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Old 12-26-2006, 04:31 PM
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Join Date: Dec 2006
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Looking for advice

I've recently been thrust into the position of Director of Client Service (a.k.a. Call Center manager) for a small company in Florida. I'm looking for ways to improve our center's ability to capture every client touch. We currently use SalesForce as our client database, but no part of that program forces a client note to be added after every call. Does anyone here have any suggestions on how to better require our agents to notate every touch to an incoming client?

I've considered auto-population solutions, but they don't seem to work well with SalesForce (as it is web-based, and hard to create macros for). Any ideas?
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Old 12-27-2006, 02:00 AM
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Join Date: Apr 2005
Location: Mumbai
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Try TouchStar

Why don't you try calling TouchStar software. I'm working on Touchstar CRM in Middle-East and it is working fine for me. Also they showed me CRM product called Superscripting from Digisoft ( Company Taken over by TouchStar). It is an Good customized CRM tool/ software.
I know the India office number as +91 22 6450 6440.
Also their US number is +1 303 338 0678.

Best of luck.
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Old 01-19-2007, 09:02 AM
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Join Date: Jan 2007
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I've had similar problems in the past, but I haven't used that application. I know in our case, the problem was always that we lacked any CTI (Computer Telephony Integration), so our CRM wasn't actually tied to the call itself. We had to deal with this through management and reporting, which worked OK, but there will always be issues with that route. Hope you find something that does what you need!

Lucas Keller
Prophet Network Integration
http://www.pni-inc.net
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