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By TriVium Systems. Maximizes the return on your telecom equipment investment. 1. Contents. Section Introduction End User Benefits Target Markets & Customers Why Sell CallAnalyst? Product & Maintenance Reports Call to Action. Section 1 Introduction. Business Productivity Tools.

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By trivium systems

By TriVium Systems

Maximizes the return on your telecom equipment investment

1


Contents

Contents

Section

  • Introduction

  • End User Benefits

  • Target Markets & Customers

  • Why Sell CallAnalyst?

  • Product & Maintenance

  • Reports

  • Call to Action


Section 1 introduction

Section 1Introduction


What is callanalyst

Business Productivity Tools

Call Management

Network Server

What is CallAnalyst?

Call Accounting

  • Award winning software

  • Easy-to-use, graphically oriented software package

  • Transforms phone systems into a Business Intelligence platform

  • Scalable solution – Handles multi-site & remote implementations

  • Quick sale, Easy to install, Quick ROI

Enterprise

Network Access

Lite / Full (Standalone)


By trivium systems

Verticals

Insurance

Manufacturing

Collections

Assisted Living

Real Estate

Non-profits

Education

Retail

Govt.

Legal

Automotive

Healthcare

Finance

Enterprise Server

Products

CallAnalyst

Classic Editions

Full

Network Version

Lite

250

25

100

Ports (Extensions)

CallAnalyst - Scalable Product Line


Callanalyst solution matrix

CallAnalyst Solution Matrix

Application Profile

Software Package


Callanalyst lite

CallAnalyst Lite

  • Nine (9) Summary reports

    CallAnalyst Full and Network

  • All reports

  • Report Automation (send reports by e-mail)

  • Call Costing

  • Graphical reports

  • Access to CallAnalyst reports via the Network

  • Contact management & Time billing


By trivium systems

CallAnalyst Full & Network Version

  • Run CallAnalyst from the convenience of your own workstation

  • More than one user for the program enabled using one or more Network Clients (NC)

  • Recommended where call volumes are higher.

  • Load sharing between server & client PC’s

  • Flexible call costing – Zone & Prefix based billing with incremental costing options

  • Company Directory – Multi-Level

PBX / KTS

CallAnalyst Full (Network License)

with Network Clients

*1

*1 - Serial connection (RS 232) or

TCP/IP LAN connection (future)


Call reporting

CallAnalyst Lite

Limited reports. Only 9 reports

Date and Time

• Summary Calling by Day

• Summary Calling by Hour-of-day by Day-of-week

Line and Extension

• Summary Calling by Extensions

• Summary Calling by Lines

• Summary of Call Distribution by Extensions

Account Codes

• Summary Calling by Account Code

• Summary Calling by Tenant/ Authorization Codes by Calls

Frequency and Duration

• Most Frequently Called Numbers

Geographic

• Summary Calling by Area Codes

CallAnalyst Full and CallAnalyst Enterprise

All reports under these categories are available

Standard Reports

Date and Time

Line and Extension

Route and Tenant

Account Codes

Frequency and Duration

Trunk Type and Carrier

Geographic

Other

Advanced Reports

ANI & DNIS

Contact

Call Reporting


Callanalyst enterprise server

Multi-Site remote monitoring Capability

Handles heterogeneous switches

Connects to variety of switches

Real-time connectivity with remote sites

Centralized Data Storage

Multi-Level Site Directory

Scalable Solution with Standards Based Implementation

Relational Database

(SQL server or MSDE)

ODBC compliant

Robust Architecture & Great Performance

Multi-Tasking & Process Oriented

Broadcast Alerts!

Advanced Contact Management

Centralized backend for all modules

Single point of maintenance

Flexible costing module

Unlimited zoning & Rate Plans

Crystal 9.0 reporting engine

CallAnalyst Enterprise Server


Callanalyst enterprise server1

CallAnalyst Enterprise Server


Multi site functionality

Multi-Site Functionality

  • Multiple sites

  • Consolidated reporting

  • Centralized Data Management

  • Automation – Archival & Restoration of data

  • Data recovery - Secure storage on network location, ftp server

  • Email archived data to central location

  • Support for multiple rate plans


System requirements

System Requirements

CallAnalyst Lite & Full

  • PC with Pentium III Processor

    • 512 MB RAM

    • 2 GB of free hard drive space

  • Recommended SVGA 1024 X 768

  • Windows 98/Me, NT-SP 6 or later, 2000, XP Professional

  • CD-ROM drive (if using CD for installation)

