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Abandoned
Calls - In outbound teleservices, a call initiated by a predictive
dialer that is disconnected when no agent is available. In inbound teleservices,
abandoned calls are ones that are terminated by the caller before a representative
answers.
Application Service
Provider (ASP) - Also known as "apps-on-tap," an ASP is
a company that offers access to software and/or network applications,
typically via an Internet connection. ASP services provide an attractive
option to companies wishing to minimize up front costs and reduce internal
support requirements.
Auto attendant
- A computer system or program that is capable of independently responding
to customer's needs and questions without human intervention. Auto attendants
(see also Interactive Voice Response Systems/IVR's and Voice Response
Units/VRU's), can be integrated with ACD's, other call handling systems
and databases. Today's more sophisticated menus allow callers to interact
using speaker independent speech recognition technology along with traditional
touch-tone options.
Automated dialer
- A computer program or machine responsible for making phone calls for
a telephone representative by using a list of phone numbers previously
provided by a list broker.
Automatic Call
Distributor - An Automatic Call Distributor (ACD) is a call center
systems resource that processes, distributes, tracks and reports incoming
call activity. Depending on systems features and defined business rules,
ACD systems can perform a wide variety of tasks in the contact center
including queuing of calls, routing of calls, tracking and reporting of
call statistics and other key management functions.
Automatic Number
Identification (ANI) - The telephone network feature that allows the
transmission of the ten-digit area code and telephone number of the originating
telephone to the receiving telephone line. Telephone lines and handsets
subscribing to "Caller I.D." are able to view the ANI of the
calling party.
Benchmarking
- A benchmark is a standard that provides a measuring-stick for relative
performance. Benchmarking is critical to formulating a knowledge-based
plan of action to achieve objectives.
Blended center
- A call center that conducts programs that process both inbound and
outbound call activity at the same agent station/desktop.
Bonding requirements
- Some states have enacted laws requiring that telemarketing firms post
surety bonds in order to do business within the state boundaries. The
bond provides the state with assets that can be claimed in the event of
fraud.
Contact
center/call Center
- A facility designed to support customers using the telephone as well as
other contact channels. A contact center may receive inbound calls, make
outbound calls, receive or send email, white mail, fax or support chat,
VOIP or other communication mediums employed by customers or prospects.
Caller ID -
An electronic, telephone related device that allows individuals to identify
callers before answering the telephone. When a telephone rings, an electronic
display registers the caller's name and phone number. Individuals often
use caller id to screen their calls.
Close - a statement
that ends the sales-pitch and asks the customer to purchase the product
Closed sale rate
- The number of sales finalized as a result of telemarketing efforts.
A telemarketing company may report the rate on an individual or company
level.
Closed-ended question
- A closed-ended question is a question which allows only a yes, no, or
another either/or option provided by the questioner.
Coaching -
In teleservices, coaching is the process of providing instruction, direction,
feedback and support to agents in order to improve performance and results.
Common carrier
- A telephone service provider.
Company-specific
do not call lists - Company-specific do not call lists contain the
names of people who have asked not to be contacted by telephone by specific
companies. Under the Telephone Consumer Protection Act of 1991, most companies
doing business over the phone are required to keep such lists and honor
the customer's request.
Computer Telephony
Integration (CTI) - The software, interfaces, and processes used to
integrate telephone and computer networks in order to provide a more efficient
and seamless customer interaction and reporting mechanism.
Confirmation
- The confirmation is the point in a sales presentation when the representative
completes the sale and confirms the payment type, length of the commitment,
and the address of the customer.
Contact Conversion
Rate - the ratio of successful calls (whether a completed sale, survey,
or follow up call) to the total number of contacts expressed as a percentage.
See also: List Conversion Rate
CSR - Customer
Service Representatives (CSR) answer consumer questions and resolve customer
problems.
Customer Relationship
Management (CRM) - The strategies, processes, people and technologies
used by companies to successfully attract and retain customers for maximum
corporate growth and profit. CRM initiatives are designed with the goal
of meeting customer expectations and needs in order to achieve maximum
customer lifetime value and return to the enterprise. As a primary sales,
service and retention touch point for many companies, the Contact Center
is a critical component of a successful CRM strategy.
