FREQUENTLY ASKED QUESTIONS

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FREQUENTLY ASKED QUESTIONS

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FREQUENTLY ASKED QUESTIONS

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GET STARTED?

Effortlessly upload any-format of list to create a call-agent interface in minutes

GET STARTED?

Use extracts from CRM, brokers, digital-agents or any other data source – OBWIN is welcomingly inclusive on data formats, flexible for any kind of campaign. Make short work of on-boarding excel or CSV list through intuitive yet flexible processes, mapping key fields to a modest OBWIN template where only 1 field is mandatory. See OBWIN cleanse and then de-dupe the call list automatically. Check-point your record volumes and then simply select those important custom fields to put in front of your call-agents when conducting the ‘exchange’ itself – the data capture and presenting process. More data? No problem – with same format, OBWIN repeats the cleanse and de-dupe process ‘within-existing’ as well as ‘to-resident’ data already hosted on the platform and assigned to campaign. Or start a new campaign – with no cost overhead to select different dataset or design an entirely different capture-deck for example.

AFFORDABLE?

Yes; with unique Pay-As-You-Go pricing, only pay for those records you upload in a list

AFFORDABLE?

With no hidden fees and a design that allows data ‘cadets’ to build campaigns, there is no IT cost overhead, no software licensing, integration cost or training fees. Required – just a browser and a phone.

ENGAGE YOUR PROSPECTS?

Leverage an interface design proven to deliver greater association with prospects

ENGAGE YOUR PROSPECTS?

Improve dialogue, establish relationship and overcome gatekeepers. With over 15 years of continual interface design and 300,000 hours of production development, your agents have unparalleled visibility to the data that matters most, provided through an interface sequence which aches to give call-agents this information at precisely the right time in a calling process. If there is a perfect design of prospect-to-agent interface, OBWIN has it – high-load data visibility, no-tab-no-click navigation and finding information on single screens (OBWIN has only 4 pages at call-agent level). We loathe bad CRM – where clicks, tabs and modals make this architecture completely inappropriate for outbound calling and frantic call-agents multitasking through search and navigation at the same time as keeping the exchange going.

DATA CAPTURE?

Add questions/data-capture using easy and quick tools

DATA CAPTURE?

With up to 25 available questions and 10 format alternatives (including pre-formatted likert scale and drop-down selects), simply draw down from a straightforward and intuitive administration panel to build up your custom data-capture deck in minutes. Changes? Simply cease, add or even move questions around ‘on-the-fly’, data returns are automatically adjusted to reflect stop and start points on abandoned or new questions.

OK to CALL?

Use a compliance reasoning tool to ensure your list is good to go, a ‘green-light’ against EU/UK telephony and data regulation including GDPR

OK to CALL?

Deploy OBWIN to conduct pre-GDPR Get-Consent campaign www.getconsents.com – or confidently campaign under legitimate interest or any of the other legal reason provisions of GDPR. OBWIN pre-campaign processes and consent management functions simply provide the confidence you need to continue to initiate and run campaigns using telephony and email channel combinations – i.e. present, send information and follow-up confident of regulation compliance.

CAMPAIGN LEGAL REASON?

Whether campaigning on Contract, Consent or Legitimate Interest, OBWIN comes loaded with design features to make campaigning realistic as well as fully compliant.

CAMPAIGN LEGAL REASON?

From Legitimate Interest Reporting which makes a balancing test explicit to a fully integrated consent management interface, OBWIN design has been informed by the realities of campaigning within regulation.


CAMPAIGN FORMAT?

Including but not limited to event-invite, surveying, lead-generation, prospecting, cleanse, appointment setting, recall or financial recovery

CAMPAIGN FORMAT?

Simply choose from available pre-formats or engineer your own presentation and data capture by customising the ‘exchange’ interface – i.e. add, sequence and annotate questions to build a skeleton call-guide as opposed to a script. What’s more – store the exchange interface as well as all other campaign administration in OBWIN secure portal for future internal use or regulatory audit purposes.

PREDICTIVE RECORD SELECTION?

Enable options to assist call-agents with record choice at every turn designed to reduce the size of the list and the equivalent cost of resource

PREDICTIVE RECORD SELECTION?

We’ve developed solutions representing the ‘holy-grail’ of campaign performance design – dynamically helping call-agents to select the best record to call as well as ensuring weak prospects are dulled-down.

COMPELLING ANALYTIC?

Triple analytic running out of the box

COMPELLING ANALYTIC?

1) OBWIN is the only data-campaign platform which uses an Account Based Marketing (ABM) data structure and reports at this level to express ‘coverage’ performance. The number of success-outcomes from prospects within discreet accounts.

2) For Campaign-Lifecycle-Status, OBWIN reports the volume of Started, Work-in-Progress, Follow-up and Complete outcomes; critically appending each funnel outcome with a lifecycle stage which ensures the report ‘balances’.
3) Prospect Funnel Reports (Command, Attempt, Org-Contact, Decision-Maker-Contact, Decision-Maker-Outcome).

