TeleCall
Home Up Order Processing Purchasing Inventory Control Accounts Receivable Accounts Payable General Ledger Payroll Fixed Assets TeleCall Report Writer Support Utilities

 

Key Features

bulletUser defined contact type fields
bulletQuick entry of activity notes for each client
bulletFollow-up Inquiry by User, date ranges, type of activity, etc.

The TeleCall Business-to-Business Package was designed to handle the complex and extensive data manipulation requirements of telemarketing/prospecting to businesses. It has been designed to be very flexible and easy to use. User defined data fields allow each user to easily customize the package to its specific requirements without the involvement of a professional programmer. The many "user friendly" features of the package are designed to help the Sales Representative increase sales productivity by allowing quick access and reference to prospects, customers, activity history, correspondence history, follow-up schedules, order history, quote history1 and much, much more. It is designed to increase management effectiveness by providing sales productivity and activity monitoring.

Main Package Feature:

Quick entry of activity notes for each client

Quick inquiry access to prospect/customer information, including activity history (call notes, visits, etc.), correspondence history, tickle history, order history, quote history

Selective printing of mail labels

Printout access of prospect/customer:

activity history

Call Notes

Visits

Tickles

correspondence

follow-up history

quotation history

order history

Schedule future follow-up and callback

Suspended activity:

by all Users

by specific User

all date ranges

by specific date range

by all contacts

by specific contact

Follow-up Inquiry:

by all Users

by specific User

all date ranges

specific date range

by all types of activities

by specific type of activity

calls

visits

letter

literature

others

Prospect/Customer list management

Menu and function key oriented for easy-to-learn and quick-to-use operation

Can run on Unix based computers (1 to 500+ Users)

The number of Users on the system may be easily expanded

Letter and Literature fulfillment reporting

Call/Mail list management includes ability to:

create new call lists from existing prospect/customer data

manually key new list data into system

read acquired lists into the system from magnetic tape (with the proper tape drive equipment)

segment large lists into several smaller lists

merge several lists, or portions of lists, into a new list

archive lists onto magnetic tape or tape cartridge

view data from any record within a list

print mail labels from list

User defined scripting module with intelligent branching based upon responses:

seminar scripting

specials scripting

convention scripting

cold call scripting

market survey scripting

product survey scripting

many more type of scripting

"Hot Key" directly into Order Processing from User screen (Order Processing Interface Module Required)

Although Telecall was primarily designed for Business-to-Business environments, it may also be used in a Business-to-Consumer environment if desired.

Optional Features

Availability of options compatible application software packages for:

Order Processing/Invoicing

Inventory Control

Purchasing

Accounts Payable

Accounts Receivable

General Ledger

Payroll

Fixed Assets

Report Writer

Package may be optionally customized by CDS to provide additional features.

Reports:

Prospect/Customer Listing by:

Prospect/Customer Alpha sequence

Prospect/Customer Numeric sequence

Contact

User

Source

Type

Activity Listing by:

Prospect/Customer

Contact

User

Scheduled Follow-up Listing by:

Prospect/Customer

Contact

User

Prospect/Customer Quotation History by:

Prospect/Customer

Contact

User

Prospect/Customer Order History by:

Prospect/Customer

Contact

User

Mail Labels from:

Calling List

Prospect/Customer File

Calling List

Company Contact Comments by:

Prospect/Customer

Contact

User

Master List of Prospect/Customers