Managing Telemarketing Reports

Prospecting

The purpose of this procedure is to efficiently distribute telemarketing reports to the respective sales people.

Telemarketing reports are received from professional telemarketer on a weekly basis via email as a Excel file.

Report received on email
Open excel report and re-arrange prospects into two groups. Those which are to contact immediately and those which are future programmed
Then re-arrange immediate contact prospects by suburb
Save the document into the telemarketing folder
Print out spreadsheet of contacts
Cross reference prospects by street with the BDA street list
Write relevant sales persons initial beside each contact
Copy and paste immediate contacts to Agent allocation list
Select, copy and paste prospects for one sales person at a time into an email to the individual sales person. (All prospects should be sent in the one email)
Put “Telemarketing” into subject box of the email
Send to sales person
Complete the previous three steps for all sales people who are to receive telemarketing
Overwrite the telephone number with the sales persons initial in the agent allocation list with the number of the prospect that the sales person has received. The last recorded number is found at the bottom of the allocation spreadsheet
Overwrite the comments with the date the email was sent
Save and close the agents allocation file
Go to the recording of future planned telemarketing leads procedure