by CIA Omnigage | Aug 22, 2018 | Blog, Integrated CRM Dialer
CIA Omnigage provides a one-stop-shop for all customer communication and CRM needs with their Integrated CRM Dialer.
CRM’s are a huge part of any company’s day-to-day operations. However, the process of using one can become complex and inefficient. Customers will use a calling service, and then record customer relations in a different CRM.
CIA Omnigage, however, diverges from the herd in this respect. We provide a one-stop-shop for all customer communication and CRM needs. With different features like our CIA portal for logging call information, we provide our customers with efficiency and convenience.
Using CIA as a CRM can be achieved in a few ways. One way is through our note-taking feature on the Integrated CRM Dialer. When making hundreds of calls, a client does not need to leave the page she is making calls from. She simply clicks on the contact and takes notes about the call. If the client did not answer, she can simply mark it as unanswered.
This note-taking feature of our Integrated CRM Dialer allows our customers to stay organized and keep track of their customer relationships under one platform.
To farther enhance the experience of a CRM with CIA, our Integrated CRM Dialer also saves all contact information in the CIA portal. This ensures that an analyst will not lose track of new customers. The Integrated CRM Dialer also helps improve customer relationships by allowing the analyst to easily put these contacts into groups.
These contacts will be key to an analyst and require no extra work of her. All the information stays on the same platform, and the entire process remains simple and uniform.
Finally, CIA also offers a call record log with their Integrated CRM Dialer. This allows our clients to see all calls they have made and judge their success rates. It’s a vital piece of what makes CIA Omnigage’s Integrated CRM Dialer product an effective CRM.
CIA Omnigage’s products offer to click to dial services as well as an Integrated CRM features that make the company the top choice for Wall Street banks. Our reliability and compliance have shined on Wall Street for nearly two decades. Let us show you how an Integrated CRM Dialer can improve your results.
by CIA Omnigage | Aug 15, 2018 | Blast Voice Mail, Blog, Success Stories
Solutions For The Education Industry
Communication within the education sector is unique in many ways. Outreach is needed for students, parents, faculty, and staff, with multiple messages and multiple audiences. Client Instant Access (CIA) offers a suite of services that provide telecommunication solutions to educators from elementary school to college.
School closures due to weather conditions are a constant challenge for school administrators. Leaders need to communicate with every single student and parent in a school district that classes are canceled. Blast Voicemail from the CIA provides a solution. Using a contact list consisting of every student’s home number, a principal or superintendent can easily record a voice message to deliver news to large numbers of people. Blast Voicemail’s success rate makes it the best solution.
Similarly, in universities, professors often need to cancel a class for various reasons. In introductory courses with hundreds of students, this can prove to be a challenge. Again, Blast Voicemail can solve this problem, with an instant notification to students that class is canceled. Blast Voicemail is far more useful than simply sending out an email to students because rather than relying on people to check their emails, people receive an actual phone call. This increases the success rate.
Blast Voicemail can also be used to reach out to prospective students at universities. When high school students visit college, they schedule a tour and provide the admissions office their number. College visits are often done in large groups, and students and parents must be reminded of times, locations, and other information. A great way to address this issue is to use Blast Voicemail an hour or so before the tour. This tactic increases retention and encourages students to get to their tours on time.
Finally, the education industry can adopt a conference calling to conduct college interviews. Often, students apply to colleges from out of state, and admission offices must make arrangements to screen potential applicants. With conference calling, an admissions office worker, the applicant, and the interviewer (who can be employed at the university) can all easily converse and conduct an interview remotely.
Related Article: Keeping Alumni Connected
by CIA Omnigage | Aug 8, 2018 | Blog, Conference Calling, Legal
The legal industry depends on conference calling to ensure the success of client communications. Lawyers not only require that client information remains confidential and secure, but they also need access to all associated information after the call is completed. When choosing a conference calling service Lawyers to have a number of requirements. These include
Security
Privacy and security are critical in the Legal Industry. It is mandatory that a Lawyer have access to a secure conference call company. A Lawyer must be able to control the participants allowed to listen in on a scheduled call and request any additional security measures if needed. Lawyers are required to guarantee that the call participant on a hosted call is the intended audience. The operator hosting the call has specific steps to establish a protocol for a call participant to enter the live call, which also includes a few conference call security options, such as PIN Required Conference Call, Operator Assisted Conference Call with a pre-Approved list, and a Conference Call Portal. When a PIN is required in a conference call the conference type is offering maximum security, data capture for call participation, and the convenience of the automated access. The registration web site is provided and two levels of security are required for call access (i.e. Conference code and PIN). There also might be a situation when you might need to do an Operator Assisted Conference Call with a pre-Approved list. This is a conference that offers maximum security, data capture for call participation, and participants are only required to know a conference ID or name. Clients must also give a client-defined “approved list” so operators know who to add to the call. “Live operators” manage conference access and the security, which allows for immediate communication to the call organizer should a discrepancy regarding call access arise. Lastly, there is the Conference Call Portal, which provides “real-time” participation information and a chat feature for a direct communication channel to the operator. At any time a client can request a participant to be removed or contacted to gather more information if required. Many of the largest Law Firms have come to rely on us to provide the highest level of service and quality for hosting large group conference calls hosted earnings calls and hosted event calls that require maximum security and reliability.
