US Infotel

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Sales: (405) 516-2420
Support: (405) 516-2420 x 2
Fax: (866) 340-5601
Email: sales@usinfotel.com

Another Satisfied Customer:

"Frustration is the only way to describe our level of discontent with our previous phone system. When US Infotel engineers assured us that features like inbound screen pops were standard issue, we thought we'd died and gone to heaven!" More...

U.S. Infotel Corporation
5770 N.W. Expressway
Suite 206
Oklahoma City OK 73132
405-516-2420

Create custom toolbars organized under separate menu tabs, for each job description covered under the scope of this agreement. (Note this ability is not a modification of the existing GoldMine product, but rather, a custom written solution utilizing 3rd party products. A similar, but less powerful option comes with GoldMine for Windows 95/98, but

ICONS (Buttons) Descriptions: Each button displays a "tool tip" containing the button name.

Lightning Phone - Today's CallBacks: Opens at the first callback in the OEPool "View Calls List". These are calls that the OEPool scheduled; or, that have been scheduled by Macros. The phone number can be automatically dialed. Complete each call by using one of two buttons that follow: OOPs or OES.

Create New Record: After confirming a record is not already in the system, this button is the first step in entering a new order. The button opens the create new record dialogue box. OE staff would proceed with all data entry for a new order as usual and Complete an Order Entry by using one of two buttons that follow: OOPs or OES.

OOPs - Order Incomplete button: Completes an unsuccessful order entry next action, opens the Schedule a Callback view with OEPool and the appropriate Reference already in place, and will pause at the Notes for the user to type complete information on the nature of the OOPs. Click on Schedule, and callback is on the OEPool calendar for the next day; a Fax with the information required is automatically sent to the sales rep.

OES - Order Entered System button: Will launch a dialogue box (at right) for the user to select New Order, Renewal, Equipment, or Cancel. The first three choices complete a Successful OES, confirms a record status of ACTIVE, and attaches the AP#1 (Ready for Writer - See Section IV) to schedule the appropriate action. The user (OEPool), activity (OE), and the result (OES, RES, or EQP) will automatically be in place in the Completed Successful Order recorded in the History Tab. A Fax Confirmation is automatically sent to the sales rep.

Calendar with clock - Scheduling Activities for self or others, pre-selects the appropriate reference, user, and activity code, and pauses at Notes if further information is needed.

(During the construction phase, departmental committee meetings will determine the action list labels and activity codes associated with each button. Action lists will vary by department.)

ICONS (Buttons) Descriptions: Each button displays a "tool tip" containing the button name.

Lightning Phone - Today's CallBacks: Opens at the first callback in the OBPool "View Calls List". These are calls that the OBPool or Writers have scheduled; or, that have been scheduled by Macros or APs. The phone number can be automatically dialed. Complete each call by using one of the two complete a call buttons that follow.

Yellow Phone - Completed Unsuccessful call: Will launch a dialogue box (at right) for the user to select Call Attempted, Custom Schedule, or Customer Care Issue. Each choice completes an Unsuccessful Call Attempt that is monitored by either the Ready for Writer or Script Approval AP (See Proposed Customer Care Toolbar section below) to schedule the appropriate action. The user (OBPool), activity (OB), and the result (CAT, CSH, or CCI) will automatically be in place in the Completed Unsuccessful call recorded in the History Tab.

Selecting Custom Schedule will invoke the Follow-Up list.

Selecting the requested callback time will schedule the Callback for the OBPool at the requested time.

Selecting Customer Care Issue will launch a dialogue box (at right) for the user to select Leasing Issue, Technical Issue, Download Issue, Shipping Issue, or Other Issue. Each Selection will open the Schedule a Callback view for the Customer Care Pool and Reference already in place, and will pause at the Notes if further information is needed. Click on Schedule. The Callback will be scheduled and the record will be temporarily removed from the OB Call rotation.

Blue Phone - Completed Successful Call: Will launch a dialogue box (at right) for the user to select New, Renewal, Update, Information, or Approval. Each choice completes an Successful Call. All choices (but Approval) schedules a call in the Pending Tab of the record for the Writer to complete. The call is actually scheduled for the OBPool, in the event the writer does not complete it (or the call was not successfully transferred). The user (OBPool), activity (OB), and the result (NW, RW, UP, INF or APR) will automatically be in place in the Completed Unsuccessful Call recorded in the History Tab. Selecting Approval will complete a successful call, then schedule a call for the Proofing Pool.

Calendar with clock - Scheduling Activities for self or others, pre-selects the appropriate reference, user, and activity code, and pauses at Notes if further information is needed.

(During the construction phase, departmental committee meetings will determine the action list labels and activity codes associated with each button. Action lists will vary by department.)

ICONS (Buttons) Descriptions: Each button displays a "tool tip" containing the button name.

Dr. Watson button - Today's Customer Care Issues: Opens at the first Customer Care Issues in the CCPool "View Calls or Next Action List". These are tasks that the OBPool or CCPool have scheduled; or, that have been scheduled by Macros. Complete each task by using one of the two Issue NOT Resolved or Issue Resolved Successfully buttons that follow.

Yellow Alert button – Issue NOT Resolved: Opens a dialogue box (at right) for the user to select Leasing Issue, Technical Issue, Download Issue, Shipping Issue, or Other Issue. Each Selection will open the Schedule a Callback view for the Customer Care Pool and Reference already in place, and will pause at the Notes if further information is needed. Click on Schedule. The Callback will be scheduled for the CCPool the next day. A Fax with the information required is automatically sent to the sales rep.

Red Check button – Issue Resolved Successfully: Opens a dialogue box (at right) for the user to select Leasing Issue, Technical Issue, Download Issue, Shipping Issue, or Other Issue. Each Selection will open Completion view with Reference already in place, and will pause at the Notes if further information is needed. Click on OK, and the Issue Resolved Successfully is recorded in the History Tab. A Fax Confirmation is automatically sent to the sales rep.

1. Create Key Operator Manual - Keystroke by keystroke instructions for each
procedure.

2. Create Sales Guide – Automated Processes Explanation – How salespeople can use each strategy.