For businesses looking to automate outbound calling and integrate SMS engagement into their customer outreach, CXponent offers expert guidance on implementing Regal’s powerful platform to enhance connection rates, improve agent performance, and optimize multi-channel communication strategies.

Key Features and Benefits

• Automated Outbound Calling: Regal automates outbound call campaigns, allowing businesses to engage with prospects and customers more efficiently, reducing manual dialing and improving connection rates.
• SMS Engagement: Regal’s platform integrates SMS messaging into outbound campaigns, enabling businesses to follow up calls with personalized text messages, enhancing engagement across channels.
• Real-Time Agent Assistance: Regal provides real-time assistance to agents during calls, delivering AI-driven insights and recommendations to help guide conversations and increase conversion rates.
• Call Tracking and Analytics: Regal’s platform includes comprehensive call tracking and analytics, providing insights into call outcomes, agent performance, and campaign effectiveness.
• CRM Integration: Regal integrates with leading CRM systems, ensuring that call and SMS data is synced across platforms for seamless customer engagement and data management.

Technical Requirements

• Cloud-Based Platform: Regal is fully cloud-hosted, requiring stable internet connectivity and compatible devices for outbound calling and SMS engagement.
• Integration Capabilities: Regal integrates with major CRM platforms, such as Salesforce and HubSpot, ensuring that outbound call and SMS data are unified across systems.
• Security & Compliance: Regal adheres to industry-standard security protocols, including SOC 2 and GDPR, ensuring that customer data and communications are secure and compliant with regulations.
• AI & Automation Setup: Businesses need to ensure that their customer data is structured and available for Regal’s AI algorithms to optimize outbound campaigns and agent performance.

Business Requirements

• Outbound Engagement Strategy: Businesses looking to automate outbound call campaigns and increase connection rates will benefit from Regal’s outbound calling and SMS engagement platform.
• Multi-Channel Engagement Needs: Organizations that engage customers across multiple channels, including calls and SMS, should consider Regal’s ability to integrate both into a unified campaign strategy.
• Agent Support & Performance Optimization: Companies focused on improving agent performance through real-time insights and AI-driven recommendations will find value in Regal’s real-time assistance tools.
• CRM Integration Requirements: Ensure that Regal integrates smoothly with your existing CRM system to unify call and SMS data and optimize customer engagement workflows.

Use Cases

• Automated Outbound Campaigns: Regal helps businesses automate outbound calling campaigns, improving connection rates and allowing agents to focus on high-value conversations.
• SMS Follow-Up Engagement: Regal’s platform enables businesses to send personalized SMS follow-ups after calls, increasing engagement and reinforcing messaging across multiple channels.
• Real-Time Agent Assistance: Regal’s AI-driven insights assist agents during calls, providing guidance to improve conversations and increase the likelihood of successful outcomes.
• Comprehensive Call Analytics: Regal’s call tracking and analytics tools provide valuable insights into call outcomes, agent performance, and campaign effectiveness, helping businesses optimize their outreach strategies.

Qualifying Questions

• Does your business need to automate outbound call campaigns to improve connection rates and reduce the manual effort of dialing?
• Are you looking to enhance engagement by integrating SMS follow-ups into your outbound calling strategy?
• Do your agents need real-time assistance and AI-driven recommendations to improve their conversations and increase conversion rates?
• Is it important for your business to integrate outbound call and SMS data with your existing CRM for unified customer engagement and data management?

Implementation Timeline & Considerations

• Deployment Time: Regal’s platform can typically be implemented within 4-8 weeks, depending on the level of customization and the complexity of integrations with existing CRM systems.
• Considerations: Ensure that your IT and sales teams are involved in the implementation process to configure outbound campaigns, integrate SMS workflows, and manage CRM data synchronization.
• Security & Compliance: Verify that Regal’s security protocols and compliance certifications align with your organization’s regulatory requirements for data protection and customer communications.

ROI and Business Impact

• Increased Connection Rates: Regal’s automated outbound calling and SMS engagement tools help businesses increase connection rates, leading to more successful customer interactions and conversions.
• Enhanced Multi-Channel Engagement: By integrating SMS messaging into outbound campaigns, businesses can engage customers across multiple channels, improving overall engagement and response rates.
• Improved Agent Performance: Regal’s real-time agent assistance tools provide valuable insights and recommendations during calls, improving agent performance and conversation outcomes.
• Unified Customer Data: Regal’s integration with CRM systems ensures that call and SMS data are synchronized across platforms, allowing for better customer tracking and engagement management.

Cost Model

Regal offers subscription-based pricing based on the number of users, outbound calls, and SMS interactions. Pricing scales with the size of the sales or customer engagement team and the complexity of outbound campaign features. Custom pricing is available for enterprises with large-scale outreach needs.

Roles of Decision Makers

• Sales Leaders: Oversee the deployment of Regal’s outbound calling and SMS engagement tools to ensure alignment with sales goals and improved customer engagement.
• IT Leaders: Manage the integration of Regal’s platform with CRM systems and ensure smooth data synchronization and security across platforms.
• Operations Managers: Evaluate the impact of automated outbound campaigns and AI-driven agent assistance on customer engagement operations.
• Compliance Officers: Ensure that Regal’s platform meets the organization’s data protection and regulatory requirements for outbound calls and SMS communications.

Additional Considerations & Helpful Tips

• Outbound Campaign Strategy: Develop a clear strategy for automating outbound calling campaigns with Regal’s platform to maximize connection rates and agent efficiency.
• Multi-Channel Engagement Planning: Use Regal’s SMS integration to enhance follow-up engagement, ensuring consistent messaging across both calls and texts.
• Real-Time Agent Optimization: Leverage Regal’s real-time agent assistance tools to improve conversation outcomes and increase the likelihood of conversions during outbound calls.
• CRM Integration Planning: Ensure that Regal’s platform integrates fully with your CRM system to unify customer engagement data and optimize tracking and reporting across channels.

Next Steps

Looking to enhance your outbound engagement strategy with Regal’s call automation and SMS tools? CXponent can help you assess your needs and implement Regal’s platform. Contact us today to get started.