Posted by sutusdave in Feature Highlights, New on September 9th, 2010
It’s been a while, but I have some good news. SUTUS has recently released their newest software version, and I’m pleased to tell you about part of it – configurable Auto Attendants. (Auto Attendants are sometimes called IVRs – Interactive Voice Response.) I’ve been involved with testing this, and this will definitely make it easier for your customers to reach the departments they want.
There are four differences. Now, we can:
Let’s go under the hood. Log in to your BC200 with your administrator password. From the list on the left, select Call Routing. From there, select the Auto Attendants tab, and you’re in. You can see which auto-attendants are assigned, who is using them, and, by clicking on one of them, you can see what keys are mapped to which actions.
I was involved with setting this up and testing it. It’s a pretty good demonstration of how your BC200 can route customers’ calls more efficiently.
Here’s an example: At our local car dealership, they had a full-time receptionist to answer and connect their phone calls. Customers complained of lengthy hold times, and the receptionist was under stress trying to keep up with the volume of calls! A quick survey showed that only a few calls were for specific people, as most of the calls were people looking to speak with someone in either the sales or the parts departments. They decided to filter these calls out with an auto attendant before the BC200 rings a Reception phone, and let the receptionist deal with the calls for specific people.
Their receptionist recorded an auto attendant greeting describing the options for callers. They then assigned the keys as follows:
’1′ key connects to the Sales Dept. workspace
’2′ key connects to the Parts Dept. workspace
’3′ key connects to the Reception workspace
Now the callers can bypass the receptionist, thus freeing them up to speak to people who need guidance. My Managing Call Flows blog article has some tips that might be helpful when setting this up.
They also created a second auto attendant to use when the dealership was closed, which was set up on the Reception Availability tab. This allowed them to have another message and to add the option 9 to reach off-hours support. Before, all off-hours callers had to leave messages with Reception, and she would transcribe and email those messages to their intended recipients when she arrived in the morning. How tedious! Now, using the same key assignments as above, callers can leave a voicemail with a specific department. They also added ’9′, and they assigned it to call (123) 456-7890, which is their after-hours emergency contact number. Calls that come to the Reception workspace are sent to the appropriate auto attendant depending on the time of day.
Before multiple auto attendants, callers were subject to lengthy hold times even before they spoke to the receptionist, the receptionist was stressed out and unable to keep up with the number of calls, and customers were unhappy. By setting multiple auto attendants, customers can reach the people they want more efficiently, and the receptionist can concentrate on calls for specific people, rather than those for general departments.
This is included in the version 1.7.2 release of the Business Central software. If you’d like more information, just search for ‘Attendant’ in Business Central Manager’s Help.
-Dave.
Posted by sutusdave in Uncategorized on September 1st, 2010
Hi everyone,
It’s been a while, but I’m back to writing on more regular basis. There are many changes and features in the newest software version, and we have a lot to talk about! Lets get started!
-Dave.
Posted by sutusdave in Feature Highlights, New on April 22nd, 2010
Hi everyone,
I’ve been lucky enough to be involved with beta testing recently, and I’m pretty excited about some new product that will really make customer management easier. Interested? Read on…
First things first. This application lives in your Windows toolbar and works with both your Outlook and your Polycom phone. There are also plans to have it integrate with some common database systems (CRMs), so you can log call numbers and times, customer support information, and case notes from your workers.
It makes all your dialing as simple as typing part of a person’s name. It’s actually just like having all of your contacts on speed dial! When you receive a call, your computer uses the CallerID number to find and display the Outlook contact information, so you will know exactly who it is. It can also flash up a window with the contact’s details when you receive a call, which will let your customer support workers greet each caller in a well-prepared fashion. It’s also only one click to call people back!
Also, it can interact, work, and integrate with Google Maps. If you enter contact info that is not in Outlook, you can perform a search without opening your browser. Once you choose the correct hit, you can call them with only one click. When you’re done, you can create a new Outlook contact, including a clickable link to Google Maps, which will autofill to save time and effort.
