Everything you need at a glance
At the telephone workstation, the employee sees the upcoming calls, the details of the respective prospect and the history to date. They do not have to switch between different programs to find out whether the customer has been called before or which documents have already been sent.
During the conversation, the important details are recorded directly in the file. If an appointment makes sense, it can be scheduled immediately from the same screen.
Follow-ups instead of scraps of paper
Not every conversation ends with an appointment. Often a prospect asks for a call back later or cannot be reached. For such cases, Terminauticus creates a follow-up that reappears in the call list at the agreed time.
This way, no contact is lost just because a note is lying on a desk. At the same time, it is possible to trace how often and with what result a prospect has already been contacted.
A clear workflow for new employees
In the back office in particular, staff turnover is higher, and new colleagues have to become productive quickly. A fixed workflow in the software makes induction considerably easier: the screen guides them through the steps to be observed in every conversation.
Employees who work exclusively on the telephone see only their workstation and no areas they do not need for their task. This creates clarity and at the same time protects sensitive data.
Quality in the first contact
The first call shapes the impression a prospect gains of your company. An employee who knows the history to date and asks targeted questions comes across as competent and trustworthy. An employee who asks for the same information several times creates the opposite impression.
Terminauticus supports a consistent conversation flow without forcing employees into a rigid script. The screen reminds them of the information required for sensible appointment scheduling while leaving room for the individual conversation. The outcome of each call is recorded so that the next colleague can pick up seamlessly.
Frequently asked questions
Can an appointment be scheduled from the call screen?
Yes. Appointment scheduling and call recording take place in the same screen, without switching programs.
What happens to prospects who cannot be reached?
A follow-up is created for them. The contact reappears in the call list at the scheduled time.
Do telephone staff see all areas of the software?
No. Employees with a purely telephone-based role see only their workstation. Visibility is controlled via roles.
Does the software make it easier to induct new employees?
Yes. The predefined workflow in the screen guides them through the steps of a conversation and reminds them of the required information. New colleagues therefore find their way around more quickly, without a rigid conversation script being imposed.