List Management Software

I need marketing management software (list management software)? It will be database driven with a user friendly interface.? The program will allow a "manager" to upload marketing lists into a system for distribution.? This isn't a contact manager at the moment though it could grow to be one. I would imagine it would be done in MySQL or similar, please advise. More information is available upon request, I couldn't list all functionality required here. ## Deliverables I am looking for a custom solution for list management for a telemarketing and sales environment. This solution will have a very simple interface.? I am going to elaborate on all my ideas with as much detail as possible so there isn’t any confusion on processes. ? As programmers, should you have any ideas, questions or objections please don’t hesitate to ask to ensure the interface is what we are looking for. ? I am looking for someone to build a program or interface for my company.? I have a small telemarketing staff and a small sales staff.? I want a program that I can upload call lists into which are usually in either .xls or .csv formats.? I would like the program to launch form an icon on the desktop of each of the networked computers (Running Windows XP Professional in a Windows Server 2003 environment with Active Directory.). Each person will manually dial the phone; an auto dialer program will not be installed. I need to specify classes of workers that will be accessing data.? My goal is to be able to have the program administrator select which class each of the uploaded lists belong to.? Perhaps this could integrate with Active Directory and pull the information from user accounts, security groups, or both. I? need to have the telemarketers to have the ability to “assign?? a contact to a sales queue and the ability for sales to “assign?? a contact to a telemarketing queue.? Only the “manager?? or “administrator?? will have the ability to modify all contacts. Queues: There should be 3 classes of queues: ? ? ? ? ? ? ? ? ? ? ? The first is the Telemarketing Queue ? ? ? ? ? ? ? ? ? ? ? The second is the Sales Queue ? ? ? ? ? ? ? ? ? ? ? The third are Personal Queues for everyone.? When someone signs into the system, the will see their personal queue.? They can then opt to enter into the marketing queue to start their calls. Any user should have the ability to search contacts by either name or telephone number for those customers that call back so we know who to route the call to. The system should have the ability to assign a contact to times to call such as listed below in the lead classification examples. New Leads: A new lead is one that can be contacted at any time.? Morning Leads: A lead that had been attempted the afternoon prior and contact wasn’t made. Afternoon Leads: A lead that had been attempted the morning prior and contact wasn’t made. Evening Leads: A lead that contact has been attempted in the prior afternoon and contact wasn’t made. All leads should start out as new leads.? The system will move leads as appropriate for the person to call.? For example, you try to call a lead in the morning; it automatically gets marked as called for the day and moved to the afternoon queue for the following day.? The next day you try them in the afternoon without success so it’s moved to an evening queue for the following day.? The exception to the rule would have to be a box that can be checked stating this is a business so the contact would never be placed in the evening queue allowing sales and marketing to call the business and professional prospects during normal business hours. If contact is made but a request to be contacted at a later date is made, we need to have the ability to put this contact in suspense and automatically saved to the rep’s personal queue.? The contact should pop up on the original or sales person’s screen when the call is due to be made. There should be a set of boxes for additional information collected such as email addresses, contact person, personal numbers and/or extension numbers. There should also be a call disposition drop down box listing items such as: Line busy Message left ? ? ? ? ? ? ? ? ? ? ? On voicemail ? ? ? ? ? ? ? ? ? ? ? With (have a space to type name) No answer Disconnected Do not call ? ? ? ? ? ? ? ? ? ? ? Reason for placement on the do not call list (have a space to type reason) Any contacts that are put on the do not call disposition list will be populated to a report detailing all their information along with the Rep that placed them on the list. There should be a blank box or space for them to type in their comments should they have any. There should be 2 big “easy?? buttons at the bottom, one that says send to sales and one that says next.? Send to sales indicates a telemarketer has contacted a potential customer and they have requested be to be contacted by a sales person.? This contact then pops up in the managers personal queue as a “Hot Lead??, hot leads will be assigned to reps individually. Hot Lead distribution:? The manager would have a drop down of all people that have signed into the system; he/she could then select the person they want the lead to go to.? At that time the lead would pop into that person’s personal queue and an indicator box would appear on their desktop to indicate a new lead has been added to their personal queue. Reporting: Manager reports should be updated in real-time in their interface when they sign in.? If necessary a refresh button or function can be built into the interface to ensure up to date and accurate data.? ? Possible report fields are: ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? Employee Name ? ? ? ? ? ? ? ? ? ? ? Number of calls made ? ? ? ? ? ? ? ? ? ? ? Number of contacts ? ? ? ? ? ? ? ? ? ? ? Number of do not call additions ? ? ? ? ? ? ? ? ? ? ? ? ? There should be a way to export this data into a spreadsheet and have the ability to export reports based on date ranges such as daily, weekly, monthly, quarterly and yearly reports. Within the reporting of the system we need a way to track number of calls made in a day, average call length and most common list of dispositions.? These reports need to have the ability to be broken down by employee or grouped into one master report for management staff. the ability for people to ad prospects manually.? What I mean by this is reps and telemarketers need to have the ability to manually type in contacts information for contacts they bring in on their own. There needs to be a field that’s automatically populated indicating it was a manually entered, self generated lead. If needed, the lead fields within the database most commonly will be: First Name Middle Initial Last Name Title Street Address City State Zip code Zip +4 Telephone Number Email Address Alternate Phone Number Best Time to Contact Comments Again, we need to have the ability to update any of these fields during the marketing process.