CallSource

What do you like best?

1) Campaign Analytics - CallSource helps us a detailed analysis of how our campaigns are running. We factor in this information when we are generating our quarterly sales reports scheduled for review by top level management.

2) Refresher Meets - Thanks to CallSource, we can now identify the strengths and short-comings of our callers. We then schedule appropriate refresher training sessions for those who need it the most instead of halting the production wheel and wasting time calling the entire team in for a stand-up meeting. Of course, we have other ways of doing this (For example, those callers who are falling short of their monthly admission targets for our Medical College). However, that is very general approach. We need to delve deeper into the issue in order to solve it. Analytics is the answer!

3) Reporting - Reporting is easily accessible with no prior training necessary. It's very easy to generate and export. However, the dashboard seems to be very cluttered and could use some restructuring.

4) Integration - I hook Salesforce up with our CRM which is very convenient. That's primarily what I use to assign leads.

5) Backtrack - It creates tracking numbers with other features like whisper and call notification that can be sent to our main e-mail distro. Everybody has visibility!

6) Customization - CallSource let's you choose what features you need "on", and what you don't need "off".

7) Barging - CallSource enables us to barge in on calls while they are happening so that we can silently test their quality, first-hand!

What do you dislike?

1) The Dashboard - While all the features are wonderful, the dashboard could use a little work. it's very have to navigate through all the menu options.

Recommendations to others considering the product:

It takes some time to log in and set up each number. Other than that, this software is nothing short of magic!

What problems are you solving with the product? What benefits have you realized?

1) Call Monitoring

2) Call Tracking

3) Data Driven Analytics

4) Reports that we can file with our higher managers during quarterly evaluations

5) Live Alerts

6) Missed Opportunities