Transcript Notes/Task

CoreTalk
The essence of business
communication
CoreTalk
 CoreTalk brings the most pervasive
communication tool in history – the cell
phone – fully into the business process.
 CoreTalk manages the communication
around business events and the people
associated with that event
 CoreTalk, a communication platform with
relevance to all businesses.
Overview of CoreTalk Functionality
CoreTalk Features
SMS-eMail
Forwarding
Marketing
Pages
Database
Integration
Manage
Contacts
SMS
Promo
Has three
different
functions:
Group
Management
A Marketing
Page“push”
is an “html”
pageintegration
which hastoanany
SMS
trigger
that can be
CoreTalk
provides both
and
“pull”
SQL
type database.
• Enables
single
and bulk
creation
of
contacts
• eMail
to SMS
(Retrieves
email
from
pop3
terminal,
according
to an
filter
responded
to via CoreTalk.
They
are
distributed
either via
automated
Enables
the
management
of
groups
•
“Push”
–
CoreTalk
interrogates
a
database
at
predefined
intervals
and when it picks
•
Allows
for
synchronisation
with
Outlook
rules,central
and
sends
email
content
as
an
SMS
to
cell
phone
user
or
Group)
Promotions
form
part
of
the
typical
SMS
competitions
environment.
server
process
or
by
email
to
intended
recipients.
Send
SMS
• to
Assignment
of itContacts
to csv,
group
up
a change
sends
this
information
to eitherand
a single user
or a group of users.
Performance
Reports
• Allows
for
imports
excel,
textfor
etc.
• SMS
eMail
(Receives
incoming
SMS
emailing
There
are
ninefrom
default
SMS
competition
types set sends
up andthis
these will be
•Typical
Enables
selection
of Individual
Contacts
or Groups
torewhom
of
Group
based
common
communication
parameters
Examples:
Equity
Stock
Levels
below
order,
outstanding
Performance
reports
conform
toon
aPrices,
widely
used
business
reporting
format
that is
off to• Profiling
recipient).
expanded as required. Promotion setup is wizard driven
• Remote
sending
authorisation
so
that
an
external
party
SMS’s
must
be
sent
insurance
usedGroup
bypayments.
all
businesses,
including
market
research
organisations.
History
• commonly
Forwards
incoming
SMS
toCommunication
a cell
phone
user
or
group
of users
adatabase
message
to Notes/Task
aSMS
group.
•“Pull”
Allows
for
personalised
templates
and
maymessage.
•may
–A
transaction
is initiatedvia
by an
incoming
SMS
•send
Provides
a history
of
ALL messages
communication
carry
additional
information
from
aby
Spreadsheet
or Database
Examples:
Account
Balance
Enquiry,
Notes/Tasks
against
the
person
who
has
logged
on to etc.
• •Able
to select
communication
date,
contact,
content
Plan
My Life
• Able
to
print
communication
both
and outward
system
as opposed
to against
the person
whologged
is
• Schedules
against
thehistory,
person
whoinward
has
on to
which
stamped
and
email
to
recipient
callingissystem
indate/time
as in as
Communication
Management.
opposed to against the person who is calling
in as per communication management.
(See more on Notes in scheduler in subsequent slide)
(See more on scheduler in subsequent slides)
CoreTalk – Communicating with a client
The Help Desk
CoreTalk
Desktop
When a contact phones in or you require information
Around this contact enter name and do a search
Select Person
The CoreTalk Desktop:
- Is the businesses Communication Control Centre
- From here all outstanding Communication that needs to be dealt with is
visible
- It is from here that you will respond to incoming enquiries
Contact Search
Select relevant Contact
Select the correct contact or if not available – Add a new Contact
Contact Communication
To send an SMS to 3rd party
Whilst dealing with this contact you have available a complete
communication history. You are thus able to answer any queries as well
as perform a number of other functions which will relate to this contact
For instance you may:
• Communicate with third parties via either eMail or SMS
• Schedule Appointments
• Build a Notes/Task list
• Assign the user to groups
Send SMS to others whilst dealing with contact
Select relevant Contact
Select the contact/s:
• Double Click or use Add options to add to Recipient List
• Write Message and send
• Hit back button to return to communication history
Schedule an appointment
The CoreTalk scheduler is a powerful business tool that allows operation either via “user “
or “category”.
