GETTING STARTED WITH BEYOND’S ACTION DESIGNER

Scott Pizzello, Eric Wahlstrom

Actions are the new buzzword in the world of Beyond, but what exactly is an action? Where is it used in the system? What can an action do? Learn the basic concepts of Action Processing and what actions can do for your agency. We’ll discuss how actions can enhance the Action Line, Intercept and Account Placement, and we’ll demonstrate how actions can be scheduled and triggered based on the specific needs of your agency.

DIALING STRATEGIES — MAINTAINING COMPLIANCE AND MANAGING COSTS

LaDeena Gilleland, Archie Smith

Available Dialing Strategies will be discussed, along with the different energy each strategy provides to the collection floor; Vocality, Predictive, Attended, Messaging, and Message Transfer.

In addition, a comprehensive course in maintaining compliance will be offered. Topics of discussion will include the TCPA (Telephone Consumer Protection Act of 1991) and Foti v. NCO Financial Systems, and how each affects your business.

You will also learn to more effectively manage dialer costs by extending the capabilities of your in-house dialer, and how to maximize the experience of your present staff while decreasing the time and cost of training.

IDEAS FOR TRAINING AND MAINTAINING QUALITY EMPLOYEES

Kelly Parsons, Credit Bureau Associates, Fairfield, CA
Neal Henning, Industrial Credit Services, Newport, OR

Employees are assets whose value can be enhanced through investment, leading to more productivity, increased profits, and improved employee satisfaction and retention. Education, job training, certification, company policy and management are all investments in employees.

In this class we will discuss incentives, having fun in the work place, how to train employees as a working supervisor, and what to do when you do not have a trainer on staff. We will share training successes and failures, and what works for building a happy and productive team.

CUSTOMIZE COLLECTOR WORKFLOW USING THE ACTION DESIGNER

Brent Walker

The Action Designer, new in Beyond 4, offers the freedom to customize your entire collector workflow. But where do you begin - and what is possible? This class is your window into a new world of workflow automation, customization, and enhancements that can trim minutes off the time your collectors spend on each call. We’ll show you how to turn your ideas into shiny new collector actions.

ACTION DESIGNER IN-DEPTH TOOLS AND TIPS

Eric Wahlstrom

Actions are a powerful tool even at a basic level, but the more involved each action is, the greater the benefit will be. This class offers an in-depth look into some powerful features of the Action Designer, including conditional/branching logic, triggers, and the troubleshooting tools: Action Queue Maintenance and Jackdate Error Review.

@CLIENT SERVICES WORKSHOP — NEW FEATURES AND IDEA EXCHANGE

Brandon Gabbert, Reid Miller, Dax Nelson

Whether you're an existing @Client Services user, or you are interested in learning about the @Client Services product, this workshop is for you. We will cover basic operation from both agency and client perspectives. There have been some great developments made with @Client Services Version 3. Join us for more details on these new features and gain a better understanding of the tools available that will make @Client Services functionality more useful to you and to your clients.

DASHBOARD MANAGEMENT — USING THE COCKPIT AND REPORT SCHEDULER TO MANAGE YOUR BUSINESS

Lex Patterson

In these challenging economic times the rules have changed. You need tools to help you make key decisions on cost and productivity management. Cockpit was designed to give you these key elements all in one place. This class will demonstrate how to utilize The Cockpit to determine collector and letter productivity, key in on client profitability, and fine tune your business workflows to maximize profits.

ENTER THE BRAVE NEW WORLD OF CONSUMER SELF SERVICE WITH QUICKSOLVE

Ryan Decaria, Dax Nelson, Brian Swaner

QuickSolve, DAKCS’ new consumer self-service web portal, provides an easy and convenient way for consumers to make payments and payment arrangements, via credit card or check, with little or no collector interaction. Customizable from the type of payments accepted to the colors on the screen, QuickSolve allows agencies to tailor the site to meet their needs. Learn how QuickSolve can save your agency, and your consumers, time and money. We will also demonstrate how QuickSolve can save you money and prepare you for the future with email to the debtor.

ADVANCED INQUIRY — THE NEW MANAGER

Eric Wahlstrom

This class will demonstrate the new features of the Advanced Inquiry tool in Beyond 4. Join the “Query Wizards” as they demonstrate the new and improved query tools to perform Additional Processing on accounts, update fields, run actions and run reports, including a new Cancellation Report. Never before has the data hiding in your system been this close to your fingertips!

SECURITY COMPLIANCE AND CERTIFICATION

Randy Lee

Topics will include:

• Security Compliance - What is Required?
• Security Certification, Ongoing Efforts to Remain Certified
• Review of State and Federal Privacy Laws
• Data Storage and Disposal
• Disclosure of Data Loss
• Educating Your Staff
• Research Your Auditor; Track Record, Costs, What to Expect During Your Audit and Remediation of Audit Findings
• PCI Compliance — Steps Required and Assistance with Certification

EFFECTIVE SALES STRATEGIES USING BEYOND

Debby Kilroy

Looking to add new clients, but not sure how to close the deal in the “new world” of internet sales and marketing? Join us for a new look at what can really make the difference. We will discuss “solution selling” and the “five minute rule” among other interesting sales concepts. Learn how to sell Beyond.net as the most powerful tool in your sales arsenal. Take the time to think about changing things up a little - you will be surprised to learn about the possibilities and the potential results!