CA Appointment Reminder

Module
Sales Presentation

1
Table of Contents

•Overview
•How to Order
•Why Applications?
•Contact 2
Overview

3
Overview

CA Appointment Reminder Module places outbound calls to customers

and when the call is answered, plays specific message. It works with
TDE, NCP and NS1000 PBX series and it includes Poltys Appliance.

Benefits to Customer
• Minimizes Cancellations
• Reduces no-shows
• Saves The Time of the Staff
• Improves Customer Satisfaction

Benefits to Dealer – Increase sales into

• Doctor/Dentist Offices, Any Service Business Appointment Confirmation, Emergency Notifications, Schools to
Parents Notifications
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Overview

Key Features
• Make outbound calls and play to called person pre-recorded messages or use Text-to-Speech
technology
• If the call is not answered, it retries
• If an answering machine gets connected, it leaves a message
• Can leave messages in different languages
• Generate call completion reports and call logs
• English, German, Spanish user interface support

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Overview

CA Outbound Dialer
Market impact for CA

CA Auto Attendant

CA ACD Reports

CA Appointment
CA Conference
Appointment Reminder Module

Reminder
Bridge
Health Care Practitioner l l

New Vertical Service Oriented Business l l

Markets
Automotive l l

Schools l l

Informal Call Center l l l

Compete in
Existing SMB Office l l l
6
Markets Small Doctor Office,
l l l
Collection Agencies
Overview
Poltys Appliance
• CA Appointment Reminder Module comes with preinstalled and preconfigured server on Poltys
Appliance
• Benefit for End User – Easy to support remotely, easy to replace
• Benefit for Dealer – Easy to install, configure and connect to Panasonic PBX
Appliance Specifications Sample Images Lead Time
Intel D2700MUD 2.13 GHz Dual Core Atom D2700,
2GB RAM, 60GB SSD Drive
Basic • Appliance dimensions: 9” x 8” x 2.5” 2 business days
Appliance • Packed: 13” x 11” x 4.5 “ before ready to ship
• Packed Weight: 6lb

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 1. Load file containing patient

Use Case names, phone numbers and

desired reminder times using
configuration GUI
Company John

5. Answer the call

2. Start calling outside
recipients
8. Confirm appointment by 4. Place outgoing Call
pressing “1” touchtone key to outside recipients

Panasonic CA Client

PBX + CA Server Appointment

Reminder Module
Outside
Destination PSTN
Recipients
Peter
SIP
3. Call outside recipients

6. If an answering machine or VM
answers, a message is left. If no
Doctor Appointment answer, the call is retried.

Reminder Use Case Poltys 7. If live person answers, play the

LAN
8
Appliance appointment reminder message and
wait for confirmation
How to Order

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How to Order Distributor/ Reseller sends Order for
License Key to Panasonic Sales Company
Product Order Flow
Ordering Panasonic Sales Company
• Product must be ordered from Panasonic Sales Company sends Order for License Key to Poltys
• CA modules is introduced on the Panasonic Price List
• CA Modules Install Kit is available on the Poltys Licensing portal
Poltys sends monthly Invoice to
NOTE: Ordering procedure may be different from region to region Panasonic Sales Company
according to local requirements

Licensing
• Panasonic CA must have an active license (permanent or trial) in Panasonic Sales Company
order for the CA Modules to be functional sends Invoice to Distributor/ Reseller
• Each CA Module comes with a 60 days trial license
• The customers will receive Activation Codes and will be able to
activate the CA Modules from the Poltys Licensing Portal (
https://licensing.poltys.com) Poltys sends Order Confirmation to both
Panasonic Sales Company
and Distributor/ Reseller 10
CA Appointment Reminder Part Numbers
3PS-REMIND-1SP
• Appointment Reminder 1 SIP port (upgradable to max 8 SIP ports)
3PS-REMIND-1ASP
• Appointment Reminder Additional 1 SIP port
3PS-REMIND-CA1
• CA Appointment Reminder Module 1(one) license
3PS-REM-INSTALL
• Remote System installation and configuration service

Note: Part numbers may be different from region to region according

to local ordering system requirements
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Why Applications?

