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Has anyone used Customer Service Issues (CSI) for telemarketing?
JJ Gray
Virginia Symphony
We use CSI’s for telemarketing. We’ve got a report to check how many CSI actions (“left msg”, “sale”, etc) a rep produces each day and another report, by rep, to list what those actions are.
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera
Hi Lucie,
Thanks for your quick reply. How do you assign multiple constituents to a telemarketer without doing it one-by-one?
Thanks again!
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JJ Gray | Sales Manager
Virginia Symphony Orchestra
We assign contacts to telemarketers via extraction, creating lists for each telemarketer. Each telemarketer copies his or her list from the master list. What we used to do, once a list was copied, was change the control group on the original version of the list so that the telemarketers no longer had access to it, but only to their own versions. Each telemarketer deletes contacts from the list once a CSI has been added—and follows up on the CSI, if needed, with reminders to the supervisor.
Thanks so much. If I understand you correctly, a CSI is created only when contact is made, correct?
If a person is reached, or a phone message left, a CSI gets created.