A Day in the Life of...Sales

How Alternate Access Employees Stay Connected

Sales

Our sales team recently shared the TeleVantage features that help them through their daily routines.  Make sure you are incorporating these features to maximize your sales success.

Call Routing and Personal Status

The top two favorite features went hand in hand – call routing and personal status.  By using personal statuses in conjunction with custom greetings, they are able to update co-workers and callers on their availability to take calls with a single click.  Call routing just sweetens the “deal” by routing calls seamlessly to their cell phones or other phone numbers when they are out of the office. 

These are great features for several reasons.  Sales reps don’t have to publish multiple phone numbers; callers don’t need to learn several phone numbers, make multiple calls to several phone numbers to reach a sales person and they leave a single message in the rep’s mailbox ensuring a quicker response time.

Call Announce

The next favorite feature of our sales team was Call Announce.  This is an excellent feature that can enhance call routing while on the road.  For example, if our sales rep is on their cell phone with a customer and has an incoming call, when the call announce feature is enabled the caller will be announced.  The sales rep can then determine if this is a call that needs to be answered or it can be returned later.  Now, all calls – even ones routed to the cell phone – can be prioritized.

Cell Phone Authentication*

Another feature that tops the list of our traveling sales team is cell phone authentication.   This is a huge time saver for our busy reps.  Cell phone authentication allows them to access their voicemail boxes with a single call – no buttons or codes to push.  It is as simple as dialing into their DID or extensions; TeleVantage recognizes the caller ID and sends them directly to their voicemail box.  From there they can access voicemail, return calls or update their status remotely.

CRM Integration

Our sales team uses CRM integration to keep them on top of their customers’ and prospects’ needs.  Like cell phone authentication, this feature works off of caller ID.  When a contact’s caller ID is recognized, their record will “pop up” on the screen giving our reps access to all of the information pertaining to that contact.  If a company’s main number comes across, the system will pop the first record that matches that number.  Used in conjunction with the call announce feature our savvy sales reps can quickly find a caller’s record and be prepared for the incoming call.

CRM integration also helps them with their outbound calling.  They simply click on a contact’s phone number and voilà – they are connected.  Once the call is finished a “wrap up” box appears so they can enter in notes and follow up items while they are still fresh in their minds.

Drag & Drop with ViewPoint

Another feature that made the “must have” list is the drag & drop functionality of ViewPoint.  From dialing to conference calling, this feature makes life in the sales department easy and efficient.

Tele-prospecting can be a daunting task; not for our sales team!  They simply drag & drop the phone numbers of prospective leads into the call monitor and they are connected.  Like outbound calling with CRM integration it helps ensure that the calls are connected on the first try.  They also recommend cutting and pasting a phone number from a company’s website into the dial bar at the top of the ViewPoint as another time saving tip.

Conference Calls “On the Fly”

Conference calls are a big part of the sales process, whether they are with customers, vendors, prospects or other employees.  No matter what the mix, our sales team is ready to create conference calls on the fly by simply dragging and dropping a contact’s name onto an active call.  Our sales team also uses this as a way to introduce networking contacts to one another in real time during the course of a conversation.

These are just a few of their favorite features that help them keep organized and connected throughout the day. 

Stay tuned for next month’s installment to learn what features our technical team uses to ensure responsiveness and high quality support.

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