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Why Sell Applications?
Requests from Dealers/ Sales Companies and Lost Prospects
Customer Enhanced
Feature Productivity Mobility Cost Saving
Satisfaction Collaboration

ACD Reports l l

Mobility Client (smartphone, tablet) l l l

Video Call l l l

Video Conferencing l l l

Voice Conferencing l l

Outbound Dialer l l

Speech Auto Attendant l l

Position in Queue Announcement l l

Customer Callbacks l l

Skills-based Routing l l

Emergency Notification l l

Appointment Reminder l l

Web Content Sharing l l l 13

Why Sell Applications?
Call Center Solutions Comparison
Panasonic +
Avaya NEC Current
Feature Poltys CA
IP Office SV8100 Panasonic
Modules

ACD Reports CCR, CMS My Calls CA Module

Agent Screen-pops CCR, CMS MyCalls, UCB With iLink product ←

Video Calls PBX PBX CA Module

Customer Callbacks Callback Assist UCB

Web Chat CMS UCB

Fax Queuing/ Dispatching / Inbound/ Outbound Call Pilot UCB

Email Queuing/ Dispatching / Inbound/

Call Pilot UCB
Outbound
Skills-based Routing PBX UCB

Outbound Dialer Proactive Contact UCB CA Module

Speech Auto Attendant Call Pilot UCB CA Module

Position in Queue Announcement Call Pilot UCB With Poltys product ← 14

Why Sell Applications?
Unified Communications Solutions Comparison
Avaya NEC Current Panasonic +
Feature
IP Office SV8100 Panasonic Poltys CA Modules

Voice Conferencing PBX UCB CA Module

Video Call PBX PBX CA Module

Video Conferencing PBX PBX CA Module

Web Content Sharing UCB

Mobility Client (Smartphone, PDA, Tablet) One-X Communicator UCB

Unified Communications Solutions Comparison

Avaya NEC Current Panasonic +
Feature
IP Office SV8100 Panasonic Poltys CA Modules

Nurse Call System Integration Nurse Call Response UC for Enterprise With Poltys product ←

Patient
Agent Screen Pops Appointment Reminder
PBX With Poltys product ←

Video Calls PBX PBX CA Module

Web Chat PBX PBX With Poltys product ← 15

Why Sell Applications?
Competitor Solutions

Avaya
• CCR means “Customer Call Reporter”
• CMS means “Call Management System”
• Callback Assist
• Call Pilot contained in “Unified Messaging” platform
• Proactive Contact
• One-X Communicator
• Nurse Call Response
• Patient Appointment Reminder

NEC
• MyCalls
• UCB means “Unified Communications for Business” 16
• UC for Enterprise
Why Sell Applications?
PBX Market Trends

There is an increase in the number of IP systems being sold worldwide.

The traditional TDM system market is declining.
100%
90%
80%
70%
Dealers therefore need to
60%
expand the range of 50%
communication solutions that 40%
they offer in order to compete in 30%
an increasingly crowded market. 20%
10%
0%
2006 2007 2008 2009 2010 2011 2012 2013 2014
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IP Extensions TDM Extensions

Asterisk Terminals Hosted VoIP

Why Sell Applications?
Integrated Solutions with Voice and Data

The traditional borders between PBX resellers and IT reseller are increasingly
becoming blurred.

The future is moving towards

totally integrated solutions with
voice and data solutions
available for all business models.

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Why Sell Applications?
PBX Business Direction

PBX Solutions
Business Business Concept Oriented
Business
Solutions = PBX + Applications

• Easy Configuration
• Quality
• Reliability
• High Added Value

Target
TargetCustomers
Customers
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Medium and
Large
Small Offices Organizations
Contact

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

US: +1 (864) 642-6103

Canada: +1 (905) 910-0324
UK: +44 (0)20 3002 7716
GE: TBD
RO: +40 21 319-9822

Web: www.poltys.com/ca-modules
Sales: sales@poltys.com
Support: support@poltys.com 21
Thank You!

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