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PRODUCTS |
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CALL MANAGER
A tool kit for Call Handling....Some
call it Call Management Software,
others call it Call Logging Software,
Call Tracking Software, Call Accounting
Software, Call Center Software and
it’s a freeware software |
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| Download
for free
(Username:
admin & Password: admin)
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| Call Manager
is a simple, very useful,
highly intuitive solution
for automating the call management
process of your organization.
It handles the various aspects
of Call Management including
Client information, Date/Time
Scheduling for Due calls,
Call Status Report. It also
supports multiple Call Attendants
and levels/categorization
for better Call Tracking.
The features and specifications
for the software are provided
here to help you understand
the software before actually
trying it. The features have
been categorized in the following
modules for better understanding: |
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Master
Record Entries for
the software |
These
are the Entries that
are required before
you start with any
transactions of the
software. |
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Transaction
Entries for the software |
These
entries are marked
to record the actual
business transactions
like Product Sale,
Job Card Entry etc. |
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| Reports |
These
consist the final
output provided by
the Software for analysis,
record keeping, Invoicing
etc. |
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Utilities: |
| These modules
are explained below: |
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Master
Record Entries |
1. |
Company Details: |
The
Company name and address
has to be entered here in
exactly the same manner
as desired to be seen on
the Reports headers. |
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2. |
Client Record: |
Complete
Details of the Client along
with their Current Status
(e.g. ‘Prospective
Buyer’, ‘Interested’
etc.) as well as category
under which they come (See
point 3 below for details
on categories) |
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3. |
List of Callers: |
There
may be more than one calling
agent/attendant in an organization
using this software. So
there names can be pre-defined
to facilitate associating
of clients, categories and
calls with their respective
Calling Agent/Attendants |
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4. |
Categories: |
Here
the categories are defined
for grouping of Clients.
Clients can be categorized
based on the focus of the
Mktg., e.g. in a Financial
Services Organization, the
clients can be categorized
as ‘Clients for Home
Loans’, ‘Clients
for Car Loans’ etc. |
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5. |
Definitions: |
The
various phrases that are
to be used repeatedly throughout
the software for Marking
Call/Client Entries are
defined here as: |
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Reasons
for Calls:
For e.g. ‘General
Mktg.’, ‘Follow
up for letters sent’
etc. |
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Outcomes/Results
of Calls:
For e.g. ‘Failure’,
’Interested’
etc. |
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Customer
Statuses:
For e.g. ‘On
Hold’, ‘Prospective
Buyer’, ‘Old
Client’ etc. |
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Transaction
Entries |
1. |
Mark
Due Calls: |
Calls
that are due are marked
through this screen w.t.f
fields: |
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Client Name/Code |
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Reason for
Call:
The reason for call.
It can be selected
from the list or
it may be created
here itself and
added to the Master
List of Reasons. |
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Caller Name:
Name of the Call
Attendant/Agent. |
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Due
date/time of Call:
The Date/Time when
the Call has to
be made. |
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Remarks:
Any other Information
that has to be provided
to the Call Agent/Attendant
for Special Consideration
may be Entered here |
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2. |
Mark Call Status: |
After
making a call, the Agent
can mark the Call Status
details through this form
for later assessment. The
Call Status Details include
the following fields |
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Client Name/Code |
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Reason for
Call:
The reason for call.
It can be selected
from the list or
it may be created
here itself and
added to the Master
List of Reasons. |
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Caller Name:
Name of the Call
Attendant/Agent. |
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Date/time
of Call:
The Date/Time when
the Call was placed |
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Result/Outcome:
The result of the
Call. It can be
selected from the
list or it may be
created here itself
and added to the
Master List of Results/Outcomes. |
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Remarks:
Any other Information
that has to be provided
by the Call Agent/Attendant
for Special Consideration
may be Entered here
for later reference |
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Next Call on:
If as a result of
the call a new call
has to be scheduled
for the same client,
a shortcut is provided
to mark Next Due
Call from here. |
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3. |
Open Call Register: |
All
the due calls for the current
period are accessible from
this screen, sorted acc.
to due date/time. When this
option is accessed a list
of all the Call Agents/Attendants
is displayed, from which
the user can select the
Call Agents/Attendants whose
calls he/she wants to handle
in the current session.
In the
Due Calls Register, the
due calls for the above
selected callers is shown.
On Selecting and Double
Clicking (or hitting <ENTER>
key) the selected Due Calls
Details get visible along
with: |
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The
Client’s Name/Code |
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Name of Contact
person |
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Phone No(s) and
Fax No(s) |
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Customer
Status
For e.g.
‘Prospective
Buyer’ (can
be changed from
here itself)
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Name of the Associated
Caller |
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Reason of calling:
For e.g.
‘Mktg. For
Car Loans’ |
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Remarks:
Special
Consideration for
the Due Call (For
e.g. ‘Ask
the Income Details
and Documents’) |
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Customer Status |
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Result/Outcome
of the Call:
The result/outcome
of the call has
to be recorded here. |
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Remarks:
Any other remarks
that may have to
be Saved along with
this Call for later
assessment. |
As
soon as the Call
Response is marked
and saved, the next
call is automatically
displayed from the
queue. |
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Reports |
| 1. |
Calls
Status Report: |
| Report
showing Details of Response
received from Calls can be
seen for Calls handled: |
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Between two dates |
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By a specific
Call Agent/Attendant |
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| 2. |
Due Calls Report:
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| Report showing
calls that are Due currently. |
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Client List: |
| List of Clients
that can be seen: |
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Category Wise |
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Status Wise |
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| 4. |
Defintions Reports:
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| List of definitions
for Master Entries for: |
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List of callers |
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List of reasons
of Calls |
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List of Call
results/outcomes |
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List of Client
Statuses |
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List of Client
Categories |
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Utilities |
1. |
Search
Client Record: |
Utility
to Search Client’s
Record acc. to Client Name/Code,
Contact Person, Address
and Phone No. |
2. |
Database
backup Facility |
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Copyright
© 2005 Bigbyte Solutions Pvt. Ltd.,
2586,
Hudson Lane, Kingsway Camp, Delhi-110 009, INDIA.
Last Modified: 20-10-2007 |
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