Data
mining - Data
mining entails analyzing information for previously undiscovered correlations
between two markets. Data mining connections can be made through associations
(baseball fans also watch football), sequences (buying wood and then buying
paint), forecasting (based on patterns found), and clustering (grouping
information in a new way).
Email
management services/software - A company or software that helps its
clients sort, manage, and respond to email communications.
Fulfillment
services - A company that provides facilities, systems, and personnel
to process mail, package products, or perform other customer requests
for a marketer. Fulfillment services companies may be stand-alone providers
or may provide integrated services including call center, database, list
or other marketing support services.
Handsets
- Handsets are traditionally thought of as the telephone receivers
one holds in their hand. While still hand-held, new models may possess
full Internet access and video display, as well as traditional functions.
Headsets -
Hardware for hands-free telephone use consisting of a set of earphones
and a microphone suspended from one of the earpieces so that the microphone
sits in front of the mouth. It serves the same purpose as a telephone
receiver.
Inbound
center - A contact center that receives and processes inbound transactions.
Inbound centers may handle traditional telephone activity as well as email,
chat, white mail and other functions for sales, service, retention, research,
data collection or other applications.
Interactive Voice
Response (IVR) - A software application, enables users enter data
on a telephone keypad or input information by voice. The software can
then process the input and route the caller to the appropriate extension.
IVR can be used for specific information lookup, call forwarding, polls,
and simple order entry transactions.
Internet Service
Provider (ISP) - A company that provides other companies with the
equipment and information they need to access the Web. ISPs may host websites
and/or supply the necessary telecommunication lines.
Internet telephony
- Internet telephony is the use of the Internet in place of the traditional
telephone company infrastructure and rate structure to exchange telephone
information.
IXC - Inter-exchange
carriers (IXC) are telephone companies that provide connections from local
exchanges in one geographic region to local exchanges in different areas.
LAN/WAN
- A Local Area Network (LAN) is a group of computers and related devices
that are connected to each other so that information can be easily accessed
on all computers. Computers in a LAN generally share a single processor
or server and are found in smaller, localized areas (such as one floor
of an office building). A Wide Area Network (WAN) is very similar to a
LAN except that it is dispersed over a much larger geographical area.
Because it is spread over a larger area, it requires telecommunication
technology to make the connection possible.
Lead generation
- In either inbound or outbound teleservices, the process of gathering
information from a prospect or customer in order to qualify and score
the opportunity for future follow-up. Subsequent follow-ups may be conducted
via face-to-face, telephone, e-mail, mail or other method.
List brokers
- List brokers are companies and individuals that research and provide
for the sale and/or rental of marketing lists.
List Conversion
Rate - the ratio of total successful calls to the total number of
records in a given list. See also: Contact Conversion Rate
List managers
- List managers are companies and individuals who compile, update, manage
and rent information including names, addresses, phone numbers and other
data for use by direct marketers, teleservices marketers and others wishing
to prospect to those names or update databases. Lists are typically segmented
by business and consumer listings and compiled through a variety of sources.
Vertical lists are those compiled from a specific industry or source where
the source is disclosed. Compiled lists are those assembled from a variety
of sources (often public information) where the specific source is not
known. Telephone data append and other services are provided by list management
companies and telephone data providers.
List seeding
- List seeding is a way of checking delivery and detecting unauthorized
list usage by adding false names to the mailing or calling list.
Live-chat -
A method of responding to customer's questions and needs in-real time
through the use of recent internet "chat" technology. Customer
service representatives respond directly to customers through the use
of online computer chat software.
Local Exchange
Carrier (LEC), ILEC, and CLEC - A LEC is simply a telephone company
that provides service to a local calling area. An ILEC (incumbent local
exchange carrier) is a telephone company that provided local service prior
to the Telecommunications Act of 1996. Competitive Local Exchange Carriers
(CLECs) have come into existence since the Telecommunications Act of 1996.
CLECs attempt to compete with pre-existing LECs by using their own switches
and networks.
Long distance reseller
- A company that purchases blocks of long-distance telephone service in
bulk at a reduced price and then sells the long-distance to consumers
at a rate below that which they would normally pay.
Monitoring
- Monitoring is a quality function used within contact centers to assure
quality communications, coach and counsel telephone agents and identify
opportunities for operating and marketing improvements.