  • Available serial port and RS-232 cable

    • if data source is a serial connection to PBX

  • Printer

    • to print reports

  • Internet Explorer 5.0 or later


System requirements1

System Requirements

CallAnalyst Enterprise Server*

  • Pentium 4 class CPU

    • 512 MB RAM

    • Microsoft Windows (NT-SP 6, 2000, XP, 2003 server)

  • Database (one of the following)

    • Microsoft SQL Server 2000

    • Microsoft Desktop Engine for SQL 2000 (MSDE is provided on the UCE application CD)

  • Memory – 512 MB Minimum

  • Free Hard Disk Space – 2 GB (for database)

  • Communication

    • TCP/IP LAN connection with RJ45 cable

    • Serial port and RS-232 cable (if data source is a serial connection to PBX)

    • Lantronix – serial adapter for LAN (remote site data connection over TCP/IP)

  • Display - SVGA 1024 X 768

  • CD-ROM drive (if using CD for installation)

  • Network Interface Card (NIC)

  • Printer

  • Browser

    • Internet Explorer 5.5 or later

  • Email Client - Outlook 2000; Outlook Express

    * Recommendations may change based on the configuration and software requirements


Collecting smdr data

Collecting SMDR Data

  • Aspire,,

    • Direct Serial to PC Com Port (RS-232)

    • TCP/IP to LAN

  • I-series

    • Direct Serial to PC Com Port (RS-232)

    • Serial to 3rd party serial to IP converter OR

    • Serial to PC with MSR Client

  • DS-series

    • Direct Serial to PC Com Port (RS-232)

    • Serial to 3rd party serial to IP converter OR

    • Serial to PC with MSR Client


Multi site installation of enterprise server

Multi Site Installation of Enterprise Server

Site 2

Site 3

Site 4

Site 1

Serial

Serial

Serial

TCP/IP (SPE Card)

Lantronix

PC with Thin Client

LAN / WAN

CallAnalyst Enterprise Server with MSDE or SQL 2000

CallAnalyst Clients


Section 2 end user benefits

Section 2End User Benefits


Ken barron vice president barron communications

Ken Barron, Vice PresidentBarron Communications

"We've sold more TriVium CallAnalyst systems than any other call accounting system and we've done no true advertising. For the customer who has had problems gathering information in the past, this is a natural. It's so easy to use and simple to install.

Our customers are delighted with CallAnalyst and the features it offers. One customer with 50 employees is thrilled employees can receive reports via e-mail. In fact, five different businesses share the resource, which is cost-effective for them."


End user benefits

End User Benefits

  • Flexible Call Reporting – extensive filters

  • Tracks and analyses calls (IN/OUT; Network)

  • Increases sales performance and productivity

  • Enables better Planning & Budgeting

    • Cost recovery; Telecom expense distribution

    • Ensures timely 3rd party billing

  • Improves resource planning

    • Traffic analysis

    • Trend studies; Call patterns for staffing

  • Measures success of marketing campaigns

  • Enhances Security


Flexible call reporting

Flexible Call Reporting

  • Define reporting parameters

    • hourly, daily, weekly

  • Set reports to run automatically

    • email to the appropriate manager or rep

  • Easily separate inbound and outbound statistics

  • Set up customized rate plans

  • Run reports on individual extensions or groups


Tracks calls

Tracks Calls

  • Track in-bound and out-bound call patterns

  • Adjust resources according to call patterns

  • Monitor Call Traffic

    • By Date & Time

    • By Agent

    • By Workgroup

    • By Type

    • By Carrier

  • Identify abandoned calls


Improves agent productivity

Improves Agent Productivity

  • Generate Daily Call reports for Agents

  • Correlate phone activity with Performance & Goals

  • Balance Sales Resources

    • Optimize Loading for improved efficiency

  • Email reports to Agents and Managers


Enables better planning budgeting

Enables Better Planning & Budgeting

  • Ensure complete and timely billing for shared resources

    • Improve cash flow through timely invoices

  • Quickly calculate usage by client, tenant or partner

  • Flexible on-demand billing

    • Do not wait for the end of the month phone company bills to determine usage

  • Consolidate reporting information

  • Schedule billing


Improves resource planning

Improves Resource Planning

  • Reduce guesswork about sales activities

    • Base resource requirement decisions on real data

  • Manage Trunk usage and Balance Loads

    • Renegotiate terms and lines with the phone company based on actual usage patterns

