For any business, managing client information can be challenging the more the business
grows.
But if you’re in the business of providing customer service, you can’t afford to let that
slip, because accessing customer information quickly is of utmost importance.
With custom Call Tags, your team can identify who is on the other line before they even pick
up the phone.
As calls come in, sales and service reps can assign each call a custom Tag based on client
type, product purchased, or any other unique identifier. The custom Call Tags are then
stored in the rep’s DYL dashboard, and can be changed or edited as needed.
1. Use Call Tags
to
Categorize and Filter
Calls
2. Call Tags
Measure Lead
Quality and More
3. Reeling in More
Business
One Call at a Time
4. Additional
Features
Here are some of the purposes Call Tags serve:
1. They speed up the process of redirecting calls. If a call
comes in for customer support, the previously assigned
custom call tag will display the department to which the
call should be transferred.
2. They help you execute call campaigns quickly. Call a
list of people with a certain tag by assigning prospects to
the tag and following-up.
Make finding prospects or customers in your database easier. Organize them by demographic,
business need or other unique classification.
You’ll no longer have to wonder where the call is coming from or how important it is.
If you have a Call Center, Call Tags are a necessity. They save your employees time and
effort and expedite customer service.
Use Call Tags to
Categorize and Filter Calls
Customer experience is all about satisfying the customer’s needs. More often than not, that
means performing faster.
Whether it’s locating a customer’s information to better assist them in a time of need, or
discussing a document you sent a prospect last week, the sooner you have that information in
front of you, the happier the caller will be.
DYL’s Call Tags are a quick way to see who is calling, so you can help. Combined with our
Contact Profile feature, your staff has all the customer’s information right there
on-screen.
Use Call Tags to speed up searches in your database or to identify incoming calls.
Who needs Call Tags? Business owners who want to improve a team’s organization and a
customer’s experience.
How well do you know your business?
Question
Call Tags
Measure Lead Quality and More
Call Tags can be used lots of ways: to categorize the level of a lead’s interest or status
(from cold to hot), to group similar customers for follow-up calls, to search for customers
in your database, to know who is calling before picking up, to quickly transfer callers to
the correct department, and more.
Call Tags can also be edited and changed for any reason, so grouping contacts is easier.
With DYL’s Call Tags, an associate can read the call tag for an incoming call to decide how
to handle the call.
Combined with DYL’s Office View, a call can be dragged-and-dropped to another team member or
placed in the Parking Lot for the next available representative.
Sales teams, customer service teams, and marketing teams can use Call Tags to filter, group,
or create campaigns for outbound or inbound needs.
Reeling in More
Business One Call at a Time
As one of North America’s top seafood suppliers, N.A. Seafood Handlers looked forward to the
coming Spring season for its bountiful hauls every year.
But the one thing VP, John Goldland did not look forward to was the storm of phone calls
anticipated from eager restaurants, markets, hotels, processors and transporters. It was all
too much to deal with at once, and the company didn’t yet have a system in place for
handling the call volume.
As a result, calls were often transferred to the wrong departments, or missed altogether.
Contact information was sometimes incorrectly assigned and contract details were often
misplaced.
To put an end to the mismanagement, John vowed this year client communications across all
the departments would be better organized. So, he searched for an affordable solution his
company could implement right away.
When presented with DYL’s Call Tags, he immediately saw how his team could quickly redirect
incoming calls and more accurately address the needs of their callers.
He appreciated that his managers could see all active calls and pitch in to help if needed.
And the clincher was that DYL’s all-in-one platform could be used by his sales, support, and
marketing teams for everything from outbound selling to automated nurturing campaigns.
With the ability to send group texts, emails, calls, efaxes, his team had everything they
needed to stay in touch with clients and partners. And locating past conversations and notes
was a breeze, because his staff could easily tag, store and record conversations for every
contact.
John bought in hook, line and sinker and with DYL in place, the entire company is now set to
scale well into the future.
DYL’s All-in-One Platform includes over 80 Customizable Features
