PowerPoint - MarkeTel Systems Predictive Dialer Solutions

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					Prospector
Predictive Dialer Controller Software


428 Victoria Avenue
Regina, SK
Canada S4N 0P6
Toll Free: (800) 289-8616
Phone: (306) 359-6893
Fax: (306) 359-6879
www.marketelsystems.com
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               Key Features

Real-time web-based reporting
Run multiple campaigns simultaneously
Use multiple phonebooks in each campaign
Large seat capacity
Windows Explorer style Interface for Ease of Use
Dialer chains can be stored in a remote location
Real-time reports and vital campaign statistics
Import call-lists and change settings “on-the-fly”
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                                                   Main Screen Interface
 Main user interface resembles Windows Explorer,
 making Prospector® very user-friendly and easy
 to navigate and execute tasks

 Prospector® allows users to carry out the same tasks   2. Use of top menu   3. Double-click icons
 in 3 ways, with minimal number of clicks!



 1. Right-click in
 the tree node




When double-clicked,
the status bar shows
Chain, Prospector® and
Database message history.
This provides useful
information for our
technical support team
to help quickly solve
any problems!
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Add and Name a Campaign



               Simple step-by-step clicks make it easy to add
               and name your new campaign
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Add and Name a Phonebook



                Now that we have added our new campaign called
                Demo we can move onto this next step of adding
                and naming a phonebook
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                   Import Numbers into Phonebook

Stage 1: Select File to Import


                                                            Now we are ready to import some phone numbers
                                                            into our newly created phonebook!




                                                                                Phonebook Import Wizard will guide
                                                                                you through this process with ease




                    Browse and select the file containing
                    your phone numbers

                    Compatible with various file types!
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                                      Import Numbers into Phonebook

       Stage 2: Map Fields




Now we map our common fields,                                    We can even browse through some
and if desired, we can also map                                  of the records to ensure that we have
extended fields as well as results!                              mapped our fields correctly!
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                Import Numbers into Phonebook

Stage 3: Complete Phonebook Import Wizard




                                            Now we can choose whether we want to: -

                                            •   Filter out duplicate phone numbers
                                            •   Filter duplicates against all phonebooks/entries
                                            •   Allow duplicate phone number entries to be created
                                            •   Update existing records with any new information
                                            •   Reset result when updating
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                       Import Numbers into Phonebook

Stage 4: Numbers Imported and Task Complete




                                                             While the call records are being imported into our
                                                             phonebook, we can see a progress bar that shows
                                                             us how many records are being imported, the current
                                                             number of records that have been imported as well as
                                                             how many records are being imported per second!




     Once importing is complete, a message box appears
     showing us how many records were imported, how
     long it took, the location of the file from which the
     records were imported as well as how many duplicates
     were filtered out!
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                Add and Name a Skiplist (DNC List)

Pre-existing Default and National DNC folders!




                                                 Now that we have our phonebook ready, we can
                                                 add and name our skiplist (do-not-call list)
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                      Import Numbers into Skiplist

Stage 1: Select File to Import



                                                            Now we are ready to import some phone numbers
                                                            into our newly created skiplist!




                                                                                     Skiplist Import Wizard will guide
                                                                                     you through this process with ease




                    Browse and select the file containing
                    your phone numbers


                    Choose the type of skiplist import
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                     Import Numbers into Skiplist

Stage 2: Select Telephone Field and Complete Skiplist Import Wizard




                                              Then we select which field is the telephone field
                                              in our skiplist file
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                            Import Numbers into Skiplist

Stage 3: Numbers Imported and Task Complete




                                                                While the phone numbers are being imported into our
                                                                skiplist we can see a progress bar that shows us how
                                                                many records are being imported, the current number
                                                                of records that have been imported as well as how
                                                                many records are being imported per second!




