Pre-Campaign

The data preparation processes are simplified and within Smarteezie you can:

• Assign ask amounts
• Assign batches
• Assign segments
• Generate pre-call letters (by post or email) with variations that reflect the segment, giving history and other crucial factors.
• Import data some time before the campaign, perform the pre-call tasks and re-import the contact data just prior to the calling period to ensure its accuracy. This will get you well ahead with your organisation.
• Leave caller assignment to be done by the system using matches that you have provided, e.g. subject of study, home town, etc or marry callers to specific prospects, e.g. the better prospects to the more competent callers.