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CA ModulesEugen Stefan

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Table of Contents

•Introduction•CA Modules Overview•How to Order•Contact

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Introduction

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Poltys Inc., - Over 16 years partnership with Panasonic

with Factory

TAPI Driver, CSTA Test tool, VM console, PA Server, CSTAMUX ….

Poltys knows Panasonic PBX, especially reliable CSTA interface

with Sales Companies

Panalat, Canada, USA, New Zealand, Singapore, India, MiddleEast, Russia….

Poltys knows Panasonic PBX reseller capability

Poltys knows Panasonic structure.

Long term Panasonic application partner as a PSDN Gold Member

Has tightly integrated application with Panasonic PBX

Nurse Call integration: integrated with System Wireless Phone

Call Center Application: integrated with built-in ACD function

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HealthcareDirect Care Connect – Nurse call system integration with Panasonic Phone system

Direct Care Monitor – Monitoring and reporting

Call Center SolutionsACD Monitoring and Reporting

Queue Wait Time Announcer

Dial Out Notification and Call Fraud Protection

Call Recording

CRM Integration

Business ProductivityConference Bridge

Speech Auto Attendant

Appointment Reminder

Inbound/ Outbound SIP IVR

Call Accounting

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New functionality for the Panasonic CA provided by PoltysPanasonic CA and Poltys CA Modules create an unified application suite

CA Modules are derived from existing Poltys applications

CA Modules use the propriety Panasonic CTI I/F for a seamless integration with CA and PBX

Languages available for the GUI• English• German• Spanish

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ACD Reports

Conference Bridge

Outbound Dialer

Appointment Reminder

Auto Attendant

Key Concept• Panasonic Family Product• Affordable to sell by Panasonic Dealer

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CA Modules Product Positioning

New capabilities added to the Panasonic based solutions • Appointment remainder• Auto Attendant• Outbound dialer

Cover missing functionality in the Panasonic based solutions• Simple ACD Report• Conference Bridge

IndustryAppoint.

ReminderAuto

AttendantConference

BridgeACD Reports

Outbound Dialer

New Vertical Markets

Health Care Practitioner l l l

Service Oriented Business l l l

Automotive l l l

Schools l l

Compete in Existing Markets

Informal Call Center l l l

SMB Office l l l

Small Doctor Office, Collection Agencies

l l l l

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Business Benefits

• New opportunity of selling Panasonic systems

• Upgrade/ replacement of existing equipment•Multiple points of contact with the customer

• Increase application sales revenue• Maintenance services expansion

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CA Modules Overview

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CA Modules FunctionalityPoltys CA modules can be launched from CA V4 screen with easy one-click operation, then provides effective five functions.

1. ACD Reports

2. Conf Bridge

5.Outbound Dialer

3. Appt. Reminder

4. Auto Attendant

Provides Call Center reporting features, adding ACD Call Center specific functionality

Connects the caller to the intended recipient by speaking the name or by entering the extension number, using speech recognition technology

Places outbound calls to customers and when the call is answered, plays specific message

Automatically places calls to a predefined list of phone numbers and connects the called person to the agent as soon as the call is answered

Adds audio conference capabilities to the CA Pro and CA Supervisor Clients

CA V4CA V4ClickClick Poltys

CA ModulePoltys

CA Module

Select a functionSelect a function

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CA Modules Installation and Operation

Simple and easy installation and operation

• Unified installer• Simple per seat floating license• Some CA modules use Poltys Appliance (low cost server)

Start CA Modules GUI using existing Poltys start button from CA

• Poltys CA Module unified GUI from CA and jump to each function• Similar concept as for Voice Mail Assistant

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Poltys CA Conference Bridge Module

Connects internal and outside participants in multi-party voice conferences Benefits

• Reduces costs on multi-party calls

• Secure calls

• Reduces travel costs

Features• Multi-party, multi-speaker conferences

• Maximum 48 conference rooms

• Total of 96 simultaneous attendees per system

• Easy to configure ad-doc conference

• Add/ Kick out/ Mute attendees during the conference

• Integrate with Microsoft Outlook 2012 calendar

Ideal Customers• Corporate Organizations

• Inter-company, worldwide training

• Auctions via telephone

• Organizations that take regular referendums/votes

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Poltys CA Conference Bridge Module

