Implementation Process for Dialer360 Software
Initial Consultation and Requirement Gathering:
The process begins with an initial consultation where the Dialer360 team engages with the client to understand their specific business needs and requirements. This step is crucial for tailoring the software to fit the client's operational workflows.
Configuration and Setup:
After gathering the necessary requirements, the Dialer360 team proceeds with configuring the software. This involves setting up the dialer system according to the client's specifications, which may include custom call flows, IVR menus, and integration with existing CRM or other software systems.
User Training:
Once the software is configured, Dialer360 provides comprehensive training for the client's staff. This training ensures that users are well-versed in using the software effectively and can leverage its features to enhance productivity.
Go-Live Support:
During the initial phase of going live, Dialer360 offers support to ensure a smooth transition. This includes troubleshooting any issues that may arise and making necessary adjustments to the system.
Ongoing Support and Optimization:
Post-implementation, Dialer360 continues to provide support and optimization services. This ensures that the software remains aligned with the client's evolving business needs and that any new features or updates are seamlessly integrated.
Timeframe for Implementation
The exact duration for implementing Dialer360 software can vary based on several factors, including the complexity of the client's requirements, the scale of the deployment, and the level of customization needed. However, the website suggests that the implementation process is designed to be quick and efficient. For small to medium-sized businesses, the entire process could potentially be completed within a few days to a week. Larger and more complex implementations may take longer, but the focus remains on minimizing downtime and ensuring a swift setup. In summary, the implementation process for Dialer360 software involves initial consultation, configuration, user training, go-live support, and ongoing optimization. The timeframe for this process is typically a few days to a week for smaller deployments, with larger projects potentially taking longer depending on specific requirements.
1. Custom Call Flows and IVR Menus
Dialer360 allows businesses to set up custom call flows and IVR (Interactive Voice Response) menus. This helps in routing calls efficiently and ensuring that customers reach the right department or agent quickly.
2. Integration with Third-Party Software
The software integrates seamlessly with popular CRM and other third-party platforms such as Salesforce, Pipedrive, Zendesk, Vtiger, Zoho, Microsoft Dynamics, and Insightly. This integration capability ensures that businesses can continue using their existing tools while leveraging Dialer360’s features.
3. Custom Agent and Admin Panels
Dialer360 provides customizable agent and admin panels. These panels can be tailored to display relevant information and controls, enhancing the user experience and operational efficiency.
4. Custom Reporting and Analytics Dashboards
Businesses can customize their reporting and analytics dashboards to track specific metrics and KPIs that are important to their operations. This feature allows for better monitoring and decision-making based on real-time data.
5. Workflow Configuration
The software supports custom workflow configurations, enabling businesses to design workflows that match their unique processes. This includes setting up automated actions based on specific triggers and conditions.
6. Branding and UI Customization
Dialer360 allows for branding and UI changes to match the company’s brand guidelines. This ensures a consistent look and feel across all customer touchpoints.
7. Custom Campaign Management
The software offers tools for managing outbound campaigns, including predictive dialing, auto-dialing, and voice broadcasting. These tools can be customized to fit the specific needs of different campaigns, such as targeting specific customer segments or adjusting dialing speeds.
8. Call Scripting and Recording
Custom call scripts can be created to guide agents through interactions with customers. Additionally, call recording settings can be customized to ensure compliance and quality assurance.
9. Compliance Management
Dialer360 includes features for compliance management, such as PCI compliance for secure transactions. These features can be tailored to meet the specific regulatory requirements of different industries.
10. Custom Notifications and Alerts
Businesses can set up custom notifications and alerts to keep agents and managers informed about important events, such as high call volumes or system issues.
1.Setup Fees
Initial Balance: Dialer360 requires an initial balance of $100 USD to start using the service.
Setup Fees: While specific setup fees are not explicitly mentioned, the initial balance can be considered a form of setup cost. For detailed and specific setup fees, it is recommended to contact Dialer360 directly.
2.Subscription Costs
Monthly Subscription: The starting price for Dialer360 is $25 per month per agent.This cost covers the basic functionalities of the software, including predictive dialing, call recording, and CRM integration.
Per Minute Charges: There are additional per-minute charges for outbound dialing, which are $0.02 per minute for both the US and UK, and $0.04 per minute for mobile calls.
3.Maintenance and Support Charges
Included Support: Dialer360 provides 24/7 customer support as part of the subscription cost. This includes phone support, live support, ticketing, and training.
Additional Support Plans: While basic support is included, there may be additional charges for premium support plans or dedicated account management services. These details are not explicitly mentioned and would require direct inquiry with Dialer360.
4.Other Potential Costs
Voice Broadcasting: If using the voice broadcasting feature, there may be additional costs associated with sending SMS and voice messages to a large number of customers. These costs are typically based on the volume of messages sent.
CRM Integrations: While basic CRM integrations are included, advanced or custom integrations might incur additional costs. This would depend on the complexity and specific requirements of the integration.
