James enables you to build a tailored campaign that’s targeted towards your business goals.
Create your own questionnaires with specific or open-ended response options to make sure you don’t lose any valuable information from the call.
Set up your callers’ screens so they can see relevant insights about the customer displayed alongside the questions they’re asking.
James will prioritise records depending on your choice of ‘data dimensions’ — criteria like geographical area, previous interactions, the source of the record data, any affinity tag and/or a priority value you have initially anticipated when looking at the data before calling.
As you work through your list, James will use those dimensions to pull up the most promising record to call next.
Set your goals
James monitors your campaign goals: how many conversations you want to have, what makes a successful outcome, and how many of those outcomes you want to achieve.
James makes it easy to see how the campaign is progressing, so you can make an informed decision about how long to keep calling and when to wind things up.
Support your team
James is cloud-based, so your callers can be based anywhere, as long as they have a phone line and a computer with an internet connection.
You’ll be able to see how individual callers are performing, helping you to manage and train your team effectively.