Conference External/ Internal Callers

Meet-me/Dial Out

Integrated with Microsoft Outlook 2010 scheduler

SIP

CA + TDE/NCP/NS1000

Poltys Conference Bridge Appliance

Outside Conference Participant

Outside Conference Participant

Outside Conference Participant

r

Agent CA Client

Call Every Entry in the List

Agent CA Client

Outlook plugin

Connects internal and outside participants in multi-party voice conferences

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Poltys CA Appointment Reminder Module

Places outbound calls to customers and when the call is answered, plays specific message Benefits

• Reduce no-shows

• Make Better Use of Your Appointment Slots

• Save The Time of Staff

• Regular / Periodical checkup remainder

Features• Plays pre-recorded messages or can use Text to

Speech technology

• If the call is not answered it retries, if an answering machine answers, it leaves a message.

• Can leave messages in different languages

• Creates Call Completion Reports and Call Logs.

Ideal Customers• Doctor/Dentist Offices• Any Service Business Appointment Confirmation• Emergency Notifications• School to Parents Notifications• Car Dealer

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Poltys CA Appointment Reminder Module

Automatically Call Customers and play Reminder Message

Call every customer in the List

If Call Answered - Play messageIf No Answer – Retry later

SIP

CA + TDE/NCP/NS1000

Poltys Appointment Reminder Appliance

Call Every Entry in the List

Call answered- Pay messageNo Answer – Retry later

Customers

Customers

Customers

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Poltys CA Outbound Dialer Module

Automatically places calls to a predefined list of phone numbers when the agent status is “available” Benefits

• Helps maximize revenue opportunities

• Improve Contact Center Productivity, agents spend more time talking than dialing

Features• Calls the numbers one by one as soon as Agents

becomes available

• Busy or no answer numbers are retried

• The outbound dialer eliminates the customer search and dial time that the agent normally does

• Agents are presented with calls as their status changes to available

• Outbound call list can be shared via CRM databases between multiple Agents

• Import/ export call list from/ to external CSV file

Ideal Customers• Collection Agencies• Patient Check-Up• Appointment Confirmation• Lead Generating• Telemarketing• Political Campaigns

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Poltys CA Outbound Dialer Module

Automatically call customers in list using the agent phone when the agent status is “available”

Call every customer in the List

When the Call is Answered pop up screen for notes

Agent writes call notes

CA + TDE/NCP/NS1000

Call Every Entry in the List

Call answered- Pay messageNo Answer – Retry later

Customers

Customers

Customers

Call Eveage

No Answer – Retry laterAgent CA Client

Outbound Dialer Module

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Poltys CA ACD Report Module

Provides reporting features to CA Supervisor, enabling agent and group history analysis Benefits

• Provide ACD Reports for increased Productivity, Profitability and Customer Satisfaction)

• No server required

Features• Collect ACD statistics regularly from CA Supervisor• Build Reports by month/day/hour/day of week and

group for a selected time range• Group Report Statistics

• Total number of calls• Average Answer Time• Overflow Calls• Lost Calls• Max Waiting Calls• Longest Waiting Time in Queue

• Agent Status Report ACD Statistics• Login Time• Not-ready (break) Time• Busy Time• Working After Hours Call Time

Ideal Customers• Help Desk Supervisor, Customer Support

Supervisor, Sales, etc.

• Telemarketing Supervisor

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Poltys CA ACD Report Module

CA + NCP/TDE/NS1000

Customers

Customers

Customers

Inbound/Outbound

wer – Retry later

Agent CA Client

Call Every Entry in the List

Call answered - Pay messageNo Answer – Retry later

Agent CA Client

Inbound/Outbound/Intercom

CA Supervisor + ACD Reports Module

Call Every Entry in the List

Call answered - Pay messageNo Answer – Retry later

Supervisor

+

Group and Agent Status Reports

Hourly/Daily/ Monthly/Custom Dates

Export PDF/CSV/EXCEL

Print

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Poltys CA Auto Attendant Module

Connects the caller to the intended recipient by speaking the name or by entering the extension number, or perform actions depending on CA presence state

Benefits• Helps companies reduce their overall operating

costs• Performs Call Routing Efficiently

Features• Enabled, customer speaks the name of the party he

wants to talk to• Get the CA client presence status, play the associated

greeting and perform the specific action• Call is transferred automatically to the appropriate

person if available• Outside caller can request a call back and leave a

callback number• Auto Attendant will popup a window with the callback

requests and if it is accepted, the callback number is automatically dialed

Ideal Customers• Law firms

• Accounting firms

• Product & service businesses

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Poltys CA Auto Attendant Module

