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Let’s Start Dialing!
Now you are ready to start dialing! The best way to start is Power Dial. This is a rapid sequence one-number-at-a-time dialing mode. It can cycle through the list and will stop if the person answers.
Select Power Dial
|Power Dialing may be the only option in your account. To gain access to Parallel Dialing, please upgrade your account or contact an account expert.|
Dialing from the Browser
We recommend that you dial right from the browser. This method gives the smoothest handoff when someone answers the phone. The alternate option allows you to dial in from a device of your selection.
Before you can dial from your browser, you may need to Grant Permission to use the Microphone.
In Chrome, after you try to dial the first time, the screen may flash and look like it did nothing.
Look up in the URL status area and you will see the microphone icon with an “x,” meaning the microphone cannot be accessed by the browser for this application.
|Other browsers may show this in different areas.|
Now, when you click on the Dial from Browser button, you should hear the system give you a code. Type this code into the box and click JOIN. The system will start to dial.
|Can’t hear a code? Try setting your speakers to play into the best output device.|
Using your own phone for the dialing session
Regardless of whether you use the browser or your own phone, Orum will dial from its internal VoIP platform. The browser or your phone are used to listen into the dialing and to speak to your prospects if they answer the call.
If you wish to use your own phone to attend the session, simply click on the See Alternative Option link. A phone number will appear. Dial that number using your phone and the system will speak a code to you. Enter that code into the box and click JOIN.
Dialing and Managing a Call
You will see the system dialing numbers, when a person answers, the system will Pause while you handle the phone call.
The person who answered has their information displayed in the Orum panel. You can greet them by name, and if you have organized your call lists by topic, you can just start the conversation. Otherwise, you may need to manage the call based on the person’s title or company.
|Best Practice Hint: Your call Report, or Sequence or Cadence is best if organized by calling topics, so you can stay in context for the entire session. The only exception is follow up call lists, where you need to quickly ascertain the topic from the person’s status in front of you on the screen.|
You can take notes right in the Orum screen during the call or when the call is complete.
After your call is complete, add disposition notes and a status in the screen and get ready to resume dialing.
To start dialing again, click on the Resume Dialing button.
If you need to take a break, or if you get interrupted by an inbound call, you can Pause dialing at any time …
Active Dialing Screen
This is what the screen will look like during active dialing. The screen changes often and you can see the status of every attempt, bad number, hangup and most important, an active call response.
Dialing Ended - Choose a New List to Dial!
When you have completed dialing a list, this screen will appear and invite you to choose a new list, report, cadence or sequence to call.
More on using Orum …
If you click the “Settings” tab, you can configure the list of fields you want to display from SalesLoft. Orum supports various prospect and account fields, including your custom fields, so you can have all the necessary context for your conversations.
At any time, you can view the “Analytics” tab to see a summary of your dials. You can analyze the dispositions you’ve selected over various time periods, see how long you’ve dialed/talked for, and get a breakdown of the call results (voicemails, failed, busy, dial trees, etc).
Questions and Support
If you have any questions or concerns, please reach out at firstname.lastname@example.org. You can also visit our knowledge base at https://orumhq.zendesk.com/hc/en-us.