Selection and matching
Filter or import target companies — Orphy recognises who is already in the CRM.
Campaigns in Orphy
Phone campaigns, done systematically
From selecting target companies to the agreed appointment, every campaign follows the same process. Orphy assigns the tasks, dials the number, sends invitation and email and tracks the time — your team focuses on the conversation.
For teams that win appointments and leads by phone on behalf of their clients.
The essentials at a glance
Defined process
Every call ends with a defined result, every result with the next step.
Automatic follow-through
Invitation, email, follow-up task and time tracking happen without lifting a finger.
KPIs
Conversion rate, net contacts and efficiency per campaign and across all campaigns.
Create
A campaign in three steps
A campaign starts from a selection — not from a spreadsheet somebody pieced together.
- 1
Select
Narrow down and tick the target companies in «Selection». Region, NOGA code and company size come from the Swiss commercial register (Zefix).
- Or bring addresses in via CSV data import
- Extra columns for priority, account manager and custom fields
- Refresh a running campaign with a new selection
- 2
Match
On import, Orphy matches every address against existing records — so a known company is not created twice.
- Fuzzy matching on name, city and postcode
- Recognises former company names too
- Ignore weak matches with one click
- Merge duplicates instead of calling twice
- 3
Launch
Set client, period, phone number, templates and topics, then save. Orphy sets up the rest in the background.
- A dedicated environment per campaign, with the selected contacts
- Users, roles and the campaign process are ready
- Leads and first tasks are generated automatically
- Optionally, all emails go to the client only
Workflow
One process, followed the same way by everyone
The campaign process is fixed. Nobody decides alone what happens after a call — the result does.
The next task comes by itself
The employee assistant always hands out exactly one task — no list to cherry-pick the pleasant calls from.
- Order set by drag and drop in «Task priority»: priority, process step, due time, language …
- Contacts who speak the agent’s language first
- Agreed call-backs stay reserved for the responsible person
- A company is not called more than twice per half-day, across all campaigns
Everything the call needs, on one page
Person, position, phone, email, the company and its relations — editable in place while the call runs.
- Click to call, with the campaign’s phone number
- Templates and a guideline per campaign
- Corrected contact data goes to review as a change proposal
- Warning when a phone number is already in use elsewhere
Every result knows its next step
Attempted contact, rejection, follow-up later, information requested, appointment — every result decides who continues and when.
- Resubmission within an allowed time window per result
- The follow-up task is created automatically
- The lead is automatically marked won, lost or neutral
- After five unsuccessful attempts Orphy suggests closing
The client continues in the same system
Once the appointment is set, the task goes to the client. They report back what came of it — the chain never breaks.
- Dedicated access for the client, created automatically
- Feedback such as «Appointment held: request for quote / purchasing intention»
- «Back to agency» when a follow-up is needed
- Leads, tasks and activities traceable at any time
What would otherwise be manual work
Orphy handles the routine after the call — triggered by the result, not by a reminder.
Appointments
As soon as an appointment is recorded as the result, the invitation goes out.
- Calendar invitation (ICS) to client and account manager
- The lead report is right inside the invitation
- Warning when another appointment is already due at the same time
Results such as «Information / documentation requested» trigger the matching email.
- Templates with attachments, editable before sending
- Lead report as PDF on request
- Recipients and copies pre-filled per result
VoIP telephony
Orphy is connected to the phone system and knows when a call is running.
- Click-to-call from your own extension
- A dedicated phone number per campaign
- Connection status arrives live from the phone system
Time tracking
Working time records itself from the work — no time clock.
- Preparation, connecting, call and wrap-up split automatically
- Break and training with one click
- Working time overview with holiday balance
Analytics
KPIs per campaign — and across all of them
For any period, reporting shows how one campaign is doing, how all active campaigns are doing together and what each person contributes.
Conversion rate Positive results Net contacts without neutral results
Period All active campaigns All employees
Interactions
- Activities
- Gross contacts
- Net contacts
- Positive results
- Conversion rate
- Pipeline by month
Efficiency
- Call efficiency
- Connections per working time
- Call time ratio
- AHT
- Duration per call
Charts
With drill-down on the campaign dashboard.
- Results, with and without client feedback
- Time split by activity
- Address processing state
Exports
For the client or your own processing.
- Activities to Excel, optionally with time values
- Contact persons to Excel
- Handout with the lead report
Every role sees what it needs
The roles are created with every campaign; permissions can be fine-tuned.
Campaign manager
Builds campaigns, steers priorities and templates and keeps an eye on reporting.
Campaign user
Works through the tasks in the employee assistant and sees their own efficiency and time.
Client
Receives appointments and leads, reports back the results and sees every task of their campaign.
Account manager
Created on import from a column, and receives the appointments for their companies directly.
Your data stays in Switzerland
- Your data is stored in a Swiss data centre
- Data is transmitted encrypted
- Data is highly available and protected
- Changes to contact data go through a review
30 minutes, one real campaign
The best way is to show it on one of your own campaigns — from selection through the call to analytics. Book an appointment directly or write to us.
Book a live demo