

Time to call: 7pm to 9pm

E-mail: m.schumacher@aol.de

Mobile: 0049654354256

Children: 2

Visited Algarve: Yes

Golf: Yes

Fidelity

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Fidelity TM - Conclusions

Fidelity TM - Telemarketing Software

Specific and customized

telemarketing campaigns

Preview or Progressive

dialing

On-screen data collection

Reports & Statistics

Streamline CTI Solutions © Jusan S.A, 2006