Growth · Telecalling
Calling, with the list and the outcome in the same system.
Included from Growth upward.
Numbers are in a shared sheet, outcomes in a caller's notebook, and the do-not-call list is a promise.
What it does
Call lists, outcomes and a do-not-call list that is enforced.
- 01
Queued call lists
A caller opens their queue, not a spreadsheet, and the outcome is recorded against the contact.
- 02
Do not call
A list the product holds, so it is applied rather than remembered.
- 03
Outcomes that feed the pipeline
A connected call that goes somewhere becomes a lead against the same contact record.
For example
A list that is worked, not a spreadsheet that is shared
- 1A call list is built from contacts and assigned to a caller.
- 2The caller opens their queue rather than a shared sheet.
- 3Each outcome is recorded against the contact it belongs to.
- 4The do-not-call list is held by the product, so it is applied rather than remembered.
- 5A connected call that goes somewhere becomes a lead on the same contact.
Calling activity becomes a number instead of an anecdote about how busy the team was.
How it runs
In, through, out
A list is built and assigned
Calls are made and outcomes logged
What converted arrives in the pipeline
Calling activity becomes a number instead of an anecdote.
In the product
Actual screens, not mockups
It does not work alone
What Telecalling is connected to
The point of one set of records is that these are not integrations. They read the same rows.