Call Types

Up-Sell / Cross-Sell

Description: Typically selling an enhancement product or service to an existing customer.

Example: A financial services company up-sells a credit card monitoring service to an existing cardholder.

 

Activation / Conversion

Description: Conversion of a free service into a paid one.

Example: An internet service or entertainment company contacts a customer to convert the customer into a paid subscriber.

 

Appointment Setting

Description: Typically in the B2B markets.

Example: A credit card processor contacts potential restaurants to switch their merchant processing provider.

 

Customer Acquisition

Description: B2C or B2B

Example: A third party utility provider may call individuals not on the Do-Not-Call list.

 

Customer Win-back

Description: B2C or B2B: Calling to win a customer back.

Example: An entertainment company may call to offer the customer a better deal.

 

Fundraising

Description: Outbound or inbound calls to raise money.

Example: University or not-for-profits may call to raise money.

 

Political / Polling

Description: Typically during election season.

Example: A political party calls its constituency to “Get-Out-The-Vote.”

 

Surveys

Description: Broad industry level surveys or targeted campaigns to understand trends.

Example: A college marketing company may call university students to see what the latest trends are.

 

Customer Service

Description: B2C or B2B customer interactions.

Example: An internet company outsources its after-hours calling to our 24/7 faculties.

 

Broadcast Messaging

Description: Automated messaging technology.

Example: Payment reminders or emergency alerts.