Secure, intuitive multi-channel communication platforms have never been more critical to the success of businesses than they are right now. 23 years ago, Client Instant Access (CIA) was founded to provide conference calling services to financial institutions. As customer needs evolved, CIA added features such as Blast Voicemail and Integrated CRM Dialer Capabilities, which revolutionized the way analysts and salespeople connected with their clients. CIA quickly became – and is still today – regarded as the industry standard in Conference Calling and telephony communications.
Digital Transformation projects and more robust client engagement practices have shifted the need yet again to a more integrated and accelerated approach to communication that cannot be met with basic solutions from free platforms.
Welcome to CIA Omnigage. Our new brand – supported by our informative and interactive new website – combines the experience and trust of Client Instant Access with the next-generation technology of the Omnigage platform, providing everything users need in a cohesive and multi-faceted solution suite. We’ve leveraged our deep industry expertise in the fast-paced and highly regulated financial sector to create solutions for our other client sectors including Health, Legal, Tech, Education, Government, Entertainment, and more. With CIA Omnigage, there’s a way for everyone to stay connected.
Whichever method of communication your customers prefer, CIA Omnigage provides an optimal solution that enables relationship building to be streamlined, personalized and secure.
We encourage you to browse the new website and subscribe to our newsletter, where you’ll receive the latest updates, insights and industry best practices from the CIA Omnigage team. Join us as we continue driving multi-channel engagement to a more digitally-powered ecosystem and empower faster, better and more seamless communication.
Thank you for your continued support and we look forward to many great things to come.
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.
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.
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.
Time, Accuracy, Flexibility, Organization and Support
Here’s the challenge: take your huge customer database, attempt to contact large numbers of people at once, personalize the experience, and make the process efficient and cost-effective. Impossible? Not if you use an integrated dialer application. For organizations that need to contact hundreds of customers daily, this system automates the process, giving you the ability to interact with your clients in new and powerful ways. CIA offers an Integrated CRM Dialer, an integrated CRM Dialer application with key advantages. Here are the top 5 reasons why a CRM Dialer is the best way to interact with your customer base:
Time – Many companies have a call center team charged with working their way through long lists of names to contact. A CRM Dialer offers the ability to quickly and continuously contact clients, and either automatically leave a prerecorded message if the call drops to voice mail or connect the system to a live person if someone answers. The process potentially cuts down call time by a third, removes the frustration of waiting for someone to answer, and provides a delivery rate as high as 99%.
Accuracy – Accurate documentation of calls enables companies to gather data and intelligence on customer interaction. All calls are logged and processed, which makes it easy for managers to keep track of progress and employee productivity. A “Blast Report,” is generated after a call session and provides information about total time connected, success rates, and regulatory compliance.
Flexibility – A CRM Dialer is versatile and designed to integrate seamlessly with existing CRM systems or as a stand-alone, out-of-the-box solution. By contrast, the “Unified Application Environment” from Cisco, which has similar features, is limited in its ability to integrate with existing CRMs. A CRM Dialer works across industries, for firms big and small, with a user-friendly interface and simple, intuitive features.
Organization – Companies can customize different lists for unique client groups. When executing a blast, users don’t need to click on each client when the whole group is selected. Notes can be added to individual names in the database, to assist users in follow-up calls. Blasts can be launched anytime, from any location that has Internet access. A voice mail message can be delivered immediately or scheduled to be delivered at a later date. CIA even offers an app to make organizing and sending blasts simple and efficient.
Support – While a Cisco system requires dedicated hardware, a PBX phone system, and lots of maintenance, A CRM Dialer is a cloud-based system, which means lists can be created and managed, recordings can be made and calls can be launched from any location. Past recorded messages can also be archived for future use. CIA is always eager to help clients get full use out of their CRM Dialers and to assist with any questions, 24 hours a day, 7 days a week.
For more information on CIA’s Integrated CRM Dialer application, visit www.callcia.com or call (973) 439-0088.
Related Article: Find Your Lost Customers – Proactive Communication Campaigns Using a CRM Dialer