Any sales list that you create can be called in your campaign. Advantages of calling a list:
1. It's a quick way to phone everyone on a given list, or to make comments on everyone in that list.
2. With Dispositioning, you can keep track of your results (left message, talked with secretary, had brief conversation, etc.). You can pause the campaign
when you leave for the day, and pick up right where you left off the next day. Later, you can use those Dispositions to create subsets of that list -- e.g. People Who Said They'd Call Me Back, People I
Couldn't Reach, People Who Sounded Interested -- and then just call or mail to those subsets.
3. Lists are great for data management. You can make a UDF (User-Defined Field) based on the information from a certain list sort, or update the records and contact logs
for everyone on that list.
How do I call a list in my campaign?
Go into the Sales Manager. Select a list (or create a new one) by highlighting the list name. Click the Phone icon at top. The program will take you to the contact record for the first
person on the list. At the lower left edge of the window, it will display the number of records in that list, and the progress you've made getting through the list. Also at the bottom of the screen, you will see the disposition of that record (Successful, Busy, No Answer, etc.). The default
disposition is "Not Called."
When viewing a contact record in a Sales Campaign (as opposed to viewing a contact record elsewhere in the program), there are an additional six buttons at the bottom right: Cancel List, Dial, Disp(osition), Prev(ious), Goto, and Next.
The Dial button makes the program auto-dial (speed-dial).
The Disp (Disposition) button lets you change the disposition of the contact, an easy way to note the outcome of the call.
The left and right arrows at the top of the screen will move you quickly through the list.
What happens if I need to pause my Campaign?
At any time, you can leave the list and return to it. If another client calls, and you pull up that person's record, the program will ask you, "List in progress! Cancel and switch to person?" If you say Yes to this, the program will save the list, and you
can pick up right where you were (Resume). To resume the list, go to Sales, highlight the list, and in Select, click the box by "Resume" before you click on the Phone icon to begin calling.
Helpful Hints
1. You can set Sales Stages to track overall progress for each contact record. These Stages appear next to the Disposition choices. An example of a way you could set the Sales Stages:
Stage 1: Qualifying a Lead (turning a Lead into a Prospect, as that Lead expressed Interest).
Stage 2: Has agreed to come to a seminar.
Stage 3: Set up a one-on-one meeting.
Stage 4: Agreed to establish an account.
2. You can mail to a portion of the list. For instance, if you want to mail to people you haven't been able to reach by phone: Click on the Mail manager, select the document for merging, click Merge, highlight the list you want to send to, and select "No Contact" on the right.
Only those contact records whose disposition is "No Contact" will receive the document.
3. You can also set Action Items (in the Events Schedule) or define the Objective for each Campaign List. The bottom half of the Campaign screen is devoted to this. By setting Action Items, you are setting reminders and to-do list items for other people in your
workgroup, or for yourself.
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