CONFIRM-IT by HC111204055250

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									           SERVICE
An advanced, powerful appointment
booking & confirmation tool

…….designed specifically for the
Service Industry
Confirm-IT SERVICE
      Confirm-IT is an easy-to-
      use, robust appointment
      booking and confirmation
        system developed to
        increase productivity
                                  2
Confirm-IT SERVICE
    Repair    Confirm-IT addresses
                       Installation

              many Service-related
               work environments
                     such as


   Delivery                Service
                                      3
   Confirm-IT SERVICE
   50% of ALL NO-SHOWS for
appointments occur because they are
           simply forgotten
    This is LOST REVENUE!

      Yes, they will reschedule their
 appointment but your billable time is lost!
                                               4
Confirm-IT SERVICE
       Confirm-IT can remind
         customers of their
         appointment by a
        telephone call, email,
          text message or
           ALL THREE!
                                 5
   Confirm-IT SERVICE
Confirm-IT allows
businesses to increase
efficiency and
professionalism
resulting in TOTAL
CUSTOMER CARE
                         6
What Confirm-IT Does




Reduces Missed Appointments
                              7
What Confirm-IT Does




Provides a Working Calendar   8
    What Confirm-IT Does




Replaces Costly & Ineffective Reminder
         Cards & Phone Calls             9
What Confirm-IT Does




Builds a Customer Database   10
   What Confirm-IT Does




Eliminates Old Unreliable Approaches   11
     What Confirm-IT Does

• By Appointments
• By Services
• By Your Providers
 (Technicians, Servicemen,
 Trucks, Service Bays, etc.)

• By Customers


            Tracks Performance   12
What Confirm-IT Does




Contacts Inactive Customers
                              13
  What Else Confirm-IT Does
Provides Live Service
    (if connected to tel. system-
    dial 0 to reschedule now)
Creates Customer Profile
Creates Appointment Notes
Generates Employee Work
    Schedule
Cancels Appointments
Provides Programmable
    Appointment Reminder-
        per customer                14
What Confirm-IT Does




 Increases REVENUES!   15
          Using Confirm-IT
Confirm-IT’s Client software (the calendar)
    resides on a customer provided PC
                                              Confirm-IT client
                                             software (calendar)
                                             can be installed on
                                               numerous PC’s
                                                 within your
                                                  company-
                                               NO CHARGE!
   Confirm-IT Calendar works with Windows 2000, XP and Vista


 And Confirm-IT’s Server Hardware does
the rest of the work in the equipment room
                                                                   16
Using Confirm-IT




                   17
     Using Confirm-IT




Tell Confirm-IT the hours
  and days you’re open      18
Using Confirm-IT




 Enter your employees with the days and
  hours they work (numerous calendar
       views can be programmed)           19
Using Confirm-IT




      All of your services get entered
      and are identified by an unique
      color along with the duration
      (adjustable per appointment)
      and cost/tax, if applicable.
                                         20
 Now you’re ready to open Confirm-IT’s
calendar and begin booking appointments




                                          21
Here’s a 1 day calendar view with appointments
   booked under the appropriate technician
                                                 22
Here’s a 2 day calendar view with appointments
   booked under the appropriate technician     23
  Here’s a 2 day calendar view with
appointments booked for 1 technician
                                       24
Confirm-IT’s reports
are extremely helpful
in telling you how your
business is doing

                          25
See how many Emergency calls the office received
last week or all year. See which technician is the
busiest or see which customer had the most
service calls last month…it’s all so easy
                                                     26
                                     Click on the Advanced
                                     Tab for more features




The Notify Now feature contacts your
 The Customer Manager database
             The Re-Schedule Reminder notifies the customer
customers immediately to pick up their
              when important
  stores all of theit’s time to make another appointment. You set
car or that the installation is finished months), it’s your choice.
              when (1 your customers
  information aboutweek, 20 days, 6
                                                                      27
The Calendar offers many
programmable options allowing you
to tailor Confirm-IT to your needs.
                                      28
When a customer calls in, just click on an available

appointment under the appropriate timeframe or technician.
                                                             29
  Now enter the
   relevant
   appointment
   information



