9 tips to get the most out of an auto dialer

Level: Intermediate

It’s not enough to have a power dialer – you need to set it up correctly to get the most out of it. Here are nine tips to maximise the success of your campaigns.

1. CONSIDER YOUR TEAM SIZE WHEN CHOOSING AN AUTO DIALER

While predictive dialers are designed to initiate multiple calls and ensure agents are always talking to someone, they’re not always the best option.

The two-second delay it takes for the system to connect with a lead can cause them to hang up if they don’t hear a voice immediately after answering.

In our experience, if you have a team of less than seven agents, we recommend using an auto dialer to avoid this delay affecting your results.

2. SEGMENT YOUR LEADS

Personalised marketing campaigns are the key to better results. Segmenting your contact base allows you to create tailored messages for each buyer persona.

For example, with the right dialer, you can filter out all men aged 20-35 who live in Madrid and speak English and assign them to a specific agent. This allows each agent to tailor their script and deliver a more direct and effective message.

3. PREVENT YOUR NUMBER FROM BEING MARKED AS SPAM TOO OFTEN

We can’t prevent a number from eventually being marked as spam, but we can extend its life by using a numbering pool.

With Outbound by Enreach, our auto dialer, you can register multiple numbers from the same region and enable random rotation in the campaign settings. This allows the system to choose which number to use for each call.

We also recommend uploading the Robinson list to the system; even if some contacts are active in a campaign, the power dialer will ensure that they are not called, thus complying with privacy regulations.

4. SYNCHRONISE YOUR PERSONAL CALENDAR WITH THE AUTO DIALER

It’s a simple feature, but it can save agents from scheduling meetings with leads at times when they may already have a personal appointment, such as a doctor’s visit.

While they can keep both calendars open at all times, our auto dialer allows them to synchronise their personal email (Gmail, Outlook or iCloud) within the system, giving them a clear view of all their daily commitments.

5. SEND EMAIL CAMPAIGNS FROM THE AUTO DIALER

If your telemarketing campaigns include sending emails to prospects, you’re probably using an external mailing tool.

To avoid investing in multiple licences and to automate emails based on call results, Outbound allows you to create personalised email templates that can be sent from the email address of your choice, whenever you decide.

6. UPDATE CRM DATA AFTER A CALL

Connecting your auto dialer to the CRM ensures that all call information is automatically logged in the customer’s profile.

This removes the need for agents to manually enter data, reducing errors and increasing productivity. It also allows you to compare data, for example, to see how many calls it takes to convert a lead.

7. KNOW YOUR AGENTS’ AVAILABILITY

As the head of your outbound call team, knowing how many agents are active allows you to allocate resourcesefficiently.

With the Activity Calendar feature of our outbound system, you can create custom statuses such as ‘training’, ‘lunch’ or ‘meeting’ to keep you informed of each team member’s status.

8. MAINTAIN A CHANGE LOG

The success of a power dialer depends on correct setup. When a user changes a key setting, it is useful to have a history of the changes.

Our outbound software allows you to check when changes were made and by whom. This is particularly valuable if there’s more than one team leader or supervisor, as it helps to manage accountability.

9. USE SHORTCUTS

The difference between using shortcuts and not using them can save you up to eight full working days a year.

With an auto dialer you can use shortcuts to start recording a conversation or pause a campaign after speaking to a lead, for example

EVERYTHING YOU NEED IS IN ENREACH OUTBOUND 

Our auto dialer has everything you need: two dialling types (automatic and progressive), scheduling, different levels of information access, lead segmentation, automated email and SMS sending, customisable templatecreation, real-time reporting and statistics, and much more.

Request a demo to discover how the right technology can be the key to improving your results, team coordinationand lead management.

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