CA Modules

1. CA Modules Eugen Stefan

2. Table of Contents Introduction CA Modules Overview How to Order Contact

3. Introduction

4. Poltys Inc., - Over 16 years partnership with Panasonic Long term Panasonic application partner as a PSDN Gold Member with Factory TAPI Driver, CSTA Test tool, VM console, PA Server, CSTAMUX …. Poltys knows Panasonic PBX, especially reliable CSTA interface with Sales Companies Panalat, Canada, USA, New Zealand, Singapore, India, MiddleEast, Russia…. Poltys knows Panasonic PBX reseller capability Poltys knows Panasonic structure. Has tightly integrated application with Panasonic PBX Nurse Call integration: integrated with System Wireless Phone Call Center Application: integrated with built-in ACD function

5. Call Center Solutions ACD Monitoring and Reporting Queue Wait Time Announcer Dial Out Notification and Call Fraud Protection Call Recording CRM Integration Business Productivity Conference Bridge Speech Auto Attendant Appointment Reminder Inbound/ Outbound SIP IVR Call Accounting Healthcare Direct Care Connect – Nurse call system integration with Panasonic Phone system Direct Care Monitor – Monitoring and reporting

6. New functionality for the Panasonic CA provided by Poltys Panasonic CA and Poltys CA Modules create an unified application suite CA Modules are derived from existing Poltys applications CA Modules use the propriety Panasonic CTI I/F for a seamless integration with CA and PBX Languages available for the GUI English German Spanish Dec 2012 ACD Reports Conference Bridge • Appointment Reminder Tight integration as CA Family product • Key Concept • Panasonic Family Product • Affordable to sell by Panasonic Dealer • Auto Attendant • Outbound Dialer

7. CA Modules Product Positioning New capabilities added to the Panasonic based solutions Appointment remainder Auto Attendant Outbound dialer Cover missing functionality in the Panasonic based solutions Simple ACD Report Conference Bridge

8. Business Benefits New opportunity of selling Panasonic systems Upgrade/ replacement of existing equipment Multiple points of contact with the customer Increase application sales revenue Maintenance services expansion

9. CA Modules Overview

10. CA Modules Functionality Poltys CA modules can be launched from CA V4 screen with easy one-click operation, then provides effective five functions. 1. ACD Reports Provides Call Center reporting features, adding ACD Call Center specific functionality CA V4 Click Poltys CA Module 2. Conf Bridge Adds audio conference capabilities to the CA Pro and CA Supervisor Clients • 3. Appt. Reminder Places outbound calls to customers and when the call is answered, plays specific message Connects the caller to the intended recipient by speaking the name or by entering the extension number, using speech recognition technology • 4. Auto Attendant Select a function Automatically places calls to a predefined list of phone numbers and connects the called person to the agent as soon as the call is answered • 5.Outbound Dialer

11. CA Modules Installation and Operation • Simple and easy installation and operation • Unified installer • Simple per seat floating license • Some CA modules use Poltys Appliance (low cost server) • Start CA Modules GUI using existing Poltys start button from CA • Poltys CA Module unified GUI from CA and jump to each function • Similar concept as for Voice Mail Assistant

12. Poltys CA Conference Bridge Module Connects internal and outside participants in multi-party voice conferences • Benefits • Reduces costs on multi-party calls • Secure calls • Reduces travel costs • Features • Multi-party, multi-speaker conferences • Maximum 48 conference rooms • Total of 96 simultaneous attendees per system • Easy to configure ad-doc conference • Add/ Kick out/ Mute attendees during the conference • Integrate with Microsoft Outlook 2012 calendar • Ideal Customers • Corporate Organizations • Inter-company, worldwide training • Auctions via telephone • Organizations that take regular referendums/votes

13. Poltys CA Conference Bridge Module r Call Every Entry in the List Connects internal and outside participants in multi-party voice conferences CA Client CA Client Agent Agent Outside Conference Participant CA + TDE/NCP/NS1000 Outside Conference Participant Conference External/ Internal Callers Meet-me/Dial Out Integrated with Microsoft Outlook 2010 scheduler SIP Poltys Conference Bridge Appliance Outside Conference Participant Outlook plugin

14. Poltys CA Appointment Reminder Module Places outbound calls to customers and when the call is answered, plays specific message • Benefits • Reduce no-shows • Make Better Use of Your Appointment Slots • Save The Time of Staff • Regular / Periodical checkup remainder • Features • Plays pre-recorded messages or can use Text to Speech technology • If the call is not answered it retries, if an answering machine answers, it leaves a message. • Can leave messages in different languages • Creates Call Completion Reports and Call Logs. • Ideal Customers • Doctor/Dentist Offices • Any Service Business Appointment Confirmation • Emergency Notifications • School to Parents Notifications • Car Dealer

15. Poltys CA Appointment Reminder Module Automatically Call Customers and play Reminder Message Call Every Entry in the List Call answered- Pay message No Answer – Retry later Customers CA + TDE/NCP/NS1000 Customers SIP Call every customer in the List If Call Answered - Play message If No Answer – Retry later Poltys Appointment Reminder Appliance Customers

