TeleMagic
Auto Responder automatically checks your database for records meeting
a specified filter's criteria. When a record or records meet the criteria,
a response is generated. The response can be a fax and/or an e-mail
that gets queued to the Automation Server.
The
response can include merge information and document attachments. E-mail
responses can be sent either to the contact's e-mail address, or to
a specified e-mail address or group of addresses, such as customer
support representatives.
Auto
Responder can create an activity and/or stamp the contact's notepad
when it creates a response. You determine how Auto Responder works
with any database by creating profiles. You can create profiles for
any or all of your databases, and you can create multiple profiles
for each database.
Here
are some examples.
Example
1: Call Center Application
Let's
say you have a person answering your incoming sales line. When the
calls come in, this person is instructed to add a new TeleMagic record,
then schedule a fax or e-mail to the contact to send the requested
material. In this case, the Auto Responder can be set up to automatically
send the document as selected by the operator. You no longer need
to train them how to queue a fax or e-mail.
Example
2: Lead Generation
Assume
you have a Prospect database. You just purchased several thousand
names and would like to do a broadcast e-mail or fax. You may want
to send an e-mail if they have an e-mail address, otherwise you would
want to send a fax. Without Auto Responder, you would have to create
a filter to separate the records, then queue the filtered e-mail and
fax separately, depending on the condition. With Auto Responder, you
do not need to manually queue either group. You can set up Auto Responder
to determine whether an e-mail or fax is appropriate, then as soon
as the records are imported, it will automatically start sending the
materials
Example 3: Sales & Marketing
When
sales people talk to prospects, they often need to e-mail or fax product
brochures and other sales material. Without Auto Responder, they would
have to launch the fax or e-mail program, select the documents and
then queue them to the Automation Server. With Auto Responder, the
database can be configured so all they would have to do is to select
check boxes in the record for the documents they would like to send,
and save the record.
Example
4: Accounts Receivable
Assume
you have a database that keeps track of any outstanding balances for
your accounts. You can set up Auto Responder with the e-mail addresses
of the account representatives and have Auto Responder send an e-mail
to that person as soon as one of their accounts become past due
.
Auto
Responder Program FAQ
Q.
Does each database have its own configuration?
A. Yes, you can set up each database to perform its own task.
Q. Could a given database be set up more than once?
A. Yes, you can set up the same database to monitor different
flags and act accordingly.
Q. How many databases could be set up to use Auto Responder?
A. There are no limits. You can set up as many databases to be
monitored as you like.
Q. What are some examples of how you would use Auto Responder?
A. There are number of ways Auto Responder can be utilized.
Q. Do I need to install NetClient to utilize this program?
A. No, Auto Responder is designed to work with TeleMagic V4.5
databases. The Prospect Module is an ideal way of utilizing this program,
but it is not necessary.
Q. Does Auto Responder track the sent faxes or e-mail?
A. Yes, it can be set up to stamp the notepad and create a completed
activity.
Q. Does Auto Responder have the ability to schedule a call for my
sales Rep?
A. Yes, you have the option of creating a Pending Activity when
a fax or e-mail is sent.
Q. When creating Pending Activities, can you assign it to a specific
sales rep based on the data in the record?
A. Yes, you can define a field where the User ID for the activity
is stored. This field could be a TeleMagic calculated field based
on the region or any other criteria.
Q. Do you need to decide in advance whether you want Auto Responder
to send e-mail or a fax?
A. No, you have the option of setting it up in advance to do one
or the other, or you can set up a calculated field to determine that
on the fly.
Q. Where can I see Auto Responder in action?
A. Visit www.TMNetClient.com,
click on the Prospect link, and review the database layout. You can
enter your information and let our server demonstrate this feature.
Q. Is there any help available on how to configure the system?
A. Yes, Auto Responder comes with a full help file, which is installed
in the TeleMagic Help directory.
Q. Is there a charge for Auto Responder?
A. Yes, you can order the product through Batec.
For
more information
Call us today on (011) 447-0611 - Cell: 082-774-1126
Johannesburg - South Africa
e-mail: batec&batec.co.za (change & to @ when sending email)
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