The plan is to make this available upon request within the next month. Just email the Sutus sales team and they’ll contact you when it goes live!
-Dave.
Posted by sutusdave in Feature Highlights on April 15th, 2010
Hi everyone,
I thought I’d save some trouble for you out there in blog-land, and tell you about an easy fix we came across this weekend. I was out of the office, and our new IT guy wanted to set up a spare phone in the lunchroom. However, he wasn’t totally sure about how to do it, and didn’t want to do it wrong. So, he called me and woke me up.
I wasn’t totally sure about the process either, and he didn’t really think it was important enough to call Sutus Support about. After some deliberation, he decided to check out the help files. I know it sounds surprising, especially for a technology company, but the help files actually helped him figure out what to do!
If that wasn’t enough, while he was using the BC200′s web Administrator interface, he also clicked on a few of the “Learn More…” links to find out some more technical details. We got in to the ‘Help’ menu (in the top right corner of the Administration screen) and found the tutorials. There are quite a lot of them!
We also learned that we could rightclick on an area of the screen to get help on that topic. It turned out that the System Administrator Guides have screenshots, and some of them are available in PDF format. We printed out the Receptionist Guide, just to have it on hand.
In conclusion, RTFM. That’s “Read the Fantastic Manual!” Oh – and to set up a new phone, all you have to do is plug it in to the BC200. It will automatically connect and be functional, and then you can assign it to a person or workgroup later.
-Dave.
Posted by sutusdave in Feature Highlights on April 8th, 2010
Hi everyone,
Today we’ve got a simple way to save both time and money, all while keeping your data backed up in one convenient place.
Getting some kind of standard method to back up files was always on our list of ‘to do’ items here at the office, but it never seemed to be important enough to get done. Some people would burn their data to a DVD, some would copy it to a USB stick, and some just wouldn’t back up at all. Using the BC200 as a central backup makes sense for all involved. It’s a simple 4-step process to back up your My Documents folder in Windows 7 and Windows XP, so let’s get started!
Windows XP:
1. Click on “Start,” then “Accessories,” then “System Tools,” and then “Backup.” You will come to a screen like this:
2. Click “Next.” Make sure you select “My documents and settings,” otherwise your backed up files will fill the BC200 too quickly. Click ‘Next.’
3. On this screen, you can tell your computer where to save the backup file. On ours, we already set up a mapped drive to the BC200 on the Y: drive. (The full path to the backup files is \\central\workspaces\personal\kyle perry\Backup, just in case we need to find it.)
4. Click on “Next,” and then “Finish,” and you’re done!
Windows 7:
1. Click “Start,” and open “Backup.” You will get the following screen. If you haven’t set a backup before, you’ll need to click on “Set Backup” to continue.
2. To tell the computer to save your backup to the BC200, click on “Save on a network.”
3. To tell the computer exactly where you want the files on the BC200, fill in the location. This one here is just an example – you’ll need to replace “workspaces” and “name” with the name of your workspace and person. Also, you’ll need to enter your username and password on the BC200. Click ‘OK’ to go to the next window.
4. You should select “Let Windows choose.” Click “Next” and then “Finish” on the next screen and you’re done!
Your computer will back itself up to your BC200, keeping a copy of the files in your “My Documents” folder.
That’s it for today. I hope you never need to use the backups, but if you do, you’ll be happy you took the time to set this up. (Just a quick technical note – the BC200 has two separate hard drives inside in a RAID configuration. If one of them fails, you’ll still be be able to recover your data from the other drive.) Happy computing!
-Dave.
Posted by sutusdave in Feature Highlights, New on March 25th, 2010
Calling other office locations can be a real pain. Obviously, long distance charges can really add up, and tying up phone lines can cause missed calls. Using the BC200 to route interoffice calls over the internet keeps your telephone lines open and saves money too.
So, how does this work? All you’ll need are two or more offices with an Internet connection and a BC200 at each location. Setting it up is pretty easy – the BC200′s wizard walks you through it.