1.24/7 Customer Support
Availability: Dialer360 offers round-the-clock customer support to assist users with any issues they may encounter. This ensures that help is available at any time, regardless of the user's location or time zone.
Support Channels: Users can reach out for support via multiple channels, including email, phone, live support, and tickets. This multi-channel approach ensures that users can choose the most convenient method for them.
2.Training Programs
Initial Training: Dialer360 provides initial training sessions to help new users get started with the software. This training covers the basic functionalities and features of the software, ensuring that users can begin using it effectively from day one.
Ongoing Training: In addition to initial training, Dialer360 offers ongoing training programs to help users stay updated with new features and best practices. This continuous learning approach helps users maximize the benefits of the software over time.
3.Onboarding Assistance
Onboarding Checklist: Dialer360 provides a detailed onboarding checklist to guide new users through the setup process. This checklist ensures that all necessary steps are completed, and users can start using the software without any issues.
Mentorship Programs: New users are often paired with experienced agents or mentors who can provide one-on-one support and guidance. This mentorship helps new users acclimate to the software and the company's processes more quickly.
4.Documentation and Resources
User Manuals and Guides: Dialer360 offers comprehensive user manuals and guides that cover all aspects of the software. These resources are valuable for users who prefer self-paced learning or need to reference specific features.
Video Tutorials: The company also provides video tutorials that visually demonstrate how to use various features of the software. These tutorials are particularly useful for visual learners and can be accessed at any time.
5.Community and Expert Support
Community Forums: Dialer360 maintains community forums where users can interact with each other, share tips, and seek advice. This peer-to-peer support can be invaluable for troubleshooting and learning new ways to use the software.
Data Encryption
Dialer360 ensures that all customer data is encrypted during transmission and storage to prevent unauthorized access. They use industry-standard encryption protocols to safeguard sensitive information like financial data and personal details.
PCI Compliance
Dialer360 is PCI (Payment Card Industry) compliant, which means they adhere to strict security standards for handling credit card information and financial transactions. This ensures complete security for customers' financial data.
Secure Servers
Customer data is stored on secure servers with restricted access. Only authorized administrators have access to the servers and user data, preventing any misuse or unauthorized access.
Compliance Management
Dialer360 has robust compliance management features that allow businesses to meet various regulatory requirements, such as the Telephone Consumer Protection Act (TCPA) and the Do-Not-Call registry.They continuously monitor and adapt to changes in compliance regulations.
STIR/SHAKEN Compliance
Dialer360 is STIR/SHAKEN compliant, which is a framework designed to combat caller ID spoofing and ensure the legitimacy of incoming calls. This helps build trust and confidence in voice communications.
Data Protection Policies
Dialer360 has strict data protection policies in place, as outlined in their Privacy Policy.They ensure that customer data is collected, processed, and stored securely, adhering to industry best practices and data protection regulations.
Third-Party Audits and Certifications
While not explicitly mentioned, it is likely that Dialer360 undergoes regular third-party audits and obtains relevant security certifications to validate its security measures and compliance with industry standards.
While the frequency of updates is not explicitly mentioned, Dialer360 states that software updates and upgrades are included in their subscription cost.This implies that they regularly release updates to improve the software and add new features. Some key points about Dialer360's software updates:
They do not require any long-term contracts, allowing customers to upgrade or downgrade their plans as needed.This flexibility suggests they may release updates frequently to justify plan changes.
In one user review, a customer mentions that the "software can be updated to look more modern", indicating a desire for regular visual/UI updates.
Dialer360 maintains a blog where they likely announce major updates, new feature releases, and product roadmaps. However, there are no specific posts detailing their update process or cadence.
Update Management
While there are no clear details on how Dialer360 manages its software updates, some reasonable assumptions can be made based on standard practices:
They likely have processes for testing updates thoroughly before releasing them to customers to ensure stability and minimal downtime.
Updates may be rolled out in phases, with critical bug fixes being prioritized over new feature releases.
Customers are probably notified in advance about upcoming updates, their contents, and any necessary preparatory steps.
Major updates that significantly change the user experience or require data migrations are likely accompanied by documentation, webinars, or training sessions.
Data Ownership
Customer Data Responsibility:
Dialer360 emphasizes that customers are responsible for the data they generate, store, transmit, or use via the services provided by Dialer360. This includes ensuring that data is frequently backed up to prevent loss in case of faults, suspension, or termination of services.
Indemnification:
Customers must indemnify and hold Dialer360 harmless from all costs, expenses, claims, or actions arising from fraudulent calls or any breach of the agreement by the customer. This indicates that while Dialer360 provides the platform, the responsibility for the data and its use lies with the customer.
Legal Compliance:
Dialer360 reserves the right to access, copy, preserve, disclose, remove, suspend, or delete any data if required by applicable law or if they reasonably believe it is necessary to comply with legal obligations. This ensures that while customers own their data, Dialer360 can intervene if there are legal requirements or suspicions of illegal activities.
Data Portability
Data Export and Backup:
Customers are encouraged to frequently back up all data they wish to save. This implies that Dialer360 supports data export functionalities, allowing customers to download and back up their data regularly.
