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CA Appointment ReminderModule

Sales Presentation

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Table of Contents

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

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Overview

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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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CA Auto Attendant

CA Conference Bridge

CA ACD Reports

CA Outbound Dialer

CA AppointmentReminder

New Vertical Markets

Health Care Practitioner l l

Service Oriented Business l l

Automotive 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

Overview

Market impact for CA

Appointment Reminder Module

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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

Basic Appliance

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

2 business days before ready to ship

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Use Case

Doctor AppointmentReminder Use Case

Peter

Panasonic CA Client

Appointment Reminder Module

Outside DestinationRecipients

JohnCompany

PBX + CA Server

LAN

PSTN

4. Place outgoing Call to outside recipients

2. Start calling outside recipients

SIP3. Call outside recipients

PoltysAppliance

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

1. Load file containing patient names, phone numbers and desired reminder times using configuration GUI

5. Answer the call

7. If live person answers, play the appointment reminder message and wait for confirmation

8. Confirm appointment by pressing “1” touchtone key

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How to Order

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How to Order

Product Order Flow

Ordering• Product must be ordered from Panasonic Sales Company• CA modules is introduced on the Panasonic Price List• CA Modules Install Kit is available on the Poltys Licensing portal

NOTE: Ordering procedure may be different from region to region according to local requirements

Licensing• Panasonic CA must have an active license (permanent or trial) in

order for the CA Modules to be functional• 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)

Distributor/ Reseller sends Order for License Key to Panasonic Sales Company

Panasonic Sales Company sends Order for License Key to Poltys

Poltys sends monthly Invoice to Panasonic Sales Company

Panasonic Sales Company sends Invoice to Distributor/ Reseller

Poltys sends Order Confirmation to both Panasonic Sales Company and Distributor/ Reseller

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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 port3PS-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?

Feature ProductivityCustomer

SatisfactionMobility Cost Saving

Enhanced 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

Requests from Dealers/ Sales Companies and Lost Prospects

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Why Sell Applications?

Call Center Solutions Comparison

FeatureAvaya

IP OfficeNEC

SV8100Current

Panasonic

Panasonic + Poltys CA 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/ Outbound

Call Pilot UCB

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 ←

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Why Sell Applications?

Unified Communications Solutions ComparisonFeature

AvayaIP Office

NECSV8100

CurrentPanasonic

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 ComparisonFeature

AvayaIP Office

NECSV8100

CurrentPanasonic

Panasonic + Poltys CA Modules

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

Agent Screen Pops PatientAppointment Reminder

PBX With Poltys product ←

Video Calls PBX PBX CA Module

Web Chat PBX PBX With Poltys product ←

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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”• UC for Enterprise

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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.

2006 2007 2008 2009 2010 2011 2012 2013 20140%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

IP Extensions TDM Extensions

Asterisk Terminals Hosted VoIP

Dealers therefore need to expand the range of communication solutions that they offer in order to compete in an increasingly crowded market.

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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?

PBXBusiness

SolutionsOrientedBusiness

Small Offices

Business Concept

Solutions = PBX + Applications

• Easy Configuration• Quality• Reliability• High Added Value

Target Customers

PBX Business Direction

Target Customers

Medium and Large

Organizations

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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 GE: TBDRO: +40 21 319-9822

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

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Thank You!