by CIA Omnigage | Jan 17, 2019 | Blast Voice Mail, Blog, Communications, Compliance, Customer Service, Financial, Multi-channel
As tax season approaches, accountants may find long client lists overwhelming and hard to organize. Sending reminders to clients about sending their tax information, as well as communicating important information before filing dates arrive are essential during the stressful tax season for accountants.
Communicate Reminders and Important Dates
Whether you are dealing with ten or ten thousand clients, Client Instant Access’ Blast Voicemail is a great tool for accounting firms seeking to communicate with clients. Blast Voicemail allows an accounting firm to easily disseminate customized messages to their clients, whether it be a reminder about tax season or a helpful tip to inform clients about new laws and tax breaks.
Send Thousands of Messages in Minutes
This efficient tool also saves accountants’ valuable time communicating with clients, as a blast voicemail can be sent to thousands in minutes. Our service also provides a success rate report for the blast, so you can have a crystal clear picture regarding the extent of your engagement.
Record and Send Custom Messages
Our Blast Voicemail service also has the convenient option of recording a personalized message for singular clients in addition to the blast message to a larger audience. This allows accountants to prioritize their bigger clients as they see fit, and foster a more personalized service to specific client lists.
Security and Compliance
Compliance in the accounting industry and the telecommunications industry are both paramount, and Client Instant Access understands this and ensures that all blast messages will be secure. Using a compliant telecommunications service is a perfect way to ensure success as we approach tax season. We meet the strict SOC 2 Compliance requirements.
Avoid the High Cost of Postage
Avoiding the high cost of postage associated with mail is another advantage of using CIA’s Blast Voicemail during tax season. Our service provides users with a comprehensive interface that is much easier to organize than postage, cost effective, and much faster. Contact a Client Instant Access representative today to see how you can gain a new level of efficiency and structure with our Blast Voicemail service.
by CIA Omnigage | Jan 11, 2019 | Blast Voice Mail, Blog, Communications, Healthcare, Multi-channel, Success Stories
How A Healthcare Agency Was Able To Get The Word Out
The first days of winter also mean that the first days of flu season arrived. For healthcare firms, making sure the public is well stocked with flu shots and making sure people are vaccinated can often be a logistical nightmare.
Recently, CIA’s blast voicemail has helped a healthcare agency distribute and reach people in asking whether they have had or want a flu shot.
The agency uses the blast voicemail in order to send a message to a large contact list. When the receiver listens to the message, they have the option to press 1, 2, or 3.
Pressing 1 would transfer the person to a live operator to schedule a flu shot, pressing 2 would tell the agency that they have already had a flu shot, and pressing 3 would tell the agency that they did not want or need a shot.
Streamlining this laborious process of asking people about flu shots is something that blast voicemail is not new to. There are a huge amount of industries that benefit from CIA’s products.
This streamlined survey of flu shots shows the power of CIA’s Blast Voicemail when used efficiently. However, Blast Voicemail is not the only product that can be used to help with process.
If the response rate is low for the initial survey, healthcare companies can then use CIA’s Integrated CRM Dialer. This system allows the company to directly call a huge contact list in a fraction of the time.
Calling a person directly will likely lead to a higher response rate, and thus, a higher rate of flu shots being given. Using click-to-dial, callers can talk to a potential patient if they pick up, or simply drop a pre-recorded message to the person and move on to the next number. Callers can also add a personal message if they need to.
The CRM Dialer can also help callers stay organized and connected with their customers. The feedback will give the caller an analysis of how many answers and declines there were for a flu shot. This ultimately will keep the entire situation organized and efficient.
The CRM Dialer and Blast Voicemail products were created with efficiency in mind. Today, they are helping fight the flu season and preventing countless illnesses.
by CIA Omnigage | Jan 10, 2019 | Blog, Integrated CRM Dialer, Success Stories
Client Instant Access’ Integrated CRM Dialer allows users to utilize click-to-dial technology in order to make many calls quickly. It is an efficient integrated CRM Dialer App that helps users manage their client lists in a comprehensive and organized interface within Salesforce.
Our CRM Dialer can be incorporated with many popular CRM’s, including Salesforce. Using our Salesforce integrated dialer users can have a visible CIA sidebar in all Salesforces pages. Our native CRM Dialer has many features that make it a top choice, and combining it with Salesforce as an Integrated CRM Dialer enhances its power and versatility.
Our Integrated CRM Dialer is a clear leader in multiple industries for its efficiency: with note-taking features and manageable contact lists, users can keep track of their customers and understand their trends more easily. Salesforce productivity apps like our Integrated CRM Dialer enhance the CRM experience by offering a level of customization that other telecommunication companies cannot.