• “Category” setup is a tailored feature that allows for quick scheduling with fixed
time slots and was designed for industries such as the beauty industry, doctors
and restaurants e.g. Head massage 30 minutes, Head & Neck Massage 45minutes
It is possible to set defaults for a schedule in order to reduce appointment setup
to 2 key strokes.
• “User”
allows
timetime
allocations
and
has associated
documentation
Select
theflexible
required
slot and
setup
appointment.
- Meeting
Agenda - and
Meetingbutton
minuteto- which
email
When complete
tab -“Back”
returnare
to distributed by either
Select relevant Timeslot
or SMS”
communication history
Common to both is the ability to:
• Advise recipients that an appointment has been made
• Remind them at a specified duration before the appointment of the
appointment
• Setup a pop-up to remind the appointment maker of the appointment
and if this is not dismissed after a specified time it will send SMS to the
concerned person to remind them of the appointment
Contact Communication
Select relevant Contact
eMail
CoreTalk will open your default email utility enter the name of the recipient and
ready the email utility for a message input. On sending and closing this window it
will return to the communication history
Contact Communication
Complete a Task Assignment
Notes/Task
Complete the note or task that needs to be
accomplished for this contact. Multiple tasks may be
assigned.
“Save and Close” to return to the Contact
Communication
Complete a Task Assignment
CoreTalk enables all communication and related notes/tasks to be filed with the
contact.
• A note is a simple written record
• A Task has associated time implications
Contact Communication
Assign a Contact to Group
Groups
Groups are used for segmenting the contact base according to a business
requirement.
Groups
canyou
be:want to assign a Contact to.
Select typically
the groups
• Employees
Either
double-click or “Add” to assign them to the
Complete a Task Assignment
• Sales Team
contact
• Customers
• Customer Segment (Priority, Account Holder, Cricket Team) etc.
It is possible to send an SMS into CoreTalk from a remote cell phone and it
will then forward the message to everybody in the assigned group as long as
the sending party is authorised to do so.
Summary of Communication Management
 All communication, both inward and outward is saved


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
with the contact
Appointments pertaining to the contact are saved with
the contact
Notes/Tasks pertaining to the contact are saved with the
contact
Database accesses and promotions that the contact has
taken part in are also visible against the contact
Groups assigned to the contact are visible
It is possible to network CoreTalk so that communication
history is available to other company personnel
CoreTalk in business
CoreTalk
CoreTalk is a communication platform for all businesses.
 It is used in:
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Mining Industry (Billiton Mines biggest mining group in world)
Banks (Standard Bank, Old Mutual)
Motor Industry (Ford Motor Company, Nissan, Peugeot)
Schools (over 300 schools in South Africa)
Health Industry (Clinics and hospitals 60 in SA and still rolling out)
Police and Security Companies (South African Police and numerous security
companies)
Logistics and Transport Companies (Toll Express largest logistics company in
Australia plus others)
Insurance Industry (Old Mutual)
Sports Training (Sharks rugby squad and others)
Breweries (worlds second largest brewer)
Nigerian Population Census
Retailers
CoreTalk is a communication platform for all businesses
What Businesses say about CoreTalk
 Toll Express (Australia) - “CoreTalk has saved us $320,000 per year and
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has considerably speeded up some of our processes”
Peugeot Dealer (South Africa) – “as people initially resisted the fax
machine….. so there may be some resistance to CoreTalk, but I can assure
you, as with the fax machine, once you have it you wont know how you
existed without it”
Brave Clothing (New Zealand) “…I do not hesitate to recommend Coretalk
to any business owner wishing to add value to their clients. I wish I could
keep them a secret, and have them all to myself ”
Skin & Body Matters (South Africa) “…CoreTalk is our secretary and
manager all in one… we use it collect outstanding funds … advise clients of
product…. Schedule appointments….it is very easy to use”
Collenbrandell Accountants (South Africa) “… we use CoreTalk to make and
confirm appointments….follow up on outstanding accounts it is far more
effective than email….request information from clients (better
response)….keep staff updated”
AND SO IT GOES ON AND ON.
CoreTalk
For additional business referrals go to
http://www.coretalk.biz/dl/CoreTalkVideos/ and
download the “Light Videos.zip” file`. This is a
library of different business referrals.
Should you be interested in becoming the primary
distributor for CoreTalk within your country
please contact [email protected] and
we will send you information with regards to the
business model
Thank You