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Welcome to Orum! Let’s get started.
First, before logging in to Orum via Salesforce, log into your Salesforce account using the internet browser you will be utilizing when operating Orum. (For example, you cannot log into Salesforce in Firefox and then log in to Orum using Chrome. You need to use the same browser for both logins.)
| Orum recommends that you use the Chrome Browser for the best results with calling |
Next, after you have logged into Salesforce, click on “New Tab” in your browser. In this new tab, go to www.Orum.com.
Once the page has loaded, click on LOGIN in the upper right of the Browser.
You should now see these login options:
Login Options - Orum
Select “Log in with Salesforce”. You should then see a screen asking for permissions for the Orum App - Please ACCEPT these permissions to use Orum.
| Did something go wrong? - See details about Salesforce Connected Apps for your Salesforce Administrator |
You should now be logged into Orum and Salesforce in two separate tabs within the same browser.
Now that you are logged in correctly, there are a few initial steps that must be completed before you can start dialing.
Add Call Dispositions
For Salesforce users, you must set up your Call Dispositions before you start dialing the first time.
See this Help Article on Setting the Dispositions.
Navigate to the “Settings” link at the top of the Orum browser app, after you click on Settings.
After clicking on ”Settings,” you will be able to add Dispositions to help you track outcomes of different scenarios, depending upon if the person is interested or similar. See the pictures below that show where to add new dispositions, then make sure to save your results.
When you complete Cause Disposition Mapping you will see the screen shown below from which you will be able to map the built-in “Causes” on the left side to “Dispositions” on the right side. Again, make sure to Save your results.
Load a List from a Salesforce Report
You should see a simple screen like the image below:
Search Lists
If you already have a report ready to dial in Salesforce, type the name of the report into the box beneath the “Search Lists” section. Hint: It must be a Salesforce Report, not a List View.
Need to make a report? Without closing this tab, switch to the Salesforce tab and make a simple report that you can use to get started.
| Important - Only these Salesforce Reports are supported in Orum |
| Best Practice Hint: Start with a simple Lead or Contact report. Display as few fields as possible when you talk to a person on the phone, making sur to include the Phone fields of course. Name your report something that will be easy to find in the search area. If you need help creating a report, please visit the help guide for Creating a Salesforce Report. |
If you made a new report, make sure the report is saved, and then go back to the Orum tab in your browser. Click the browser refresh button so Orum can search for any new Salesforce reports. Once the page has refreshed, you can begin to type the first few letters of your new report name in the “Search Lists” box.The report should now appear as an option to select.
Click on the name of the correct report you would like to load in Orum:
Select Your Calldown List
In this example, we will use Austin's Demo Leads Report from Salesforce.
Once your desired report has been selected, you should begin to see the Leads information plus all of the other fields that were shown in your original Salesforce report.
Calldown List Example
Now that your report has populated, make sure the correct “PHONE” field information is appearing in the area to the left side. If your list is showing “MOBILE,” and you do not want to dial Mobile numbers, you can delete that field.
If your “PHONE” field is not showing, start typing in the name of the phone field in the Dialing Options box. Press enter when the field appears to select this option.
You can ADD more phone field options from your report by clicking in the “Phone Fields” area and you will see a dropdown of all the phone fields available. Add more by clicking on the field in the list. You can also REMOVE a phone field by placing your cursor to the right of the field in the area and clicking Backspace or Delete
Choose a Call From Number
On the lower left side, you can either call from the default phone number shown in the “Call from number“ box or you can select to call from a new phone number.
To select a new phone number, click the (+) sign, enter a prefix number (in the US, an Area Code), and then choose one of the numbers displayed. Please note that numbers are not available in all calling prefixes. Orum will assign this number to you and you can continue to dial from this number in the future.
STEP ONE:
STEP TWO:
STEP THREE:
RESULT:
Create a Voicemail message (Optional)
| Voicemail may not appear as an option in your account. You can add voicemail by upgrading your Orum account. |
See the section to the left side where it shows “Voicemail” - Click the small plus sign (+) next to Voicemail to add a new message. There are two ways to record your voicemail, either directly in the browser or by selecting the record from phone option.
For recording through the browser, simply click record and follow prompts.
STEP ONE:
STEP TWO:
For recording through your phone, click the record through your phone blue hyperlink, enter a name for voicemail, enter your phone number and click the call me button and follow prompts.
| Hint: You can create more than one voicemail for different calling purposes and lists. Then, when you start a dialing session, you can choose the right voicemail for that session. For now, you can just create a default voicemail message to get started. |
Set Auto Detect Features (Optional)
Under the Parallel Dialing setting on the left side, there are checkboxes to select what happens when the system detects an Auto Answer message or a Dialing Tree.
The Automated Options are:
Auto detect and leave/skip VMs - If Orum detects a voicemail, it will set the disposition as "Went to Voicemail", Hang up and move to the next call.
Auto detect and skip dial trees - If Orum detects a dial tree, it will set the disposition ‘dial tree’, hang up, and move to the next call.
Auto skip after 30 sec of ringing- If a call rings for 30 seconds, Orum will set the disposition ‘no answer’, and hang up, and move to the next call.
Auto skip busy/failed calls- If Orum detects a busy signal or failed call, Orum will set the disposition ‘busy’ or ‘failed’, hang up, and move to the next call.
Silence ring tone- If selected, you will not hear any ringing as phone calls are made.
Ready to Dial!
Are your ready to dial now? Click to see the Start Dialing help article!
More on using Orum …
What changes in Orum would trigger assignment rules Salesforce
In Orum, when users edit a field on the connect screen, that would change the lead assignment in Salesforce.
This excludes field like disposition and comments because those are related to the logged call and not the field.
Analytics
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, 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 to us at support@orumhq.com. You can also visit our knowledge base at https://orumhq.zendesk.com/hc/en-us.