Daily Reports & Analytics

Reports: Corroborates All Companies Called And Accounts For Every Minute Of Calling. We e-mail daily metrics or four reports to you by 1:00 PM EST. These four reports confirm all companies called and accounts for every minute of calling.

Performance Management & Analytics. Results. Results. Results. Each Professional Appointment Setter is unrelenting in their pursuit of results. We are never satisfied. Our clients demand qualified appointments with an emphasis on qualified. One reason our appointment setting services are effective in producing results is our focus on performance management and analytics. Performance management is the lynchpin of our organization. Call monitoring, coaching and ongoing training allows the Project Managers or Relationship Managers to measure the qualitative performance of each Professional Appointment Setter and to make adjustments in setting better qualified appointments. Using analytics, the quantitative comparison reporting, we are able to analyze these metrics and translate them into insight, action and even better results. For our clients this means more qualified sales leads, quality appointments and a boost in sales.

Report #1. This report includes your qualified appointments with all the address information confirmed and all the corporate information and pertinent notes included. We confirm all appointments for you two days in advance.
Report #2. This report includes requests for literature. All address information is confirmed. Since our core competency is setting appointments and not sending literature, we e-mail the request for literature and request your staff mail the literature. We input the information into our CRM software pipeline and follow up five working days later. Our seasoned Professional Appointment Setters have the skills to determine a genuine request for literature and one that is a “red herring”, smoke screen or bogus.

Report #3. This report summarizes the overall statistics for the previous day of calling, such as the total number of dials, the number of presentations to decision makers, the % conversion ratio of those two metrics, the number of appointments, the number of cancellations, the number of call backs and the number of requests for literature. Each Professional Appointment Setter takes ownership of their project and is fully accountable and responsible for results.

Report #4. This report is the most important, popular and valued report according to our clients. This report provides an accountability of all the companies and decision makers that were contacted. All of our Professional Appointment Setters use a CRM software solution, which is connected to their dialer via a modem. You can open this report in MS Word and receive a report of all the companies and contacts made during the previous four hours of calling including the company information, the contact information, titles, a date stamp, a time stamp, the duration of each call or “hang time” plus all the notes, comments, history, key discussion points and next action steps typed in for every call. You will never have a question as to how the time was spent or ask, “I wondered if the Professional Appointment Setter called today?” Every second and minute will be accounted for during the four hours of calling.
With Blue Zebra Appointment Setting services, you will never wonder what your appointment setter is doing. Reports will account for time spent, future activity generated in the pipeline, lead generation and, most importantly, qualified appointments.

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