Click Save and
the appointment
is booked



  An appointment box will open. Enter the first OR last
   name, OR address, OR zip code OR telelphone
   number. Confirm-IT will search your database and
   automatically enter all of the customer’s information.
                                                            30
Darren just came down
with the flu and can’t work
tomorrow. No problem,
simply tell Confirm-IT to
cancel his appointments

1-Select the date

2-Click on Darren

3-Click activate


                            31
     How Confirm-IT Works
Appointments Booked               Office Confirmed
                                                       Home
                                                     Confirmed




                 From: Perrini Oil
                                                             Confirmed
                 Services-You have a                           Email
                 appointment June 15
                 between 1:00 and
                 5:00PM. To cancel
                 please call the office
                 at (212) 555-1212.                   Text Msg
                      Cell Confirmed                 Confirmed
  Callouts Begin Thank you.                                              32
    How Confirm-IT Works




 Icons appear in
Move your cursor
 each appointment
over an
 box and tell box
appointment you
 the status and type
to see additional
 of confirmation
information

                           33
Confirm-IT’s
calendar has a
NOTES box so other
users can be left
important messages




                     34
How Confirm-IT Works
       When Confirming Appts
       • Confirm-IT Can detect Busy, No
         Answer, Answering Machine/Voice
         Mail-plays appropriate message
       • Programmable choices (1 to confirm,
         2 to cancel, 3 to repeat, 0 to
         reschedule) or just a reminder call
       • Calendar Icons/Confirmation Report

                                               35
How Confirm-IT Works
                Sample Messages
        Appointment Confirmation Message
       Hello, this is “Business Name” calling to
         confirm your appointment on [Date] at
         [Time]. If you need to cancel this
         appointment please contact us at “Phone
         Number” to reschedule, thank you.

        Appointment Confirmation
         Email/Text Message
       Subject: [Business Name] You have an
         appointment on [Date] at [Time]. To
         cancel call [Phone Number], thank you

                                                   36
    How Confirm-IT Works
      Confirm-IT Messages
1. Appointment Confirmation
2. Appointment Cancellation
3. Birthday
4. Office Closed
   • Entire Business
   • One Servce Provider
5. Inactive Customer
6. Appointment Re-Schedule
7. Date Appointment
8. Time Range Appointment
9. Notify Now                 37
Each type of Callout has its
own programmable options
                               38
      Confirm-IT’s Payback
          OK, LET’S ASSUME……
1. CI avoids just 1 missed Appointment/week
 2. Appointment is for just $ 150.00 in charges
  3. 50 weeks/year  $ 150.00

          Confirm-IT saved you
       $7,500.00 in just the 1st year!
                                                  39
Confirm-IT’s Payback
       This does not include the
       additional savings received
       eliminating your cost of a
       person to make manual
       telephone calls or your cost
       of reminder post cards!
                                      40
    Confirm-IT’s Payback
Nor does it include the
significant benefits of the
additional features
Confirm-IT provides that
will bring even more profit
to your bottom line.

                              41
Confirm-IT Wrap-Up
     Confirm-IT was designed and
     developed by CTL, a 17 year
     veteran and leader in the
     Telecommunications, Software
     Development, Interactive Voice
     Response & Voice Mail fields.
     There are over 75,000 CTL
     products installed worldwide.
                                      42
       Confirm-IT Wrap-Up
 Confirms Customer’s Appointments
 Tracks what you’re doing
 Contacts Overdue Customers
 Builds Customer Profile
 Generates Work Schedule
 Live Operator to reschedule
 Increases Your Professionlism,
    Efficiency and Productivity
                                     43
      Confirm-IT Wrap-Up
 Remote Access Notification to
  customers and employees
 Manufacturer Support
 Frees up your staff’s time
 Reminds customers to
    make appointment
 Fantastic Payback Model!
 EASY TO USE                     44
 Confirm-IT automatically
and professionally reminds
  your customers of their
 appointment virtually
ANYTIME, ANYWHERE

                             45
CTL Inc.
375 Bridgeport Ave
Shelton, CT 06484
203-925-4266
www.ctlinc.com       46

								
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