| The Call Centre Module is designed
to help you to manage your clients, keep regular calls to them, and as a
result, increase service and sales. It is a very effective module.
How it works is:
- For each client in the database you can specify
a call back date to make a phone call or visit. You can also set a
frequency that you would like to repeat the call such as daily,
weekly, monthly, and so on.
- Then when you go into the Call Centre you can
filter clients that you should have called by a certain date.
- Once the call is completed, by the click of a
button you can move the client out of the call list, which
automatically sets their next call date, and keeps important
statistical performance information such as how many calls you made,
sales results and statistics.
- You can also attach the client to a Group or a
Division which effectively provides you with the ability to assign
clients to sales reps and for them to manage their clients, or work
with groups of clients such as prospects, schools, or clients.
Availability:
The Call Centre Module is available for trial in
all versions of SoEasyAccounting excluding the Lite Version.
It is a separate module that requires a separate registration fee.
It will operate for 30 days before a registration form is required and
appropriate fee paid.
There are two versions of the Call Centre Module
and a management module
| Module |
Requires one of
the following |
| Call Centre Single |
Professional, Enterprise Single
User |
| Call Centre Multi |
Enterprise Multi User Version,
Developer Version, Corporate Version |
| Call Centre Manager |
The Call Centre Manager works
with the Call Centre Multi version and is a separate module that
allows for the collective reporting of all sales reps on a display
screen and for management reporting on individual and collective
staff performance. |
ask a question.
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