Automatically Answer Calls, Recognize Name, Transfer to Extension or Voice Mail

Answer All Calls

Play Custom Greeting Message(s)

Recognize Name or dialed extension

Transfer Call to appropriate extension or Voice Mail

SIP

CA + TDE/NCP/NS1000

Poltys Auto Attendant Appliance

Customers

Customers

Customers

No Answer – Retry laterAgent CA Client

Call Every Entry in the List

Agent CA Client

Inbound Calls

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How to Order

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Order Process

• CA modules are added to the Panasonic Price List• Order are placed to Panasonic Sales Company and for each Part

number an Activation Code is supplied• Activation Code is used by Dealers to log into the Poltys licensing

portal (https://licensing.poltys.com/PoltysLicense/) to activate the SW parts and initiate HW delivery

Activation Code is generated by Poltys and has the order details encrypted in 16 alphanumeric characters in the following format: xxxx-xxxx-xxxx-xxxx

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Poltys Appliance (server)

Poltys provides pre-installed appliance Server for easy to setup• Conference Bridge, Appointment Reminder and Auto Attendant CA Modules are preinstalled on

Poltys Appliance• Benefit for Customer – Easy to support remotely, easy to replace• Benefit of Dealer - Easy to install, configure and connect to PBX

Appliance Specifications Capacity Description

Micro Chassis Intel D2700MUD 2.13 GHz Dual Core Atom D2700, 2GB RAM, 60GB SSD Drive

• Appliance dimensions: 9” x 8” x 2.5” • Packed: 13” x 11” x 4.5 “• Packed Weight: 6lb

Conf. Bridge up to 24 SIP participants or

App. Reminder + Speech AA up to 8 SIP ports

Desktop /Mini Tower

Low profile 1U, 19” rackmount

Quad Core 3.2 GHz I7, 4GB RAM, 250GB enterprise level HDD, X8STi Supermicro motherboard, Low profile 1U, 19” rackmount chassis

• Appliance dimensions: 19” x 15” x 3.5” • Packed: 22” x 19” x 7 “• Packed Weight: 16lb

Conf. Bridge sever 24 participants(max 100 participants)

App. Reminder + Speech AA over 4 ports (max 48 SIP ports)

Tower/19’ Rack Mountable

Note: This are minimum requirements for each appliance. Other versions may be supplied upon availability

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Poltys Licenses

CA Module License on Client Side (CA User PC) Poltys Appliance

ACD Reports Yes No appliance

Conference Bridge Not needed Yes(Poltys licenses are required.)

Appointment Reminder Yes Yes

(Poltys Licenses are required.)

Auto Attendant Yes Yes(Poltys Licenses are required.)

Outbound dialer Yes No appliance

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Panasonic Activation Key Needed

CA Module CA Activation Key SIP Phone Activation Key

ACD Reports Yes(CA Supervisor user) No

Conference Bridge Yes(CA Supervisor or CA Pro user) Yes

Appointment Reminder

Yes(CA Supervisor or CA Operator or CA Pro User) Yes

Auto Attendant Yes(CA Supervisor or CA Operator or CA Pro User) Yes

Outbound dialer Yes(CA Supervisor or CA Operator or CA Pro User) No

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Marketing/ Training/ Support

• Product Leaflet• Use Case

• One page description regarding on how customers use the solution

• Sales Presentation • Product description, features, licensing, benefits to customer, how to

position, how to sell

• Technical Training Materials• Product Manuals• You Tube Videos • Sales Training Seminar

• Four hours WEBEX sales force training (English only)

• Technical Training Seminar • Four hours WEBEX training for the technical staff (English only)

Note: All Materials are in English, German and Spanish

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CA Modules Install Kit Download

One installation kit for all Poltys CA Modules (CAModules.exe) downloadable from https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx website 

Go to

https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx

Each CA Module comes with a 60 days trial license

Fill in Customer Info and click on OK button

Click on Download CA Module Trial link

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Contact

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Contact

Poltys, Inc.

3300 N. Main Street, Suite D Anderson, SC 29621-4128USA

US: +1 (864) 642-6103 Canada: +1 (905) 910-0324 UK: +44 (0)20 3002 7716 RO: +40 21 319-9822

Web: www.poltys.com/ca-modules Sales: sales@poltys.com Support: support@poltys.com

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Thank You!