Business Objective
At very short notice, Portal was looking to implement a national data collection campaign in early June...
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Portal Case Study

Published on: Mar 4, 2016
Source: www.slideshare.net


Transcripts - Portal Case Study

  • 1. Business Objective At very short notice, Portal was looking to implement a national data collection campaign in early June 2015. Due to the nature of the campaign, the timings were extremely tight and the project was highly visible and failure to deliver would have closed potential future commercial opportunities. Over 50,000 residential prospects had to be uploaded into Portal’s Affinity Software to enable over 100 national home based telesales operatives to call, all at differing times. A key challenge was to transfer residential data into a bespoke b2b billing software platform, keeping it separate from Portals existing prospect and customer base. This was done quickly and efficiently, without any interference to the customer’s day to day reseller operations, using Aurora’s flexible ‘Prospect Importer’ and prospecting functionality which allows prospects to be grouped together and made available or hidden at a user, or team level. Another challenge was to ensure that a large number of temporary telesales operators had access, in a restricted capacity, to the Affinity system, with a bespoke workflow of functionality. Multiple new logins were quickly set up and changes were made to customise system access to these bespoke requirements. Solution Designed with Portal Working with Portal, Aurora designed and adapted Affinity’s b2b billing software solution to suit a short-term residential telesales campaign which included; • Delivering the project within days of initial request • Adapting Affinity’s b2b billing software solution to suit residential data capture • Adapting Affinity’s functionality to a bespoke use case • Importing over 50,000 residential records by utilising a flexible prospect importer • Understanding complex project requirements and implementing operational system changes within tight deadlines • Setting up multiple new logins quickly AURORA PROVIDES FAST AND ROBUST SOLUTION FOR GENERAL ELECTION TELESALES CAMPAIGN Business Outcome Affinity gave Portal the flexibility to deliver a valuable telesales campaign within a new business market; residential. The import of residential information ran at around 1000 records per minute, enabling Portal to achieve very tight project timings and enjoying commercial success. Since its foundation nearly 20 years ago, Portal has established itself as a leader in voice and data products and services. Aurora has worked with Portal since January 2005 providing a comprehensive bureau billing service that has scaled with Portal’s growth over the years. “This project was a very impressive turn around as there was a two week window for the campaign, with a few days notice for preparation. The telesales module as a result of this project, has given a much better insight to Portals Marketing Department on how to leverage productive work on the phone from agents with no experience. The screens were cut down to the bare minimum for calling agents. The impact of this was that we presented a screen with six options and nothing else. With a simple script we ran this campaign with virtually no tech support rquired for the users, which was an essential deliverable, as they all logged on from home. We ran the imports ourselves and Aurora deployed the import module for us within a day - fantastic.” - John Corney, Managing Director auroraspeed, accuracy& resultsforportal

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