Mute Button
We’ve heard so many horror stories about inappropriate remarks on conference calls, where the person is under the false impression that their line is muted. This can be particularly important for lawyers, who may be in the same room as a colleague or client and want to discuss the progress of the meeting or a particular negotiation point.
Dial-out conference call
In many situations, there is a requirement that the conference call center organizes the call and bring the participants indirectly. The operator will have a list of all participants with a name and phone number. The operator will directly call each defined person on the list and add each participant to the scheduled call. The Lawyers organizing the call can include special instructions with client-defined settings, including the following: names and phone number of each person to be connected, time to connect each participant, order to connect each participant, and a matter number
Conference recording
For a lawyer, it is incredibly valuable to have complete client records. Perhaps no other premium conference calling service is more critical than the ability to record the call and have it saved for future reference. In addition, it can be beneficial for participants who may have been late or not present during the call. Some law groups may even publish and it allow access to the public.
Conference transcription
Having a conference call transcribed to a text file allows a lawyer to circulate a summary to any related parties in a legal case. Our experienced team can translate your conference call after completion so that you have access to a file that is detailed and can be accessible at any time.
Custom Greetings
Live conference call operators will read a custom introduction at the start of each call to convey an agenda for the legal conference call.
Law Firms host conference calls as a critical function in their business. Choosing the best premium conference calling platform for the legal industry is the logical choice since expectations for these important event conference calls are extremely high and very few premium conferences calling providers can be trusted.
by CIA Omnigage | Aug 2, 2018 | News
Client Instant Access is pleased to announce that it will be a sponsor at the B. Riley FBR Annual Healthcare Investor Conference to be held at the New York Marriott East Side on September 4th. As the leading premium conference call provider for major Fortune 500 companies, Client Instant Access is excited to network with existing clients that use the company to host earnings conference calls and large event conference calls.
The B. Riley FBR Annual Healthcare Investor Conference
Our Healthcare Investor Conference will be held at the New York Marriott East Side. Our award-winning research analysts have gathered over 50 publicly traded companies and privately-held firms to showcase their stories in front of over 400 investors and corporate clients. Our conference is designed to provide all sponsors with a unique and rich business development environment that includes many opportunities to meet and network with influential decision-makers and individuals.
Our uniquely structured Healthcare conference features companies, hand-selected by our research analysts, to participate in 1-on-1 meetings and/or contribute to panel discussions within three distinct tracks covering topics related to The Great Debates – Controversies in Biotech, Chinese Capital Meets Western Innovation and A Generalist’s Guide to Healthcare. All participants will have the opportunity to participate in 1-on-1 meetings, enabling companies to personally share their stories with high-level decision-makers. Additionally, at the end of the conference, we invite all sponsors and conference attendees to join us at Lexington Brass Bar & Grill, located next door to the conference venue, to enjoy some hors d’oeuvres and cocktails during our exclusive Cocktail Reception.
How to Successfully Host a Large Event Conference Call
Do You Need Premium Conference Calling?
by CIA Omnigage | Aug 2, 2018 | Blog, Integrated CRM Dialer, Success Stories
Sales productivity tools have evolved over the years from simple spreadsheets with old-fashioned dialing, to newer advanced Integrated dialers that work with CRMs. What has remained the same, however, is the importance of effective communication in making a sale. Integrated Dialers provide a powerful platform to communicate with your target audience, and can also optimize a sales teams’ performance as a whole.
Dialing manually to make sales is antiquated and inefficient in today’s business world. An integrated dialer gives salespeople several advantages, from an organization of contact lists to an augmented quantity of calls. Client Instant Access’s Integrated CRM Dialer can also allow you to know exactly who you are calling with information from the advanced notes and attached client CRM records, allowing a personal touch in the process of a sale. If a salesperson has detailed information about the client they are calling, the probability for success on the call drops significantly. With the ability to sync contact lists from other CRMs, users can utilize the information provided by the CRM to help close a sale.
Predictive dialer products are at a disadvantage in the sales process when compared to an Integrated CRM Dialer because the salesperson is not initiating the call. Predictive dialers dial the customer before the salesperson so that the customer hears dead air for the first moments of the call. With CIA’s Integrated CRM Dialer, the salesperson initiates the call and is ready to talk when the intended person answers. During the call, a salesperson can take detailed notes within the CRM Dialer application that will sync with the CRM. This is a task automation tool that increases efficiency and cuts down on wasted time and should be an invaluable part of any sales process.
The click to dial feature of CIA’s CRM Dialer is perhaps the most crucial feature. Without the need to dial manually, users can double or triple the number of calls they can execute during a given period of time. With organized contact lists a user can move through a large inventory of correspondence comprehensively, and complete work efficiently with detailed record keeping.
Perhaps the biggest beneficiary of deploying an Integrated CRM Dialer would be a sales manager and upper management within an organization since they would now have access to the activities of their salespeople to ensure compliance and productivity. An organization would be able to better monitor the actions of individual salespeople and make conclusions and better decisions when evaluating productivity.
Ultimately, a CRM Dialer allows users to reach more clients in a shorter period of time and close a higher volume of business. It is a necessary tool for salespeople everywhere and should be employed by any business that wants coherence and professionalism in their sales departments.
