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PhoneEnabling Salesforce'com

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Automatically capture caller information directly to Salesforce.com. Capture phone leads ... For Callers: Improved Caller Experience ... – PowerPoint PPT presentation

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Title: PhoneEnabling Salesforce'com


1
  • Phone-Enabling Salesforce.com


2
Why Phone-Enable Salesforce.com?
  • A computer is not always easily accessible
  • When driving
  • Away from the office or home
  • In a retail environment
  • Automatically capture caller information directly
    to Salesforce.com
  • Capture phone leads
  • Capture survey information
  • Capture phone call recordings
  • Enable self-service options for customers

3
Angel.com Offerings
  • Collect data from customers and update
    Salesforce.com in real time, track all your data
    in one place.
  • Give customers access to data over the phone,
    reduce the load on support personnel, automate
    tracking
  • Capture Leads from the phone and enter into
    Salesforce.com, complete with name and address
  • Record phone calls for compliance and tracking
    and log them in Salesforce.com

4
Angel.com Offerings
  • Give salespeople access to their CRM data over
    the phone record notes, update status, record
    activities.
  • Reach and track your leads, contacts and
    prospects through Outbound calling campaigns
  • API
  • Custom Applications

5
Direct Marketing
  • Challenge Track incoming phone calls from a
    direct marketing or national advertising campaign
    and route them to the appropriate agents. Track
    ad conversion rates and personalize messages to
    target audiences.
  • Solution With Angel.coms LeadByFone
    application, incoming calls can be tracked,
    name/address information can be automatically
    gathered, and calls can be routed based upon
    screening questions or agent skill.

6
Track Customer Satisfaction
  • Challenge How do you track Customer satisfaction
    and tie it into your overall picture of that
    client and your service?
  • Solution With Angel.com SurveyByFone,
    Satisfaction surveys can be administered over the
    phone and the data can be tracked in
    Salesforce.com along with all of your client data
    for a full 360 degree view of the customer
    experience.

7
Improve Efficiency of Help Desk
  • Challenge Provide customers with an increased
    level of customer service without increasing the
    number of customer service agents.
  • Solution Utilizing Angel.com SupportByFone,
    automatically bring case information from
    salesforce.com to the client to proactively
    update them on case status and alleviate the load
    on agents.

8
Record Calls for Compliance
  • Challenge In many industries, compliance is
    extremely important and all phone calls need to
    be recorded and tracked.
  • Solution With Angel.com RecordByFone, calls can
    be recorded and tracked right in salesforce.com
    along side other client records for a full 360
    view of the customer.

9
Mobile Workforce
  • Challenge Salespeople are often on the go, and
    dont always have access to a computer. How do
    they track activities and access their CRM Data?
  • Solution With Angel.com SalesByFone, salespeople
    can call in to update tasks and fields, and
    retrieve client information all without needing a
    computer or looking down at a blackberry while
    driving.

10
Outbound Calling
  • Challenge Salespeople often have many calls to
    make and they dislike tracking all activities in
    their CRM solution. How do you make it easy and
    convenient to make phone calls and track the
    activities?
  • Solution With Angel.com ReachByFone, Salespeople
    can press a button in Salesforce.com and place
    outbound phone calls to their prospects, while
    simultaneously tracking all of the calls.

11
Remote Workforce
  • Company The Mollen Clinics
  • Challenge Thousands of field nurses on site at
    remote locations throughout the US for annual
    campaigns to provide influenza immunizations.
  • How do they track time and activities?
  • Solution With Angel.coms SurveyByFone
    application, Mollens offsite nurses can check in
    and out of work without needing to be near a
    computer. And since each nurse is required to
    take a phone-based daily status survey, Mollen is
    also able to monitor drug inventory levels and
    ensure that supply meets demand.
  • Results Managing a large, remote staff and a
    widespread inventory is very challenging, said
    John Roehm, CEO of Mollen Clinics. SurveyByFone
    by Angel.com is an ideal solution for Mollen
    because it provides all the benefits of an
    internet application without the need to find or
    use a computer.

12
Solution Architecture
Outbound IVR
Customers
Web-Based Administration
Toll-Free Numbers
Personalized IVR
VoIP (coming soon)
Call Routing/Queuing
Internet
Internet (https)
Web Infrastructure
PSTN
Customer Profile Order Status Payment
Capture Account Status
Phone Infrastructure
Employees / Departments
13
About Angel.com
Angel.com is the leading provider of On-demand
Interactive Voice Response (IVR) and Call Center
Solutions

For Callers Improved Caller Experience
For Enterprises Lowest Cost of Ownership AND
Highest Level of Reliability
On-Demand Benefits Rapid Development, Instant
Deployment, Web-Based (Self-Service) Management
14
Company Background
  • Founded in 1999 business unit of MicroStrategy
  • (NASDAQ MSTR)
  • Patented Technology 20 granted
  • Over 1,600 customers in 20 different industries
  • Over 10,000 custom applications deployed
  • More than any other IVR/call center solutions
    provider
  • Partnerships with

15
Over 1,600 Customers
Retail / Consumer Products
Telecom / IT
Non-Profit
Healthcare
Other
16
Voice Pages Building Blocks
With only 11 different types of Angel voice pages
infinite applications can be built.
17
For More Information
  • Contact
  • Jason Hochman
  • 703-286-2824
  • hochman_at_angel.com
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