If you work in Telesales or work with people who do then you are best to run through this trainingCustomers that order regularly or respond well to a call to take an order

Table of Contents

What is a Telesales Call List

Telesales Daily Run Sheet is a list of calls to make for each day.

How does a customer get on the list?

 A customer ends up on the list based on the call cycle on the debtor card for Telesales.

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Sales calls are tracked against the Debtor / Lead.  Each time a call is planned a new "Sales Call" record is created.  

Each time a planned call is deferred to another date that days call is marked as "cancelled" and a new call is created for the new date.

Step-by-step guide

Start the day

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- Open the Telesales Dashboard and create all Telesales Calls for the day

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The result should look like this

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Using the screen

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- sort

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/ filter / see only those you have not yet completed

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Leads

Review any new leads in the dashboard to action first

1. Call leads
2. Send emails for them to follow up
3. Assign a sales rep to call today and arrange a visit

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Select a customer or lead to call - review their information before calling.

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Correspondence history only shows emails in the last 180 days

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Call the customer

if no answer

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- Update the call outcome to "Call Back" to defer the call to later in the day or another day if required

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if the customer answers

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- Take payments

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, Enter a new order 

Select the Place an order button

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Back on the Telesales Screen - update notes on the customer for next time

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Update the call outcome - and save.

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Note that all historical call outcomes are on the debtor

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All orders placed on customers in your Telesales list for the day will show on the Order list

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Try it yourself

1. Open the Telesales Screen and create the day - it might already exist
2. Select a customer and review the information
   1. Create a sales order using recommended order
   2. Add lines, remove lines
   3. Use the promotions wizard
   4. Submit the order - close the screen
   5. Update the call outcome and sales notes - Save the Outcome
3. Select another customer
   1. Open the Debtor card and flag "Use recommended Order"
   2. Create a sales order using the historical order
   3. Add lines, remove lines
   4. Use the promotions wizard
   5. Submit the order - close the screen
   6. Update the call outcome and sales notes - Save the Outcome
4. Repeat for a number of orders

You will now have a number of orders that are ready for pick and pack

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Related articles

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