English - Poltys

Report
CA Modules
Eugen Stefan
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Table of Contents
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Introduction
CA Modules Overview
How to Order
Contact
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Introduction
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Poltys Inc., - Over 16 years partnership with Panasonic
with Factory
TAPI Driver, CSTA Test tool, VM console, PA Server,
CSTAMUX ….
Poltys knows Panasonic PBX, especially reliable CSTA
interface
with Sales Companies
Panalat, Canada, USA, New Zealand, Singapore, India,
MiddleEast, Russia….
Poltys knows Panasonic PBX reseller capability
Poltys knows Panasonic structure.
Long term Panasonic application partner as a PSDN Gold Member
Has tightly integrated application with Panasonic PBX
Nurse Call integration: integrated with System Wireless Phone
Call Center Application: integrated with built-in ACD function
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Call Center Solutions
ACD Monitoring and Reporting
Queue Wait Time Announcer
Dial Out Notification and Call Fraud Protection
Call Recording
CRM Integration
Business Productivity
Conference Bridge
Speech Auto Attendant
Appointment Reminder
Inbound/ Outbound SIP IVR
Call Accounting
Healthcare
Direct Care Connect – Nurse call system
integration with Panasonic Phone system
Direct Care Monitor – Monitoring and
reporting
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New functionality for the
Panasonic CA provided by Poltys
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•
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English
German
Spanish
Key Concept
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Panasonic Family Product
Affordable to sell by Panasonic Dealer
ACD
Reports
Tight integration
as CA Family product
Panasonic CA and Poltys CA Modules create an unified
application suite
CA Modules are derived from existing Poltys applications
CA Modules use the propriety Panasonic CTI I/F for a
seamless integration with CA and PBX
Languages available for the GUI
Dec 2012
Conference
Bridge
Appointment
Reminder
Auto
Attendant
Outbound
Dialer
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CA Modules Product Positioning
New capabilities added to the Panasonic based solutions
• Appointment remainder
• Auto Attendant
• Outbound dialer
Cover missing functionality in the Panasonic based solutions
• Simple ACD Report
• Conference Bridge
Appoint.
Reminder
Auto Attendant
Health Care Practitioner
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Service Oriented Business
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Automotive
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Schools
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Industry
New Vertical Markets
Compete in Existing
Markets
Informal Call Center
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SMB Office
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Small Doctor Office, Collection
Agencies
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Conference
Bridge
ACD Reports
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Outbound
Dialer
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Business Benefits
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New opportunity of selling Panasonic systems
Upgrade/ replacement of existing equipment
Multiple points of contact with the customer
Increase application sales revenue
Maintenance services expansion
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CA Modules Overview
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CA Modules Functionality
Poltys CA modules can be launched from CA V4 screen with easy one-click operation, then
provides effective five functions.
CA V4
Click
Poltys
CA Module
1. ACD
Reports
Provides Call Center reporting features, adding ACD
Call Center specific functionality
2. Conf
Bridge
Adds audio conference capabilities to the CA Pro and
CA Supervisor Clients
3. Appt.
Reminder
Places outbound calls to customers and when the call
is answered, plays specific message
4. Auto
Attendant
Connects the caller to the intended recipient by
speaking the name or by entering the extension
number, using speech recognition technology
Select a function
5.Outbound
Dialer
Automatically places calls to a predefined list of phone
numbers and connects the called person to the agent
as soon as the call is answered
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CA Modules Installation and Operation
Simple and easy installation and operation
• Unified installer
• Simple per seat floating license
• Some CA modules use Poltys Appliance (low cost server)
Start CA Modules GUI using existing Poltys start button from CA
• Poltys CA Module unified GUI from CA and jump to each function
• Similar concept as for Voice Mail Assistant
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Poltys CA Conference Bridge Module
Connects internal and outside participants in multi-party voice
conferences
Benefits
• Reduces costs on multi-party calls
• Secure calls
• Reduces travel costs
Features
Ideal Customers
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Corporate Organizations
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Inter-company, worldwide training
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Auctions via telephone
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Organizations that take regular referendums/votes
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Multi-party, multi-speaker conferences
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Maximum 48 conference rooms
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Total of 96 simultaneous attendees per system
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Easy to configure ad-doc conference
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Add/ Kick out/ Mute attendees during the conference
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Integrate with Microsoft Outlook 2012 calendar
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Poltys CA Conference Bridge Module
Connects internal and outside participants in
multi-party voice conferences
r
Agent
CA Client
Call
Every
Entry in
the List
Outside
Conference
Participant
Agent
CA + TDE/NCP/NS1000
CA Client
Outside
Conference
Participant
Conference External/ Internal
Callers
SIP
Poltys Conference
Bridge Appliance
Meet-me/Dial Out
Integrated with Microsoft Outlook
2010 scheduler
Outside
Conference
Participant
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Outlook plugin
Poltys CA Appointment Reminder Module
Places outbound calls to customers and when the call is answered,
plays specific message
Benefits
• Reduce no-shows
• Make Better Use of Your Appointment Slots
• Save The Time of Staff
• Regular / Periodical checkup remainder
Features
Ideal Customers
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Doctor/Dentist Offices
Any Service Business Appointment Confirmation
Emergency Notifications
School to Parents Notifications
Car Dealer
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Plays pre-recorded messages or can use Text to Speech
technology
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If the call is not answered it retries, if an answering
machine answers, it leaves a message.
