Customers 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.

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

The result should look like this

Using the screen - sort / filter / see only those you have not yet completed

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

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

Correspondence history only shows emails in the last 180 days

Call the customer

if no answer - Update the call outcome to "Call Back" to defer the call to later in the day or another day if required

if the customer answers - Take payments, Enter a new order 

Select the Place an order button

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

Update the call outcome - and save.

Note that all historical call outcomes are on the debtor

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

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