If you're an admin looking to effectively set up your Orum account for your entire team, you're in the right place. Orum provides a powerful platform for sales professionals, and to get the most out of it, you'll want to ensure that your account is properly configured. In this article, we'll walk you through the essential steps and information for each integration.
General Setup Checklist
1. Log in and Authorize Orum
The first step is to log in to your Orum account and authorize it to connect to your CRM or sales tool of choice. This integration setup is crucial for a seamless workflow and data synchronization between Orum and your existing systems. To do this, follow these steps:
a. Log in to your Orum account.
b. This will automatically take you to log in via your CRM or sales tool.
c. Follow the prompts to authorize the connection.
2. Configure Call Dispositions
This step is recommended for most integrations but optional for Salesloft users. Call dispositions help categorize the outcomes of your calls, providing valuable data for analysis and follow-up. To configure call dispositions:
a. Navigate to Account Settings by clicking on the gearwheel icon in the top-right. Here, you'll see an option in the left-side menu to add your call dispositions.
b. Add the relevant call dispositions that align with your sales process. You can also follow our recommended best practices and guide.
3. Map Cause Dispositions
Orum provides an automation feature called Cause Disposition Mapping, which helps save time when dialing down your call list. When Orum automatically hangs up on a call, it assigns a 'cause.' You need to map this cause back to your CRM via a disposition you've established in the previous step.
To map Cause Dispositions:
a. Navigate to Account settings
b. Find the Cause Dispositions section and map the causes to corresponding dispositions in your CRM
4. Enable Call Recording and Monitoring
Enabling call recording provides visibility into every call made from Orum. It's an invaluable tool for quality control, training, and compliance purposes.
Orum's recording settings are flexible, allowing you to tailor them to your organization's compliance needs.
You can also enable call monitoring, allowing all users in your account to use various features in Orum, such as listening to calls on the Salesfloor. To enable call recording and monitoring:
a. Go to Account Settings.
b. Navigate to the Call Recording and Monitoring section.
c. Configure your settings according to your organization's requirements.
5. Set Up International Calling
Orum supports international calling to countries including the USA, Canada, UK, Australia, Republic of Ireland, and New Zealand. To activate international calling:
a. Reach out to Orum's support team within the platform.
b. Let them know which international countries you'd like to call into.
6. Invite Users and Set Permissions
To ensure your entire team can effectively use Orum, invite more users to your account and establish roles and permissions. This will help you control who has access to various features and data within Orum. Follow this short guide:
a. Access your Account Settings.
b. Find the User Management section.
c. Invite users and set up roles and permissions as needed.
With these steps completed, your Orum account will be well-configured and ready for your entire team to use effectively. If you encounter any issues or need further assistance, don't hesitate to reach out to Orum's support team for guidance.