Callbacks/Task Managment

Most contact managers, like Act, provide very extensive scheduling systems with pop-up reminders. However, these scheduling systems depend on the user to manually manage the task list.  The time necessary to use native  scheduling systems is not conducive to a high volume sales environment.  With the SSP task system the agent can schedule tasks quickly, be reminded without interrupting work flow, and work tasks efficiently.

SSP allows the agent to schedule a custom task with a customer by left clicking the "Schedule..." button.  Right clicking will display a menu of up to 5 additional pre-defined tasks.  Choosing a pre-defined task will automatically create a new task without further prompts.  Pre-defined tasks were designed with dialing speed in mind.


Reminders are automatic via the task reminder drop-down.  Every 30 seconds SSP checks to see if any tasks are overdue and need to be worked.  If a task is overdue the task reminder drop-down will turn red and display a count of tasks that need to be worked.  This reminder technique is highly conducive to a fast paced sales environment.

To view the details of a task, simply choose the task from the drop-down list and the Task tab will become active.  Then the user can work the task which will save the current location and go to the person the task is scheduled with.  If the task type is a callback then it will automatically dial the customers number.  Once the agent disposes of the call, SSP will return to customer it was at prior to working the task.  The task tab allows the agent to re-schedule, work and mark events complete without any annoying pop-up windows.

Often the agent will need to manage tasks or view a list of task for a given period of time.  SSP has a task list that closely models the native Act task list.