Customer Retention Calls |
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Customer Retention Calls |
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Customer Retention Calls |
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Customer Retention Calls |
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Usage:
Creating customer retention calls helps you to setup follow up calls in an organized fashion automatically. This feature utilizes the existing queries and campaigns in CPM to select the desired customers and automatically generates a series of calls. These calls may be assigned to an individual user or a department for proper follow up. A few examples of such queries are, but not limited to, “Customers with no Sales Last month”, “Customers added during the last 30 Days”, “Customers on COD”, and so on.
Navigation: Automated Services from the side bar menu and then click the Retention Calls option
Retention Calls
1.Click the Retention Calls option in the Automated Services section from the Side Bar menu
Retention Calls form 2.Select either a Query or Campaign in the first section 3.Select a User or Department to assign the Calls to Note: You may specify both a user and a department 4.Select a Call Type and Description 5.If this option was run before, check the box for the option to Delete Previous Pending Retention Calls if you wish to start with a fresh list of calls. This option will only delete the calls that have not been completed and no additional notes have been added since they were created. 6.Now click
Hint: Which option is better? Department or User assignment? If you have a dedicated staff to follow up, you would want to assign the calls to that user. However, it is best to create a new department called “Customer Retention” and assign the calls to this department. Your lab's Customer Service group (when inbound calls are low) and everyone else in the lab may go to this list and follow up with the account.
Note: To prevent multiple people from calling the same account, be sure to open a call before dialing the phone number. |
See also:
