If your organization uses Salesloft sentiments, integrating this functionality with Orum can enhance your call tracking and outcome mapping.
This guide will walk you through the steps to configure required sentiments and dispositions effectively.
Overview
Sentiment functionality in Salesloft can be leveraged when integrating with Orum. Users can:
- Map call outcomes to a disposition and sentiment.
- Set a disposition and sentiment for their default call disposition.
Configuration Requirements & Steps
Organizations using Salesloft and wanting to use sentiments can configure Orum accordingly. Orum admins can follow these steps to set up this feature:
- Access Settings:
- Click the gear icon in the top right corner of the main page to navigate to settings.
- Select Integrations Tab:
- Ensure you are on the "Integrations" tab with Salesloft selected as your integration.
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Cause Disposition Mapping
- Accounts that require DISPOSITIONS in Salesloft must map a disposition to all causes.
- Accounts that require SENTIMENTS in Salesloft must map both a disposition and a sentiment to all causes.
Note: You will not be able to save your settings until these requirements are met.
Default Dispositions
It is strongly recommended that all organizations requiring sentiments set a disposition and a sentiment in the Default Call Disposition For All Reps setting located in Integration settings.
This setting is automatically adopted by all users of the organization unless they choose something different in their personal settings. Be sure to save!
Individual User Settings
Individual reps can still make different selections in their personal integration settings if desired.
- Access Personal Settings:
- Click your initials or display photo in the top right corner.
- Click "Integrations" and complete the "default call disposition" pull-downs as needed.
- Be sure to save!
By following these steps, you can ensure that your Salesloft sentiments and dispositions are configured correctly in Orum, enhancing your call tracking and outcome mapping.