Qualify an interested prospect
Capture the information your sales team needs to follow up: fit, interest, priority and a requested meeting time. A requested time is not a confirmed calendar booking.
See the Sales workflowGetting started · Outbound
More conversations.
A clear next step.
A strong campaign starts with an audience you can call and a specific job to do. Write the outcome first, then the conversation.
Explore outbound calling ↗Choose one goal for the first campaign.
Find who can take a shift
Ask your own workers about a specific opening. Record yes, no or tentative so a coordinator can confirm the final assignment.
See the Workforce workflowLearn from a customer experience
Ask a consistent, short set of questions after a service interaction. Capture the answer and the issue that needs a person’s attention.
See the Engage workflowPrepare a campaign your team can finish.
Review your audience
Know where every contact came from and the basis on which you may call. Keep suppression, consent and opt-out information with the contact record.
Review the questions and the handoff
Write concise questions. Define what to record, when to stop and which person or system receives an interested response.
Choose reasonable operating limits
Set the audience size, calling window, attempt pacing and spend controls. Start with a small reviewable group before increasing volume.
Listen, inspect and improve
Review outcomes and evidence. Correct unclear questions or inaccurate business information before the next batch.
Measure the work after the dial.
Attempts, conversations and useful outcomes answer different questions.
A high attempt count is not a sales result. Look at who answered, what they said, what your team did next and which requests still need a response. Export the records into your existing system when that is where the team works.
Choose the workload. Keep the purpose clear.
Engage, Workforce and Sales have separate subscriptions and usage pricing.
Compare outbound plans