This guide provides an overview of the targeted dialing functionality in the Glencoco Dialer and CRM, offering insights into how to use the system effectively for both automated and targeted calling sessions.
1. Understanding Auto Dial
Auto Dial Basics: Automatically calls through a list until a connection is made. Once connected, the lead's details (name, company) populate on the screen.
Session Management: Manage ongoing calls and view comprehensive details about the leads as connections occur.
2. Setting Up Targeted Dialing
Activation: Select 'Targeted Dial' to focus on specific leads rather than using the auto dial feature.
Lead Selection: View lead records before deciding to call. This allows for more strategic planning and understanding of whom you're contacting.
Information Access: Check additional details about the lead, including past call history and notes from other callers.
3. Effective Use of Lead Information
Insight from Notes: Use notes left by previous callers to strategize your calls. For example, understanding if a lead is difficult to contact or has changed ownership can influence your approach.
Business Hours and Locations: Adjust your calling strategy based on the lead's business hours and location. This ensures calls are made at appropriate times.
4. Managing Leads During a Session
Skipping Leads: If a lead is not suitable at the moment (wrong time, already well-contacted), you can skip it. Skipped leads return to the pool for future consideration.
Backlogging Leads: For leads you intend to contact later, add them to your backlog with notes. This is useful for keeping track of promising leads.
Limitations on Skipping: The system restricts excessive skipping of leads to ensure productivity. You're allowed to skip a certain number of leads before being required to make a call.
5. Making the Most of Targeted Dialing
Selective Calling: Be strategic in your calling approach by choosing leads that align with your goals for the session.
Balanced Approach: While it's beneficial to be selective, also ensure you're actively making calls to maintain productivity.