Personal tools

Difference between revisions of "6 Telemarketing"

From TrueERP wiki

Jump to: navigation, search
(Created page with "Telemarketing What is the main purpose of the Telemarketing section? The Telemarketing section allows you to run Telemarketing Campaigns under a selected Criteria. Select the ...")
 
 
Line 1: Line 1:
Telemarketing
+
= Overview =
  
What is the main purpose of the Telemarketing section?
+
'''Telemarketing'''
  
The Telemarketing section allows you to run Telemarketing Campaigns under a selected Criteria.
+
'''Telemarketing - What is the main purpose of the Telemarketing section?'''
  
Select the Marketing Tab
+
The function for 'Telemarketing' is that if you are running any type of Calling/Telemarketing type campaign, that you are able to categories your 'Marketing Contacts' by means of creating 'Contact Selection Ranges' to do so. So the end result is that your Telemarketers just click on the button 'Telemarketing'(Which is located in the Marketing module), select their 'Contacts List' from the drop down in 'Telemarketing' and then start calling. All the Marketing Contacts information will pop up and below that is a follow up field, so you can see what went on in the call and what needs to be done next. As well as that there is a button at the bottom of the Telemarketing Card called 'Script', so that if you have a specific script procedure, you just click that and it can be followed. After the call and contact has been made, you can then convert this contact into a 'Lead' by clicking 'Lead' and then 'Next' to continue with your calls.
Select the 'Contact Selection Range' button
+
Enter the Name of the Selection Range you wish to create, e.g. State QLD, NSW
+
Add the Selection Criteria as required
+
If multiple Selection Criteria is selected you must decide whether it is an And/Or selection
+
Select SAVE
+
Select the 'Telemarketing' button
+
Select the newly created Selection Range from the drop down menu under Contacts Lists:
+
Start calling your contacts listed in this Campaign keeping a record of all Action Types
+

Latest revision as of 23:24, 18 December 2014

Overview

Telemarketing

Telemarketing - What is the main purpose of the Telemarketing section?

The function for 'Telemarketing' is that if you are running any type of Calling/Telemarketing type campaign, that you are able to categories your 'Marketing Contacts' by means of creating 'Contact Selection Ranges' to do so. So the end result is that your Telemarketers just click on the button 'Telemarketing'(Which is located in the Marketing module), select their 'Contacts List' from the drop down in 'Telemarketing' and then start calling. All the Marketing Contacts information will pop up and below that is a follow up field, so you can see what went on in the call and what needs to be done next. As well as that there is a button at the bottom of the Telemarketing Card called 'Script', so that if you have a specific script procedure, you just click that and it can be followed. After the call and contact has been made, you can then convert this contact into a 'Lead' by clicking 'Lead' and then 'Next' to continue with your calls.