I Never Said That! - Did I? How often have you overheard a conversation and
thought "he’s saying one thing and she thinks he means something
else". This of course is equally true of business discussions with
clients – particularly over the ‘phone. You know that what you’re
saying is very clear – after all it’s second nature to you. But you
can’t see the vacant look in his eyes when you’re emphasising an
Making file notes when giving advice over the ‘phone
confirms at least in your mind the advice you’ve given. Particularly
if followed up by letter. But how sure are you that you always cover
every aspect of the conversation? This is where new technology can
How much better it would be if the conversation was
recorded – automatically. And it was stored in the client’s file in a
form convenient to all concerned. Now you can – using
new product records your telephone conversation and stores the
recording on your PC or Server hard drive. It can be allocated against
any client, prospect or contact in your database just like a word
processed or scanned document. Then it can be listened to by any user
with access to your database on your network – unless you choose to
make it private of course.
When you click on the "View Documents" icon you’ll
see the entry for a telephone conversation just like you do a Word
document, Excel Spreadsheet, Scanned document or Email. Simply click
on it and it will play back the conversation. You can even email it
as an attachment or "send it" to another local user.
Think of the impact on a client if you email a
recording of the conversation he had with you a few minutes ago. It
can be listened to at any time and there’ll never be any
misunderstandings. And as it’s stored as an industry standard "MP3"
file your client does not need the Voice Memory device to hear
How Does It Work?
telephone handset cable is connected to a small box that links to your
PC and handset. It’ll take you no more than 5 minutes to set up
including installing the software module on your PC. You only need one
Voice Memory module per PC that will be used to record conversations.
Once recorded any network user can listen to it – they don’t
need a Voice Memory module.
So What's The
only £199 For The Unit & Software
To Order The Voice Memory Module
Of course you do also need a database to enable easy
access to the recording. You may already have one but if not Voice
Memory integrates with Rapport – the market leading "Paperless
Office" database from Practice Net.
This enables you to make notes on the client’s
electronic file to summarise the conversation. Then if you also hold
all outgoing & incoming correspondence in the same file you’ll really
benefit from this new technology.
To get the full picture you need a database to hold
everything related to the client …
Outgoing correspondence, typically Word
documents & Excel spreadsheets
Incoming documents – scanned as they’re
Email – so you have a copy of every incoming
& outgoing email
Recorded telephone conversations
Internal memos & file notes
Then you can make the new technology work for you
and your clients. And reduce your costs by increased efficiency whilst
minimising your risk through effective risk management procedures.