     Once Skiplist Import is complete, a message box appears
     showing us how many records were imported, how
     long it took and the location of the file from which the
     records were imported!
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Add and Name a Keytone Set



               Now that we have our skiplist ready, we can
               add and rename our keytone (results) set, or
               choose to use the pre-configured default
               keytone set
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                               Set Up New Keytone Set



Simply click in the new line
to add a new keytone




Here we can set the number,                             Includes real-time export
description and result type                             options!
of our keytones
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Add and Name a New Operator




               Now that we have our keytone set ready, we can
               add and name our new operators
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                         Operator Settings



It is simple to change
an existing operator‟s
passcode, too!                               Once we have created a
                                             new operator, it is here
                                             that we can set their
                                             passcode to log onto the
                                             system




                                             This section enables us
                                             to view existing operators
                                             call statistics for all or
                                             specific campaigns!
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         Assign Phonebook to Campaign




                                           Now we are ready to assign our phonebook
                                           to our Demo campaign




Here is where we select which campaign
we would like to assign our phonebook to
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Assign Skiplist to Campaign




                Next we assign our skiplist
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Assign Keytone Set to Campaign




                 Then our desired keytone set
                                                         21



Assign Dialer Chains to Campaign




                  Finally, we assign our dialer chains
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                                   Set Dialer Chain Properties

Before we are ready to start dialing we set
the chain properties
                                                                 Here we tell Prospector® what access codes
                                                                 are needed to be dialed before and/or after all calls


                                                                 Burst mode feature further increases
                                                                 efficiency when dialing!

                                                                 Hot transfers!


                                                                 Prevent operators from making manual calls!

                                                                 Simple call monitoring set-up!




                    From here we have the option to name
                    each Virtual DisplayTM workstation for all
                    dialer units in each chain



                    Ability to automap operator stations
                    and test Virtual DisplayTM
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                                Set Campaign Properties

    Compliance Set-up                                      Now that our chain properties have been set
                                                           we can set our campaign properties




Advanced speed setting
feature enables you to set
how aggressively you wish
to dial while operators are                                                                   3 simple speed settings
waiting for a call and while                                                                  including the option to set your
they are currently on a call!                                                                 own target abandonment rate



Also includes auto-adjust
speed settings!




                                         Comprehensive call and do-not-call
                                         management settings!
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                           Set Campaign Properties

Operator Stations and Dialing Rules Set-up      Quick and easy configuration of
                                                caller ID displays




                                                  The dialing rules feature enable us to
                                                  set the format in which calls will be dialed.
                                                  Includes time zone functions!
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                             Set Campaign Properties

  Real-Time Email Set-up (optional)




Here we enter our
server and e-mail
account information


                                                       … and then we specify
                                                       where we want our real-
                                                       time e-mails to go!
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Tools Menu and Prospector® Properties



                                         Global Campaign Properties and Global Chain Properties enable
                                         you to set the configuration for all campaigns as opposed to the
                                         chain and campaign properties (as demonstrated earlier in this
                                         presentation) under individual campaigns




 Here we set the database connection
 for Prospector® as well as the
 database time zone

 Then the Virtual DisplayTM connection

 And the COM ports
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                         Prospector® Properties




                                                    Here we enter our registration name
                                                    and password to register Prospector®


                                                    Using MarkeTel AutoCodes we can get
                                                    the rights codes for our dialer chains at the
                                                    click of a button (requires internet connection),
                                                    or we have the option to enter our rights
                                                    codes manually




The Local phone numbers grid allows viewing of
prefix replacements for local phone numbers.
Phone numbers which start with the prefix will be
dialed as local numbers (omitting the long
distance prefix on the Chain Properties Page),
and will have the prefix replaced with the
replacement. The prefix replacement map is
applied to any phonebooks that do not have the
local dialing checkbox checked
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                             Prospector® Properties
Here you can choose to
group tree nodes
automatically or manually!




