CATI with Dialer
by brian | on Apr 25, 2012 | No CommentsNew Security White Paper Available
by brian | on Apr 06, 2012 | No CommentsA new white paper about CfMC data collection software security is now available. 
CfMC values security of access at all levels; when respondents log into self-administered web surveys and when users log into CfMC applications on networked environments. Users simply must be authenticated to access CfMC applications – unless of course you want an ‘open survey’ experience.
CfMC provides application and data security designs to meet the most stringent requirements. Our software design, implementation policies and procedures are guided by end users’ research business processes and objectives. This strategy supports the development of software and solutions specifically designed to match research/opinion polling industry standards and practices.
By consistently working with and for clients and industry professional associations, CfMC produces technologies and supports techniques within the contexts of the known, expanding and changing research requirements.
Request the Security White Paper to learn more.
Privately branding Navigator
by brian | on Feb 14, 2012 | No CommentsNavigator, CfMC’s project and interviewer management interface, can now be branded to include your company’s logo and branding elements.

Customized Navigator Interface Screenshot
What’s more, these branding capabilities are included at no additional charge. Navigator itself is also included for users of Survent v8.5.1 and up.
The step-by-step tutorial is part of our Getting Started set of documentation.
Learn how to customize:
- Background colors
- Logos
- Buttons
- Font size
- Font color
- Border color
- Header
- Footer
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Once signing into Navigator, click on the Help tab and look for the Getting Started section in the left navigation bar.
A software update is not required to perform these tasks, but some experience with .CSS is preferred.
CfMC Adds to Dialer Support Team
by brian | on Feb 01, 2012 | No CommentsCfMC welcomes Joshua R. Flores to the CfMC Support Team. Josh, who joined CfMC late in 2011, brings with him a fresh perspective and augments our current support offerings, especially in the area of telephony and support of predictive dialing operations.

Joshua R. Flores
Josh has significant knowledge in call centers and was an early explorer into the benefits of using the Asterisk telephony platform for large telephone and business operations. He played an active role in the open source development efforts of Asterisk, implementation and maintenance of the system at Discovery Research Group, and was a significant contributor to the launch of CfMC’s Celeus dialer.
In addition to his experience with large-scale telephony
Josh joined the CfMC support team in late 2011 after nine years of employment with Discovery Research Group (DRG), a leading quantitative research services group and long-time CfMC user. DRG specializes in full-service research and utilizes CfMC’s software to implement its telephone, web, and mobile interviewing data collection methods.
Vaughn Mordecai, DRG President, recently had this to say about Josh : “Josh Flores will be an excellent addition to the CfMC support team. He adds a knowledge of dialing systems that is unrivaled in the Asterisk telephony space. He played a significant role in our execution of the Celeus dialer at Discovery and was a strong contributor to its development at the Alpha and Beta levels for CfMC. Josh will add a level of support to this product that was largely unrealized prior to his addition. He has a strong desire to assist others, improve systems, and innovate new solutions. He will be an excellent resource for the CfMC user base.”
Jim Ratto, Manager of Support reports that; “Even in the short time Josh has been with us he has already made a significant contribution because of his vast experience with not only CfMC products and services, but also with how they integrate with the technologies that are needed to run a call center. His knowledge of telephony in particular is a welcome addition to both our dialer support and development teams.”
More about Josh Flores: Linked In profile
April 19-20 : CfMC Users’ Conference Topic Preview (SF)
by brian | on Jan 23, 2012 | No CommentsApril 19-20, 2012 | San Francisco, CA
We are now accepting reservations for the 29th Annual CfMC Users’ Conference in San Francisco, California. REGISTER NOW