16. Poltys CA Outbound Dialer Module Automatically places calls to a predefined list of phone numbers when the agent status is “available” • Benefits • Helps maximize revenue opportunities • Improve Contact Center Productivity, agents spend more time talking than dialing • Features • Calls the numbers one by one as soon as Agents becomes available • Busy or no answer numbers are retried • The outbound dialer eliminates the customer search and dial time that the agent normally does • Agents are presented with calls as their status changes to available • Outbound call list can be shared via CRM databases between multiple Agents • Import/ export call list from/ to external CSV file • Ideal Customers • Collection Agencies • Patient Check-Up • Appointment Confirmation • Lead Generating • Telemarketing • Political Campaigns

17. Poltys CA Outbound Dialer Module Call Eveage No Answer – Retry later Automatically call customers in list using the agent phone when the agent status is “available” CA Client Agent Customers CA + TDE/NCP/NS1000 Outbound Dialer Module Customers Call Every Entry in the List Call answered- Pay message No Answer – Retry later Call every customer in the List When the Call is Answered pop up screen for notes Agent writes call notes Customers

18. Poltys CA ACD Report Module Provides reporting features to CA Supervisor, enabling agent and group history analysis • Benefits • Provide ACD Reports for increased Productivity, Profitability and Customer Satisfaction) • No server required • Features • Collect ACD statistics regularly from CA Supervisor • Build Reports by month/day/hour/day of week and group for a selected time range • Group Report Statistics • Total number of calls • Average Answer Time • Overflow Calls • Lost Calls • Max Waiting Calls • Longest Waiting Time in Queue • Agent Status Report ACD Statistics • Login Time • Not-ready (break) Time • Busy Time • Working After Hours Call Time • Ideal Customers • Help Desk Supervisor, Customer Support Supervisor, Sales, etc. • Telemarketing Supervisor

19. Poltys CA ACD Report Module Call Every Entry in the List Call answered - Pay message No Answer – Retry later wer – Retry later Inbound/Outbound Inbound/Outbound/Intercom CA Client CA Client Agent Agent Customers CA + NCP/TDE/NS1000 Customers Supervisor Call Every Entry in the List Call answered - Pay message No Answer – Retry later Group and Agent Status Reports Hourly/Daily/ Monthly/Custom Dates Export PDF/CSV/EXCEL Print + Customers CA Supervisor + ACD Reports Module

20. Poltys CA Auto Attendant Module Connects the caller to the intended recipient by speaking the name or by entering the extension number, or perform actions depending on CA presence state • Benefits • Helps companies reduce their overall operating costs • Performs Call Routing Efficiently • Features • Enabled, customer speaks the name of the party he wants to talk to • Get the CA client presence status, play the associated greeting and perform the specific action • Call is transferred automatically to the appropriate person if available • Outside caller can request a call back and leave a callback number • Auto Attendant will popup a window with the callback requests and if it is accepted, the callback number is automatically dialed • Ideal Customers • Law firms • Accounting firms • Product & service businesses

21. Poltys CA Auto Attendant Module No Answer – Retry later Call Every Entry in the List Automatically Answer Calls, Recognize Name, Transfer to Extension or Voice Mail CA Client CA Client Agent Agent Inbound Calls Customers CA + TDE/NCP/NS1000 Customers Answer All Calls Play Custom Greeting Message(s) Recognize Name or dialed extension Transfer Call to appropriate extension or Voice Mail SIP Poltys Auto Attendant Appliance Customers

22. How to Order

23. Order Process • CA modules are added to the Panasonic Price List • Order are placed to Panasonic Sales Company and for each Part number an Activation Code is supplied • Activation Code is used by Dealers to log into the Poltys licensing portal (https://licensing.poltys.com/PoltysLicense/) to activate the SW parts and initiate HW delivery • Activation Code is generated by Poltys and has the order details encrypted in 16 alphanumeric characters in the following format: xxxx-xxxx-xxxx-xxxx

24. Poltys Appliance (server) • Poltys provides pre-installed appliance Server for easy to setup • Conference Bridge, Appointment Reminder and Auto Attendant CA Modules are preinstalled on Poltys Appliance • Benefit for Customer – Easy to support remotely, easy to replace • Benefit of Dealer - Easy to install, configure and connect to PBX Note: This are minimum requirements for each appliance. Other versions may be supplied upon availability

25. PoltysLicenses

26. Panasonic Activation Key Needed

27. Marketing/ Training/ Support • Product Leaflet • Use Case • One page description regarding on how customers use the solution • Sales Presentation • Product description, features, licensing, benefits to customer, how to position, how to sell • Technical Training Materials • Product Manuals • You Tube Videos • Sales Training Seminar • Four hours WEBEX sales force training (English only) • Technical Training Seminar • Four hours WEBEX training for the technical staff (English only) Note: All Materials are in English, German and Spanish

28. CA Modules Install Kit Download One installation kit for all Poltys CA Modules (CAModules.exe) downloadable from https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx website • Fill in Customer Info and click on OK button • Click on Download CA Module Trial link • Go to • https://licensing.poltys.com/PoltysLicense/camoduletrial.aspx Each CA Module comes with a 60 days trial license

29. Contact

30. Contact Poltys, Inc. 3300 N. Main Street, Suite D Anderson, SC 29621-4128 USA US: +1 (864) 642-6103 Canada: +1 (905) 910-0324 UK: +44 (0)20 3002 7716 RO: +40 21 319-9822 Web: www.poltys.com/ca-modules Sales: sales@poltys.com Support: support@poltys.com

31. Thank You!