Sales CRM Software
Established in 1991, FIVE has a long history of providing software services and has built an enviable reputation for being a highly reliable supplier – and one that will still be here in years to come. More information on the company is on the About us page.
Software designed for telesales differs from “standard” CRM systems that say they can do telesales by the fact that you are able to at least double the number of calls each agent can make. Managing the operation more like a call center and less like an admin department means getting the results you really want.
High volume outbound calling – or inbound
As a call center system FIVE is very good at high volume outbound calling, but is equally at home with inbound using the screenpop functionality. Alternatively it can be used in conjunction with a predictive dialer for maximum effectiveness. As a stand-alone system agents are able to click-to-dial or auto-dial (and hangup), where there are options on the auto-dial to intelligently pause the dialing as necessary.
Have you considered mixing email marketing with calling?
FIVE has built-in advanced email marketing that you can use to create warm leads, or contact existing customer about new products. Easily create a call-list of those people who interacted with the emails.
Let’s face it, you need a system to do what you want it to do, as it happens, FIVE is among the most configurable systems on the market. Whether you want a simple uncluttered interface, or even a full blown CRM screen, virtually anything is possible – and you can even do the configurations yourself.
Use CTI to integrate with your phone system, the ability to auto-dial means that efficiencies are drastically improved. Agents can click-to-dial, or alternatively the system can dial automatically. When dialing automatically, it is possible to insert a delay based on the status of the record, ie if it is a call-back with notes to be read then the agent will need more time before speaking with the customer.
Call list management
Ensuring agents call the best records goes a long way to getting the best results. In addition, automated handling of call-backs means agents do not have to rely on alarms or other notes. Extensive User Profiles enable admins to tightly control what data agents have access to and also how they work.
Call back management
Telesales needs multiple calls to close sales, to do that you need to be confident in your call-back strategy. FIVE will enable you to manage your call-backs efficiently, and therefore increase sales. By automatically presenting call-backs to agents at the right time as part of their call sequence, you will maximize your opportunities. Of course, you can use “alarms” if you really want to, but our recommendation is to use call-back management instead.
Managing call-backs is only part of the story, you need to ensure you’re making the most of your data. Buying good data can be expensive so it cannot be wasted. Target your efforts by segregating your data, allocate the most appropriate data to the most appropriate agents, maybe depending on their skills and experience. FIVE has extensive data management capabilities to enable to to be as successful as you can be.
Use LinkedIn to find new names
Increase your call success rate by using the built-in tool to search LinkedIn for other names within the organization you are calling.
Make calls at the best times
If you find that agents are getting calls not answered, FIVE can show the times of day when calls are more likely to be answered.
Use lead scoring to target the best leads
By automatically scoring leads the best and most promising ones will bubble up to the top of the list.
Deal and Opportunity Management
Managing opportunities is the essential everyday function that FIVE handles with ease. Create reports, dashboards and auto-email reports to keep on top of the pipeline and forecasting.
With different ways to take orders, you can choose the quickest and most effective for your scenario. Options to use objection handling to encourage sales. Quantity discounts, manufacturer pricing, tax calculations; flexible document design. Unlimited reporting on sales details.
The in-built report writer enables non-technical people to create their own reports on the database. Reports can be list, summary or cross-tab (pivot table), and can be on any data in the database. In addition, reports can be scheduled to run and email automatically. Report layouts can also be designed to have a more aesthetic visual appearance.
|•||Use AI to set the best call back time|
|•||Automatically present call backs at the right time|
|•||Find contacts via the internal LinkedIn tool|
|•||Tweet contacts directly from within FIVE|
|•||Real time live coaching on calls using listen/whisper/barge (with appropriate telephony)|
|•||Track deals with opportunity management|
|•||Can be used with a predictive dialer such as TCN.com or Noblesystems.com|
|•||Use automatic workflow cadence to ensure a contact mix that gets results|
|•||Use predefined call scripts, call guides and email merge templates|
|•||Full built-in advanced email campaigns|
|•||Get documents signed from FIVE using Docusign or Adobe Sign|
|•||Schedule automatic reports to keep on top of events|
|•||Use automatic dialing to eliminate wasted time (optional)|
Useful blog articles on Tele-sales CRM Software