Configure/setup phone system/ dialer
Budget: $750 – $1,500 USD
I am looking for someone to help me configure/setup my VoIP phone system and dialer. Ideally, the freelancer should have experience in managing VoIP phone systems and dialer software. The project involves setting up an Automatic Call Distribution (ACD) system to manage our sales and telemarketing calls. Some of the key features I'm looking for are:
- Seamless integration with our existing VoIP phone system
- Customizable IVR messages and prompts
- Call recording and monitoring capabilities
- Call routing and queuing based on our sales team's availability and workload
The ideal candidate should have experience working with popular VoIP phone systems and dialer software, and be able to provide references from past clients. Strong communication skills and attention to detail are also important for this project.
I am pasting my notes - forgive the typos and grammar. I want someone to configure a solution to handle inbound/outbound calls with virtual phone system integrated, contact management/database/scheduler.
Here are my notes from my conversation today for at least the basic functionality. We are open to different platform that will do the job well. We have looked at and used several different t over the years from Vici dial to five9 and others
My notes:
1. VoIP IVR PBX with call que- one channel where I bounced que with call distribution to the agent- different agent levels
2. IVR corporate greeting, different extension or dial direct agent extension
3. Out bound disaler - call blending -
4. Contact management/database with customization fields
5. Call transfer - transfer the record to other closer with the record and all info
6. Inbound call- if we have record- check the database and pull up the record that matches the record if we have the record
7. Different fields in the database to code the leads - pull down menu with pre selected options so that the data can be filtered later for remarking to match that criteria
8. Calendaring to set call back for closers , meetings etc… for qualifier if person requests call back time agent, agent sets call back time in dialer possible if not it just goes back in the database as a call back
1. Click to dial from the contact management database if possible
Some solution like zoom for meetings- integrated with zoom if pos
Some system for the agreements to be online for people to review and sign an agreement(a)
- Seamless integration with our existing VoIP phone system
- Customizable IVR messages and prompts
- Call recording and monitoring capabilities
- Call routing and queuing based on our sales team's availability and workload
The ideal candidate should have experience working with popular VoIP phone systems and dialer software, and be able to provide references from past clients. Strong communication skills and attention to detail are also important for this project.
I am pasting my notes - forgive the typos and grammar. I want someone to configure a solution to handle inbound/outbound calls with virtual phone system integrated, contact management/database/scheduler.
Here are my notes from my conversation today for at least the basic functionality. We are open to different platform that will do the job well. We have looked at and used several different t over the years from Vici dial to five9 and others
My notes:
1. VoIP IVR PBX with call que- one channel where I bounced que with call distribution to the agent- different agent levels
2. IVR corporate greeting, different extension or dial direct agent extension
3. Out bound disaler - call blending -
4. Contact management/database with customization fields
5. Call transfer - transfer the record to other closer with the record and all info
6. Inbound call- if we have record- check the database and pull up the record that matches the record if we have the record
7. Different fields in the database to code the leads - pull down menu with pre selected options so that the data can be filtered later for remarking to match that criteria
8. Calendaring to set call back for closers , meetings etc… for qualifier if person requests call back time agent, agent sets call back time in dialer possible if not it just goes back in the database as a call back
1. Click to dial from the contact management database if possible
Some solution like zoom for meetings- integrated with zoom if pos
Some system for the agreements to be online for people to review and sign an agreement(a)