This
Caller-ID and Phone Log Module has
proved to be a necessity for larger
companies who have reached a certain
size and now need to focus heavily
on their sales process and methods.
With
the Caller-ID Module, incoming calls
cause the Phone Activity Log to appear
on the screen, which shows the incoming
number.
If the number
is matched to a number presently in
the database, you can click the Go To
button and the Scheduling
Manager will jump to the customer's
record and information.
If the number
is not matched to a number already in
the database you can click the Add button
and a record will be added for you automatically.
All information
about calls including the call duration
are stored and can be viewed at any
later time by returning to the Call
Activity Log.
For this
capability you also need to purchase
a special Caller ID box to interface
with the telephone line and the computer.
This is easy to set up and instructions
will be provided upon purchasing.
Information
about calls is stored for you automatically
in the Phone Log.
You can
display the Phone Log at any time, and
add a follow-up call record. You can
then run a report to show you all follow-up
calls needing to be made.
This helps
you to refine your sales process and
also to maintain a high level of customer
service, as calls are followed up in
a timely manner ensuring customer satisfaction.
