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    National Association of Expert Advisors

    NAEA

    The National Associate of Expert Advisors provides online, individual, and group coaching for real estate professionals.

    The National Associate of Expert Advisors was looking for a way to increase the productivity of their sales agents—and generate more revenue. The National Associate of Expert Advisors wasn’t getting the information they needed to monitor the activity of their agents from their existing service, Spectrum VOIP:
    • Reports provided only basic information
    • Call monitoring tools were limited
    • Reports and call logs were retained for a very short period of time. Therefore, it was difficult to look at trends and determine the effectiveness of sales agents as well as marketing and sales campaigns

    The National Associate of Expert Advisors discovered a better way to make their sales agents more productive— and increase sales. They discovered Fonality.

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    THE SOLUTION

    Fonality’s hosted solution made it easy for the National Associate of Expert Advisors to check on the activity of their sales agents. Using Fonality’s web-based administration interface, they were able to view call logs in real-time, listen in (passively or actively) on sales calls from agents, view historical reports, and export the reports to Microsoft Excel or Access for more granular interpretation. Additionally, Fonality’s desktop client made the system easy to use, merging phones, desktop, and CRM applications into one, seamless interface. The Fonality solution also enabled the National Associate of Expert Advisors to:

    • Increase sales agent productivity and generate more sales
    • Record calls and play them back for training purposes
    • View real time call queue statistics
    • Check the status of agents in real-time

    Fonality helped the National Associate of Expert Advisors improve the productivity of their sales agents – and generate more revenue.