Dispositions in the Settings Tab

Dispositions in the Settings Tab

Establishing Dispositions

Establishing dispositions in Orum functions a little differently depending on which integration you are using.

Salesforce Integration Users- Are able to create additional dispositions straight from Orum, but the below will automatically be available:

Answered - Booked Meeting
Answered - Elevator Pitch Rejected
Answered - Follow Up Required
Answered - No Longer with Company
Answered - Wrong Person, Gave Referral
Answered - Wrong Person, No Referral
Busy - Call Later
Hook Rejected
Objection: Already Have Solution
Objection: Asked to Send Info
Objection: Not A Priority
Objection: Other
False Positive
Gatekeeper
Left Voicemail
No Answer
Wrong Phone #

Outreach and Salesloft Users- Dispositions are synced over from the CRM and are loaded directly into Orum.  If the user needs to make changes or updates, they must be completed over in the CRM.

Orum Recommended Dispositions

Your company can use your own dispositions, but in the event that you are looking for recommendations, the following are the dispositions that Orum recommends. 

You can use this link to view the Disposition Explanations at the bottom of this knowledge article.

No Answer ;

Bad Number ;
Busy ;
Busy Call Later ;
Elevator Pitch Rejected ;
False Positive ;
Follow Up Required ;
Gatekeeper did not Transfer ;
Gatekeeper transferred - Did not leave VM ;
Gatekeeper transferred - Left VM ;
Hook Rejected ;
Left Voicemail ;
Meeting Scheduled ;
Objection Already Have a Solution ;
Objection Asked to Send Info ;
Objection Not a Priority ;
Objection Other ;
Person Left Company ;
Reach back out in X time ;
Went to Voicemail ;
Wrong Person - Gave Referral ;
Wrong Person - No referral

What fields do I need to map to show up in analytics?

• If you want accurate analytics and numbers to show up, you will need to edit your cause disposition mapping settings, this allows Orum's AI to log what happened when Orum automatically hangs up on a call.

How to set up dispositions?

• Navigate to the settings tab (cog icon). Find this labeled area and click into the drop down.

  You can edit your disposition setting by simply clicking edit. A pop-up menu appears where you will categorize the disposition by type such as meeting, connect, and unanswered, and then choose what automation happens when this disposition is selected.

Explanation of Recommended Call Dispositions

No Answer

• Standard No Answer

Went to Voicemail

• Went to a VM

Busy

• Busy Signal

Bad Number

• connected with somebody who is not associated with the company or target prospect whatsoever

Busy- Call Later

• Prospect is busy and asked for you to call at another time

Elevator Pitch Rejected

• Prospect declines to talk further after you give your pitch

False Positive

• Orum falsely detected a human being and connected you with a machine. This does not happen often, but may happen from time to time which is why the disposition is included

Follow-Up Required

• Had a good conversation, but requires more follow up before handing off

Gatekeeper did not Transfer

• Connected to gatekeeper, but they were not able to transfer you to desired prospect

Gatekeeper transferred- Did not leave VM

• Connected with Gatekeeper and they were able to transfer you. Upon transferring, the call went to VM but you did not leave one

Gatekeeper transferred- Left VM

• Connected with Gatekeeper and they were able to transfer you. Upon transferring you left a VM

Hook Rejected

• Prospect declines to take your call after you introduce yourself

Left Voicemail
Meeting Scheduled

• You booked a meeting!!! Woohoo!!!

Objection: Already Have a Solution

• The prospect already has a solution for your services

Objection: Asked to Send Info

• Prospect asked you to send information

Objection: Not a Priority

• Your solution is not a priority for them

Objection: Other

• Used for when an objection is given, but there is not an appropriate disposition available. In this case please use comment section to leave specifics

Person Left Company

• Prospect is no longer at company

Reach back out in X time

• Prospect asked you to reach back out later in the year when they might be evaluating solutions like yours

Wrong Person - Gave Referral

• This person has no power, as far as selecting tools to use. However, the person told you who you should reach out to

Wrong Person - No referral

• This person has no power, as far as selecting tools to use and did NOT tell you who the right person to reach out to is.