As a provider of choice for 23 years on Wall Street, high call quality has become a standard of Client Instant Access’ operation. With less latency and fewer dropped calls, our secure lines will help you hear your calls clearly so you can work efficiently. The CRM Dialer also has a record-keeping feature that helps organize client calls and hit and miss rates for calls, directly on Salesforce. This will allow your CRM Dialer to keep exact track of workplace efficiency.
The fact that our Integrated CRM Dialer has the versatility to work seamlessly with Salesforce is a vital part of what makes it an invaluable tool to businesses in all industries. Whether you are in the financial, entertainment, legal industries, to name a few, the Integrated CRM Dialer is a necessary tool for time-efficient, productive work.
by CIA Omnigage | Dec 21, 2018 | News
Giving Back To a University That Has Given So Much To Us!
Standing behind 23 years of experience, Client Instant Access has always been a well established, reputable and reliable company. Our company has recently expanded and taken on new challenges and has branched out into new industries. In the process of expanding or clientele, CIA has decided to extend offers to young entrepreneurs looking to open doors to the fast paced corporate world. Bringing fresh new ideas to the table for growth and expansion, creating opportunities for personal development and high earnings potential. With CIA being on the fast track to even greater success, our company has been fortunate enough to higher four recent college graduates with backgrounds in Customer Service, Management, IT, Social Media and Marketing. With all 4 members bringing something unique to the company, you could say that the team is a major asset to the future.
Our Sales Team’s first project was to get the word out about what our company has to offer. Two members of our Sales Team are alumni of Saint Peter’s University, sharing that in common with the CEO & Co-Founder of Client Instant Access, Joseph Vaccarella. CIA’s Sales Team was invited to host an information table at Saint Peter’s University, also offering Conference Operator positions to the attending students. Over 30+ students have applied to the position and our Sales Team has made a unique connection with the University. The team has great aspirations of future team expansion and is excited to work hand in hand with such a remarkable University. The team will have the honor of attending and hosting a table at the Spring 2019 Career and Internship Fair at Saint Peter’s University this upcoming February. Our new team members are on the fast lane to success and will be a major part of the evolution of Client Instant Access.
“It feels so good to give back to the university that has given me so much & has led me to where I am today. I’ve always been the type of person that welcomed suggestions and direction and Saint Peter’s guided me down the exact path I needed to take in my life, without me even knowing it. I am forever grateful and honored to be a Saint Peter’s peacock for life!”
-Gianna Macolino Class of 2018
Sales Representative
“Saint Peter’s has opened so many doors for me, it felt so good to walk back through the doors where my journey to success started and be able to give back and share my experiences with the students that are walking in the same shoes I walked in, in 2014.”
-Steven Berdecia Class of 2018
Sales Representative
“Thinking back to what Saint Peter’s has done for me, I focus on the education and what I’ve gained there. It has helped me become who I am today as an employer, a business owner and a well-rounded individual over all. Saint Peter’s Liberal Arts Education and it’s Christian ethics have made a strong impression on who I am. The intimate class sizes, the personal relationships I had built over time and the path created for me by the Career Development Department, are the memories I value the most from my time at Saint Peter’s.”
-Joseph Vaccarella Class of 1984
CEO & CFO of Client Instant Access, LLC
by CIA Omnigage | Dec 13, 2018 | Blast Voice Mail, Blog, Communications, Compliance, Corporate Access, Success Stories, Thought Leadership
Client Instant Access offers clients that use Blast Voice Mail and the Integrated CRM Dialer unique options for communicating with their clients and contacts. The most prevalent is the use of Blast Voicemail by Research Analysts. It has proven to be the most consistently used, as well as the most successful.
But how, in the new age of growing SMS messaging has the voice messaging industry continued to thrive? One of the reasons for this is because voice messaging gives Research Analysts the ability to personalize their research. Voice Communications using Blast Voice Mail adds an enhanced personal touch that SMS messaging lacks.
Although SMS messaging certainly has its advantages, in terms of blast communications, Blast Voice Mail continues to reign supreme. The limitations of an SMS message prevent it from being enough for clients to properly consume the intended message behind the research.
Since 1997, Client Instant Access has observed the growing creativity of Research Analysts communicating with their clientele, sometimes making song parodies or staging interviews as the content of the message. The method is timely and more clear than an SMS message. This has proved to be an excellent way for Research Analysts to brand themselves and make themselves stand out from the crowd.
Used in the correct way, Blast Voice Mail makes a much stronger impression than SMS messaging. Emotion or personal feelings are difficult to convey in simple text. Hearing a voice allows for greater expression and clarity that match the intended message.
Ultimately, all Research Analysts are looking for their research to be better understood and communicated properly so their clients are more successful. Using CIA’s Blast Voice Mail to distribute research reports, analysts can better serve the needs of clients.