  • Measure activity on toll free numbers


Evaluate marketing campaigns

Evaluate Marketing Campaigns

  • Evaluate effectiveness of campaigns

    • By region

    • By group

  • Compare campaign effectiveness


Enhances security

Enhances Security

  • Detect abusive phone activity

  • Avoid potential liability by tracking questionable inbound and outbound calls

  • Speed up emergency response through “local alerts”


Section 3 target markets customers

Section 3Target Markets & Customers


Fast growing market

Fast Growing Market

  • Call Accounting is one of the basic needs

    • Feedback tool that enables better management

  • ROI calculation for VoIP installations

  • Networked Systems

    • Looking for improving return on investment on their systems

    • Managing remote phone systems

    • Cost distribution to branch offices for services

    • Traffic analysis and trend studies

  • Great low cost alternative to ACD type reporting needs


Growing segments verticals

Executive Suites

Shared Tenanting; Assisted living

Government

Education

Healthcare

Auto Dealers

Retail

Legal

Accounting

Services

Mortgage

Insurance

Real Estate

Travel and Entertainment

Hotel, Motel, Ticketing

Recruiting

Tele-sales and Marketing

Call Centers

Growing Segments - Verticals

  • Call Management is an important Performance Management and cost recovery tool

  • Large untapped base of phone system installations


Decision makers

Decision Makers

  • Finance Managers

    • Planning & Budgeting for Infrastructure

  • Sales & Customer Service Managers

    • Agent Productivity

  • Marketing Managers

    • Campaign Effectiveness

  • IT Managers

    • Planning, Sizing & Support, Security

  • Training Managers

    • Training Effectiveness


Section 4 why sell callanalyst dealer benefits

Section 4Why Sell CallAnalyst? Dealer Benefits


Luke vossen cds telco

"Not only do we like the CallAnalyst product but we won't sell any other call accounting software but CallAnalyst! Their competitors don't perform and meet our stringent customer needs. Our customers are very pleased with the results.

It's easy to load and operate. The easy to use menu, simple layout, and setup features are the most talked about features from our internal staff and our customers.

Luke VossenCDS Telco


Why sell callanalyst

Why Sell CallAnalyst?

  • Breadth of solutions

  • Increased sales with minimal effort

  • Established product

  • Need for solutions

  • Quick return on investment

    • For both customers & dealers

  • Makes you more competitive

  • Attractive dealer program

    • NEC Dealer incentives

    • Good Sales and Support tools


Increased sales with minimal effort

Increased sales with minimal effort

  • Adds value to your phone system sales

    • High margin add on product

  • Revenue from

    • Selling CallAnalyst software

    • Maintenance/Support services

  • Minimal incremental sales efforts result in increased sales

  • Attractive margins add to bottom line


Product overview

Product Overview

  • Proven customer base

  • Simple to demonstrate, sell and promote

    • Product is easy to install and support

  • Installation: as easy as 1-2-3

    • Connect Phone system to PC (serial port or TCP/IP) and enable the SMDR port

    • Install & Configure CallAnalyst – easy and quick process

    • Run the program

  • Great low cost alternative to ACD type reporting needs

    • Match customer needs

    • Great solution at an affordable price

  • Additional Security - FraudAlert!


Customers looking for solutions in addition to phone systems

Customers looking for solutions…… in addition to phone systems

  • Customer expectations are changing

    • Earlier applications

      • Used to be Voice mail, some cases ACD, IVR

      • Wants more value added software

        • Call Management, Call Tracking

        • Customer Relationship Management

  • Changes quality of sale and relationship with customer

    • Dealer seen as solution provider


  • Provides quick returns

    Provides Quick Returns

    • Simple sale as an add-on to the Phone System

      • Immediate License Revenues

    • CallAnalyst Support Services generate additional revenues

      • Installation, Configuration, Training, Support

    • Larger Margins for Invested Time


    Product training sales tools

    Product Training & Sales Tools

    • Regular product webinars (TriVium)

      • Free technical training for technicians

      • Free sales training for dealers

    • NEC Partner Portals

      • Pricing information

      • Sales tools

        • various media: Web, Electronic, Hard copy

      • Flash Product Demo:

        • Explains the benefits and usage scenario for customers

      • Collaterals:

        • Product brochures;Testimonials;Case studies

        • Verticals – Usage & Benefits

        • Sample reports

    • Demo & promotional versions of Ultra CallAnalyst

      • Can be downloaded from dealer portal

      • 21-day free trial


    By trivium systems

    CallAnalyst Sales Process Guide

    • Uncover the opportunity

      • Consolidated reporting

      • Statistical reporting on station/agents, lines, account activity

      • Traffic analysis

      • Call costing

      • Others

    • Identify site details & requirements

      • Number of sites

      • Call volume per month

      • Total number of extensions

      • Connectivity between sites

        • LAN,WAN, Remote dial-up

    • Match Solution

    • Order product from NEC


    Callanalyst enterprise server solution matching

    CallAnalyst Enterprise Server - Solution Matching

    Questions to ask:

    • How many locations or switches need to be monitored?