Multilingual teleservices
- Multilingual teleservices describe a teleservices company that offers
services in various languages. Such services enable companies to serve
a broader market or target a specific ethnic group that might otherwise
be beyond reach.
No
rebuttal laws - If a consumer states that they are not interested
in the product or service as offered, the seller must discontinue the
call in Arkansas, Idaho, Illinois, Kansas, Kentucky, Mississippi, Oregon,
Pennsylvania, South Carolina, South Dakota, Utah, and Washington without
further sales attempts (as of 10/2001).
Off
shore call centers - A call center that uses personnel and/or a location
found outside of the United States.
On hold service
- Music and announcements provided for the enjoyment and/or information
of customers who are waiting to be attended to by the next available telephone
representative. "On hold service" can be purchased by a company
wishing to provide that service to its customers.
Open-ended question
- An open-ended question allows for more than just a one or two word response.
Outbound center
- An outbound center conducts outgoing telephone calls and may be engaged
in a variety of functions including sales, research, fundraising, appointment
setting, collections or informational messaging.
PBX/
IP-PBX - A Private Branch Exchange (PBX) is an internal telephone
system within a company that switches calls between internal lines while
allowing all users to share a certain number of external phone lines.
The primary role of the PBX is to save the cost of requiring a separate
telephone line for each user.
Permission to continue
laws - This law states that a sales representative may only continue
a sales presentation if the prospect gives permission, or otherwise shows
strong interest in what is being sold. Illinois, Kentucky, North Carolina,
Oregon, and South Dakota are currently the only states with permission
to continue laws (as of 10/2001).
Predictive dialer
- A predictive dialer is an outbound call processing system designed
to maintain a high level of utilization and cost efficiency in the contact
center. The dialer automatically calls a list of telephone numbers, screens
the unnecessary calls such as answering machines and busy signals, and
then connects a waiting representative with the customer.
Qualifiers
- Qualifiers are questions used in a sales presentation, which are designed
to capture information from a prospect to assist the sales agent in presenting
appropriate information and closing a sale.
Quality assurance/
control representative - In the teleservice industry, an individual
engaged in the process of listening, scoring and reporting on call interactions.
The quality process is designed to assure that the manner in which calls
are conducted is in compliance with the established guidelines of the
program and other established legal and ethical requirements.
Registration
requirements - States have a variety of laws, which may require telemarketing
companies to formally register with the state before conducting business
in that state. Different states maintain different regulations and requirements
with some requiring the posting of a bond and/or paying a registration
fee.
Remote agents
- A remote agent is someone who works outside of the actual office or
call center while maintaining real time telephone and computer access
to information required to process contacts (i.e. phone calls, email,
etc.).
Retention rate
- In teleservices human resource management terms; the percentage
of a company's employees that remain with the company during the course
of a year. Conversely, the churn or turnover rate is the percentage of
employees who will leave within the course of a year.
Sales
channel - A sales channel is the avenue through which a company or
representative completes transactions with consumers. Channels include
the telephone, the Internet (web sites, e-mail, web-chat), mail response
and face-to-face interaction.
Sales per hour
- Sales per hour is the average number of sales a caller makes in an hour.
To find sales per hour, divide total sales by calling hours. The Sales
per hour number is one of the key metrics used in the measurement of an
agent's success as well as the overall success of a sales campaign.
Script/Call Guide
- In either inbound or outbound teleservices, a script or call guide refers
to the written presentation or outline of the verbiage a representative
uses in conversation with a customer or prospect. Call Guides may be designed
in such a way as to be delivered verbatim, semi-verbatim, bulleted or
free form depending on a company's business philosophy or program requirements.
Simultaneous voice
and data - A telecommunication line that allows spoken information
and electronic data to be transmitted through the same line at the same
time. A Digital Subscriber Line (DSL) is a simultaneous voice and data
line.
Site selection
- Site selection is the process by which a company analyzes the merits
of prospective locations in which the company potentially intends to locate
a branch or headquarters. Relevant factors include an area's average education
level, availability of labor, market wage prices, proximity to large cities,
and access to high-speed technological equipment, among others.
Speech recognition
- A machine or software capable of recognizing spoken language. The machine
or software may take the spoken language and translate it into written
text, or follow the spoken instructions to perform other functions.
