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Helios Systems, Inc.

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Helios Systems takes pride in implementing the appropriate solutions for our client’s complex data and technology needs while recognizing the operational and informational challenges facing today’s businesses Focusing on a technology partnership with our client is key to our mutual success.

Challenge:

Improve lead generation processing while reducing physical number of repeat contacts.

Helios Solution:

An integrated telemarketing system feeding contacts to the sales process and receiving information on current customer activity was developed.

After meeting the representatives in the telemarketing, sales and office management staff, Helios’ analysis identified key areas for process improvement. The analysis results were translated into a staged development project addressing each of the key business areas.

Using off-the-shelf software, Helios analysts formulated an automated dial, telemarketing system that accepted customer data from a variety of sources. The data was distributed to a call queue via manual processes to each telemarketer. Successful contact information was identified as a telemarketing lead source generating an automated borrower file in the loan origination software, as well as a paper lead document. Record aging was introduced, reducing the physical contact attempts. Upon the completion of the borrower’s transaction, related information was redistributed to the telemarketing system, aging the file for future contact purposes.