From on-site evaluations to detailed scripting, CFSC’s telesales programs get results while building customer loyalty.

Sample Projects

Choosing a Telemarketing Vendor

To facilitate a smooth transition while our client was selling its credit card portfolio, CFSC was asked to help identify an appropriate telemarketing vendor. We evaluated proposals from five inbound telemarketing firms—including costs for programming, training customer service representatives, and ongoing program management—and recommended a final choice of vendor.

Telesales Best Practices and Strategy Development

Compiled telesales best practices for our client, including approach strategies and communication techniques. Based on best practices, developed a telesales program to acquire new clients, including materials for the telesales team such as telemarketing scripts, FAQs, and tracking spreadsheets.

Service to Sales Desk Reference

To help service-to-sales (STS) agents successfully complete the sales portion of their calls, CFSC developed a comprehensive desk reference with all the necessary information. We provided detailed, effective sales techniques, product scripts, and frequently asked questions, as well as STS program background, call-handling requirements, and information about client products.