Title: PhoneEnabling Salesforce'com
1- Phone-Enabling Salesforce.com
2Why 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
3Angel.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
4Angel.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
5Direct 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.
6Track 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.
7Improve 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.
8Record 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.
9Mobile 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.
10Outbound 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.
11Remote 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.
12Solution 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
13About 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
14Company 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
15Over 1,600 Customers
Retail / Consumer Products
Telecom / IT
Non-Profit
Healthcare
Other
16Voice Pages Building Blocks
With only 11 different types of Angel voice pages
infinite applications can be built.
17For More Information
- Contact
- Jason Hochman
- 703-286-2824
- hochman_at_angel.com