System and methods for selecting a dialing strategy for placing an outbound call
View Patent ↗A dialing strategy determination engine (DSDE) for selecting a dialing strategy for placing an outbound call has determination software executing on a computerized server from a machine-readable medium, access to stored dialing strategies, contact data, and a rules set, and a port for receiving a request for dialing strategy from an outbound dialer. The determination software, upon receiving a request for a dialing strategy associated with a contact identification, consults the rule set and the contact data, selects a dialing strategy based on the rules and the data, and returns the selected strategy to the outbound dialer.
1. A system for strategizing an outbound call campaign, the system comprising:
a processor;
a memory, wherein the memory stores instructions that, when executed by the processor, cause the processor to:
receive customer data of a plurality of customers;
process the customer data of a first customer to make a first call decision of whether or not to call the first customer;
select a first dialing strategy from among a plurality of dialing strategies for the first customer, in response to making an affirmative call decision to call the first customer;
process the customer data of a second customer to make a second call decision of whether or not to call the second customer;
select a second dialing strategy from among a plurality of dialing strategies for the second customer, in response to making an affirmative call decision to call the second customer; and
return, to an outbound dialer, the selected first dialing strategy for placing the outbound call to the first customer and the selected second dialing strategy for placing the outbound call to the second customer; and
an electronic switch coupled to the processor and configured to make a connection between respective devices of the first and second customers, and contact center resources, according to the selected first and second dialing strategies.
2. The system of claim 1 , wherein the first dialing strategy comprises first parameters corresponding to the first customer and the second dialing strategy comprises second parameters corresponding to the second customer, and at least one of the second parameters is different from at least one of the first parameters.
3. The system of claim 2 , wherein the first parameters and the second parameters comprise at least one of dialing parameters, a dialer type, or a dialing mode.
4. The system of claim 1 , wherein the instructions that cause the processor to make the first call decision of whether or not to call the first customer comprise instructions for comparing the customer data of the first customer to a do-not-call list.
5. The system of claim 1 , wherein the instructions, when executed, further cause the processor to retrieve additional data about the first customer in response to making the affirmative call decision to call the first customer.
6. The system of claim 5 , wherein the additional data is received from an external source and comprises at least one of a purchase history, a customer rank, a calling history, or a complaint history.
7. The system of claim 5 , wherein the instructions, when executed, further cause the processor to invoke a rules engine in response to receiving the additional data about the first customer.
8. The system of claim 5 , wherein the instructions that cause the processor to select the first dialing strategy from among the plurality of dialing strategies for the first customer comprise instructions for applying business rules relative to the campaign, and the first dialing strategy is selected based on the business rules and the additional data.
9. The system of claim 8 , wherein the business rules correspond to at least one of a probability of sale and a customer rank.
10. The system of claim 1 , wherein the dialing strategies comprise at least one of a do-not-dial strategy, a manual dialing strategy, and an autodial strategy.
11. A method for strategizing an outbound call campaign, the method comprising:
receiving, by a processor, customer data of a plurality of customers;
processing, by the processor, the customer data of a first customer to make a first call decision of whether or not to call the first customer;
selecting, by the processor, a first dialing strategy from among a plurality of dialing strategies for the first customer, in response to making an affirmative call decision to call the first customer;
processing, by the processor, the customer data of a second customer to make a second call decision of whether or not to call the second customer;
selecting, by the processor, a second dialing strategy from among a plurality of dialing strategies for the second customer, in response to making an affirmative call decision to call the second customer;
returning, by the processor, the selected first dialing strategy for placing the outbound call to the first customer and the selected second dialing strategy for placing the outbound call to the second customer, to an outbound dialer; and
connecting, by an electronic switch coupled to the processor, respective devices of the first and second customers to contact center resources, according to the selected first and second dialing strategies.
12. The method of claim 11 , wherein the first dialing strategy comprises first parameters corresponding to the first customer and the second dialing strategy comprises second parameters corresponding to the second customer, and at least one of the second parameters is different from at least one of the first parameters.
13. The method of claim 12 , wherein the first parameters and the second parameters comprise at least one of dialing parameters, a dialer type, or a dialing mode.
14. The method of claim 11 , wherein making the first call decision of whether or not to call the first customer comprises comparing, by the processor, the customer data of the first customer to a do-not-call list.
15. The method of claim 11 , further comprising retrieving, by the processor, additional data about the first customer in response to making the affirmative call decision to call the first customer.
16. The method of claim 15 , wherein the additional data is received from an external source and comprises at least one of a purchase history, a customer rank, a calling history, or a complaint history.
17. The method of claim 15 , further comprising invoking, by the processor, a rules engine in response to receiving the additional data about the first customer.
18. The method of claim 15 , wherein the selecting the first dialing strategy from among the plurality of dialing strategies for the first customer comprises applying, by the processor, business rules relative to the campaign, and the first dialing strategy is selected based on the business rules and the additional data.
19. The method of claim 18 , wherein the business rules correspond to at least one of a probability of sale and a customer rank.
20. The method of claim 11 , wherein the dialing strategies comprise at least one of a do-not-dial strategy, a manual dialing strategy, and an autodial strategy.