"Personal attention is a key of success in a financial market. We love the system, but our clients seem to love it even more. The end result is that we're able to provide better service to our investors, increasing our customer base and improving our level of customer satisfactions."
Graciela Saveedra
Vice President Investment
URT Finance
Beginning from 2001, the creators of the SOFTELCOM solution surveyed and researched American companies that catered to both business-to-business and business-to-customer segments on how they implementing IT solutions in the areas of sales, customer service, credit risk management, and customer retention. Based on the results of this research, a list of features was compiled and implementation guidelines were developed for the would-be SOFTELCOM solution. Easy to use procedures for information storage, retrieval and handling were chosen. They allowed users with varying levels of training and practical skill quickly become productive in using SOFTELCOM.

Now, SOFTELCOM is an integrated solution for multi-channel information support, training and monitoring team’s performance at their workplaces - in call centers, sales offices, brokerages, and dealerships. This solution works in real time, it is very scalable and easy to administer. It includes tools to analyze the effectiveness of searching and to make reports on use of information. It allows easy adaptation of promotions, marketing materials, and other content to ever changing market conditions.

The SOFTELCOM solution offers the following key features:
  • Documents arriving to offices and call centers in various formats and from multiple sources are stored and maintained in one unified storage.
  • Ability to separate documents into active and archived, life cycle management of standalone and linked documents
  • Creation, formatting and structuring of documents held in the storage
  • Customizing desktops depending of user role and preference
  • Configurable selective document delivery to users depending on their demands, role, location, and access rights.
  • Automatic distribution of documents to users according to their job function, location and role
  • Automatic management of "hot news"
  • Transfer of documents into a CRM system for their delivery to clients and to other systems providing informational support for employees (for example to electronic bulletin boards)
  • Statistical analysis (by time and group of users) of frequency of access to particular documents and to feedback left by users
  • Analysis of employee awareness of latest information and convenient access to the results of employee testing.