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 1
NETHAWK CRM
WITH TELEPHONY
NETHAWK CRM
WITH TELEPHONY
 2
CRM and Telephony used to be two different islands far from each other.
The gap between CRM and Telephony is shrinking. As your customer
data and leads always store in CRM therefore dialer must be capable to
utalizre that data and vise virsa CRM need to know what dialer is doing
eg after call work and call disposition
We have broken down CRM and Dialers features as if they work together
and in the end give you better reporting for training and improvement
of agents, overall sales and customer support strategy makeover in
positive way.
Click-to-Call
Ability to call a customer from CRM screen. Rather then copying data
from CRM To dialer software or exporting CSV files Our solution enables
you seamlessly call from CRM.
Inbound screen popping
While sitting in live secession an agent will receive a pop-up on screen
along with inbound call. Pop-up screen contains all the necessary
information eg first name, address, phone no, email etc so Agent can
provide personlize calling experience. Same time Agent can correct,
update or add records against invound calls.
After-Call Work ACW
Our integrated CRM solution enables you wrap-up after call activities
without navigating to different programs screens. ACW wizard takes you
to appropriate actionable screens / programs and tabs. In nearly unified
fashion. This will save your time. Everything is done within minutes.
Call Analysis
in outbound marketing campaign, A campaign report shows lead
nurturing to actual sales numbers. Likewise in inbound Service / support
activity Dashboard is available which shows analytic like completeness
of SLAs. Dashboard is extreemly customizeable. We can include
different matrices, KPIs (Key performance indicators) according to your
performance objectives.
Software Features
 3
Call Recording
Record all calls forcefully or give choice to agent to record the call.
Recodings of calls are easily available. Call recording is an essential part
of Quality Assurance. Moreover such type of recordings are required for
compliance purposes.
Inbound automatic call distribution
(ACD)
Automatic Call Distribution is method of distributing inbound calls among
avilable agents. There are different saviors, dpending upon your policy
calls can be distribution to achieve maximum efficiency or customer
satisfaction. For example you may have two different products then calls
will be distributed among two different group of corresponding agents.
An other example priority banking you can set two different campaigns
based on customer CLI or any other parameter calls can be distributed
to highly available agents.
Live Call Monitoring
Supervisor can monitor calls for various purposes eg training of an agent
or enhancing performance of existing agents. Superior can dictate an
agent in whisper-mode, only agent can listen toin order supervisor and
customer at the same time. Supervisor can also barge in and intervene
a call in order to resolve the matter.
Telephony Features
 4
Lead Generation in CX (Dialer)
transpose to CRM
Lead generated in Telephony window automatically gets created
in CRM as well.
Telephiony Window
CRM Window
 5
CRM WIndow
Telephiony Window
Outbound Marketing Campaign
Binding in Telephony and CRM
We can create same campign name (ID) in both Telephony & CRM
while creating leads the CRM leads can be associated with particular
campaign name for campaign management and performance tracking.
 6
Call Disposition in Telephony is
recorded as Activity in CRM
CRM WIndow
Telephiony Window
When agent finishes the call by giving it appropriate disposition
status. This activity is recorded in CRM as Activity as you can
see below. Activity help you measure progress of a lead.
 7
CRM for Quotes, Invoices, Prod-
ucts, Services etc An example
Based on customer query CRM help you create Quote super quickly
in your defined pdf formal (template). This saves agent time and
increases customer engagement.
CRM WIndow
 8
In-built Ticketing system for
Customer Support
CRM WIndow
CRM WIndow
CRM has an in-built ticketing system. Ticketing system is integrated
with Customer accounts and Agents who resolve the issue or other
office staff too this module can also be used organization wide. Ticket
is defined with is proper priority level. Agent can change status of ticket
from created to resolved when it is solved.
 9
Reporting Telephony
Telephony offers real-time and campaign states reporting. White
board reporting help floor manager or supervisor optimize Call center
campaign in real-time fashion. Here is some overview of commenly
used reports
Report
Report
 10
Conversion Rate, Sales per Hour
Report
CRM WIndow
CRM WIndow
Sales is challenging. If you can measure it you can improve. This
report help you measure sales activity.
 11
CRM WIndow
Telephiony Window
Report
 12
Features We offer
US: 617-982-1600 | UK: 0330 335 0000 | www.synety.com | @SYNETY
Feature Checklist
Click-to-Call Direct from CRM
Set playback permissions at user level
Inbound Screen Pop alert with link
to contact record
Call Recording Features
Access recording from inside CRM
Forward outside of the CRM system
Pause recording (important for businesses
with compliance or privacy requirements)
Create multiple campaigns for inbound calls
Inbound Automatic Call Distribution
Agent prioritization
Real-time dashboards
Call Analytics
Ability to report on call activity from CRM
Schedule automated reports
Granular data reporting, i.e., call
duration, call type
24/7 help availability
Support
Support in my working hours and
time zone
Notes
Add Details to Call Records
Categories
Create future follow-up task or event
Set call record field requirements
Can I use my existing phone system?
Flexibility
Can you provide a phone system if I need it?
Can I keep my existing number?
Training materials, i.e. quick start guides,
videos, etc.
Training
On-site training available
Preview
Dialer Type
Power
Predictive
 13
CX+CRM by Nethawk integrates your phone and CRM sy
tem to help you make more calls and close more deals with
features like click-to-dial, call recording and real-time per-
formance analytics.
