Post on 31-Mar-2016
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i T M S
iTMS adding value to Salesforce.com for your telemarketing requirements.
For On-Line version please click brochure for full screen access.
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Quality System Solutions LtdHartham Park, CorshamWiltshire, SN13 0RPUnited Kingdom
Tel +44 (0)1249 700230Fax +44 (0)1249 700231Email info@qsstms.comWeb www.qsstms.com
Salesforce.com s one of the market leading CRM solutions that enable Sales organisations to create, manage and monitor Sales campaigns.
iTMS is the proven and leading online call management system which enables you to manage your callers, call-lists, data and full reporting.
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
What is i T M S?
It is the software solution dedicated to telemarketing operations. It is not a standard CRM system. The system is hosted (SaaS) and it:
Manages agents
Manages data
Manages calls
Reports - imports - exports
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
i T M S is designed for:
People whose job is to make outbound calls all day every day, usually:
Prospecting and lead tracking
Appointment setting
List cleaning
Surveys
Telesales
And used by: Telemarketing/marketing companies
In-house telemarketing departments
Inside sales
From 1 to 200+ users.
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Key Differentiators
Calling - efficiency and effectiveness Pre-defined call-list, agents move directly from
one call to the next
Minimum key-strokes and actions to complete a call
Automatic call-back management
Fully configurable screen to remove any unnecessary and distracting texts and fields -agents can have different views to supervisors
Optional call-guides and scripts
Appointment diary management - optional link with GoogleCalendar
Automatic dialling (preview and progressive)
Workflow including automatic emails
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Key Differentiators
Management – control and flexibility Fully definable User Profiles to control
permissions and call-lists
Detailed call statistics including signed-on times, call outcomes,
on-call times etc
Call listings by agent with further selections
Script answer analysis
Multiple databases and data management tools
Integration with Salesforce.com CRM and GoogleCalendars
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
i T M S is the most configurable system designed specifically for telemarketing
Import any data using csv files, or read Salesforce.com directly (See later details). (Optionally) predefined call lists and data management tools
Fully configurablecalling screen forquick and effectivecalls
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
i T M S is the most configurable system designed specifically for telemarketing
Optional advanced scripting
Built-in appointment scheduling - or use GoogleCalendar
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
i T M S is the most configurable system designed specifically for telemarketing
Call history reportingincluding full statistics
Full reporting anddashboard options
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Combine specialist telemarketing and SalesForce.com CRM
Since iTMS is a stand-alone application, you can use it for the higher volume calls in your telemarketing and outbound call centre department, and then pass the leads and opportunities to Salesforce.com to allow you to track opportunities and customers, and manage complex sales
processes. iTMS users do not need a Salesforce licence, so you can switch
people from Salesforce to iTMS for either no cost, or possibly a lower cost
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
i T M S Features
Dedicated call lists (optional)
Fast and efficient calling, minimal clicks to disposition calls
Auto-dialing
Call-back management
Call-guides and advance scripting options
Activity monitoring
Call statistics
Appointment management and scheduling
Simplify the callers' screen to suit the requirement
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Salesforce.com integration
Either use new data in iTMS or import directly from a Salesforce Campaign
Create Leads in Salesforce based on call result in iTMS
Update Leads in Salesforce based on call result in iTMS
Create Accounts, Contacts, Tasks and Opportunites in Salesforce based on call result in iTMS
Convert Leads to Accounts and Opportunities based on call result in iTMS
Update custom fields in Salesforce
Automatically set the Owner in Salesforcebased on data from iTMS
Automatically send an email notification to the Owner in Salesforce based on data in iTMS
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
What is the starting point?
From with iTMS access to Salesforce provided by using the Salesforce Username, Password and Security Token
To download data from Salesforceselect the fields that are required to be imported in to iTMS , along with which Campaign
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Importing the Data
Data is extracted from Salesforceand presented to the iTMS import screen. This allows any adjustments to mapped data to be made.
The imported data is now available as an account list, ready for calling.
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Exporting the Data
For each type of data managed by Salesforce a mapping table is created and saved.
Based on Owner, Account status and Date range, accounts are selected to be exported back to Salesforce, using the saved mapped field table to map data.
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Triggering changes
Having carried out the telemarketing campaign in iTMS , the system needs to know under what circumstances it should update Leads, Accounts & Contacts, Tasks, and Opportunities.
iTMS does this by using the Status of each account. So as calls are made and the status of accounts is updated
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Fantastic value...
iTMS is the perfect partner to Salesforce to meet all your telemarketing and call management needs
At just £45 per user per month iTMS provides the best value for the functionality
Increase or decrease the number of users on a monthly basis – iTMS is a flexible as you are!
Copyright 2010 Quality System Solutions Ltd E&OE All rights reserved
Quality System Solutions LtdHartham Park, CorshamWiltshire, SN13 0RPUnited Kingdom
Tel +44 (0)1249 700230Fax +44 (0)1249 700231Email info@qsstms.comWeb www.qsstms.com