Call Centre & Call Centre Software

Sales Navigator CRM Software

Sales Navigator has several products and specialize in the customizations of their software for particular clients which are not always published on their website salesnavigator.com

For example, some pure call center software Sales Navigator wrote for Educare, a student loan consolidator can be modified to fit just about any call center. It also serves as a telemarketing solution for their flagship software "Sales Navigator".

This call center software has three versions with full security. The Admin version is pictured with a custom screen they made to calculate loans automatically, quite complicated with amortization calculations.

The admin loads leads in using a very simple import drag and drop utility. Each import is tagged and given a lead source so it can be manipulated later. As each lead is imported, it's checked against a zip code database and updated with city and state and time zone.

Phone numbers etc, are formatted properly and check for duplications. An exception log is created to get an idea of the effectiveness of the leads. Each morning or whenever appropriate, managers select which leads to call using a utility that sets leads to CALL.

Reps have another version that they use that has a big NEXT button. They press next. Depending on the time zone, hours worked and the status on the account and what was selected by the manager, the next lead appears.

Users must set a status and a recall to get another lead to call. The status button sets a note automatically as to what happened a a recall based on the period of time set by management for that kind of status.

Manager and loan processors in this case have other screens where addional information can be processed. This infomation is visible to reps but not changeable. A recall screen listing recalls to be made is available for loan processing to make sure that Valid leads showing interest are followed up.