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presence technology




                      Pelayo
                      Asistencia
                      Pelayo Asistencia: a client at the center of its strategy


                          Grupo Pelayo’s Services and Contact Center area has increased
                          its productivity on outbound campaigns by 68.6%, thanks to the
                          technological renovation that led to the implementation of Presence
                          Technology solutions.


                          During 2007 the company processed nearly 4 million calls, setting
                          a new corporate objective of continued growth in both service
                          offerings and policyholder service.
presence technology




                             Client profile   Headquartered in Madrid, Pelayo Asistencia was         clients.
                                              founded in 1999 with the goal of offering high-        Pelayo Asistencia encompasses Grupo Pelayo’s
                                              quality travel assistance services to policyholders,   Services and Contact Center area, employing
                                              all the while benefiting from the synergies Grupo      more than 400 people in the Sales, Post-sale and
                                              Pelayos’ entire range of telephone services.           Travel Assistance departments. With 286 agents
                                              Currently, the group’s contact center offers a         in Madrid, 46 in Ávila and 68 in Argentina, agents
                                              wide range of services, such as: travel assistance,    process 4% of all registrations and 30% of the
                                              technical and medical assistance, the sale of car      write-offs performed by the Group. Additionally,
                                              and home insurance, the collection of car and          over 261,000 Travel Assistance services were
                                              house parts, client loyalty, channel banking           offered throughout 2006, providing support to
                                              assistance and other value-added services for          more than 1 million policyholders.


                      The contact center’s    Although Grupo Pelayos’ contact center didn’t          communications quality along with an
                      management needs        begin operations until 2000, as years went by          infrastructure that would allow us to integrate
                                              the platform gained importance and a decision          CRM software, which we plan to implement in
                                              was made to undergo a process of technological         the future. We wanted to change the Contact
                                              renovation. The principle requirements included        Center’s status as a cost center and, using the
                                              a virtual call center that would permit the            appropriate tools, begin to provide added-value
                                              company to function as a sole platform and allow       to both the organization and the client.”
                                              for the evolution of IP technology. Contrastingly,
                                              the Group’s previous infrastructure limited its        Following an extremely detailed evaluation of
                                              future growth possibilities as well as the             each of the offers proposed by several of the
                                              integration of other software applications.            market’s principle providers, the insurance group
                                                                                                     decided to implement Presence Technology’s
                                              According to Miguel Ángel Lechuga, director of         solution along with the Avaya proposal put forth
                                              the Pelayo Asistencia Contact Center, “The             by integrator Datapoint.
                                              business’ growth demanded an improvement in


                      Presence Technology     With regards to Presence Technology’s solutions,       out with Avaya 8720 as the new corporate
                         and Avaya as the     Pelayo chose the Presence Voice Inbound and            switchboard.
                      generators of change    Outbound solutions for out-going and in-coming
                                              call management, Presence Scripting for the            In the words of Miguel Ángel Lechuga, “Having
                                              creation of service scripts, Presence Custom           Avaya as our switchboard permitted us to
                                              Report for the real-time creation of reports on        increase the number of Call Center positions.
                                              the contact center’s operations and, finally, the      Additionally, Presence supplied extra value to
                                              Presence Recording tool. Insofar as hardware,          the organization through its perfect integration
                                              the essential implementation of IP technology          with Avaya, as well as its status as a modular and
                                              throughout the entire organization was carried         highly scaleable solution.”
presence technology




