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Accounting for customer calls


Accounting for customer calls

Money These features must be ordered separately.

Accounting for calls to and from clients

Accounting for customer calls

In addition to viewing the history of phone calls for a specific day , you can also see all incoming calls for each client. Or all outgoing calls to any client. This is called ' customer call accounting '. Customer calls are recorded in the ' Clients ' module.

Menu. Clients

Next, select the desired client from the top. This is usually done using a Data Search Form or Data Filtering .

At the bottom there will be a ' Phone Calls ' tab.

Calls from a specific client

You will be able to analyze outgoing and received phone calls: by dates, by internal numbers of employees, taking into account the time of the call, by the duration of the conversation, and so on. At the same time, it will be possible to actively use professional methods of working with a large amount of information: sorting , filtering and grouping data .

This will help to find out whether the client actually called, whether they answered him, or whether his appeal remained unanswered. And also how much time your employee spent on the appeal.

Recording conversations with clients. How to listen to a conversation?

Recording conversations with a client

Important If your automatic telephone exchange supports recording of telephone conversations , then any telephone call can be listened to.

This is a very useful feature. For example, it can be used to resolve disputes when a client claims that he was given one piece of information, and your employee claims that he was told something completely different. In this case, convenient listening to the call will help you easily find out whose fault the difficulties arose.

Or you just accepted a new employee and want to make sure of the culture of his speech and knowledge. Sitting and listening to his conversations will not work. But to start the recording at a convenient time for you on any of his calls - it will quite help to evaluate the vocabulary and completeness of providing an answer to a question that a client has.

Speech analytics

Speech analytics

Important You will even have the opportunity to automatically analyze telephone conversations between employees and customers .




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Universal Accounting System
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