Calling contacts using a wireless handheld computing device in combination with a communication link establishment and management system
A mobile application for a wireless handheld computing device, such as a smartphone, is disclosed in combination with a communication link establishment and management system. Systems and methods are disclosed for calling desired contacts using a smartphone that can take advantage of the power and efficiency of agent-assisted dialing provided by the communication link establishment and management system. The systems and methods automatically integrate with a customer relationship management (CRM) system connected to the communication link establishment and management system.
1. A method for automatically calling targets on a calling list using a smartphone comprising a display screen to control a computer-based communication link establishment and management system, comprising the steps of:
selecting through a mobile application on the smartphone, from a plurality of calling lists stored on a computer-based system, a desired calling list of targets for an attempted communication, using the mobile application to transmit the selection to the computer-based communication link establishment and management system in communication with the mobile application;
automatically attempting, by the computer-based communication link establishment and management system, to selectively establish a communication connection with targets included on a selected calling list;
establishing, by the computer-based communication link establishment and management system, a communication connection between the smartphone and a target included on the selected calling list; and
transmitting, from the computer-based communication link establishment and management system to the mobile application, identifying information and support information associated with the target for display through the mobile application on the smartphone, wherein the identifying information and the support information is configured to facilitate a conversation with the target.
2. The method of claim 1 , further comprising at least one of:
receiving a selection, from a plurality of predetermined call dispositions stored on the computer-based system, of a call disposition to be transmitted from the mobile application to the computer-based communication link establishment and management system, after the communication connection is completed; or
inputting notes into the mobile application concerning the target, after the communication connection is completed.
3. The method of claim 2 , further comprising:
automatically updating, by the computer-based system, information for the target, comprising the steps of:
transmitting, from the mobile application to the computer-based communication link establishment and management system, at least one of the selected call disposition or the notes; and
storing, by the computer-based system, at least one of the selected call disposition or the notes in a database associated with a customer relationship management system.
4. The method of claim 2 , wherein the plurality of predetermined call dispositions is displayed on a call wrap-up screen in the display screen from which the call disposition is selected, and wherein the call wrap-up screen takes up a majority of the display screen.
5. The method of claim 4 , wherein the selecting the call disposition is able to be completed via at least one of a touchscreen call disposition button, a physical call disposition button, or a call disposition voice command.
6. The method of claim 1 , wherein the identifying information and the support information is displayed on a portion of the display screen of the smartphone that takes up a majority of the display screen.
7. The method of claim 6 , wherein the identifying information and the support information associated with the target is displayed automatically on the majority of the display screen in response to the communication connection between the smartphone and the target being established.
8. The method of claim 1 , further comprising:
delivering, by the mobile application, an audible indicator of the established communication connection between the smart phone and the target in response to establishing the communication connection.
9. The method of claim 8 , wherein the delivering the audible indicator comprises audibly delivering at least one of the identifying information or the support information associated with the target.
10. The method of claim 1 , wherein the support information associated with the target transmitted for display through the mobile application on the smartphone comprises information regarding at least one of prior conversations or a status of prior or current dealings with the target.
11. A system for automatically calling targets on a calling list using a smartphone comprising a display screen to control a computer-based communication link establishment and management system, comprising:
a mobile application on the smartphone in communication with the computer-based communication link establishment and management system;
a calling list selector allowing selection, from a plurality of calling lists stored on a computer-based system, of a desired calling list of targets for an attempted communication, wherein the mobile application is configured to transmit the selection to the computer-based communication link establishment and management system;
means for automatically attempting, by the computer-based communication link establishment and management system, to selectively establish a communication connection with targets included on a selected calling list;
means for establishing, by the computer-based communication link establishment and management system, a communication connection between the smartphone and a target included on the selected calling list; and
means for transmitting, from the computer-based communication link establishment and management system to the mobile application, at least one of identifying information and support information associated with the target for display through the mobile application on the smartphone, wherein the identifying information and the support information is configured to facilitate a conversation with the target.
12. The system of claim 11 , further comprising at least one of:
a call disposition selector allowing selection, from a plurality of predetermined call dispositions stored on the computer-based system, of a call disposition to be transmitted from the mobile application to the computer-based communication link establishment and management system, after the communication connection is completed; or
means for inputting notes into the mobile application concerning the target, after the communication connection is completed.
13. The system of claim 12 , further comprising:
means for automatically updating, by the computer-based system, information for the target, comprising:
means for transmitting, from the mobile application to the computer-based communication link establishment and management system, at least one of the selected call disposition or the notes concerning communication with the target; and
means for storing, by the computer-based system, at least one of the selected call disposition or the notes in a database associated with a customer relationship management system.
14. The system of claim 12 , wherein the call disposition selector comprises at least one of a touchscreen call disposition button, a physical call disposition button, or a call disposition voice command.
15. The system of claim 11 , wherein the mobile application is configured to deliver an audible indicator of the established communication connection between the smart phone and the target in response to establishing the communication connection.
16. The system of claim 15 , wherein the audible indicator comprises an audible delivery of at least one of the identifying information or the support information associated with the target.
17. The system of claim 11 , wherein the calling list selector comprises at least one of a touchscreen calling list button, a physical calling list button, or a calling list voice command.
18. The system of claim 11 , wherein the mobile application is configured to display the identifying information and the support information on a portion of the display screen of the smartphone that is a majority of the display screen.
19. The system of claim 18 , wherein the mobile application is configured to automatically display the identifying information and the support information in response to the communication connection between the smartphone and the target being established.
20. The system of claim 11 , wherein the support information associated with the target transmitted for display through the mobile application on the smartphone comprises information regarding at least one of prior conversations or a status of prior or current dealings with the target.