Quote:
Originally Posted by plsureking
is there a business reason to expose private data to your operators? can you route the calls thru a filter? (speaking generically since i don't know your system). are the operators exposed to credit cards too?
i personally dont care what anyone says to me on the phone. send me a letter if its important. dont have my address? then you aren't important 
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Great points.
Since we are not a dispatch company (that would solve all these issues, but cause plenty of other issues), my goal is to teach people how and when to market to my customers, figuring out how to do that effectively without them getting information has been a challenge over the past 23 years. We went from chiseling information on rocks in 1999 and sending it via email to a sophisticated CRM custom-built for my company.
However, my programmer and I have some great changes to make, and things will look a lot different in a few months once the internal messaging system is done....and yes, the goal will be to protect my company and the clients. It's always the goal.