There is a demonstrable benefit to being able to measure the number of calls being made and received on any given day, but it would be ideal if you could also get an idea as to what outcomes came from each of those calls. How many outbound calls resulted in appointments being made? How many inbound calls resulted in sales? How many callers were asking for information that should have been published on the company website?
In the past you could have printed out tally charts for your staff to complete, but this is the 21st century and you may get some quizzical looks if you handed sheets out to staff. You could look at CRM records but this can be long winded and inefficient.
Office Solutions takes the principle of stamping calls with account codes, much like attorneys do when they want to bill clients for calls made and received, and swaps or associates individual client codes for call outcomes. These outcomes can then be recorded using flexible function keys on a staff members phone or by installing a small application on their PC/workstation allowing them to search for an outcome and stamp the call.
Call outcomes can be reported on in both summary and detailed format, whilst wallboards (flat screen displays) can display live outcome counts for each extension user.
“Our business development managers can easily ‘stamp’ calls with a call outcome allowing quick analysis of which funds and outcomes are trending during the day or over any given period.”
Divisional Director & Head of Investor Relations, TIME Investments
Reporting on Call Outcomes
Extract from a Calls by Account Code (Outcome Code) Summary Report
Extract from a Calls by Account Code (Outcome Code) Detail Report
Playback of recordings of calls with certain outcomes
Let’s take this idea a step further and imagine that as a team leader you want to train your team on the best ways to achieve a particular call outcome. This outcome could be the securing of an appointment with a potential customer. Combining this feature with the optional call recording allows the quick retrieval and playback of recordings of all calls where an appointment has been secured. (This feature requires an Office Voice Compact or Office Voice Ultimate recorder)
Display Call Outcomes on a wallboard* (leaderboard)
Individual outcome counts can be displayed for each staff member and the order of display can be selected to show who is having the most success and therefore drive the team towards daily goals. *Office Pro is required for this feature
Stamping a call with a Call Outcome
A call outcome can be stamped during the call using either flexible feature keys on the phone or by using the ‘Account’ key function* shown in the display during call followed by the outcome code. *This feature only available on certain telephone systems.
Stamping a call using ‘AccStamp’
This application can be installed onto users PC’s/workstations allowing them to search for an outcome then stamp that outcome to the call.
Click on the drop-down then select an outcome or start typing to jump to outcomes starting with that letter.
Clicking on Extend/Shrink adjusts the length of the drop-down.
To select a call outcome, simply click on Stamp before the end of the call.