We have a small company. Most of our in-house sales has been B2B, but
we're going to start doing some retail-market work. Some traffic will
result in people calling an 800#, and we'll call back; in other cases
someone will fill out a form with phone#, and we'll call back; it will
generally take more than 1 phone conversation to close a sale.
Our needs include
* roughly 5 seats
* multiple 800#s served by same hunt-group
* auto-create record in SFA system, including source 800#
* ideally, a repeat in-bound call gets matched against an existing lead
record, and the call gets put directly to that rep, rather than to
normal random routing
* there will be out-bound (multiple touches per sale; responding to
web-form lead, etc.), so rep need to be able to (a) view her open leads,
(b) check out of incoming hunt-group while making outbound calls
re integration into SFA
* we already have Salesforce.com but are open to cheap alternatives
better tuned to retail telemarketing processes
* need web-form leads to get pushed into same system
* some process of auto-relating/de-duping different contacts/channels
for the same person?
* also some way to tie to actual orders (both ECommerce and
taken-over-phone), so can tie orders back to lead sources
Who can help make this happen?
thx
Bill Seitz
CTO - Living Independently
http://www.quietcaresystems.com/
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