This year, we return to our 2-day format. Feel free to suggest additional sessions or changes. This is also a great time to schedule custom or group training sessions.
Topic Preview:
This year’s conference will feature sessions covering the following topics:
- “HELP! Something is FUBARed!” : recovering from project disasters
- Round table discussion: “Creating Standards for Programming”
- Call Center Management : Featuring tips about how to manage interviewers and jobs with CfMC software
- How to sell CfMC software advantages to your clients
- 3rd Party App Integration : Using CfMC with programs such as CRM, Asterisk, MySQL
- Navigator Panel : Hear from those using the Navigator operations management interface. Panelists include: Brian Carson, Maximum Research, Ed Ledek, Key Research, Tim Alex, Thoroughbred Research, Mike Lange, STR Center
- Celeus Dialer Panel : Hear from those using the Celeus Dialer
- webSurvent / webCATI Tips / Mobile Refresher : SYS,C Blocks, Advanced Table design, HTML5
- Custom JS : Utilizing CfMC and custom JS written for surveys
- CfMC & Email Blasting : Learn email blast efficiencies and capturing results for future use
Users’ Conference Registration Rates:
- Conference registration: $200 per attendee
- When 2 or more people register, a discount of $25 is applied to all full registrations.
Conference Hotel Information:
This year’s conference will be held at the Courtyard Marriott Hotel in San Francisco, just a block from CfMC HQ.
Room rate: $179 single/double per night. Rates are good through the weekend as well.
Room availability is limited so we encourage attendees to book early. Please note, you must be registered to attend the conference to receive this rate.
Marriott Reservations 1(800)-321-2211 or (415) 947-0700
Reservation code: crmcrma
Register Online
About the Users’ Conference
Get the skinny on CfMC developments straight from the industry-building technologists – and learn about whats so special about CfMC software.
Conferences in our home town come with an added benefit – direct access to most of our development, support, and management staff!
Stay and Play: Weekend entertainment options, based on interest, include golf, Alcatraz tours, and more. Contact us if you would like to join up with a group to see the City.
New Management and Resources for CfMC Europe
by brian | on Dec 27, 2011 | No CommentsCfMC Europe is pleased to announce our new Managing Director, Daniele Pizzocchero

Daniele Pizzocchero, Managing Director, CfMC Europe
CfMC Users and marketing research industry contacts will recognize Daniele’s name – he was our lead technical support person for CfMC Europe from 2004 – 2010. He returns to CfMC in the role of Managing Director and will be the primary contact for services in the UK, Europe and Africa.
Daniele brings industry experience, in-depth understanding of CfMC product and solutions, and a customer-centric focus, identifying the right solution to fit the needs of research and opinion polling operations.
Jim Ratto, CfMC Support Manager, says of Daniele: “Daniele’s experience as a Technical Support Representative exposed him to a wide variety of issues issues that market research companies (especially those with phone centers) encounters in daily operations. As as support specialist, he excelled at delivering high-touch technical problem solving and always in a timely manner. ”
In addition to his CfMC background, Daniele’s education includes an MS in Computer Science, a Bachelors degree in Mechanical Engineering, and an understanding of a broad spectrum of technologies outside of CfMC-developed solutions.
Daniele Pizzocchero
Managing Director, CfMC Europe
180 Piccadilly
London W1J 9HF
Phone: +44 (0)207 917 9505
Contact Daniele
LinkedIn

