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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
Lead Generation & Reporting
blueButler makes it easy for CSRs to pass leads and referrals onto whoever is responsible to follow up on them. CSRs simply tag the call as a lead or referral and blueButler will automatically forward a lead/referral report to the manager or producer responsible. They can click-to-listen to the recorded conversation to hear the customer`s request before calling to be better equipped to handle it and provide an enhanced customer experience. Handing off leads to producers can be a time-consuming task so it is often avoided. blueButler lets you automate your Lead generation process – CSRs simply tag a call as a lead and the manager or producer responsible gets a daily lead report that includes the recorded conversation with the customer.
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