Make calls directly from your CRM with click-to-dial
• Record calls for training and compliance
• Prioritize your important inbound calls
• Personalize conversations with screen popping

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Nethawk CRM Telephony Solutions Brochure

  • 2.  2 CRM and Telephony used to be two different islands far from each other. The gap between CRM and Telephony is shrinking. As your customer data and leads always store in CRM therefore dialer must be capable to utalizre that data and vise virsa CRM need to know what dialer is doing eg after call work and call disposition We have broken down CRM and Dialers features as if they work together and in the end give you better reporting for training and improvement of agents, overall sales and customer support strategy makeover in positive way. Click-to-Call Ability to call a customer from CRM screen. Rather then copying data from CRM To dialer software or exporting CSV files Our solution enables you seamlessly call from CRM. Inbound screen popping While sitting in live secession an agent will receive a pop-up on screen along with inbound call. Pop-up screen contains all the necessary information eg first name, address, phone no, email etc so Agent can provide personlize calling experience. Same time Agent can correct, update or add records against invound calls. After-Call Work ACW Our integrated CRM solution enables you wrap-up after call activities without navigating to different programs screens. ACW wizard takes you to appropriate actionable screens / programs and tabs. In nearly unified fashion. This will save your time. Everything is done within minutes. Call Analysis in outbound marketing campaign, A campaign report shows lead nurturing to actual sales numbers. Likewise in inbound Service / support activity Dashboard is available which shows analytic like completeness of SLAs. Dashboard is extreemly customizeable. We can include different matrices, KPIs (Key performance indicators) according to your performance objectives. Software Features
  • 3.  3 Call Recording Record all calls forcefully or give choice to agent to record the call. Recodings of calls are easily available. Call recording is an essential part of Quality Assurance. Moreover such type of recordings are required for compliance purposes. Inbound automatic call distribution (ACD) Automatic Call Distribution is method of distributing inbound calls among avilable agents. There are different saviors, dpending upon your policy calls can be distribution to achieve maximum efficiency or customer satisfaction. For example you may have two different products then calls will be distributed among two different group of corresponding agents. An other example priority banking you can set two different campaigns based on customer CLI or any other parameter calls can be distributed to highly available agents. Live Call Monitoring Supervisor can monitor calls for various purposes eg training of an agent or enhancing performance of existing agents. Superior can dictate an agent in whisper-mode, only agent can listen toin order supervisor and customer at the same time. Supervisor can also barge in and intervene a call in order to resolve the matter. Telephony Features
  • 4.  4 Lead Generation in CX (Dialer) transpose to CRM Lead generated in Telephony window automatically gets created in CRM as well. Telephiony Window CRM Window
  • 5.  5 CRM WIndow Telephiony Window Outbound Marketing Campaign Binding in Telephony and CRM We can create same campign name (ID) in both Telephony & CRM while creating leads the CRM leads can be associated with particular campaign name for campaign management and performance tracking.
  • 6.  6 Call Disposition in Telephony is recorded as Activity in CRM CRM WIndow Telephiony Window When agent finishes the call by giving it appropriate disposition status. This activity is recorded in CRM as Activity as you can see below. Activity help you measure progress of a lead.
  • 7.  7 CRM for Quotes, Invoices, Prod- ucts, Services etc An example Based on customer query CRM help you create Quote super quickly in your defined pdf formal (template). This saves agent time and increases customer engagement. CRM WIndow
  • 8.  8 In-built Ticketing system for Customer Support CRM WIndow CRM WIndow CRM has an in-built ticketing system. Ticketing system is integrated with Customer accounts and Agents who resolve the issue or other office staff too this module can also be used organization wide. Ticket is defined with is proper priority level. Agent can change status of ticket from created to resolved when it is solved.
  • 9.  9 Reporting Telephony Telephony offers real-time and campaign states reporting. White board reporting help floor manager or supervisor optimize Call center campaign in real-time fashion. Here is some overview of commenly used reports Report Report
  • 10.  10 Conversion Rate, Sales per Hour Report CRM WIndow CRM WIndow Sales is challenging. If you can measure it you can improve. This report help you measure sales activity.
  • 12.  12 Features We offer US: 617-982-1600 | UK: 0330 335 0000 | www.synety.com | @SYNETY Feature Checklist Click-to-Call Direct from CRM Set playback permissions at user level Inbound Screen Pop alert with link to contact record Call Recording Features Access recording from inside CRM Forward outside of the CRM system Pause recording (important for businesses with compliance or privacy requirements) Create multiple campaigns for inbound calls Inbound Automatic Call Distribution Agent prioritization Real-time dashboards Call Analytics Ability to report on call activity from CRM Schedule automated reports Granular data reporting, i.e., call duration, call type 24/7 help availability Support Support in my working hours and time zone Notes Add Details to Call Records Categories Create future follow-up task or event Set call record field requirements Can I use my existing phone system? Flexibility Can you provide a phone system if I need it? Can I keep my existing number? Training materials, i.e. quick start guides, videos, etc. Training On-site training available Preview Dialer Type Power Predictive
  • 13.  13 CX+CRM by Nethawk integrates your phone and CRM sy tem to help you make more calls and close more deals with features like click-to-dial, call recording and real-time per- formance analytics. Make calls directly from your CRM with click-to-dial • Record calls for training and compliance • Prioritize your important inbound calls • Personalize conversations with screen popping