GET STARTED?

Effortlessly upload any-format of list to create a call-agent interface in minutes

GET STARTED?

Use extracts from CRM, brokers, digital-agents or any other data source – OBWIN is welcomingly inclusive on data formats, flexible for any kind of campaign. Make short work of on-boarding excel or CSV list through intuitive yet flexible processes, mapping key fields to a modest OBWIN template where only 1 field is mandatory. See OBWIN cleanse and then de-dupe the call list automatically. Check-point your record volumes and then simply select those important custom fields to put in front of your call-agents when conducting the ‘exchange’ itself – the data capture and presenting process. More data? No problem – with same format, OBWIN repeats the cleanse and de-dupe process ‘within-existing’ as well as ‘to-resident’ data already hosted on the platform and assigned to campaign. Or start a new campaign – with no cost overhead to select different dataset or design an entirely different capture-deck for example.

AFFORDABLE?

Yes; with unique Pay-As-You-Go pricing, only pay for those records you upload in a list

AFFORDABLE?

With no hidden fees and a design that allows data ‘cadets’ to build campaigns, there is no IT cost overhead, no software licensing, integration cost or training fees. Required – just a browser and a phone.

ENGAGE YOUR PROSPECTS?

Leverage an interface design proven to deliver greater association with prospects

ENGAGE YOUR PROSPECTS?

Improve dialogue, establish relationship and overcome gatekeepers. With over 15 years of continual interface design and 300,000 hours of production development, your agents have unparalleled visibility to the data that matters most, provided through an interface sequence which aches to give call-agents this information at precisely the right time in a calling process. If there is a perfect design of prospect-to-agent interface, OBWIN has it – high-load data visibility, no-tab-no-click navigation and finding information on single screens (OBWIN has only 4 pages at call-agent level). We loathe bad CRM – where clicks, tabs and modals make this architecture completely inappropriate for outbound calling and frantic call-agents multitasking through search and navigation at the same time as keeping the exchange going.

DATA CAPTURE?

Add questions/data-capture using easy and quick tools

DATA CAPTURE?

With up to 25 available questions and 10 format alternatives (including pre-formatted likert scale and drop-down selects), simply draw down from a straightforward and intuitive administration panel to build up your custom data-capture deck in minutes. Changes? Simply cease, add or even move questions around ‘on-the-fly’, data returns are automatically adjusted to reflect stop and start points on abandoned or new questions.

OK to CALL?

Use a compliance reasoning tool to ensure your list is good to go, a ‘green-light’ against EU/UK telephony and data regulation including GDPR

OK to CALL?

Deploy OBWIN to conduct pre-GDPR Get-Consent campaign www.getconsents.com – or confidently campaign under legitimate interest or any of the other legal reason provisions of GDPR. OBWIN pre-campaign processes and consent management functions simply provide the confidence you need to continue to initiate and run campaigns using telephony and email channel combinations – i.e. present, send information and follow-up confident of regulation compliance.

CAMPAIGN LEGAL REASON?

Whether campaigning on Contract, Consent or Legitimate Interest, OBWIN comes loaded with design features to make campaigning realistic as well as fully compliant.

CAMPAIGN LEGAL REASON?

From Legitimate Interest Reporting which makes a balancing test explicit to a fully integrated consent management interface, OBWIN design has been informed by the realities of campaigning within regulation.


CAMPAIGN FORMAT?

Including but not limited to event-invite, surveying, lead-generation, prospecting, cleanse, appointment setting, recall or financial recovery

CAMPAIGN FORMAT?

Simply choose from available pre-formats or engineer your own presentation and data capture by customising the ‘exchange’ interface – i.e. add, sequence and annotate questions to build a skeleton call-guide as opposed to a script. What’s more – store the exchange interface as well as all other campaign administration in OBWIN secure portal for future internal use or regulatory audit purposes.

PREDICTIVE RECORD SELECTION?

Enable options to assist call-agents with record choice at every turn designed to reduce the size of the list and the equivalent cost of resource

PREDICTIVE RECORD SELECTION?

We’ve developed solutions representing the ‘holy-grail’ of campaign performance design – dynamically helping call-agents to select the best record to call as well as ensuring weak prospects are dulled-down.

COMPELLING ANALYTIC?

Triple analytic running out of the box

COMPELLING ANALYTIC?

1) OBWIN is the only data-campaign platform which uses an Account Based Marketing (ABM) data structure and reports at this level to express ‘coverage’ performance. The number of success-outcomes from prospects within discreet accounts.

2) For Campaign-Lifecycle-Status, OBWIN reports the volume of Started, Work-in-Progress, Follow-up and Complete outcomes; critically appending each funnel outcome with a lifecycle stage which ensures the report ‘balances’.
3) Prospect Funnel Reports (Command, Attempt, Org-Contact, Decision-Maker-Contact, Decision-Maker-Outcome).