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Call Campaign Flow

    • Start of the Call Campaign

Agent will be calling on behalf of the company with a thorough knowledge of the products and services that the company provide.

    • Lead Identification/Appointment Setting

Agent reviews the client’s calendar prior to setting appointments and asks the qualifying questions as well as gather pertinent information of the prospect.

    • Send to Quality Analyst

Agent tags success calls as “For Lead Qualification” in the Pipeline CRM.

    • Lead Qualification
      alt=”Following are the qualifying questions asked by our software clients How many users are there on your current system How many computers workstations and servers does your office have Do you have any upcoming application projects What project management or job work order software are you using About how long have you been using that software Do you plan to select new software in the next year or two? Are you willing to look into a new software should you see the value of our services How will the purchase decision be made Other than yourself, who’s involved in the decision making If there was an improvement you could make with your current systems, what would it be What operating system do you currently use Do you have a web filtering software What do you have For Oracle ERP and Oracle DB users What business operations do your Oracle systems support Is your Oracle Environment hosted locally in your own data center Have you ever used, or considered, managed services or remote administration for your Oracle environment Considering how important your systems are to your operations, do you have a business continuity plan in place
      “/>Following are the qualifying questions asked by our software clients:* How many users are there on your current system?
      * How many computers/workstations and servers does your office have?
      * Do you have any upcoming application projects?
      * What project management or job/work order software are you using?
      * About how long have you been using that software?
      * Do you plan to select new software in the next year or two? Are you willing to look into a new software should you see the value of our services?
      * How will the purchase decision be made? Other than yourself, who’s involved in the decision-making?
      * If there was an improvement you could make with your current systems, what would it be?
      * What operating system do you currently use?
      * Do you have a web filtering software? What do you have?
      For Oracle ERP and Oracle DB users:
      * What business operations do your Oracle systems support?
      * Is your Oracle Environment hosted locally in your own data center?
      * Have you ever used, or considered, managed services or remote administration for your Oracle environment
      * Considering how important your systems are to your operations, do you have a business continuity plan in place?
      • Budget. Authority. Need. Timeframe.

      • Quality Analyst carefully reviews the call making it sure that there is a high level of interest on the prospect side and the campaign’s specifications are met.

      • Leads that require additional information are tagged “For Follow-up” for the agent to correct and gather the additional information needed.

    • Lead Registration

Leads/appointments approved by QA appear in the Pipeline CRM and on the client’s calendar.

    • Email delivery / Web pick-up

Pipeline CRM sends notification email to the client. Client follows email link to view qualified leads and appointments scheduled.