Learning Claris FileMaker

Opportunity Calling…”

Kyle Stalberg’s clients are companies in the U.K. looking for prospective customers: charities, life insurance companies, power utilities, hospitals and even the Sky cable network.

The task: call many thousands of people each day, using a set of branching call scripts that help marketers learn about their publics.

100,000 Calls per Day

It’s no small feat. Fifty staff making thousands of calls a day, through VOIP and PBX, from international call centers.

Managers need to know in real time how well each call agent is doing, and often need to tweak the scripts of agents, in the middle of a calling day, to better answer the question, “Who are the best prospects for our customers?”

Custom Workflow, Custom App

SmallCo’s European Office built a full-featured custom app on the FileMaker Platform, one that handles the entire research process, from constructing a calling script to reporting leads and results to marketers.

RC2FM Connector enables long-awaited integration between FileMaker and RingCentral's core VoIP communications service (PBX).

Using your RingCentral telephone extension, RC2FM Connector makes the following features possible in FileMaker:
 
• Click/Tap to dial any phone number stored in FileMaker.
• Send outbound calls to any endpoint (your cell phone, home phone, or extension).
• Send/receive SMS to/from any contact stored in FileMaker in near real time.
• Send/receive Faxes directly from FileMaker containers or from your device's file system.
• Download call log and message log history and store them as FileMaker records.
• Download voicemails and store them as MP3's in FileMaker containers.
• Download call recordings and store them as MP3's in FileMaker containers.
• Download sent/received Faxes and store them as PDFs in FileMaker containers.
• Set the “Read” status of unread SMS, voicemails, and fax messages.
• Trigger scripts in your FileMaker custom app on incoming calls (Pro/Advanced only).*

Integrating your database with VOIP (voice over IP) is easier than you think. This gives you cool options for managing an inside sales team.