Power Dialer Workflow Setup & Tips

The Power Dialer is an advanced feature within the CRM that automates the calling process, allowing users to dial through a list of contacts efficiently. This tool is particularly beneficial for users who regularly manage a large volume of calls. It saves time and ensures no contact is overlooked, improving follow-up and lead management. To make the most of this tool, you must set up a workflow specifically designed for the Power Dialer.

Setting Up the Tag

Navigate to the Settings section of the CRM, scroll down, and select 'Tags'.  To create a new tag click the “+ New Tag” button to start.

Name the new tag (e.g., Power Dialer) in the pop-up, and click “Create”. 

Setting Up the Power Dialer Workflow

Setting up the Power Dialer is straightforward and involves a few key steps:

Go to the “Workflows” tab, select "Create New Workflow", and click on “Start from Scratch”.

Name your workflow appropriately for future reference, (e.g., Power Dialer Workflow). Then set the workflow trigger to “Contact Tag”. 

Within the Trigger, specify the tag you create. In this case, we would be using the Power Dialer tag. You can rename the trigger Power Dialer for easy identification.

Proceed to add the “Manual Call” action to the workflow. This is the only action needed for the basic setup.

Ensure to Publish and Save the workflow.

Adding Contacts to the Power Dialer

There are two primary methods to add contacts to your Power Dialer workflow:

For Existing Contacts

Navigate to Contacts. Under the Smart List tab, you will find the existing contacts in the CRM.

Select the contacts you wish to add and choose "Add to Automation".

In the pop-up, click the “Ok, proceed” button to continue.

In the dropdown, search and select your Power Dialer workflow and add a description if needed. For the contacts, you can choose to “Add all at once”, "All at scheduled time", or "Add in drip mode". Add a description and then click on "Add to Automation".

For New Contacts (Importing)

Click on "Import Contacts".

Choose the Contacts option and click on Next.

Upload your CSV file containing the contacts, select how to import contacts, and then select to find existing contacts based on email and phone. Click on Next to continue.

Make sure to Map the fields accordingly.

Add the contacts to the Power Dialer workflow, ensure you tag them with your Power Dialer tag, click on the consent box, and then select Start Bulk Import to import the contacts.

Using the Power Dialer

Once your contacts are added, you can start making calls by navigating to the Power Dialer and clicking 'Let's Start'. The system will automatically dial the next contact in your list, providing a seamless calling experience.

• During Calls: You can log the outcome of each call (e.g., answered, no answer) which helps in maintaining accurate call reporting and analytics.
• Post-Call Actions: You can schedule follow-ups, add notes, or book appointments directly from the contact's profile, enhancing lead management and follow-up efficiency.

The Power Dialer is an essential tool for efficient contact management, enabling streamlined communication and improving overall productivity. Automating the calling process and integrating follow-up actions directly within the CRM ensures no opportunity is missed. With proper setup, tagging, and usage, the Power Dialer workflow can significantly enhance your calling strategy and lead management.

Troubleshooting and Tips

• Ensure Accurate Tagging: Properly tagging your contacts is crucial for the Power Dialer to function correctly. Double-check your tags if you encounter issues.
• Workflow Activation: Make sure your Power Dialer workflow is published and active.
• Refreshing Contacts: If newly added contacts don't appear immediately, give it a few moments or refresh the page.

FAQs

Q: Can I customize the time between calls?

• Yes, the CRM allows you to set a buffer time between calls for better call management.

Q: How do I access call reports?

• Navigate to 'Reporting' and then 'Call Reporting' to view detailed analytics of your calls.

Q: Can I listen to recorded calls?

• Yes, you can access recorded calls either from the contact's activity log or through the call reporting section.