TeleSales Demo Version A
Note October 2006: There are minor differences to this form from the screen shots shown below due to program and demonstration updating!
The Telesales Demonstration Script for MaxForms
Because the screen shot of this demo are relatively large in size at a total of about 280KBytes, we have placed them on a separate page so that you may choose whether or not you wish to see them. To view the screen shots click this link.
Telephone call scripts for one purpose or another are a common requirement in Maximizer systems. This demonstration set of forms is one of two that simulate a simple telesales script and can be used either to demonstrate MaxForms or as the basis for building a real client's script.
This sheet refers to Telesales Demo Version A.
A Telesales script consists of a series of forms that are linked together. Each question in the script is saved as a different form and, during the call, question forms are loaded in sequence.
Typically a Telesales form is built around four main areas, a question or questions, a
guidance or sales notes section that provides the user with further pertinent information,
an answer recording section and a navigation section that determines which form is loaded
The forms in this set all also give the ability to go to any of the questions by
choosing the question number or question topic from drop lists. It is common to allow the
user to go from any point in the script to a final question or return to the starting
question ready to make the next call.
The scenario used for this demonstration is of Telesales work on a list of cold call, company records that are loaded in the Maximizer Address Book window with the overall aim of obtaining a sales appointment in connection with the provision of Web services.
The purpose of the call is to identify the appropriate person, to obtain some qualification information about the company website and the extent of its integration with other company systems and to try to obtain a sales appointment.
The information obtained is recorded, the prospect is classified and any call-back or
appointment scheduled in Maximizer. The user then loops back to the beginning and moved
down to, and telephones, the next company in the list.
The first question tries to establish the appropriate contact person at the company and the remaining two tabs on this form allow a contact to be added if a contact name is obtained and the contact and company record to be edited. When a contact is added, a "Return to Company Record" button allows the user to change the current record in Maximizer back to the Company from the new Contact. The scenario assumes the information obtained will be recorded against the Company record.
Depending upon the answers (if any) to these four questions, one of five different
forms (called 3.zmf to 7.zmf) is displayed when the user clicks the "Next"
button. These provide questions, offers and sales points that are relevant to the degree
of sophistication uncovered.
The User defined fields that are used by the form are listed below. These fields must exist in the open Address Book Folder for the form to run. They are incorporated in the MaxForms Demonstration Address Book Folder. This can be sent to you by Email on request or is available for download from www.saysales.com/try-it.htm.
A Column View and Macro are also included in it to produce a matching call report for
all the Telesales information. (Remember Login is as MASTER with a password of
"password" after conversion to the present Maximizer version format)
As with all MaxForms demonstrations, you must open a suitable Address Book Folder that contains the appropriate user defined fields and then run MaxForms and the MaxForms file, in this case the Home question 1.zmf.
If you have used the form before, this is conveniently done by double clicking it in
the recently used file list. We suggest you leave both the Maximizer and MaxForms windows
open and use the Taskbar to switch between the two as necessary.
The third form of the demonstration combines the answers of four Yes/No a questions to determine where to go Next. The Yes/No values for each answer are converted into numeric values so that they can be logically combined. The table below is saved in a file called Lookup31.zml, and shows the values for each answer.
These four values from the four Yes/No answers are added in another control to provide a total score that is then used to determine which is the next question using the Navigation table. The name of the next question file is found by a lookup into file Lookup32.zml as shown below.
Although some of these scores are in practise highly unlikely, a result has been
included for every possible score to ensure robustness. A range lookup could have been
used to achieve the same result and would be more appropriate where there are more options
or a response has a continuous range. (eg How many
(As file LOOKUP31.ZML)
(As file LOOKUP32.ZML) The files are actually stored as "3.ZMF" and so on and
are placed together in a single folder. MaxForms defaults to adding the ".ZMF"
extension and looks in the same folder as the active form.
Although in this case the selected information is not saved into Maximizer, for a data collection field it would be.
To transfer the required structure to use the form as it stands into the Client's
Address Book Folder you should open up the MaxForms Demonstration Address Book Folder and
choose the File Menu, Transfer, User defined fields and then select the fields below.
Please Email email@example.com with any questions or comments
you have about this web site.