Our screenshot below shows that our home office is San Francisco. We’re directly connected to the BC200s in Vancouver, Chicago, and Boston, and we have a local telephone line available too. Via Boston, we can also reach Toronto and New York.
This allows for flexibility in call routing too. With this example, we could allow anyone from any office to place a call to the 604 or 778 area codes, regardless of their physical location. Conversely, a customer in San Francisco can call our 778 number and be seamlessly forwarded to our corporate main offices in Toronto, all with no long distance charges. And the San Francisco office doesn’t even need to be open!
Imagine this scenario: Customer Jane, in Boston, wants to talk to the Sutus sales team, but it’s 7:30pm, and her local office is closed. In the past, she’d have to do several steps.
With Interoffice Calling and an optimized call flow, however, she just has one step:
Their BC200 takes care of the rest.
Her call will be forwarded to Vancouver where they are still open and able to take care of her. No research, time calculations or phone charges needed.
Customers saving their money is great, but we at the office like saving too. Especially the finance department! Imagine that I’m in New York, and I need to call our importer in Toronto. I could call long distance, but that’s going to become expensive. Instead, I can use the Toronto phone line. My BC200 routes my call to Toronto, where their BC200 sends it out to the phone network. Success!
Send us a line if you have any questions – our new website has all our contact details. If you’re already a reseller, click here. If you’re an end user who is interested in the Business Central solution, click here.
That’s it for this week. Talk to you soon!
-Dave.
Posted by sutusblog in Feature Highlights on March 3rd, 2010
Hi everyone,
What we have today is a way to show all the call flows for the company on one screen. It’s pretty useful if you need to see where calls to your company are going, if you transfer people from department to department, or even for troubleshooting.
Here’s a screenshot with some common examples:
Now, using the “Distinctive Ringtones” and “Send Office Voicemail Notifications to your Cell Phone” entries from a few posts ago, we can customize these flows even more, all in a simple fashion. I hope this gives you some ideas about how to improve your call flow efficiently.
-Dave.
Posted by sutusdave in Feature Highlights on February 11th, 2010
Hi everyone,
Some of the crew in Sutus Support mentioned that asking about integrating a Free/Busy calendar from Outlook was a popular topic, so I decided to do some research. There’s a good article in the Help files, but why go there when you are already here?
First of all, a free/busy calendar is not just a calendar for one person. It is a calendar that combines many schedules and displays them on one page. This really saves time when you are booking appointments or scheduling team meetings, to name but two examples. Essentially, when a person publishes their Outlook calendar to the Business Central, that schedule information becomes available to other employees.
Enough of the talk, Dave. How do we do this? Well, if you’ve used the BC200′s Install Wizard, your Outlook calendar is already ready to use. If you haven’t, or you have recently upgraded your systems, or you just want to know what’s happening under the hood, read on.
These instructions may not be exact if you’re using a different version of Outlook. Here is what to do if you’re using Outlook 2003. (This is all in the BC200 Help files, if you get stuck.)
Now, your Outlook calendar appointments will be visible to other people when they are scheduling appointments in their Outlook. Be careful, though – the Business Central does not support calendar sharing, which is when you can see other people’s calendar information in your own calendar.
It’s hard to be excited about a calendar, I know, but it’s simple to see how this can increase efficiency around the office. I’ll write again next week, as I see that I’m free at 4:30…
-Dave.
Posted by sutusdave in Feature Highlights, New on January 28th, 2010
Hi everyone,
Something new this week! Sutus has released their newest software update (version 1.7.1 available upon request starting today), and I heard about a few new features that seem promising. I’ll be sending out some articles on these over the next while, but today I’m going to introduce Distinctive Ringtones.
I can hear the groans already. “But we can already choose the ringtones on our phones! Why is this news?” Actually, this is much better than just selecting a distinctive ring for your own phone. It’s more like audible CallerID – any call for a specific workspace will ring with the same ringtone, regardless of which physical phone it is.
