Post on 26-Mar-2015
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
GrapeCity Telemarketing Software for Microsoft Dynamics CRM 2011 Online
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Functional Overview
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online helps in micro-managing telemarketing activities to meet your sales and marketing objectives.
o As a software built on top of Microsoft Dynamics CRM Online, GrapeCity Telemarketing functionality enables the telemarketing group to play an integral role in the sales cycle.
Description
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Functionality
o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online provides the following functionality:
– Telemarketing Campaign management & prioritization– Integration with your existing/new marketing list– Track employees who are Telemarketers and Managers– Create Telemarketing prospects from Leads, Contacts and Accounts– Automatically prompt telemarketers to call the highest priority prospects
first– Create orders and opportunities, qualify leads, schedule meetings
and follow-up calls.– Telemarketer Automatic call Load distribution– Integration with Dialogs to make scripted calls to Prospects– Prospect call Management– Reporting Dashboard for Managers
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketing Workspace
TelemarketingProspects
TelemarketingProjects Prospect Lists Telemarketing
Teams Telemarketers
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketer entityrecords and tracksTelemarketing ServiceRepresentatives andManagers.
Telemarketer and Telemarketing Team Entities
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Managers can governdifferent teams andits members.
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketing Project
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketing Prospect Creation
Prospect List generates from Marketing lists havingaccount/contact/leads.
Auto allocation ofCalls to Telemarketers based on equal loaddistribution of prospects
For each list you can Set details like Priority,Availability,Telemarketers
Process list to make it available for calling to Telemarketers
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketing Prospect Entity
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Telemarketing Prospect- Place a Call
Placing Call to Prospect prompts user to select Actions based on response.
Proceed with Call: Click to Initiate conversation with the prospect
Left Message, Reschedule: Telemarketer leaves message for Prospect and reschedules the call.
Voice Mail, No Message Left: Prospect on voicemail so no message left. Prospect comes back in the queue
Line Busy: Prospect’s Phone line is busy. Prospect comes back in the queue.
No Answer: No Answer from prospect. Prospect comes back in the queue
Not in Service: Phone number incorrect or non-existent.
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Full dialog creation view
Dialogs for Call scripting
Select responses during calland Perform various call
Actions like create Order etc.Survey type of Dialogs
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Proceed with Call – Integration with dialogs
CRM Dialogs associated with Campaign appears.
Telemarketers can select different call actions from the dialog Screen.
Call actions can be done for creating Orders,opportunity, Scheduling calls & meetings.
Re-queue Call: Prospect is marked as unprocessed and goes back in queue.
Reschedule Call: Schedule Call with Prospect for later time
Create Opportunity: Opens CRM Opportunity form to create an opportunity.
Schedule Meeting : Schedule Meeting of Prospect with Sales Manager
Convert Lead: Convert the prospect to Account or Opportunity
Assign To-Do: Create CRM Task activity for Prospect
Create Order: Opens CRM Order form to capture Order
Schedule Call: Schedule Call of Prospect with Sales Manager
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Call Summary – Dialog session
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
Reporting Dashboard
Company Confidential | © 2011 GrapeCity Inc. www.grapecity.com
GRAPECITY BUSINESS SOLUTIONS
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