The Power Dialer is an advanced feature within the CRM that automates the calling process, letting you dial through a list of contacts efficiently. It's especially useful if you regularly handle a large volume of calls, saving time and making sure no contact gets missed, which helps with follow-up and lead management. To get the most out of it, you'll need to set up a workflow specifically for the Power Dialer.
Setting Up the Tag
Navigate to the Settings section of the CRM, scroll down, and select 'Tags'. To create a new tag, click the "+ New Tag" button to get started.
Name the new tag (e.g., Power Dialer) in the pop-up, and click "Create".
Setting Up the Power Dialer Workflow
Setting up the Power Dialer is straightforward and involves a few key steps:
Go to the "Workflows" tab, select "Create New Workflow", and click on "Start from Scratch".
Give your workflow a clear name for future reference (e.g., Power Dialer Workflow), then set the workflow trigger to "Contact Tag".
Within the Trigger, specify the tag you created. In this case, we'd be using the Power Dialer tag. You can rename the trigger Power Dialer for easy identification.
Next, add the "Manual Call" action to the workflow. This is the only action needed for the basic setup.
Make sure to Publish and Save the workflow.
Adding Contacts to the Power Dialer
There are two main ways to add contacts to your Power Dialer workflow:
For Existing Contacts
Navigate to Contacts. Under the Smart List tab, you'll find the existing contacts in the CRM. Select the contacts you want to add and choose "Add to Automation".
Add a description (1), then search and select your Power Dialer workflow (2). For the contacts, you can choose to "Add all at once", "All at scheduled time", or "Add in drip mode" (3) and then click on "Add to Automation" (4).
For New Contacts (Importing)
Click on "Import Contacts".
Choose the Contacts option and click on Next.
Upload your CSV file containing the contacts, select how to import contacts, and then select to find existing contacts based on email and phone. Click on Next to continue.
Make sure to map the fields accordingly.
Add the contacts to the Power Dialer workflow, make sure you tag them with your Power Dialer tag, click the consent box, and then select Start Bulk Import to import the contacts.
Using the Power Dialer
Once your contacts are added, you can start making calls by navigating to the Power Dialer and clicking 'Let's Start'. The system will automatically dial the next contact in your list, giving you a seamless calling experience.
- During Calls: You can log the outcome of each call (e.g., answered, no answer), which helps keep call reporting and analytics accurate.
- Post-Call Actions: You can schedule follow-ups, add notes, or book appointments directly from the contact's profile, making it easier to manage leads and stay on top of follow-ups.
The Power Dialer is an essential tool for efficient contact management, streamlining communication and improving overall productivity. Automating the calling process and integrating follow-up actions directly within the CRM means no opportunity gets missed. With proper setup, tagging, and usage, the Power Dialer workflow can make a real difference to your calling strategy and lead management.
Troubleshooting and Tips
- Ensure Accurate Tagging: Properly tagging your contacts is crucial for the Power Dialer to work correctly. Double-check your tags if you run into any issues.
- Workflow Activation: Make sure your Power Dialer workflow is published and active.
- Refreshing Contacts: If newly added contacts don't appear straight away, give it a moment or refresh the page.
FAQs
Q: Can I customise the time between calls?
- Yes, the CRM lets you set a buffer time between calls for better call management.
Q: How do I access call reports?
- Navigate to 'Reporting' and then 'Call Reporting' to view detailed analytics of your calls.
Q: Can I listen to recorded calls?
- Yes, you can access recorded calls either from the contact's activity log or through the call reporting section.