Established in 1991, FIVE CRM has a long history of providing software services and has built and 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.
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.
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.
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