                                                      This area helps us to better
                                                      navigate and manage
                                                      campaigns as they grow by
                                                      enabling us to better organize
                                                      phonebooks, skiplists
                                                      (do-not-call lists), keytone
                                                      sets, dialer chains, operators
                                                      and campaigns
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                                          Starting a Campaign

Now we are ready to start our campaign!




                                                    Once we‟ve clicked to start our campaign, it is listed under
                                                    the “Tasks” node. By default the campaign will be paused
                                                    so we simply double-click on our campaign icon to proceed
                                                    with the final settings and to start dialing!
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                   Starting a Campaign



Task settings give us further control
when starting a campaign, including
the ability to change dialing orders!




                                        Here is where we can set primary
                                        and secondary dialing orders!
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                                Campaign Dialing




Change dialing order and
other campaign settings
on-the-fly!                                        Pause or stop dialing
                                                   whenever you desire!

Import more phone numbers
or add more phonebooks to
campaign while dialing!


Add more operators and
assign more chains while
                                                   Easy to monitor vital stats!
dialing!


Perform multiple tasks or
change settings while dialing
multiple campaigns!
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                          Campaign Dialing Statistics
Dialer Chain Statistics                    Individual Operator Statistics




                     Dialer Chain Queue Statistics
                                                                                            33



Campaign Dialing Results and Queries




                                            Browse through the campaign‟s dialing results




 You can even perform searches
 to find specific dialing result records!
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                             Session Reports




                                             Session reports enable us to view important reporting
                                             data to better monitor our operators performance




Keytone Count shows a break-down
of results by individual operators as well
as all operators, including totals!
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                             Session Reports




                                             Current Status shows the status for each operator,
                                             how long they have been in that status and if they
                                             are on a call what the phone number of that call is!




This section shows comprehensive time
statistics for each individual operator as
well as that for all operators, including
totals!
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                                                        Web-Based Reporting
Easy navigation!



                                                                         Build your report simply by entering
                                                                         the dates and times of your choice,
                                                                         then click the „show report‟ button
                                                                         and your report will be built in seconds!




                                                                                   Accessible from anywhere, MarkeTel‟s
                                                                                   web-based reports enable you to view
                                                                                   an abundance of statistics! Includes,
                                                                                   well-written information explaining what
                                                                                   each area means to you!


           Productivity pie-chart clearly illustrates
           the level of production for all operators




           Call summary table shows supporting
           data for operator connect behaviour!


           We can even choose to view individual
           operator statistics!
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                                                 Web-Based Reporting



                                                                   Individual operator statistics shows us
                                                                   two productivity pie-charts – one for
                                                                   operator production on all campaigns
                                                                   and one for operator production on
                                                                   selected campaign for you to compare

                                                                   Below the pie-charts is a table showing
                                                                   supporting data of the selected operator‟s
                                                                   connect behaviour




Included in the individual operator statistics
section are candlestick charts to clearly
illustrate how good or bad that operator is
performing under specific results

Red is generally bad, unless the result is a
not interested or skiplist and green is generally
good, unless it is a not interested or skiplist
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                                         Web-Based Reporting



                                                           The result entry table shows a break-down
                                                           of results by individual operators as well as
                                                           all operators!




The result summary table shows the
latest call results as well as overall
phonebook statistics
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                                          Web-Based Reporting


                                                        This graph clearly illustrates the no answer trends
                                                        during the two selected time slots chosen to generate
                                                        this report. A highly useful tool when planning which
                                                        areas are best to call at which time of day, or what
                                                        times are best to schedule your shifts!




The Compliance Report helps us to see
whether we are within the guidelines of
the U.S. telemarketing regulations by
highlighting anything that we may have
missed whilst setting up our campaign
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          Thank you for viewing our slideshow!

Easy to Set Up                 Simple to Use

Total Call Compliance          More Agent Control

Database Management            Increase Productivity

Great Technical Support        Many Financing Options Available

No Risk                        No Commitment

 Don’t delay … sign up to increase your productivity today!

				
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