It’s simple to use. Let’s go into Business Central Manager and get to work. Once you’ve entered your password, click on the “Manage Workspaces,” then highlight the name of the workspace to modify, click on “Edit Properties,” then “Phone Service,” and lastly “Incoming Call Flow.” You can select the ringtone under the “Ring Type” dropdown menu. The default is to use the ring type selected on the phone, but this can override that selection. Also, I can change my own settings as well as the settings for groups that I’m in.
This works in tandem with the Call Flow feature to ‘announce’ the destination of a call, whether it is for a specific person or a specific department. Sometimes a caller wants to speak to Jill, and sometimes they want to speak to someone in Support. We can ring the same physical phone with a different tone for each of these situations.
Imagine a room used for planning and design. There might be 5 or 6 phones in the room, and lets say that they are in the call flows for personal workspaces as well as shared ones. When a phone rings, everyone needs to check to see if it is their phone, and they also need to see if it is a call that concerns them. Running back and forth to check the call display can really disrupt the creativity of this team! However, if there is a different ring for each of the people or teams present, those not concerned with the call can just ignore it.
As you can see, this makes it pretty easy to find out who the call is for when you are close to, but not looking at, the phone. I should warn you, though, that this only works with Polycom phones, not the Handy-Tone or softphones.
This is available as a limited release, so if you’re interested, just drop a line to the Sutus Support team at support@www.sutus.com
-Dave.
Posted by sutusdave in Feature Highlights on January 14th, 2010
Hi everyone,
I want my customers to get a hold of my people easily. Isn’t it frustrating to have to remember two or three business phone numbers just to talk to one person? Get a competitive edge and make your people easy to contact by optimizing your Call Flow.
Case 1 – The Mobile Employee
Jim, our service tech, usually works offsite, but in town. He starts and ends his day at the office, so he needs to be contactable, but he doesn’t want to give out his cell numbers to clients. When somebody calls Jim’s extension, the BC200 will ring his desk phone first, in case he is in the office, and then forward the call to his cell phone using an external line.
Case 2 – He’s Overseas
Daniel, our traveling sales agent, is often out of the country, and he’d like to have an ‘office phone’ while overseas. Calling his extension here will ring his desk phone and his softphone (communications software that acts like a telephone) at the same time. If he doesn’t answer, the caller will be directed to the Auto-Attendant. The caller will think he is in the office down the street, but he’ll really be in Germany, connected to our BC200 with a VPN! As a bonus, the VPN allows him secure access to his email, the internet connection in the office, shared documents, and even the office printer.
Case 3 – Her desk is here, but she works over there…
Renata is a designer, but she spends a lot of time collaborating with Jean in the production department. She needs to be available wherever she is. Here, the BC200 will direct the incoming call to Renata’s desk phone, then ring Jean’s phone in the engineering department, and then terminate the call back at Renata’s voicemail.
Case 4 – Like a Pager
Dr. Beesie doesn’t want to take non-emergency calls while in the clinic, but she wants to get messages. In this case, the BC200 doesn’t ring a phone – it just terminates the call at her voicemail. The good doctor can then return her calls as time permits. (Using the last tip, we could forward the notification emails to her cell phone… just to give you a few ideas!)
Case 5 – Anyone Will Do
Our tech support department has many workers – Bill, Steve, and Eric, to name just three – and they can all help our clients. Someone calling Bill will ring his desk phone, then to all the phones in the Tech Support shared workspace, and then to the voicemail for the tech support shared workspace.
Set It Up.
Here’s how to do it. Call flows are editable under the Edit Workspace tab – just double click the workspace name, select Phone Service, and choose Incoming Call Flow. We can have up to three sequential destinations for an incoming call. Each destination can be a physical phone, a softphone, a forwarding number, a voice mailbox, or the Auto-Attendant. Just start at the top of the page and work down, and that’s the order the BC200 will follow when it receives a call.
So, what’s the secret? There really isn’t one. We need to remember that the BC200 frees us from the old idea that ‘each phone has one extension number, and that’s that.’ Just give your clients one extension, and let the BC200 and your Call Flow keep you in touch wherever you are! Have any questions? Just call me at the office, and I’ll be there… or will I?
-Dave.