blueC™

blueButler™

blueC™ Overview

• Established in 2003

• Located in Kitchener, Ontario

• Founders: Bob Casseli, John McDonald, & Fah-Chap Choo

• Background & Expertise: • Core team of technical and management staff left Switchview Inc, a successful

Canadian Enterprise Telemanagement Software provider to start-up blueC.

• Established market presence in Canada/US with ~ 200 customers

• Focus for 2012 – U.S. Expansion

What is blueButler™?

• A software platform that automates and impacts workflows.

• Captures all customer voice interactions.

• Mitigates E&O Risk.

• Enables the identification of new revenue/cross-selling opportunities.

• Maximize Renewals proactively.

• Fosters a highly trained and productive workforce.

• Producers/CSR’s close business on the phone.

• Seamlessly integrates with any CRM/Back Office system, resulting in

complete and accurate customer records.

Best Practices – AMS Record AuditAgency Impact

blueButler™Lead

Generation

Renewal Optimization

E&O Mitigation

Sales Training

Performance Management

& Metrics

Analytics & Management

Reporting

Integration with Agency Management System/CRM

Highlights

Revenue Generation/Cross-Selling

• Call Scripting

• Call Tagging – leads & categories

• Negotiated Terms

• Renewal Campaigns

Sales Training/Performance Mgt.

• Sales Training Module

• Call Recording/Auditing

• Real-time Monitoring

• Coaching/Training/Peer Reviews

E&O Protection

• Voice Recording & Scripting

• Real-time Access to Voice

Recordings

Agency Management

System/CRM Integration

• AMS360, TAM, SalesForce,

etc.

• Customer records are more

complete and accurate.

Analytics & Reporting• Call Activity Reports

• Automated Lead Reports

• Compliance Reports

Screen Shot

Technology

• Station or Trunk-Side Recording

• Multi-locations

• PBX Agnostic

• Windows 7 Server/SQL database

• Dialogic option

Contact Information

Karen Sarcone

U.S. Regional Sales Manager

1001 S. Dairy Ashford

Suite 100

Houston, TX 77077

Office: 713-595-6659

Cell: 205-790-3981

Fax: 713-595-6699

karen.sarcone@bluec802.com

www.bluec802.com