by CIA Omnigage | Mar 2, 2017 | Blast Voice Mail, Blog, Communications, Compliance, Conference Calling, Financial, Integrated CRM Dialer
The Provider of Choice on Wall Street
Since its birth in 1997, Client Instant Access has acquired a long list of the most impressive Wall Street banks as clients. But how could one company quietly build so many strong relationships with major banks? The answer is a combination of the company’s strong products, and more specifically, the built-in compliance solutions.
With three major products, Blast Voicemail, Integrated CRM Dialer, and Conference Calling, Client Instant Access has had nearly two decades of success with the banking and financial industries. The usefulness of all three products is the biggest reason for this. All three seek to limit research analysts’ time in making calls and allow them to get their message across to hundreds of people in a short amount of time.
Since time is a precious resource on Wall Street when it comes to making calls, the CIA has strived. The efficiency of a click to dial a product that works well with CRMs has proven to be an incredibly valuable tool on Wall Street.
Another factor that has led to Client Instant Access being a provider of choice on Wall Street is compliance. CIA is SOC 2 compliant that ensures that all calls and content used through the CIA will be kept private and secure.
Through doing this, the CIA has earned the trust of Wall Street firms. Trust is incredibly valuable when trying to serve the needs of bigger clients in regulated industries, and good compliance and security is a critical component.
Blast Voicemail and our CRM Dialer are the two most widely used products that the CIA offers clients. They allow Financial Institutions to communicate with their clients on a grand scale in a condensed time frame. By creating contact lists and taking notes, an analyst can also stay organized, keep in compliance, and maximize efficiency.
The large scale on which Wall Street operates makes it difficult to stay ahead. CIA can help a Wall Street bank or Financial Institution manage the pace and time of daily transactions and helps companies gain an edge, as well as for trim inefficiencies. This is ultimately what has kept Wall Street firms and Financial Institutions as a client for almost 23 years.
by CIA Omnigage | Feb 22, 2017 | Blog, Integrated CRM Dialer
Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers. This has forced some companies to look for a different dialer, one particular with better compliance.
Client Instant Access’s Integrated CRM Dialer provides an efficient, compliant replacement to Cisco’s CRM Dialer. There are numerous features that make the product user-friendly and are sure to be highly useful to anyone in need of a CRM Dialer.
The Integrated CRM Dialer has a click-to-call function that allows analysts and customers to make calls in a fraction of the time. It also has the option to drop a voicemail, pre-recorded or not, into their recipients back if they do not respond.
There is also a note-taking section on a CRM Dialer to keep analysts organized and effective at their jobs. These note-taking sections can keep individual analysts accountable, as these transcripts can be sent to supervisors. This accountability can increase sales and productivity.
A CRM Dialer’s contact lists can also allow any research analyst or healthcare professional to easily make lists of clients or patients and can make it easy to contact them quickly. With simply a cell phone and an Internet connection, users can communicate with huge amounts of people.
Because of the more personal tone of an individual call, a CRM Dialer finds more success when it comes to sales. Any salesperson can use a CRM Dialer to quickly call hundreds of leads and let them know about a new product, or make a close. This simplicity can take productivity to new heights.
With Cisco not supporting their own product, many companies find themselves with an unsupported CRM Dialer. These same companies may be looking for an ample replacement in the form of CIA’s CRM Dialer product, which has great compliance and is completely supported.
Client Instant Access’s CRM Dialer has impressed clients with its efficiency since 2002. Its easy-to-use nature and efficiency have made the CIA a provider of choice on the front of many different industries.
by CIA Omnigage | Feb 15, 2017 | Blog, Communications, Integrated CRM Dialer
The Integrated CRM Dialer from Client Instant Access has a wide variety of uses across scores of industries. Here are some of the best uses.
10. Travel Agencies: Travel agents can use a CRM Dialer to communicate with large client lists about different kinds of deals to exotic locations they are offering. Using a CRM Dialer, the agent can quickly get into contact with hundreds, even thousands of customers in a fraction of the time. If they don’t pick up, the agent can simply drop a message into their customer’s voicemail.
