Create all your necessary calendar users, integrate their calendars directly into Adversus, and give both consultants and agents an easy workflow.
Adversus offers integration with Gmail, Exchange, Office 365, iCal, and Outlook.
Apply customized preferences to each user. Decide daily and weekly timespans for when it's possible to book meetings, e.g., from 8 am to 6 pm on Mondays to Fridays.
Adjust the default meeting duration, calculate the driving time between meetings, and decide how many days in advance a booking can be made.
To ensure that agents always book to the correct consultant, set up match values to determine which lead criteria need to be met in order for consultants to be selected, e.g., a specific zip code.
When the correct consultant is selected, agents will get an overview of their schedule directly in the dialer, choose the date and time, and register the meeting.
Once the meeting is scheduled, consultants can access the event in their calendar. Create customized event descriptions with merge tags, and forward all necessary lead information.
Insert relevant details using merge tags from the booking data, consultant data, lead fields, result fields, and agent data.
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Verify leads that the meeting is in the calendar by sending an automated meeting confirmation right after the booking is made. Add important meeting information and personalized lead data with dynamic merge tags.
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Steer clear of no-shows by creating an automated reminder flow with Journeys. Decide exactly how many reminders you want to send, when they are dispatched, and if you want to remind them using email and/or SMS.
When bookings met Warehouse. Do you want to reschedule or maybe move the booking to a different consultant? No problem! Filter your way to the booking you are looking for and edit in a breeze.
Let consultants and relevant third parties give you feedback on the quality of the bookings. In the booking feedback module, they can leave comments and change the status of the bookings as, e.g., held, canceled, or postponed.
Be on top of all booking activities. Define KPIs that give you a swift insight into your booking progress. Visualize your data with customized dashboards or create your very own reports.
Choose predictive, progressive, or manual dialing - or mix them up! Tailor your campaigns following your needs to get the most out of your leads.
Let agents register sales while speaking to the lead. Easy management of your products and a swift overview of all sales in currency and quantity.
Go nuts in data. Warehouse lets you explore all your data on everything from leads to calls. Control and find whatever you want to with just a few clicks.
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