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Creation of a customized tool to help call center agents make more calls and process them more smoothly.

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Problems encountered

Qualiretraite wants to accelerate its telephone campaigns to develop its business. However, the current organization is sketchy, with the telemarketer working on different Excel files and wasting a lot of time finding information and getting organized. These constraints have an impact on call volume and quality.

Solution

After analyzing the key information for the telemarketer, we set up a dynamic database centralizing the leads to be called/reminded and their key information. As a result, every day the telemarketer has a clear vision of the calls she needs to make, and benefits from a list of important features to help her:

- Automatically add calls to the dedicated view every day and call in 1 click

- 2 fields only: Lead status and comments

- Automatically add leads wishing to be called back at a different time to your calendar

- Selection of an email template automatically personalized with lead information

- Automatically sends an email with lead information to the relevant advisor

The little plus

At Stepward, we like to keep things simple and evolve as quickly as you do. That's why we've created a call and follow-up table that can be easily customized to suit each telemarketer, and that can evolve rapidly.

Results

représentations personnes qui aiment

100

calls made per day on average

représentation croissance

20

appointments booked per month

chemin avec ampoule

0

unprocessed leads

Channels

  • Phone
  • Email

Company :

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In a nutshell:

  • Lead generationProcess automation
  • Offer: No-code
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The tools we use

Facebook

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Instagram

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Youtube

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