Aug 19, 2009

What does a dialer do? How about a CRM?

What does an auto-dialer do? The short answer is that it increases sales. That is a tall order for any one business tool. That is why auto-dialers go hand-in-hand with CRMs (customer relationship managers). This pairing provides all the options needed to triple or quadruple sales.

An auto-dialer is a telephony software solution that lets a single telephone operator call through a large volume of phone numbers. What that means is that any particular sales agent can increase the amount of calls that they make during a regular business day. The more calls made the more sales are made. The auto-dialer pulls these numbers from the CRM, which stores contact information in a database.

The auto-dialer automatically routes calls through to the sales rep. Wasted time dialing and dialing wrong or busy numbers is eliminated by the use of an auto-dialer. In addition, an auto-dialer can be programmed to only call numbers in specific time zones or geographic locations at predetermined times of day or days of the week. This allows agents to call leads only during the most productive hours.

Auto-dialers also speed up the how much time a sales rep needs to spend following up on calls each day. One way it does this is by automatically capturing and recording information on each call. This can include the name, address, zip code, and call duration for each lead. In addition, comments about the result of the contact can easily be typed into the CRM to be retrieved the next time that customer is dealt with by the sales team.

Following up is quicker and easier by email messaging or fax messaging software solutions built in to many Customer Relationship Managers. When a sales rep makes a promise to email or fax additional information to the contact he or she can do so immediately with a click of the button from within the CRM. Additionally, email and fax templates can be saved in the system that sales reps can quickly select and send. Consenting contacts can also be added to email campaigns. This is where the Customer Relationship Manager automatically sends, at predetermined intervals, a selection of previously written emails to the lead. The CRM automatically personalizes the emails with the name or business of the lead. These email campaigns serve to help the lead be prepared, or nurtured, for a future conversion

The dialer and CRM both cut time and increase revenue in sales. They effectively get agents connected to leads, keep in contact with clients, and prepare leads that did not convert to become valuable customers in the future.