Clientele Conductor

See Also Requirements Features

Where other software products might give you a way of just managing calls, Conductor, a Clientele companion product, gives you a way of managing your business activity... immediately, efficiently and accurately. It can automatically perform just about any task for you, from checking to see if you’re meeting your service level agreements to notifying customers whose maintenance contracts are up for renewal. Conductor is a fully extensible product with many out-of-the-box settings. You can easily add your own business logic and code to it. Plus, its standard Microsoft Windows design makes it easy to master. Moreover, because Conductor lets you define when it runs, what it looks for and what actions it takes, you’re always in control—even when you’re not there.

Conductor Works Unattended
Picture Conductor as a normal user who works “unattended” to perform regularly scheduled tasks. Now picture it as a powerful, sophisticated user, one that can retrieve e-mail messages and automatically turn those messages into call records or into other records, such as a request for literature. It can respond to requests and send responses to a variety of end-points. Conductor watches your database, responding as needed, from escalating calls to placing orders, from rolling up sales forecasts to drip marketing.

Pressed for Time? Not Anymore
Conductor can escalate calls, send messages, update records, even retrieve e-mail messages and convert those messages into Clientele records. You define your own Conductor triggers that scan your database looking for specific conditions. When those conditions are met, Conductor performs actions that you’ve already defined. Because it does all of these things automatically, you no longer have to spend valuable time staring at a monitor or studying reports to see what’s happening.

Automated Notifications
Ever-increasing demands on your time make it virtually impossible to respond to your customers’ needs as effectively as you would like—or as they deserve. Until now. Now you can let Conductor watch your database and automatically notify you—and others—of any changes. For example, Conductor can alert you when a service agreement or a quote is expiring. Or when a sales opportunity has been at a step too long or a support rep has too many open calls. Or even when a customer has been calling too often. Whatever the reason, Conductor can notify the appropriate people or departments via e-mail, pager or fax.

Automated E-mail Retrieval
With the rise in popularity of e-mail, communication with customers is now an anywhere-anytime expectation. This increase in customer expectations means your responsiveness must be timely, if not proactive. Now whenever a customer contacts your support department via e-mail, Conductor can automatically turn the message into a call record, put it in the call queue, assign it to the appropriate rep and send a response back to the customer. You no longer have to personally review original e-mail messages.

Automated Tasks and Scheduling
If you’re spending too much time on administrative tasks, you’re probably not spending enough time with customers. And customers are what keep you in business. By automating routine tasks, Conductor frees your staff to focus on mission-critical or customer-related issues. In addition, Conductor helps you become more efficient by running reports, launching applications, assigning passwords and notifying users. It automatically creates follow-ups, as well as re-assigns or re-prioritizes them as needed. For example, Conductor is an indispensable tool for any organization considering a drip marketing campaign.

Create Your Own Triggers
Through Conductor’s query-based design, you can define a multitude of triggers, which are responses to a user-defined condition or set of conditions. For example, one trigger could be set to run a specific report every Monday at 8 a.m., while another trigger could be set to escalate a support call. Triggers are easy to edit, and can be enabled or disabled simply by selecting an option in a check box. Plus, Conductor includes a set of sample triggers, which you may quickly customize or use as models when creating your own triggers.

Define Your Own Working Calendar
You can easily set up Conductor to start or stop specific tasks to fit your work schedule. Conductor’s powerful Working Time Calendar feature is smart enough to know when you’re working and when you’re not, including breaks, holidays and weekends. You can even create different “working time” calendars based on shift, location
or department.

Easy to Customize, Powerful to Use
Conductor is a fully extensible product with many out-of-the-box settings, but you can easily add your own business logic and code to it. Plus, Conductor’s standard Microsoft Windows design makes it easy to master. And its query-based actions enable you to create a range of triggers, from simple triggers that do just one thing to more complicated triggers that perform multiple actions. Conductor uses stored queries that already exist in your database, so creating a query-based trigger is as easy as simply selecting one from a list.

Extra Staff Without the Extra Overhead
Conductor gives you the benefits of having extra staff—without the overhead—through automated database monitoring, escalation and reporting. It enables you to easily manage a variety of work-flow processes, saving you both time and money, and helping to ensure that your business runs smoothly.