How to Maximize Opportunities from Your Calling Sessions
Use this CallAction workflow to generate more business from your telemarketing efforts using phone dialers.
About 70-90% of your outbound calls will not be answered, depending on your call list. The majority of the time, consumers will not answer because they don't recognize the number or they are not available to actually take the call.
Here is the workflow to maximize your return from your telemarketing efforts.
Use a CallAction local number as the masked caller ID to increase call answer rates.
Capture all of the inbound calls automatically and add them to your CRM
Distribute incoming calls simultaneously to multiple people via call broadcast to a team to answer hot prospect call-backs
Automatically engage the inbound leads with drip campaigns
Stay top of mind with holiday text messages
Workflow Steps
Here are the detailed steps of the workflow:
Setup CallAction Call Back Number(s)
We recommend you set a dedicated number for this workflow to get detailed insights.
Tip: Select a local number to display for increased engagement.
Login to CallAction
Click on Phone Numbers
Click on Add Phone Numbers
Enter the desired Area code
Optional - you can refine your phone number search to a specific number series or vanity words
Click search phone numbers
List of available phone numbers will appear
Select the checkbox next to the phone number(s) you want to add to your account
Scroll to the bottom, click "Get Selected Phone Numbers"
Tip: If you want to distribute call-backs to multiple people simultaneously, use or call broadcast tool.
Set Campaign Name of CallAction to Tag Leads
Set your campaign name on your CallAction number to automatically track and tag inbound call-backs
Setup CRM Integration to Capture Call Backs
You can integrate CallAction with your CRM to capture the responsive leads and quickly build your database.
Setup the Holiday Text System
Stay top of mind with all of your inquiries.
Setup your holiday text system
Setup Your Drip Campaigns
Follow-up on all leads automatically with custom drip campaigns that match your outbound calling offer.
Learn more about drip campaigns
Setup Your Masked Caller ID on your Dialer
Lastly, you need to set the caller ID in your outbound phone dialer.
Setup your outbound Caller ID on Mojo Dialer
Now you are ready to maximize opportunities from your outbound efforts.
Try this CallAction Workflow
You can signup for a free 14-day trial of CallAction intelligent automation.