Surveyor Call Center Management Software

The crisis line environment can be very stressful. Surveyor was designed to specifically meet the needs of a crisis centre and reduce the problems of data collection and reporting. Agents need software that will serve to enhance the callers experience with your line. Surveyor allows the agents to provide a much higher call experience by building in knowledge rules designed by your call centre. This process acts as a knowledge transfer system.

As Surveyor collects data, it directs you to other required information. Beyond the caller experience, data collection and reporting are important for training, fundraising, effecting government policy, and research. The more detailed analysis you can provide about your clientele, the more leverage you will have over these activities in the future.

"For us, the software is our organizational memory and we wouldn't consider operating without it."   more...

Web client for easy deployment and maintenance thereby reducing cost of ownership
Integrated access to an online referral database to track any referrals
Reporting engine that will integrate with third party reporting tools for easy analysis of your data
Multi language support
Rules based questions to allow building of "smart surveys"
Separate administration utility for setup, maintenance, and definition of surveys
Surveyor Overview

Collect Data:
Recognizing that the data required in a crisis line environment is constantly changing, Surveyor's SmartQuestion dynamically alters questions based on previous responses from the caller; as questions are answered, Surveyor is analyzing the responses and determining which questions to ask next. The end result is an information collection process capable of intelligence and flexibility.

For example, this means that child-related questions would not be asked of a caller identified as an adolescent or, conversely, questions specific to an adolescent caller would not be asked to a child.


Client Referrals:
The ability to collect information on a caller is only part of providing a complete solution. Surveyor has an extensive referral database framework which could be populated then searched for those callers in need of additional help. This database stores and categorizes information on other agencies which operators can easily access on-line and relay to the caller.

Included in the referral database could be agencies such as suicide lines, medical emergency numbers, homeless shelters, assaulted women's help lines and substance addiction help lines.

Any call can optionally be linked to the referral database. Information taken from the referral database and given to callers can be tracked and saved in the call record.

Feature Summary:
  • Unlimited referrals associated with each call
  • Complete integration with the call entry screen
  • Searching for agencies using text searches and/or category searches
Referrals Database Data:
One of the challenges of starting a new crisis line is populating the referral database. We have partnered with Kids Help Phone (KHP) in Canada to provide and optional data load to get started with your library. KHP has been using Surveyor since they began their line in 1992 and has accumulated a very extensive database of referrals. We are offering all or some of their 32,000 records for a one time loading charge.

Administration:
Having a product as flexible as Surveyor requires an equally powerful administration utility. The ability to schedule questions and answers allows the user to pre-build data elements to be collected. This is a very powerful feature when you want to collect a specific type of data for a finite period of time. For example, during school summer vacation period, you may want to ask questions related to this vacation period. The scheduling feature will turn this option off automatically once school starts again. The administration utility allows the following elements to be managed:

Survey Triggers
Questions definition and scheduling Survey
Answers definition and scheduling Answer templates
Multilanguage resources Referrals
User permissions Subject Authorities
Users  

Analyze Data:
Our extensive experience designing data marts and warehouses was used to create a simple, yet powerful reporting engine. This architecture allows us to support very small call centers and extremely large enterprises.

We recognize that one of the challenges with collecting large amounts of data is creating a straightforward method for presenting it. Our database, along with Star Schema Creation Utility takes the data and builds it into standard reporting dimensions. These dimensions can be used by any commercial tool such as Excel, Crystal Report and MS Access for easy extraction and analysis.

The ability to alter the dimensionality of data on the fly makes this product truly unique in the marketplace.

System Requirements
  • Windows 98, ME, NT 4, Windows 2000
  • MS SQL Server
  • Internet Explorer v5.5 or greater for web version

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Testimonials

Kids Help Phone has used Rivait Software for over 10 years. Our counsellors find it easy and effective to use the software during and after calls to help them capture the important issues our callers share with us. During what are often very emotional discussions for callers and professionally challenging interactions for counsellors, the software is a dependable reference point in the counselling process. Furthermore, once calls are recorded, we are able to store and analyze what we have heard from our young callers to learn from it to improve our service, enhance our fundraising and
contribute to prevention efforts. For us, the software is our organizational memory and we wouldn't consider operating without it.

Ted Kaiser, VP IT, Kids Help Phone
www.kidshelpphone.ca

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In our fast-paced call centre environment each agent can be involved in multiple surveys at a time. Surveyor's branching capabilities allow our agents to perform every survey or follow-up call seamlessly for any response given by our respondents. This has truly helped us to improve the overall experience and professionalism of our operation. We found that the software is very easy to learn and enables our new recruits to hit the ground running. Surveyor has supplied us with every nut and bolt needed to build an accurate and robust data collection process to provide reliable results to our clients.

Philip Rich, Manager

Mondavi Consultants Inc.
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