Enabling Trusted Calling Step By Step Process Improving Call Pick Up Rates

Welcome to this guide on how to make your business calls more trusted and increase the chances of people picking up! If you're tired of your calls being ignored because they're marked as "scam likely," you're in the right place. This article will walk you through enabling the Trusted Calling feature in your CRM, making your calls appear more friendly and trustworthy to potential clients and customers. You might be wondering, what exactly is Trusted Calling? How does it change the way my calls are received? Or maybe you're curious about the steps needed to set this up. Can this feature really make a difference in how often people answer my calls? And what if I run into problems while trying to enable it? Don't worry; we've got you covered. You'll learn all about Trusted Calling, from understanding its benefits to following a simple step-by-step process to get it up and running. We'll also touch on what to do if your business profile isn't approved right away and how long the review process might take. Plus, we'll answer questions about using Trusted Calling for multiple numbers and ensuring your calls are seen as legitimate.By the end of this guide, you'll be equipped to improve your call pick-up rates significantly, helping you connect with more clients and grow your customer base. So, let's dive in and discover how to make your business calls more effective and trusted!

How to Enable Trusted Calling in Your CRM: A Step-by-Step Guide

Introduction

In today's digital age, making a positive first impression with outbound calls is crucial for lead generation and customer engagement. However, a common obstacle businesses face is their calls being labeled as "scam likely," which significantly reduces the chances of potential clients answering their calls. This guide is designed to help you navigate and enable the Trusted Calling feature within your CRM, a solution aimed at overcoming this challenge. Whether you're making outbound calls yourself or managing calls for clients, this feature is a game-changer in improving call pick-up rates, thereby increasing your client and customer base.

Understanding Trusted Calling

Trusted Calling is a feature within the CRM that allows your business number to be recognized as a verified and trustworthy source when making outbound calls. This means that instead of your call appearing as "scam likely," it will display a pre-set friendly name, making it more likely for recipients to answer your calls. This feature is especially beneficial for businesses that rely heavily on phone communication for lead generation and client engagement.

Steps to Enable Trusted Calling

To take advantage of Trusted Calling, follow these simple steps:

Accessing the Settings: Start by navigating to the settings section of your CRM. It's important to note that this feature needs to be enabled at the sub-account level, not the agency level.

Completing Your Business Profile: Before enabling Trusted Calling, your business profile must be fully completed. This includes basic information such as your business address, EIN number (if applicable), industry type, and an authorized representative. The CRM will guide you through any missing information, ensuring your profile is ready for review.

Submitting for Review: Once your business profile is complete, submit it for review. This step is crucial for the Trusted Calling feature to become available.

Enabling Trusted Calling: After your business profile is approved, navigate to the "Phone Numbers" section and look for the "Trust Center." Here, you can activate Trusted Calling by entering your business number and setting a friendly name. This name is what will appear on the recipient's caller ID when you make an outbound call.

Verification Process: Following the activation, the CRM will initiate a verification call to the number you provided. A code will be displayed on your screen, which you'll need to enter during the call to complete the verification process.

Finalizing Caller ID Verification: Although not mandatory, it's recommended to verify your caller ID. This involves adding a new caller ID under the "Phone Numbers" section and selecting it as the verified number for outbound calls. This step further ensures that your calls are recognized as legitimate.

Troubleshooting and FAQs

• What if my business profile is not approved? Ensure all required fields are accurately filled out and resubmit for review. Double-check your business information for any errors or omissions.
• How long does the review process take? The review process can take a few days. If you haven't heard back within a week, contact CRM support for assistance.
• Can I use Trusted Calling for multiple numbers? Yes, Trusted Calling can be enabled for multiple business numbers, each with its own friendly name.

Conclusion

Hey there! Thanks for checking out this guide on making your calls more trustworthy with Trusted Calling in your CRM. This cool feature helps your business calls show up with a friendly name instead of "scam likely," so more people will pick up. Here's a quick rundown of what we covered:

1. **Getting Started**: First, head to your CRM settings. Remember, you gotta do this for each sub-account you manage.

2. **Fill Out Your Business Info**: Make sure your business profile is complete. This includes your address, EIN (if you have one), what kind of business you are, and who's in charge.

3. **Submit for a Check-Up**: After filling out your profile, send it in for review to get the Trusted Calling feature ready to roll.

4. **Turn On Trusted Calling**: Once you're approved, go to the "Phone Numbers" section, find the "Trust Center," and activate Trusted Calling by adding your business number and a friendly name.

5. **Verify It's Really You**: You'll get a call to verify your number. Just follow the instructions, and you're almost there.

6. **Double-Check Your Caller ID**: It's a good idea, but not a must, to verify your caller ID too. This makes your calls even more legit.If you hit a snag, like your business profile not getting approved, just double-check your info and try again. The review process might take a few days, so be patient. And yes, you can set this up for more than one number!

By following these steps, you'll make your calls more appealing and trustworthy, hopefully getting more folks to chat with you. If you're stuck or curious about more ways to use your CRM, reach out to support or look for more guides. Thanks for hanging out, and here's to making those calls count!