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Can leave messages in different languages
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Creates Call Completion Reports and Call Logs.
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Poltys CA Appointment Reminder Module
Automatically Call Customers and
play Reminder Message
Call Every Entry in the List
Call answered- Pay message
No Answer – Retry later
Customers
CA +
TDE/NCP/NS1000
Customers
SIP
Call every customer in the List
Poltys Appointment
Reminder Appliance
Customers
If Call Answered - Play
message
If No Answer – Retry later
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Poltys CA Outbound Dialer Module
Automatically places calls to a predefined list of phone numbers when
the agent status is “available”
Benefits
• Helps maximize revenue opportunities
• Improve Contact Center Productivity, agents spend
more time talking than dialing
Features
Ideal Customers
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Collection Agencies
Patient Check-Up
Appointment Confirmation
Lead Generating
Telemarketing
Political Campaigns
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Calls the numbers one by one as soon as Agents
becomes available
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Busy or no answer numbers are retried
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The outbound dialer eliminates the customer search and
dial time that the agent normally does
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Agents are presented with calls as their status changes
to available
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Outbound call list can be shared via CRM databases
between multiple Agents
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Import/ export call list from/ to external CSV file
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Poltys CA Outbound Dialer Module
Automatically call customers in list using the agent
phone when the agent status is “available”
Customers
Agent
Call
Eveage
No
Ans
wer
–
Ret
ry
late
CA Client
r
CA + TDE/NCP/NS1000
Outbound
Dialer Module
Customers
Call Every Entry in the List
Call answered- Pay message
No Answer – Retry later
Call every customer in the List
When the Call is Answered
pop up screen for notes
Agent writes call notes
Customers
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Poltys CA ACD Report Module
Provides reporting features to CA Supervisor, enabling agent and
group history analysis
Benefits
• Provide ACD Reports for increased Productivity,
Profitability and Customer Satisfaction)
• No server required
Features
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Ideal Customers
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Help Desk Supervisor, Customer Support
Supervisor, Sales, etc.
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Telemarketing Supervisor
Collect ACD statistics regularly from CA Supervisor
Build Reports by month/day/hour/day of week and group
for a selected time range
Group Report Statistics
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Total number of calls
Average Answer Time
Overflow Calls
Lost Calls
Max Waiting Calls
Longest Waiting Time in Queue
Agent Status Report ACD Statistics
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Login Time
Not-ready (break) Time
Busy Time
Working After Hours Call Time
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Poltys CA ACD Report Module
Call
Every
Entry in
the List
w
er
–
R
etr
y
lat
er
CA Client
Inbound/Outbound
Inbound/Outbound/Intercom
Agent
Customers
Agent
Customers
CA + NCP/TDE/NS1000
Supervisor
Call Every Entry in the List
+
Customers
Call answered - Pay message
No Answer – Retry later
C
all
an
s
w
er
ed
P
ay
m
es
sa
ge
CA Client
N
o
A
ns
w
er
–
Group and Agent
StatusRReports
etr
Hourly/Daily/
y
Monthly/Custom
Dateslat
er
Export
PDF/CSV/EXCEL
Print
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CA Supervisor + ACD Reports Module
Poltys CA Auto Attendant Module
Connects the caller to the intended recipient by speaking the name or
by entering the extension number, or perform actions depending on CA
presence state
Benefits
• Helps companies reduce their overall operating
costs
• Performs Call Routing Efficiently
Features
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Ideal Customers
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Law firms
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Accounting firms
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Product & service businesses
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Enabled, customer speaks the name of the party he
wants to talk to
Get the CA client presence status, play the associated
greeting and perform the specific action
Call is transferred automatically to the appropriate
person if available
Outside caller can request a call back and leave a
callback number
Auto Attendant will popup a window with the callback
requests and if it is accepted, the callback number is
automatically dialed
