TradeWorks OnLine is a comprehensive on line service using Interactive Voice Response technology to increase your effectiveness and your client service. It complements TradeWorks providing 24 hour real time touch tone authorizations, account balance information, FAX back, current specials, and voice mail. TradeWorks OnLine can be used full time, or just after hours. Its potential is limited only by your imagination.
Whether you authorize every transaction or just those over a certain floor, automated authorizations increase efficiency. For some things like authorizations your computer can be better than a human being. It’s always there, never sick or on holiday. It is accurate and objective, fair and uncompromising. It has no friends or enemies. Your computer only knows numbers, and it knows them day and night.
The best use of a broker’s time is to provide first class customer service and to make trades happen. If too much time is taken with administrative tasks like authorizations, you could be losing money. The best use of your computer is to free up time for people. If your clients object to talking to a machine, they still have the option of calling you or your brokers. But especially after hours, when your clients are relying on “do not clear lists” or on your answering service to guide them, touch tone authorizations are particularly reliable.
TradeWorks OnLine is simple to use for any client who can operate a touch tone phone. Instructions are clearly articulated, and when they catch on, your best clients will speed through the process without even listening. They’ll appreciate how little time it takes to get an authorization with the computer. And even though they’ll want to talk to you for trading opportunities, they may learn to prefer the computer for authorizations.
Do you ever balance your check book late at night, and need to know exactly which checks and deposits have cleared your bank account? And isn’t it convenient to call the bank and with a few key strokes obtain all the information you need? Now you can offer the same service to your clients. Again, your computer can free up your brokers’ time for more important calls during the day, and provide an added benefit to your clients, 24 hours a day.
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are accessible by touch tone with TradeWorks OnLine Information is live, real time and accurate.
TradeWorks OnLine allows you to place dozens, hundreds or even thousands of FAX documents at your clients’ fingertips. The amount and type of information you put on line is limited only by your imagination. Scrip lists. Travel request forms. Hotlines. Entertainment and restaurant guides. Menus. Brochures. Travel lists. Flyers. Special offers. Directory listings. You can even ‘sell’ service on your FAX line to your clients. The possibilities are almost limitless.
FAX Back can be secured or not. If secured, only your exchange members with a fax number on file can access information from TradeWorks OnLine. Nonmembers cannot retrieve proprietary information. No need to worry about your member information falling into competitors’ hands. But you and your sales team can use a 'secret code' to demonstrate the fax-on-demand feature from a prospective client's office.
The FAX features make life easier for you and your brokers, as well. From your desk, with just a few keystrokes, fax a simple message, client history, travel order, predefined document, or directory listings. Fax documents to one member, a dozen, or all of them using the broadcast fax menu.
Every day, every week, every month - whatever time frame works for you - alert your members to your exchange’s special trade deals. This does not replace or interfere with your ‘messages on hold’ feature. It’s a supplement that can provide more immediate returns because YOU can update it as often as needed. A member has a boat for sale? How about featuring the cars available? Just received a couple of big screen TVs? New members? Get the word out fast!
Success in the barter industry is largely driven by personal, effective client service. Maintaining regular, frequent contact is the best way to make trades happen. So when a client calls after hours, on weekends or holidays, it’s important to capture the message. Answering services do a good job taking down the substance. But they may not note the nuances - your client’s mood, for example. Only when you hear her voice on your Voice Mail can you tell if she’s upset, happy, appreciative, irate or miserable. And when she records the message, there’s little room for misunderstanding or error. TradeWorks OnLine Voice Mail is the next best thing to being there all day, every day. And if you already have a voice mail system within your telephone system, you can turn this feature off.
Last revised: March 9, 2004
Copyright 2004 by Danny Weibling and Lisa Peters.
All
rights reserved. Send comments to lisa@dwwsoftware.com