Service Termination:
In the event of service termination, customers must ensure that they have backed up their data. Dialer360 does not explicitly mention a specific process for data portability upon termination, but the emphasis on frequent backups suggests that customers should be prepared to export their data independently.
Data Access and Transfer:
Pay-as-You-Go Pricing
Flexible Pricing Model: Dialer360 operates on a pay-as-you-go pricing model, which allows businesses to pay only for what they use without being locked into long-term contracts or annual subscriptions. This model is particularly beneficial for scaling operations up or down based on demand.
No Long-Term Contracts
No Annual Contracts: Dialer360 does not require annual contracts, providing businesses with the flexibility to adjust their usage and costs as needed. This means that businesses can easily scale their operations without worrying about being tied to a long-term commitment.
Easy Integration and Customization
CRM Integrations: Dialer360 integrates with various CRM systems, making it easier for businesses to scale their operations by leveraging existing tools and workflows. This integration capability supports seamless scaling of operations.
Multi-Tenant Architecture
Multi-Tenant Support: The software supports a multi-tenant architecture, allowing businesses to manage multiple campaigns and clients simultaneously. This feature is particularly useful for business process outsourcing (BPO) operations that need to scale up or down based on client requirements.
Cloud-Based Solution
Contract Renewal
Automatic Renewal: Dialer360's terms and conditions do not explicitly mention automatic renewal, but it is common practice for subscription-based services to renew automatically unless canceled by the customer. It is advisable to check the specific terms in the service agreement or contact Dialer360 for precise details.
Cancellation Policy
Cancellation Period: Customers can cancel their contract within a specified "Cancellation Period" without incurring additional charges. For services, this period is within seven working days after entering into the contract. For goods, it is within seven working days after receiving the goods.
Written Notice: To cancel the agreement, customers must serve a written notice of cancellation to Dialer360 within the specified cancellation period.
Return of Goods: If the contract involves goods, customers are responsible for returning the goods to Dialer360's correspondence address. The customer will bear the cost of returning the goods unless they have a statutory right to reject the goods.
Post-Cancellation Obligations
Service Performance: Customers are not entitled to cancel the contract for the supply of services once the performance of the services has begun. This means that if Dialer360 has started providing the service, the customer cannot cancel the contract without fulfilling their payment obligations for the services rendered.
Minimum Period Charges: If a customer cancels the agreement before the end of the "Minimum Period," they are still liable to pay the charges for the remainder of that period. These charges will continue to accrue and be owed by the customer.
Indemnification
1.PCI Compliance
Payment Card Industry Data Security Standard (PCI DSS): Dialer360 is PCI compliant, which means it adheres to the stringent security standards set by the Payment Card Industry Security Standards Council. This compliance ensures the secure handling of cardholder information during transactions, protecting against data breaches and fraud. PCI compliance involves implementing tight controls around the storage, transmission, and processing of cardholder data.
Key Features: The software uses IVR (Interactive Voice Response) systems to handle payment information securely, ensuring that sensitive data is processed outside the main system to prevent unauthorized access.
2.TCPA Compliance
Telephone Consumer Protection Act (TCPA): Dialer360 complies with the TCPA, a U.S. federal law designed to protect consumers from unsolicited telemarketing calls, faxes, and text messages. TCPA compliance involves obtaining express written consent from consumers before contacting them via automated dialing systems, maintaining Do Not Call (DNC) lists, and adhering to specific rules regarding call timing and frequency.
Key Features: The software includes features for managing opt-outs, maintaining DNC lists, and ensuring that all outbound communications are compliant with TCPA regulations. This helps businesses avoid substantial fines and maintain customer trust.
3.STIR/SHAKEN Compliance
Secure Telephone Identity Revisited (STIR) and Signature-based Handling of Asserted Information Using Tokens (SHAKEN): Dialer360 is compliant with the STIR/SHAKEN framework, which is designed to combat caller ID spoofing and fraudulent robocalls. This compliance ensures that calls made through Dialer360 are authenticated and verified, reducing the likelihood of calls being blocked or marked as spam.
Key Features: The framework assigns attestation levels to calls, indicating the level of confidence in the caller's identity. This helps in maintaining the integrity of caller ID information and restoring trust in voice communications.
4.General Data Protection Regulation (GDPR)
GDPR Compliance: While not explicitly mentioned in the provided sources, it is common for call center software providers to comply with GDPR, especially if they handle data from European Union (EU) citizens. GDPR compliance involves ensuring that personal data is processed lawfully, transparently, and for a specific purpose. It also includes provisions for data subject rights, such as the right to access, rectify, and erase personal data.
5.Data Security and Privacy Policies
Data Encryption: Dialer360 uses robust encryption methods to protect data during transmission and storage. This ensures that sensitive information is secure from unauthorized access and breaches.
Access Controls: The software implements strict access controls to ensure that only authorized personnel can access sensitive data. This includes role-based access and regular audits to maintain data security.
Dialer360
By Dialer360
