Getting Started with Salesloft

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Welcome to Orum! Let’s get started.

First, before logging in to Orum via Salesloft, log into your Salesloft account using the internet browser you will be utilizing when operating Orum. (For example, you cannot log into Salesloft in Firefox and then log in to Orum using Chrome. You need to use the same browser for both logins.)

Next, after you have logged into Salesloft, click on “New Tab” in your browser. In this new tab, go to www.OrumHQ.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 Salesloft.” You should see a Salesloft screen asking for you to grant permissions to the Orum App - Please ACCEPT these permissions to use Orum.

You should now be logged into Orum and Salesloft in the same browser with two different Tabs.

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

(Optional for Salesloft)

For Salesloft users, you can also modify your Call Dispositions before you start dialing the first time.

Navigate to the “Settings” link at the top of the Orum browser app. After you click on Settings, you will see the screen shown below. 

Set up Call Dispositions:

Cause Disposition Mapping

Load a Dialing List into Orum

You should see a simple screen like the image below:

Search Lists

Click on the name of the Orum Salesloft Cadence you’d like to use. (You may need to type in a few letters of the Cadence name …)

If you already have a Cadence ready to dial in Salesloft, just type the name of the Cadence into the box in the “Search Lists” section. Hint: It must be a Salesloft Cadence with Dialing Steps - an email only Cadence will not work.

If you had to make a new Cadence, save it and go back to the Orum tab in your browser. Click the browser refresh button so Orum can re-read the Salesloft Cadences. Now you can type in the first few letters of your new Cadence name and it should appear.

In this example, we will use the Example Dialer 08 Salesloft from Salesloft.

Now you should see the Prospects from the Cadence and the same fields your Cadence shows in Salesloft.

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.

So, if seeing this in your list:

Check the phone fields in the dialing options box on the left-hand side of your screen to be sure the correct phone fields are listed:

You can ADD more phone field options from your report by clicking in the “Phone Fields” area. 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 Call From.

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:

RESULTS:

Create a Voicemail message (Optional)

On the left side, where is shows “Voicemail,” click the small plus sign (+) next to Voicemail to add a new message. You may record directly in Orum from your browser or by selecting the blue hyper link "Record with your phone."

STEP ONE:

STEP TWO:  Click record, record message, click done at end of the message, and then click Save. Be sure to name the voicemail!

ALTERNATE STEP 2 FOR RECORDING VIA PHONE: Click the hyperlink to record by phone. 

STEP THREE: Name the voicemail, and enter phone number of the device you want to record from, click call me and follow prompts. Be sure to Save!

Set Auto Detect Features (Optional)

 Auto detect and leave/skip VMs - If Orum detects a voicemail, it will set the disposition ‘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 seconds 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 …

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.