                      Presence Technology    The project’s installation was executed by a team   traffic and the various service levels without
                         and Avaya as the    of both Datapoint and Presence employees, who       losing a single piece of relevant information.
                      generators of change   completed the work just three weeks after           “Custom Reports has proven to be an extremely
                                             receiving the switchboard. This period saw the      valuable tool for Pelayo,” states Miguel Ángel
                                             switchboard’s installation, the installation and    Lechuga. “It allows us to change processes and
                                             programming of Presence’s software, integration     operations while offering added value at additional
                                             with the IVR and the training of both agents and    organizational levels. For example, we can provide
                                             supervisors on the solution. “It’s noteworthy to    information on the motives behind a supplier’s
                                             highlight that the tool’s implementation was        refusal of services, thus facilitating the decision-
                                             carried out in defined periods and without any      making process for negotiations in similar
                                             incidents. The involvement of internal personnel    situations.”
                                             and the user-friendliness of Presence’s solutions
                                             enabled us to complete the project in record        The Presence Scripting solution allowed for the
                                             time,” adds Miguel Ángel.                           unification of a number of satellite applications
                                                                                                 used by platform agents and which had not
                                             With the Presence Voice Inbound and Presence        previously been integrated. “It has enabled us to
                                             Voice Outbound solutions, the Pelayo Asistencia     insert direct access to each application within
                                             Contact Center improved earlier bookmark            the agent’s Scripting, making it unnecessary for
                                             results and also reduced the ratio of abandoned     agents to exit the system in order to search for
                                             calls, which the new system permits to be           specific information,” says Miguel Ángel Lechuga.
                                             included within the outbound campaign.              “We’ve achieved greater agility now that we are
                                             Furthermore, the back office tasks that could       able to respond directly to any type of question
                                             not be effectively managed earlier became           that a client may have.”
                                             included in the system’s contact line, converting   Finally, with the Presence Recording solution,
                                             each task into a call that could be measured and    supervisors can carry out call searches according
                                             coded.                                              to certain characteristics, using the conversations
                                             In addition, equipped with Presence Custom          found as training tools to improve specific
                                             Reports, supervisors were awarded real-time         indicators.
                                             access to reports on outbound campaigns, call
presence technology




                      Quantifiable   Outbound campaigns
                          Results           Increase in productivity by 68.6%
                                            Increase in contacts by 30.6%




                      Future plans   “One of the greatest advantages of working with      the same level of service that we receive with
                                     Presence is that we have become hugely               this new channel. We want to change the
                                     independent from the Group’s IT team insofar         mentality in Pelayo Asistencia, moving away from
                                     as specific matters that require immediate change.   a policy concept towards a client concept and
                                     Presently we are working on the development          centering our entire strategy on increasing clients’
                                     of Scripting solution functions and call routing.    perceived quality.” Miguel Ángel Lechuga, director
                                     We’d also like to incorporate other                  of the Pelayo Asistencia Contact Center.
                                     communications channels, offering our clients


                                     Barcelona (HeadQuarters)                             E-Mail address:

                                        Comte Urgell, 240 3-A                             General Information:
                                        08036                                                info@presenceco.com
                                        Barcelona - Spain
                                                                                          Marketing:
                                        Ph: (+34) 93 10 10 300                               marketing@presenceco.com
                                        Fax: (+34) 93 10 10 333
                                                                                          Support:
                                     EE.UU.                                                  support@presenceco.com

                                        Contact: Kerry O'Donnel                           Alliances:
                                        400 Perimeter Center Terrace N                         alliances@presenceco.com
                                        30346
                                        Atlanta, Georgia                                  Sales:
                                        United States                                         sales@presenceco.com

                                        Tel: +1.800.847.3309

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PresenceTech & Pelayo Case Study

