The Call Lists feature in Digital Selling Workspace offers several capabilities to streamline and enhance outbound sales activities.
The capabilities include:
- Easily Create Call Lists: The Call Lists feature provides a guided flow that makes it easy to create call lists. Sales representatives can target and generate prospects or customers from various entities, such as leads, contacts, or accounts. This capability allows Sales Representatives to create customized call lists based on specific criteria, ensuring they focus on the most relevant contacts for their sales efforts.
- Prioritize and Balance Sales Resources: When assigning call lists to sales resources, the Digital Selling Workspace allows for prioritization and balancing of resources. Sales managers or administrators can assign call lists based on factors such as sales territory, expertise, or workload, ensuring a fair distribution of calls and optimal utilization of sales resources.
- Sales Collaterals for Customer Interaction: The Call Lists feature equips sales representatives with sales collaterals that serve as guidance during customer interactions. These collaterals can include scripts, templates, or other relevant materials that provide valuable information and ensure consistency in messaging during customer engagements. This capability helps Sales Representatives deliver effective and unified messages to prospects and customers.
- Define Call Objectives and Topics: To maintain consistency and focus during customer engagements, the Digital Selling Workspace allows the definition of call objectives and topics. Sales managers or administrators can specify the key objectives and talking points for each call list, ensuring that Sales Representatives have clear guidance and align their conversations with the defined objectives. This capability enhances message consistency and improves the overall effectiveness of sales calls.
- Monitor Call Campaign Progress: The Digital Selling Workspace provides visibility into the progress of call campaigns. Sales managers or administrators can monitor the progress of call lists from both a list view, providing an overview of all call lists, and a detail view, offering insights into the progress of individual call lists. This monitoring capability helps track campaign performance, identify areas for improvement, and ensure that call lists are effectively executed.