9. Court Dates: Public courts can use a CRM Dialer to remind people of upcoming court dates for minor violations like traffic tickets. By using a regularly updated contact list of people who need to appear in court, one person can easily click to call and give a reminder of an upcoming court date.
8. Restaurant Reservations: For restaurants that have tables reserved weeks and months in advance, a CRM Dialer is a great way to remind customers of their upcoming reservations.
7. Retail Stores: Similar to travel agencies, retail stores can allow customers on a contact list to know about sales, unusual store hours, or new products with a CRM Dialer. By calling each individual person, it gives a personal touch and makes it more likely to attract traffic in the store.
6. Education: A CRM Dialer is a great way for educators to remind students and their parents about different events the school is having. From asking for donations and different school events to announcing snow days, the CRM Dialer helps schools greatly.
5. Food Stores: Food stores need to contact a lot of different companies in order to stock their shelves for the public. A CRM Dialer helps these stores get into contact with these food companies efficiently and quickly.
4. Interest Groups: Our CRM Dialer can help interest groups reach out to their members quickly in order to form events and ask for donations. It expedites the day-to-day operations of an interest group.
3. Real Estate: Real estate firms can use a CRM Dialer by getting into contact with client lists of people looking for houses. When a great value comes up, a firm can quickly inform hundreds of people with click-to-call.
2. Healthcare: Healthcare companies can use CRM Dialer in a lot of ways. Some of these include getting into contact with pharmaceutical companies, patients, potential doctors, and more. Our CRM Dialer helps healthcare industries function at their top potential.
1. Research Analysts: Research analysts have a huge need for a CRM Dialer. They can easily get into contact with their clients and inform them of the latest financial information. They can also use the note-taking function to keep themselves organized. This is the number one use of a CRM Dialer.
CIA’s Integrated CRM Dialer
Stop listening to countless voice mail greetings. Eliminate the need to repeat yourself over and over. Save time and reduce stress while increasing productivity by up to 66% with Client Instant Access’ Integrated CRM Dialer.
What is a CRM Dialer:
CIA’s CRM Dialer is a web-based tool that allows you to quickly and continuously dial out to large numbers of clients, leaving pre-recorded messages whenever voice mail is reached OR connecting to a live person if the call is physically answered.
Why should you use the CIA’s Integrated CRM Dialer?
- Never again will you have to repeat the same
voice mail message over and over during the
day. Our system delivers a crisp, consistent
and effective message each time with the
same level of enthusiasm.
- Eliminate the stress of making outbound
phone calls.
- Make all of your calls in one-third the time
by CIA Omnigage | Nov 3, 2016 | Blog, Communications
Connecting with clients through Salesforce has never been easier or more efficient
Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard?
We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options, and comprehensive compliance coverage. Client Instant Access saw the challenge clearly: Salesforce users needed an application with an interface and a set of tools to quickly and simply manage their customer base and connect to clients with just one click. Ease of use is perhaps Candi’s most potent attribute.
Using an open CTI, Client Instant Access built a system to integrate with Salesforce Call Center to allow for “one-click” dialing to all Salesforce pages (Accounts, Contacts. Service Tickets, etc.) There is no need for additional list creation. Users have the ability to create and drop a pre-recorded message to a voicemail box. All calls are reported in Salesforce and include important data points such as time of call, length of call, a “live answer” notation, and the name of the message left. Users can write notes after a call and the information is saved in the Salesforce records.
The seamless integration of Candi in the Salesforce sidebar means that the rich functionality that users have come to expect from Client Instant Access remains intact. Candi is among our most intuitive applications and our clients have reported enormous satisfaction with the tools it provides. And because Candi is SOC 2 Certified, it can be used in multiple fields, including health care, finance, law, and education.
Explore the possibilities of the Candi Sidebar application for Salesforce today. For more information, contact Client Instant Access at 973-439-0088 or visit callcia.com
