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Automated
Activity Creation
blueButler streamlines your workflows with the ability to automatically create the Activity record for the call in your Agency Management system by simply clicking a button in the blueButler real-time interface. The Activity record includes any Tags or Checklist information that were selected in blueButler to identify the call content as well as a link to the recorded conversation. blueButler marks these calls as “shared” so that others who need access to the recording can listen to it. This all happens in real time without the users needing to enter their Agency Management System!
Automated
Activity Creation
blueButler streamlines your workflows with the ability to automatically create the Activity record for the call in your Agency Management system by simply clicking a button in the blueButler real-time interface. The Activity record includes any Tags or Checklist information that were selected in blueButler to identify the call content as well as a link to the recorded conversation. blueButler marks these calls as “shared” so that others who need access to the recording can listen to it. This all happens in real time without the users needing to enter their Agency Management System!
Legal
Legal
Drilldown Call-Content Reports
blueButler has powerful drill-down management reports that you use to track revenue generation performance by individual staff members. For instance, a monthly summary report will show how many upsells, leads, and referrals each person generated. By seeing the performance of your top people, you now have a benchmark on what’s possible. You can drill down with precision to listen to some of those successful calls and then share them with other team members – there is no better training material than listening to how one of your peers is successfully doing the same task that you are being asked to do! These reports are automatically emailed daily, weekly and/or monthly as you decide.
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