State-based do
not call lists - A practice in which states maintain a blanket list
of those wishing to avoid unsolicited calls. Telemarketers are prohibited
by law from calling individual who's names are on the do not call list
(DNC). States currently with do not call lists include Alabama, Alaska,
Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho,
Illinois, Indiana, Kentucky, Louisiana, Maine, Missouri, New York, Oregon,
Tennessee, Texas, Wisconsin, and Wyoming (as of 1/2002).
Talk
time - In
either inbound or outbound, talk time represents the average amount of
time the representative spends on the phone either handling a customer
inquiry or making a presentation.
Telco - Short
for "telephone company." The term Telco may include a local
phone company or a long distance phone provider.
Telecommuting
- Telecommuting uses telecommunication technology such as the Internet
to work outside of the traditional workplace. An individual may be on
a company's payroll, but perform his or her duties from the home.
Telephone Data
Provider - A company that provides a variety of telephone data services
such as telephone append, real time telephone append, demographic append
and other services for inbound and outbound teleservices companies wishing
to better target or qualify customers.
Telephony -
Transmitting voice or digital information between two parties by using
the telephone or telephone-related technology.
Teleservices Provider
- Teleservices providers are companies that provide teleservices,
whether those services include telemarketing (inbound or outbound) or
customer service. Many provide custom teleservices-that is, they operate
call centers on behalf of other companies.
Third party verification
- After a representative completes certain transactions the caller is
transferred to a separate entity (normally outside the company) to verify
the transaction.
TSR (Telesales
Representative) - A TSR uses the telephone or telephone related technology
to contact potential customers and make sales.
Turnover rate
- Turnover (or churn) rate is the rate at which employees enter and leave
a company. The more loyal employees are to a firm, the lower the turnover
rate. A 100 percent turnover rate from year to year means that as many
people left the company as were hired.
Unified
messaging - Unified messaging, also known as unified messaging systems
and UMS, enables a user to access voice, fax, and text messages via one
single email or telephone account.
Unified queues
- Lines, or queues, are created to funnel calls into the call center
and distribute them based on given criteria (such as chronological order
or customer priority). Unified queuing means to queue all calls, regardless
of the line through which they came, in one manner.
Virtual
call centers
- A virtual call center is made possible by telecommunication and Internet
technology. Virtual call center employees use the Internet to work from
their own homes or de-centralized locations.
Voice over Internet
Protocol (VoIP) - VoIP is a term used for a set of facilities designed
to manage the delivery of voice information using Internet Protocol. In
general, this means sending voice information in inconspicuous digital
form rather than in the traditional circuit-committed protocols of the
public switched telephone network (PSTN). A major advantage of VoIP and
Internet telephony is that it eliminates ordinary toll charges.
Web
callback - Web callback is a feature that enables a consumer visiting
a company's website to schedule a time at which a company sales or service
representative can call back. The consumer also leaves a phone number
and, sometimes, the reason for the appointment. The representative then
calls at the allotted time, when both parties are prepared.
Web-collaboration/
Cooperative Browsing - An Internet-related technology that enables
a sales or service representative to assist a customer in using a website.
While a customer is chatting with an online representative, the representative
can temporarily manipulate the customer's web browser to display requested
items or information.
Web-Enabled center
- A call center is web-enabled if it can conduct business, be it customer
service or sales, through various Internet features. Such features include
correspondence via e-mail, cooperative browsing, and live web chat wherein
call center representatives answer various questions for consumers online
in real time.
Workforce scheduling/Management
software - In order to best serve their companies, their clients,
and their agents, contact center managers must effectively balance several
factors, some of which include optimal staff levels, anticipated workloads,
campaign timetables, resource availability and technological capability,
all while considering elements such as agent preferences and unexpected
absences. Due to the challenges involved with tracking these factors,
managers rely upon management software programs designed to track resources
and respond to changes.
Written sales contract
requirements - Some states require a written contract to enforce and/or
collect upon certain telemarketing transactions. The following states
have specific contract guidelines pertaining to phone transactions: Alabama,
Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Florida,
Idaho, Illinois, Kansas, Kentucky, Louisiana, Maryland, Massachusetts,
Michigan, Minnesota, Mississippi, Montana, Nevada, New Mexico, North Carolina,
North Dakota, Ohio, Pennsylvania, Rhode Island, South Dakota, Utah, Vermont,
Virginia, and Wisconsin (as of 5/2001).
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