A METHOD AND SYSTEM FOR TELEMARKETING
The present invention relates to a method and a system for telemarketing. Telemarketing e.g. for booking times for various types of advice such as insur- ance matters, economic and financial questions, etc., is traditionally performed by producing lists from a register, after which the booker calls to contact customers. The result of contacts established is noted on the lists which are subsequently taken care of and the results indicated are entered by staff employed for the purpose, for possible further processing. This can only be done when the booker has handed over the list and registration of the results is laborious. Time delays before the obtained result is finally registered may therefore be considerable.
A technically more advanced form of telemarketing entails the booker sitting in front of a computer with all the data relating to a specific customer on the computer screen when the conversation is initiated. The information obtained dur- ing the conversation can then be entered directly into the computer.
By booker in this connection is meant a person which is contacting a large number of persons or customers, selected according to certain criteria for specific purposes, such as telemarketing as mentioned above, different kinds of investigations, e.g. investigations of markets in a wide sense, investigations of opinions and attitudes, etc.
The object of the present invention is to provide a greatly simplified technique for telemarketing which also involves direct economic advantages since the bookers do not require computers at their work places.
This object is achieved by means of a method as defined in claim 1 and a system as defined in claim 18.
Thus when the booker calls the communication unit, he or she is requested to provide identification and after each completed conversation with a customer the communication unit requests the booker to enter the result of the call in a result database. This reduces the risk of certain necessary operations being for- gotten. The present invention thus simplifies the process of telemarketing considerably, which is extremely important since the staff turnover in so-called outgoing telemarketing is traditionally extremely high and the training time for new staff must therefore be short. Furthermore, in accordance with the invention the booker works from traditional lists using ordinary keypad telephones, while at the same
time results achieved are reported immediately to the database. It is also possible for the booker to call the communication unit via a 020 number, at the cost of the principal, and perform the work from any desired place, e.g. from home or an office work place. The telemarketing procedure can also be automated to a great extent in accordance with the present invention.
According to a preferred embodiment of the method in accordance with the invention the telephone number corresponding to the customer ID stated is looked up by the communication unit in a customer database for use for calling the corresponding customer. This preferably takes place automatically and ac- cording to another advantageous embodiment of the method in accordance with the invention when the customer's telephone number is looked up the communication unit reads out the customer's name to the booker for confirmation.
According to yet another advantageous embodiment of the method in accordance with the invention, when the customer answers information is stored in a call database that the call has been connected and calls which are not connected are also stored in the call database specifying the reason, such as engaged, no answer, etc. This occurs automatically without any action on the part of the booker.
According to another advantageous embodiment of the method in accor- dance with the invention said call result is fed into the result database in the form of one or more numbers. Alternatively entering of the call result follows a tree structure if more complicated reporting is required.
According to yet another advantageous embodiment of the method in accordance with the invention the booker specifies a list ID to the communication unit for identification of a list of several customers stored in the customer database who are automatically called in a certain order with the aid of customer IDs taken from the customer database until all customers have been called or the booker stops the process. The process is in this way further automated, the communication unit selecting who on the customer list it is time to call up, and doing this in its own time.
According to an advantageous embodiment of the system in accordance with the invention, prior to effecting the connection to a customer requested by the booker, the communication unit is arranged to automatically search the blocking register NIX as regards the customer in question. This avoids people listed in the
blocking register, NIX, for telephone sales being called up.
According to another advantageous embodiment of the system in accordance with the invention a supervising and read-out unit is provided for entering data into said database and for reading out data from the database. The supervis- ing and read-out unit preferably comprises means for entering and reading out data to or from said database via the Internet. This allows the management, for instance, access to the system and operations performed therein, via the Internet. Parameters in the method can be controlled and stored registers of booker identities, for instance can be updated. Since all information on the bookers' activities is also available in this way, information on which salary administration is based can easily be produced.
In order to explain the invention in more detail one embodiment of the invention, selected by way of example, will be described in more detail with reference to the accompanying drawing which illustrates schematically the embodi- ment of the system in accordance with the invention.
The drawing shows a booker A who, with the aid of an ordinary telephone, is calling a communication unit D with audio response function, calling and switching or connecting functions. This communication unit preferably comprises a computer with audio response function. The communication unit D communicates with a database B.
When the booker A calls up the communication unit D the communication unit sends a request to the booker to identify himself. By pressing the buttons on his telephone the booker then states a user's code and the communication unit D compares this with approved users' codes stored in the database B in order to identify the user.
A request is then sent from the communication unit D to the booker A to dial a unique customer ID on his telephone, corresponding to the customer he wishes to call. The communication unit D collects the telephone number corresponding to the specified customer ID from the database B, appropriates an out- going line and calls up the relevant number automatically. The communication unit D may possibly also collect the name of the specific customer K for reading to the booker A for purposes of confirmation.
When the customer K answers, the customer K is connected to the booker A for a conversation. At the same time the communication unit D logs into the
database B that another unfinished conversation is in progress.
The communication unit D can preferably also be connected to the blocking register, NIX, for telephone sales in order to automatically search this for the specific customer before the call is made. When the conversation has been completed by the customer K replacing the receiver, the audio response voice of the communication unit D will request the booker A to enter the result of the conversation, which is stored in the database B.
This report of the call result may consist of one or more numbers or it may follow a tree structure if more complicated reporting is required. The call is then cancelled as having been reported. If the booker A should forget to report the call and instead replaces the receiver, information as to the unreported call is stored and the next time booker A calls, the communication unit D will ask for the result of the unreported call. Unconnected calls are also logged into the database B, without any action on the part of the booker A, as well as the reason for the non-connection, such as no answer, engaged, etc.
The above procedure is repeated until the booker A replaces the telephone receiver or does not enter a new customer ID within a certain predeter- mined period after the last completed call.
In accordance with a more automated variant of the invention lists of customers with pertinent customer ID may be stored in the database B and these customer lists may be made available to the booker A by stating a list ID that identifies the relevant customer list through which the booker A wishes to work. The communication unit D then selects who on the list it is time to call, and does this in its own time until no customers K remain on the customer list or until the booker A stops the process, e.g. by pushing a button.
Two tables are updated in the database B for read-out - a table with one item per booker identity and a table with one item per customer identity. An item is also entered into a log-table for every event of interest. Examples of such events are:
• A booker logs on to the system;
• A bookers logs off by replacing the receiver;
• A booker is forcibly logged off since no new customer ID was indicated in time;
• A booker reports the result of a previous call when logging on;
• A connection attempt is made without a call resulting; and
• A conversation has been carried on between booker and customer, and has been reported. In accordance with the invention, thus, call results will be directly reported and stored.
A supervising and read-out unit P makes the database B accessible for entering data to the database and reading data from the database B via the Internet from user terminals not in the immediate vicinity of the database. Operations carried out in the system can in this way be supervised or monitored by the management, for instance. Various parameters in the procedure performed can be controlled and registered and the booker identity, for instance, can easily be updated. Since, therefore, all information as to the bookers' activities is available from the database B, it can also be used as a basis for salary administration. Results entered into the database may also be extracted at suitable times via the communication unit if desired, for further processing.
The technology according to the invention may also be used for other applications when contact is desired with a large number of people selected in accordance with certain criteria. Before a parliamentary election, for instance, an election worker can rapidly come into contact with a larger number of voters with the aid of the invention, each of which has been selected on the basis of age, place of residence, declared income, etc., as desired by the election worker.