/ /
Smart Call Prep: Prospect Info
Updated 9 months ago

The difference between a successful call and a missed opportunity can often come down to the quality of the conversation.

Orum is designed not just to increase the quantity of your calls but to significantly enhance their quality. By ensuring you have all the necessary information readily available as you dial, you can elevate your sales calls from basic cold calls to strategic engagements that stand out.

Here are some steps you can take to ensure that you have the relevant information at your fingertips. 

  1.  Leverage Displayed Fields: Orum allows you to customize which fields are displayed during your calls. This feature ensures you have the most up-to-date information, allowing for a more personalized and effective approach.

  2. Access through Personal Settings: To tailor which details you see, navigate to your Personal Settings within Orum. Here, you can select the specific fields you find most useful, whether it's details about the prospect's role, their company, previous interactions, or any other information that could inform your approach and improve your call's success rate.

  3. Prepare for Success: Before starting your calling session, take a moment to review the displayed fields you’ve set up. Familiarize yourself with the types of information available to you. This preparation ensures that during the call, you can seamlessly weave this information into the conversation, making each interaction as impactful as possible.
Was this article helpful?