  • 1. presence technology Pelayo Asistencia Pelayo Asistencia: a client at the center of its strategy Grupo Pelayo’s Services and Contact Center area has increased its productivity on outbound campaigns by 68.6%, thanks to the technological renovation that led to the implementation of Presence Technology solutions. During 2007 the company processed nearly 4 million calls, setting a new corporate objective of continued growth in both service offerings and policyholder service.
  • 2. presence technology Client profile Headquartered in Madrid, Pelayo Asistencia was clients. founded in 1999 with the goal of offering high- Pelayo Asistencia encompasses Grupo Pelayo’s quality travel assistance services to policyholders, Services and Contact Center area, employing all the while benefiting from the synergies Grupo more than 400 people in the Sales, Post-sale and Pelayos’ entire range of telephone services. Travel Assistance departments. With 286 agents Currently, the group’s contact center offers a in Madrid, 46 in Ávila and 68 in Argentina, agents wide range of services, such as: travel assistance, process 4% of all registrations and 30% of the technical and medical assistance, the sale of car write-offs performed by the Group. Additionally, and home insurance, the collection of car and over 261,000 Travel Assistance services were house parts, client loyalty, channel banking offered throughout 2006, providing support to assistance and other value-added services for more than 1 million policyholders. The contact center’s Although Grupo Pelayos’ contact center didn’t communications quality along with an management needs begin operations until 2000, as years went by infrastructure that would allow us to integrate the platform gained importance and a decision CRM software, which we plan to implement in was made to undergo a process of technological the future. We wanted to change the Contact renovation. The principle requirements included Center’s status as a cost center and, using the a virtual call center that would permit the appropriate tools, begin to provide added-value company to function as a sole platform and allow to both the organization and the client.” for the evolution of IP technology. Contrastingly, the Group’s previous infrastructure limited its Following an extremely detailed evaluation of future growth possibilities as well as the each of the offers proposed by several of the integration of other software applications. market’s principle providers, the insurance group decided to implement Presence Technology’s According to Miguel Ángel Lechuga, director of solution along with the Avaya proposal put forth the Pelayo Asistencia Contact Center, “The by integrator Datapoint. business’ growth demanded an improvement in Presence Technology With regards to Presence Technology’s solutions, out with Avaya 8720 as the new corporate and Avaya as the Pelayo chose the Presence Voice Inbound and switchboard. generators of change Outbound solutions for out-going and in-coming call management, Presence Scripting for the In the words of Miguel Ángel Lechuga, “Having creation of service scripts, Presence Custom Avaya as our switchboard permitted us to Report for the real-time creation of reports on increase the number of Call Center positions. the contact center’s operations and, finally, the Additionally, Presence supplied extra value to Presence Recording tool. Insofar as hardware, the organization through its perfect integration the essential implementation of IP technology with Avaya, as well as its status as a modular and throughout the entire organization was carried highly scaleable solution.”
  • 3. presence technology Presence Technology The project’s installation was executed by a team traffic and the various service levels without and Avaya as the of both Datapoint and Presence employees, who losing a single piece of relevant information. generators of change completed the work just three weeks after “Custom Reports has proven to be an extremely receiving the switchboard. This period saw the valuable tool for Pelayo,” states Miguel Ángel switchboard’s installation, the installation and Lechuga. “It allows us to change processes and programming of Presence’s software, integration operations while offering added value at additional with the IVR and the training of both agents and organizational levels. For example, we can provide supervisors on the solution. “It’s noteworthy to information on the motives behind a supplier’s highlight that the tool’s implementation was refusal of services, thus facilitating the decision- carried out in defined periods and without any making process for negotiations in similar incidents. The involvement of internal personnel situations.” and the user-friendliness of Presence’s solutions enabled us to complete the project in record The Presence Scripting solution allowed for the time,” adds Miguel Ángel. unification of a number of satellite applications used by platform agents and which had not With the Presence Voice Inbound and Presence previously been integrated. “It has enabled us to Voice Outbound solutions, the Pelayo Asistencia insert direct access to each application within Contact Center improved earlier bookmark the agent’s Scripting, making it unnecessary for results and also reduced the ratio of abandoned agents to exit the system in order to search for calls, which the new system permits to be specific information,” says Miguel Ángel Lechuga. included within the outbound campaign. “We’ve achieved greater agility now that we are Furthermore, the back office tasks that could able to respond directly to any type of question not be effectively managed earlier became that a client may have.” included in the system’s contact line, converting Finally, with the Presence Recording solution, each task into a call that could be measured and supervisors can carry out call searches according coded. to certain characteristics, using the conversations In addition, equipped with Presence Custom found as training tools to improve specific Reports, supervisors were awarded real-time indicators. access to reports on outbound campaigns, call
  • 4. presence technology Quantifiable Outbound campaigns Results Increase in productivity by 68.6% Increase in contacts by 30.6% Future plans “One of the greatest advantages of working with the same level of service that we receive with Presence is that we have become hugely this new channel. We want to change the independent from the Group’s IT team insofar mentality in Pelayo Asistencia, moving away from as specific matters that require immediate change. a policy concept towards a client concept and Presently we are working on the development centering our entire strategy on increasing clients’ of Scripting solution functions and call routing. perceived quality.” Miguel Ángel Lechuga, director We’d also like to incorporate other of the Pelayo Asistencia Contact Center. communications channels, offering our clients Barcelona (HeadQuarters) E-Mail address: Comte Urgell, 240 3-A General Information: 08036 info@presenceco.com Barcelona - Spain Marketing: Ph: (+34) 93 10 10 300 marketing@presenceco.com Fax: (+34) 93 10 10 333 Support: EE.UU. support@presenceco.com Contact: Kerry O'Donnel Alliances: 400 Perimeter Center Terrace N alliances@presenceco.com 30346 Atlanta, Georgia Sales: United States sales@presenceco.com Tel: +1.800.847.3309