Télé -Secrétariat : Quels Logiciels Mettre En Place ?

Etre télésecrétaire est un métier exigent. Jongler entre différentes tâches administratives, assurer l’accueil téléphonique et la gestion de la relation clients sont les principales responsabilités de la télésecrétaire. D’ailleurs, c’est un métier qui requiert une certaine polyvalence et une autonomie car la télésecrétaire travaille à distance et à son propre compte. Essentiellement, une télésecrétaire doit être compétente et doit avoir un bon sens de l’organisation. Cependant, elle doit aussi être équipée de logiciels qui lui permettront d’offrir un bon service et d’être à la hauteur des exigences de ses clients.

Quels logiciels mettre en place pour une télésecrétaire ?

Un logiciel de gestion d’agenda est essentiel à la télésecrétaire

Tout d’abord, une télésecrétaire se doit de gérer efficacement son agenda. Il est primordial qu’elle assure la gestion de son portefeuille clients et d’offrir un service de qualité aux professionnels qui l’emploient. De ce fait, il faut impérativement qu’elle s’équipe d’un logiciel qui va l’aider dans cette tâche. En effet, un logiciel de gestion d’agenda est un outil qui va permettre à la télésecrétaire de conserver un registre de ses clients de manière simple. De plus, elle pourra prendre des rendez-vous, établir les rappels de rendez-vous, transmettre des messages aux professionnels et s’adapter aux plannings selon les demandes de ses clients

Ce type de logiciel est généralement payant et peut être disponible en ligne. Cependant, il existe des applications que la télésecrétaire peut télécharger sur son bureau de travail. Normalement, les logiciels de gestion d’agenda sont simples à utiliser et ont une interface conviviale. Les télésecrétaires n’auront aucune difficulté à l’utiliser.

Par ailleurs, l’agenda est partagé, ce qui fait que la télésecrétaire et son client  disposent d’une même interface. Le client aura lui aussi accès à l’agenda et pourra faire des changements si besoin est.

Avoir un logiciel de gestion d’agenda offre donc à la télésecrétaire une solution simple et rapide pour optimiser la gestion de ses clients ainsi que de son planning au quotidien.

Le logiciel CTI pour gérer les appels téléphoniques

Une télésecrétaire doit assurer les appels téléphoniques de manière continue et performante. Elle recevra et gérera plusieurs appels par jour et devra s’assurer que chaque appel est personnalisé.

Par exemple, si elle gère les appels des patients d’un cabinet médical,  elle devra connaitre les patients réguliers. Pour cela, il est indispensable qu’elle leur crée une fiche client.

De ce fait, il existe la technologie CTI (couplage téléphonie informatique) qui va lui permettre de remonter la fiche client automatiquement quand un client de l’entreprise appelle. Toutes les informations sur les appels entrants seront par la suite recueillies et l’identité des clients sera créée.

Certains logiciels permettent aussi à la télésecrétaire de créer un agenda personnalisé pour chaque client de son entreprise. Par conséquent, l’agenda s’ouvre quand un client appelle, permettant à la télésecrétaire de voir la fiche complète du client et ainsi répondre à leurs demandes plus facilement.

En somme, ce genre de logiciel va permettre à la télésecrétaire de gérer tous ses appels de manière efficace et de fournir un service individualisé pour chaque client. Dès lors, la satisfaction du client sera bien sûr garantie.

Logiciel de standard téléphonique

En outre, il est important qu’une télésecrétaire s’équipe d’un logiciel de standard téléphonique ayant plusieurs fonctionnalités notamment :

  • Le transfert des appels, surtout les appels urgents vers une autre ligne
  • Une messagerie vocale afin que les clients puissent laisser leurs messages
  • Un filtrage d’appels
  • Un système d’enregistrement des appels

En définitive, le plus important c’est que la télésecrétaire puisse être en contact direct avec ses clients afin de se plier à leurs demandes et d’être toujours disponible en cas d’urgence. D’ailleurs, ces logiciels doivent à la fois permettre à la télésecrétaire de mener à bien son métier et  d’avoir un rendement profitable.

En savoir plus sur les logiciels de télé-secrétariat 

Vous désirez en savoir plus sur les types de logiciels qu’une télésecrétaire utilise ?  Ou encore, vous souhaitez avoir recours à une télésecrétaire performante ? Nous et nos collaborateurs seront ravis de vous aider dans vos démarches. Appelez-nous sans plus attendre au 09 70 71 83 00 ou écrivez-nous directement sur notre site internet.

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