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Poltys CA Auto Attendant Module
Automatically Answer Calls, Recognize
Name, Transfer to Extension or Voice Mail
Inbound Calls
Agent
No
An
sw
er
–
Ret
ry
late
CA Client
r
Call Every
Entry in
the List
Customers
CA Client
Agent
CA + TDE/NCP/NS1000
Customers
Answer All Calls
SIP
Play Custom Greeting Message(s)
Poltys Auto
Attendant Appliance
Recognize Name or dialed extension
Transfer Call to appropriate extension
or Voice Mail
Customers
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How to Order
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Order Process
• CA modules are added to the Panasonic Price List
• Order are placed to Panasonic Sales Company and for each Part
number an Activation Code is supplied
• Activation Code is used by Dealers to log into the Poltys licensing
portal (https://licensing.poltys.com/PoltysLicense/) to activate the
SW parts and initiate HW delivery
Activation Code is generated by Poltys and has the order details
encrypted in 16 alphanumeric characters in the following format: xxxxxxxx-xxxx-xxxx
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Poltys Appliance (server)
Poltys provides pre-installed appliance Server for easy to setup
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Conference Bridge, Appointment Reminder and Auto Attendant CA Modules are preinstalled on
Poltys Appliance
Benefit for Customer – Easy to support remotely, easy to replace
Benefit of Dealer - Easy to install, configure and connect to PBX
Appliance
Micro Chassis
Specifications
Intel D2700MUD 2.13 GHz Dual Core Atom
D2700, 2GB RAM, 60GB SSD Drive
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Low profile 1U,
19” rackmount
Appliance dimensions: 9” x 8” x 2.5”
Packed: 13” x 11” x 4.5 “
Packed Weight: 6lb
Quad Core 3.2 GHz I7, 4GB RAM, 250GB
enterprise level HDD, X8STi Supermicro
motherboard, Low profile 1U, 19” rackmount
chassis
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Appliance dimensions: 19” x 15” x 3.5”
Packed: 22” x 19” x 7 “
Packed Weight: 16lb
Capacity
Description
Conf. Bridge up to 24 SIP participants
or
App. Reminder + Speech AA up to 8
SIP ports
Desktop /Mini Tower
Conf. Bridge sever 24 participants
(max 100 participants)
App. Reminder + Speech AA over 4
ports (max 48 SIP ports)
Tower/19’ Rack
Mountable
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Note: This are minimum requirements for each appliance. Other versions may be supplied upon availability
Poltys Licenses
License on Client Side
(CA User PC)
Poltys Appliance
Yes
No appliance
Not needed
Yes
(Poltys licenses are required.)
Appointment
Reminder
Yes
Yes
(Poltys Licenses are required.)
Auto Attendant
Yes
Yes
(Poltys Licenses are required.)
Outbound dialer
Yes
No appliance
CA Module
ACD Reports
Conference Bridge
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Panasonic Activation Key Needed
CA Module
CA Activation Key
SIP Phone Activation Key
Yes
(CA Supervisor user)
No
Yes
(CA Supervisor or CA Pro user)
Yes
Appointment
Reminder
Yes
(CA Supervisor or CA Operator or CA Pro User)
Yes
Auto Attendant
Yes
(CA Supervisor or CA Operator or CA Pro User)
Yes
Outbound dialer
Yes
(CA Supervisor or CA Operator or CA Pro User)
No
ACD Reports
Conference Bridge
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Marketing/ Training/ Support
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Product Leaflet
Use Case
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Sales Presentation
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Product description, features, licensing, benefits to customer, how to
position, how to sell
Technical Training Materials
Product Manuals
You Tube Videos
Sales Training Seminar
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One page description regarding on how customers use the solution
Four hours WEBEX sales force training (English only)
Technical Training Seminar
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Four hours WEBEX training for the technical staff (English only)
Note: All Materials are in English, German and Spanish
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CA Modules Install Kit Download
One installation kit for all Poltys CA Modules (CAModules.exe) downloadable from
https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx website
Fill in Customer Info and click on OK button
Go to
https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx
Click on Download CA Module Trial link
Each CA Module comes with a 60 days trial license
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Contact
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Contact
Poltys, Inc.
3300 N. Main Street, Suite D
Anderson, SC 29621-4128
USA
US: +1 (864) 642-6103
Canada: +1 (905) 910-0324
UK: +44 (0)20 3002 7716
RO: +40 21 319-9822
Web: www.poltys.com/ca-modules
Sales: [email protected]
Support: [email protected]
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Thank You!
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