    • How many extensions in total (all sites together), need to be monitored?

    • What connectivity exists at remote locations to the central site/hub and between locations?

    • Is there a need to cost the calls?

      • Zone based cost calculations or complex/multiple rate plans

    • Is there a need for consolidated reporting / costing?

    • Is there a need for individuals at each remote site to view and generate reports ?

    • How many users will concurrently need to generate ‘on-demand’ reports?


    Section 5 product maintenance

    Section 5Product & Maintenance


    Product licensing

    Product Licensing

    • CallAnalyst products are purchased directly from NEC

    • Product Components licensed and priced individually

      • CallAnalyst

        • Lite

        • Full (Stand-alone Version)

        • Full (Network Version with one (1) client access)

          • Additional Network Client license available

        • Upgrade from Lite to Full license available

        • CallAnalyst is licensed by Switch and User

          • A license for CallAnalyst is required for every switch you want to report on

          • A user license is required for each concurrent user of the CallAnalyst Client software components

      • CallAnalyst Enterprise Server

        • Server software installed on a PC at the main site

        • Licensing based on the number of phone systems

        • And total number of extensions to be tracked


    Platform availability

    Platform Availability


    Section 6 reports

    Section 6Reports


    Kurt anderson network system analyst one core financial network

    "We had found some products that did bits and pieces of analysis, but nothing that pulled the data together like CallAnalyst does.

    It's one of those products that just sits there and does what it's supposed to do. Installation was a piece of cake. I popped in the disk and let it go. I believe we are getting plenty of horsepower for the price."

    Kurt Anderson, Network System AnalystOne Core Financial Network


    Reports

    Reports

    • Over 100 reports

    • Schedule Report Generation

    • Email Reports to Users Automatically

    • Generate Custom Reports


    Common reports

    Common Reports

    • Date and Time

      Detailed calling by day

      Summary calling by day

      Summary calling by hour of the day, by day of the week

      Line usage by minute of day by day of the week

    • Line and Extension

      Detailed calling by extensions

      Summary calling by lines

      Detailed calling cost by extension

      Detailed calling with Location & CLID/Line Name

    • Frequency

      Most frequently called numbers

      Longest called numbers

      Most expensive calls

    • Geographic

      Summary calling by area codes

      United States calling distribution (U.S. map)


    Section 7 conclusion

    Section 7Conclusion


    Call to action

    Call to Action

    • Sell CallAnalyst with every new phone system

    • Offer CallAnalyst bundled with Networked Systems

    • Go after your installed base


    By trivium systems

    Thank You

    By TriVium Systems

    Maximizes the return on your telecom investment

    50


    Section 8 a backup slides on reports

    Section 8-ABackup Slides on Reports


    List of standard reports 1

    List of Standard Reports(1)

    ** Reports available with CallAnalyst Lite


    List of standard reports 2

    List of Standard Reports (2)

    ** Reports available with CallAnalyst Lite


    List of standard reports 3

    List of Standard Reports (3)

    ** Reports available with CallAnalyst Lite


    List of standard reports 4

    List of Standard Reports (4)

    ** Reports available with CallAnalyst Lite


    List of advanced reports 1

    List of Advanced Reports (1)


    Additional callanalyst enterprise reports 1

    Additional CallAnalyst Enterprise Reports (1)


    Additional callanalyst enterprise reports 2

    Additional CallAnalyst Enterprise Reports (2)


    Additional callanalyst enterprise reports 3

    Additional CallAnalyst Enterprise Reports (3)


    Section 8 b backup slides of screen shots

    Section 8-BBackup Slides of Screen Shots


    Sample callanalyst screen shots

    Sample CallAnalyst Screen Shots

    Easy Report Setup

    • Click on ‘Reports’ for the list of possible reports ( first screen on the left).

    • Click on ‘Criteria’ to set the criteria for the report you want to run.

      • Criteria includes dates, times, specific extensions, groups or lines.

      • You can also choose previously stored report templates.