Update: CfMC now self-certifies compliance with the US-EU Trade Compliance Center’s US-European Safe Harbor program, ensuring that respondents are protected and heard. See our Privacy Policy for more information.
New webCATI Demo
by brian | on Dec 08, 2011 | No CommentsWhat does a webCATI® interviewer see? That’s a bit of a trick question because you can fully customize the interviewer look to your requirements.
We have recently updated our webCATI example to demonstrate some of the capabilities described below.
The webCATI interviewer demo simulates an actual interviewing environment. We have included grids, rotating grids, and constant sum question types utilizing basic Survent functions such as: skip patterns, required responses, suspending and scheduling a record to be called on at a later time.
Question types/questionnaire features included in this demo: grids, rotating grids, constant sums, skip patterns, and required answers.
Tracking Interviewer Time: When managing a call center, it is important to track your interviewers’ non-interviewing time as well as time speaking with survey participants. This demo includes the capability for an interviewer to choose to “Go to Lunch”, “Go on Break” or “Go to a Meeting” before and after completion of an interview.
Navigator Included: WebCATI users also have access to the browser-based Navigator®, our research operations management tool which enables you to manage interviewers, studies and client/partner access from anywhere.
Navigator includes a wide variety of project tracking reports including session reports which can be run on interviewer ID, Time, Counts, Completes, Resolved status and more for any time frame and across studies. Navigator includes Phone, Quota, Sample, and Market Reports for project management and Custom Web Tables and On-Demand Tables for data analysis and results that can be shared with your clients.
webCATI® Advantages
WebCATI enables you to share projects across facilities with distributed interviewing, but it can also be used to improve the interviewing experience and the quality of data collected.
As a browser-based technology, webCATI has certain advantages over terminal mode interviewing.
Quality Control: By taking advantage of HTML and technologies like JavaScript quality of interview can be better assured. JavaScript can also be used for allocation questions – subtotals and even spreadsheet-style question sets with grand totals can be recorded and summed in real time for interviewers.
For example, by utilizing JavaScript technology you can ensure that if “Other” is selected the “specify” text box must also have a response. When you have a question that requires the respondent to divide $100 among several response items, JavaScript can also be used to ensure that all $100 is accounted for before moving on to the next question.
Users can also color-code interviewer instructions and bold/underline/italicize text for emphasis. Both of these capabilities can be seen in this demo.
Branding: WebCATI is browser-based, your CATI surveys can be privately branded and can use many of the same web technologies used in web surveys to add elements of quality control.
Keyboard-entry mode: We have heard some users prefer interviewers use a keyboard for 100% of the interview and not rely on a mouse. WebCATI users have the option of programming their survey in keyboard-entry mode which maps all survey navigation to keys on your keypad/keyboard instead of using visual response elements like radio buttons and check boxes. Ask us for more information on this capability if you are interested.
More webCATI Features
- Multi-modal capabilities with one robust and versatile backbone. WebSurvent and webCATI share the same data file and use the same scripting language
- Integrated Dialer: webCATI reaches new heights of efficiency with the bundled
Celeus Predictive Dialer - Up to 10 million sample records
- Up to 1 million questions per survey
- Browser and terminal modes available
- Navigator included: Manage CATI stations and sample, report on your operations with our easy to use interface
- Eliminate expensive overhead: Manage interviewers working remotely as if they were in your call-center
New Web Survey Demo
by brian | on Nov 17, 2011 | No CommentsCfMC webSurvent surveys are capable of just about any question type you can devise.
Over the last couple of years, we have seen an increased demand from our clients (and their clients) for more “visual” ways to ask questions. Using visual representations of questions can involve the respondent more with the survey and can help with respondent fatigue.
In this new web survey demo, we demonstrate just a few of the more graphical types of questions that can be composed using webSurvent software and JavaScript technologies. WebSurvent installations also come with a library of JavaScripts that can be used to bring these kinds of visual question types into your surveys.
In this Features Demo, we show several examples including:
- Sliders – vertical, horizontal, midpoint and allocation types
- Text Highlighting – highlight what you like/don’t like about messaging statements, product attributes, etc.
- Drag-and-Drop Timeline – respondents can put specific actions, results, etc in order based on their experience AND set the length of the timeline to be used
- Drag-and-Drop Rank Order – a simple ranking question accomplished by drag-and-drop, instead of numeric ranking
- Block Scale (see image) – Adding color to your scale questions can help the respondent answer your scale questions by color intensity as well as by scale number
CfMC provides training for users needing assistance in utilizing these technologies together. The CfMC Service Bureau can also program studies with these capabilities for you.
We are hiring!
by brian | on Oct 21, 2011 | No CommentsCfMC is currently seeking to fill three positions. Our newest opportunity is with our IT team as a UNIX Production Systems administrator.
The UNIX Production Systems administrator/specialist is responsible for maintaining crucial aspects of CfMC’s Services operations, providing technical support for the internal hardware and software used by the CfMC Service Bureau staff and ASP software clients. The PSSS is responsible for the setup and maintenance of systems used for Web-based data collection, analysis and reporting. Users of hosted solutions include CfMC employees and hosting clients.
In addition, we are also seeking a Tech Support Engineer and a Mentor programmer.
Check out our Careers page for more information on these positions!












