Dynamics Dialer is a dialing automation tool embedded in Microsoft Dynamics CRM. It allows users to preview, progressively, or predictively dial contacts while blending inbound and outbound calls. The dialer provides features like call handling rules, campaign management, call scheduling, and real-time dashboards. It can improve agent productivity up to 300% by automating tasks like busy/wrong number detection. The dialer also offers reporting on outbound activities to better control operations. Typical customers are Microsoft Dynamics CRM owners wanting improved outbound efficiency for tasks like sales, renewals, surveys, and more.

1. Dynamics Dialer
Automation for telephone
calling campaigns.
… embedded in Microsoft
Dynamics CRM

2. Dynamics Dialer
What is Dynamics Dialer ?
• A dialer embedded in Microsoft Dynamics CRM.
• Preview, progressive or predictive.
• Blend inbound and outbound calls.
• Dialer toolbar.
• Manage no-answers, busies, re-schedules, callbacks
• Dialing strategies for best contact rate.
• Do-not call lists and compliance
• Campaign Management
• Reports
• Realtime display (dashboard)
All embedded in Microsoft Dynamics CRM

3. Dynamics Dialer
Automation Efficiencies
• Busy, bad number, no answer detection
– Automatically hang up, load and dial the next record
– Agent need not intervene until a live contact is made
• Campaign management
– Automatically generate campaigns from your CRM
– Top up, merge, filter campaigns as required.
• Call-back scheduling
– Call back can come back to the same agent OR to
anyone in the campaign
All embedded in Microsoft Dynamics CRM

4. Dynamics Dialer
Key Benefits
• Improve call completion rate
– Up to 300% agent productivity improvements
• Control outbound operations
– Management reporting on all outbound activity
• Energise your agents
– Less repetitive actions, more results, less staff turnover
All embedded in Microsoft Dynamics CRM

5. Dynamics Dialer
Manual Dialling or Progressive Dialler
• Manual Dialling from list
– 10 minutes talktime per hour
• Progressive Dialler
– 35 minutes talktime per hour
All embedded in Microsoft Dynamics CRM
TALK TIME ( min / hr )
Progressive
Manual
10 35

6. Dynamics Dialer
Screen shots
- Single window
- One-click create campaign

7. Dynamics Dialer
Who are the typical customers
for Dynamics Dialer ?
• Microsoft Dynamics CRM owners.
• Wanting more than 100% improvement
in outbound efficiency making more than
500 calls a week
• Wanting better reporting on
Outbound Campaings.
• Wanting better visibility of current activity
on Outbound Campaigns
Sales, sales, sales
Renewals & Retention
Customer satisfaction surveys
Collections
Fund-raising
Service follow-up
Welcome calls
Appointment reminder
Market research
Polling