    • Choose ‘Select’ to choose the extensions or groups you would like to report on.


    Sample callanalyst screen shots1

    Sample CallAnalyst Screen Shots

    Master List of Extensions, Lines and Account Codes

    These are assigned to Groups and Departments

    • The Master Extension List (on the right) is used to assign names to extensions.

    • You should enter all of extensions and names before assigning them to groups or departments.

    • After all names and extensions are created, give the list a group or department name.


    Sample callanalyst screen shots2

    Sample CallAnalyst Screen Shots

    Quick view of All Calls

    • Use the “All Calls” button to quickly access all inbound and outbound traffic data for all phones

    • Clicking the ‘Refresh’ button gives you up-to-the minute data

    • Order the data by any column


    Sample callanalyst screen shots3

    Sample CallAnalyst Screen Shots

    Graphical Reports

    • In addition to text-based reports, CallAnalyst provides graphical reports


    Sample callanalyst screen shots4

    Sample CallAnalyst Screen Shots

    Cost Analysis and Billing

    • Create both costing and billing reports.

      • Costing reports are used internally to find out how much one is spending on rated calls

      • Billing reports are used to generate an invoice or a bill for the customer

    • Set "per call" surcharges and "per report" surcharges.

    • Supports “prefixed” or “zone”-based billing.

    • For tenants sharing phone resources, separate call records per tenant.


    Sample callanalyst screen shots5

    Sample CallAnalyst Screen Shots

    Importing/Storing Call Data Records (CDR/SMDR)

    • Store your Call Data Records (CDR/SMDR) on your hard drive for historical or trending purposes.

    • Accurately forecast resource needs or identify significant trends that affect your business.


    Sample callanalyst screen shots6

    Sample CallAnalyst Screen Shots

    Automation of reports and Archiving data for backup

    • Automate the report generation process

    • Send the report to an email address, printer or a file

    • Archive and restore data


    Section 9 a backup slides on product introduction

    Section 9-ABackup Slides on Product Introduction


    Examples of smdr collection

    Examples of SMDR Collection

    • Direct Serial to PC Com Port (RS-232)

    Serial RS232 cable

    (usually DB9 Male to DB9 Female)

    PC Running CES – or –

    MSR Thin Client


    Examples of smdr collection1

    Examples of SMDR Collection

    • Serial to Lantronix (3rd party Serial to IP converter)

    RS 232 (DB9 Male to DB25 Male) Cable

    PC Running CES

    Note: When using the Lantronix Device a Null Modem Cable or Adapter must be used.

    RJ-45 Ethernet Cable’s

    LAN/WAN


    Examples of smdr collection2

    Examples of SMDR Collection

    • TCP/IP; SPE( ) –U10 ETU (LAN)

      • For Serial from SPE refer to Direct Serial to PC Com Port (RS-232) Slide

    PC Running CES

    LAN/WAN


    Examples of server software database installations

    Examples of Server Software & Database Installations


    Single pc server installation

    Single PC/Server Installation

    • Single PC with MDSE / CES / Call Alert Installed


    Single pc server installation1

    Single PC/Server Installation

    • Single PC with SQL 2000 / CES / Call Alert Installed


    Multiple pc server installation

    Multiple PC/Server Installation

    • PC with CES / CallAlert Installed – Server with MSDE Installed

    LAN /WAN

    • PC with CES / CallAlert Installed – Server with SQL 2000 Installed

    LAN / WAN


    Examples of network configurations for callanalyst enterprise server

    Examples of Network Configurations for CallAnalyst Enterprise Server


    Single site installation

    Single Site Installation

    PC/Server with the following installed:

    • SQL 2000 or MSDE

    • CallAnalyst

    • Call Alert

    Serial Cable


    Single site single network client installation

    Single Site/Single Network Client Installation

    PC with the following installed:

    • CallAnalyst Client

    • CallAlert Installed (optional)

      Note: If MSDE is used for the Database only 5 Network Clients are allowed.

    Serial Cable

    PC/Server with the following installed:

    • SQL 2000 or MSDE

    • CallAnalyst

    • CallAlert

    LAN / WAN


    Multi site installation

    Multi Site Installation

    Site 2

    Site 3

    Site 4

    Site 1

    Serial

    Serial

    Serial

    TCP/IP (SPE Card)

    PC with Thin Client

    Lantronix

    LAN / WAN

    CallAnalyst Enterprise Server with MSDE or SQL 2000

    CallAnalyst Clients


    Thank you

    Thank You


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