1. Create Smart Views with your leads. Smart Views are saved Lead Filters that give you one-click access to your favorite searches in Close. They tell you 1) if you should call this lead (or not), and 2) what you should say. Specify a particular lead status (e.g. trial), filter for local time, consider any lead assignments, decide how long to wait between calling attempts—and more. Smart Views automatically add and remove leads that meet your established criteria. Easy enough, right?
Create Smart Views with your leads.
“We live and die by Smart Views,” says Liz Stephany, Director of Sales and Success at Close. “We have a Smart View with filters to show us new trial signups with no call or text outreach from our team. Then, our sales team can start calling these leads, and as they call, those leads are removed from the list (and new ones are added).”
2. Pick up the built-in Power Dialer to burn through lead lists. The Power Dialer is the best way to call a high volume of leads quickly. Inside your Smart View, smash the “Call” button and the system will burn through your leads—automatically—one after another. Pause to take notes, or enable call recording and the Call Assistant to do it for you!
Pick up the built-in Power Dialer to burn through lead lists
3. Use the Predictive Dialer for next-level efficiency. The croatia telegram data Predictive Dialer calls multiple lead numbers at once, and connects you (or your team, if it’s a group sesh) to the folks who actually answer. If you’re tired of busy tones, voicemails, or disconnected numbers, this dialer lets you sidestep that stuff and get back to productive outreach.
4. No answer? Use Voicemail Drop to leave a one-click message. The Dialer plus Smart View combo is super effective, but sometimes you’ll still land in voicemail. Use Voicemail Drop to leave a pre-recorded message in one click, saving your reps’ time and breath.
Use the Predictive Dialer for next-level efficiency
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