CATI Execution Process

MODULE PROJECT MANAGEMENT

CATI Project Manager/TL

  • Login in CRM via Super Secured Panel
  • Access Dashboard With Graphical Reports
  • Team Management & Shift Rotation
  • Team Shift Management with Geolocation
  • Receive Projects from Sales Team & Execute
  • Create /Manage Existing Campaign/Projects
  • Project Management & Tracking Milestone
  • Configure New Project & Team with Multiple Attributes
    – Start Date , End Date , Project Details ,Geolocation, Industry, etc.
  • Data Allocation for Project (System Generated Automation)
  • Project Performance Report with Call Disposition Time
  • Project Track & Report Submission to Client
  • Project Status Management – On Hold –Pause , Cancel , Re Initiate
  • Report Management with Multiple Filters
    • Research Executive Report
    • Customer Wise Report
    • Project Progress Reports
    • Appointments & Tasks
    • Time Log & Call Log Report
    • Call Disposition Rate & Time Report

Execution Phase Can Be Managed And Controlled By Project Manager Or Admin And The Main Function Of Execution Phase Is To Manage The Project During Execution,

PANEL & OPERATIONS

Research Associate (RA)

Research Associate “the actual executor” of project is been facilitated via dynamic dashboard to manage Projects, Calls, Interviews, Surveys, Reports, Stats and much more

  • Login to CRM
  • View Report on Dashboard
  • Access Project
  • Access Contact Data allocated on Project
  • Edit / Refine Data ( Data Tracking Logs will be managed on Every Edit )
  • Connect with Target Customer
  • Connect Via IVR Calling ( Integration with CRM )
  • Connect Via Email / Message – Floated from CRM to Customer’s Email ID
  • Appointment Management ( Calendar Integration )
  • Notes Management – User will be able to create notes during conversation
  • Follow Up Management
  • Status – Status of the Data Management
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- Access Interview -Survey Program Link
- Fill / Hold Interview -Survey Program Link
- Submit for Compilation

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- Access Dialer
- Access CRM Call Function on contact data
- Process Soft Calls
- Access Call Recording

Communication Management

CATI/Non CATI

Performing Survey or Interviews via Multiple Ways

Quality Alayst

  • Login in CRM
  • Access Dashboard
  • Team Management
  • Access Projects Allocated For QA
  • Review / Audit Calls
  • Fill up Feedback For Calls
  • Access QA Team Report
  • Task Management ( Internal )
  • Reports ( Internal )

QA phase can be managed and controlled by Team Leader/Team Member – QA or Admin and the main function of QA phase will be to control the quality of project call.

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Customers

  • Access Own Project
  • Access Data & Reports Submitted
  • Raise Tickets & Issues
  • Share New/ Additional Requirements