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Lead Management Best Practices
Channel Source Direct

 

Program Development

Sales and Marketing work best when driven through a clear process. We work with you to carefully build a campaign plan for success. Our Account Management Team will guide you through the following elements of that program development plan:

List targeting & list acquisition

Our partnerships with leading list vendors enable us to purchase data more affordably than purchasing direct; data is provided at-cost.

Script development

Based upon your market segment, we develop a call guide that identifies the value of your solution, the additional intelligence you are looking to gather and that dynamically responds to the prospects interest and discussion areas.

Reporting requirements

The Account Management team builds a reporting template for your report library. Campaign performance, agent performance and intelligence gathered is tracked and reported on daily, weekly and monthly intervals.

Staffing/resource allocation

We select tele-specialists for your program based upon proven experience and suitability for your particular campaign. When recruiting outside the organization, we leverage our business partnerships to obtain the most skilled talent available.

Testing

All systems are checked and re-checked prior to launch to ensure a seamless ramp-up and data integrity. A “dry run” is performed on phone systems and database programs. As programs are run and you start to receive real time feedback from our Pulse System, we adjust your program with you as needed.

Product/solution training

We will combine our tele-specialist skills training with specific instruction on your solutions and your market positioning providing you with a team of product experts capable of responding dynamically to various sales scenarios. Additionally, because of the real-time feedback loop created by our Pulse System, the tele-specialists assigned to your program get smarter and more productive as the campaign progresses.