Name: Webinar: How the Right Sales Scripts & Technology Drives Production Numbers
Uploaded: 2021-05-21T22:32:17.000Z
Duration: 27 min 50 s
Description: Webinar: How the Right Sales Scripts & Technology Drives Production Numbers

Customer Success Management Training

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Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

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Mixmax

Dialpad Sell

Dialpad

InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

Discontinued Products

Orum

Revenue.io

Nooks

ConnectAndSell

ConnectAndSell, Inc.

PhoneBurner

Koncert

FrontSpin

### Dialing Features
Users generally agree that Convoso's dialing capabilities are a key strength of the platform. The automated dialing feature, including predictive and power dialing, has been highlighted as a time-saving and efficient tool for reaching out to potential clients. While some users have experienced minor issues such as lag and repetitive dialing, the overall consensus leans towards the effectiveness and user-friendliness of Convoso's dialing features. The ability to connect with a higher volume of customers efficiently has been a significant benefit for many users, contributing to improved productivity and workflow management.

### Predictive and Auto Dialing
User feedback regarding Convoso's predictive and auto dialing features is predominantly positive. Many users highlight the efficiency and time-saving benefits of the predictive dialer, enabling them to reach a larger volume of customers in a shorter timeframe. The auto dialing functionality is commended for streamlining the calling process and eliminating manual dialing tasks, ultimately enhancing productivity. While some users mention minor connectivity issues and delays in call connection, the overall consensus leans towards the effectiveness and convenience of Convoso's predictive and auto dialing capabilities.

### Inbound and Outbound Calls
Users generally appreciate Convoso's efficiency in handling both inbound and outbound calls. While some users highlight the ease of making outbound calls and setting automatic call assignments, others mention the convenience of switching between clients during inbound calls. However, there are concerns raised about issues like incorrect lead IDs appearing during inbound calls and challenges in navigating outbound selections for specific states. Despite these drawbacks, users find Convoso's system easy to use and navigate, with the ability to handle multiple dials simultaneously for both inbound and outbound calls.

### Lead Management
User consensus seems to be that Convoso's lead management capabilities are highly effective and contribute significantly to improving contact rates and overall sales performance. Users appreciate the platform's ability to organize and categorize leads efficiently, ensuring that no potential clients are overlooked. However, some users have expressed concerns about the system occasionally freezing or creating lead duplications, which can hinder the smooth flow of lead management processes. Despite these minor drawbacks, Convoso's lead management features are generally well-regarded for their effectiveness in streamlining lead tracking and nurturing processes.

### Sales Enhancement Tools
Users consistently praise Convoso's sales enhancement tools for their impact on improving sales processes and boosting team productivity. The customizable and user-friendly interface, coupled with powerful features like lead management and automated lead nurturing, have been highlighted as key strengths. While some users find the platform's robust features slightly challenging to navigate, the overall sentiment remains positive due to the significant increase in contact rates and sales generation. Additionally, users appreciate Convoso's ability to provide quantifiable reporting, real-time insights, and dynamic scripting, enabling them to make informed decisions and drive sales growth effectively.

### Campaign Management
User sentiment regarding Convoso's campaign management capabilities is mixed, with some users praising its user-friendly interface and efficient lead management system. However, others have encountered challenges with integrations into their CRM and email drip campaigns. The platform's ability to streamline campaign organization and provide valuable insights through reporting and analytics tools is acknowledged, but there are concerns about the complexity of certain setup processes and the need for improvements in certain areas like reporting.

### Agent Performance
While some users have expressed satisfaction with Convoso's agent performance features, others have raised concerns about occasional technical difficulties that impact agent productivity. The platform's ability to track agent performance and facilitate efficient communication with consumers has garnered mixed reviews. Some users appreciate the advanced lead management capabilities that aid in monitoring and managing agents effectively, while others have highlighted areas for improvement such as lead search functionality and lead formatting. In essence, user opinions on Convoso's agent performance functionalities vary, with some praising its benefits for enhancing agent productivity and others pointing out areas that could be further optimized for better performance.

### Call Reporting and Analytics
User feedback on Convoso's reporting capabilities varies, with some praising the customized reporting features for enhancing productivity, while others suggest room for improvement in the reporting system. While some users appreciate the ease of use and the ability to fully view team activities through custom reporting, others express concerns about the need for more comprehensive customization options. The consensus leans towards acknowledging the value of Convoso's reporting and analytics tools in providing insights into team performance and campaign success, albeit with some users highlighting areas for enhancement to optimize the reporting experience.

### Workflow Automation and Productivity
User feedback on Convoso's workflow automation and productivity features is varied. While some users appreciate the platform's capabilities in streamlining processes and maximizing staff efficiency, others have encountered issues with workflow automation functionality. The mixed opinions suggest that Convoso's performance in this area may not consistently meet all users' expectations.

### Contact and Client Interaction
Users consistently praise Convoso's efficient contact capabilities and its impact on client interaction. The platform's ability to facilitate easy and timely communication with leads and clients has garnered positive feedback. Users appreciate how Convoso helps them stay connected with prospects and convert them into clients effectively. The system's features enable users to manage client data, follow up on leads, and enhance lead storage efficiently. Additionally, Convoso's automated dialing and lead management system have been highlighted as valuable tools for maintaining contact with clients and maximizing conversion rates.

### User Experience and Interface
Users consistently highlight Convoso's intuitive user interface and straightforward navigation as standout features. The platform's user-friendly design and ease of use make it a preferred choice for both new hires and seasoned users alike. With a focus on simplicity and efficiency, Convoso's interface facilitates smooth operations and enhances overall user experience.

### Customization and Integration
While some users appreciate Convoso's reporting features for customization and data analysis, others feel that there are limitations in terms of full customization and handling different time zones. This mixed feedback indicates that Convoso's customization and integration capabilities may have room for improvement to better meet the diverse needs of its users.

### Technical Support and Troubleshooting
User feedback on Convoso's technical support and issue resolution varies, with some praising the prompt and helpful support team, while others mention minor technical glitches that were quickly addressed. The support team's efficiency in resolving issues seems to be a common positive point among users, highlighting Convoso's commitment to providing reliable technical assistance. Despite occasional technical challenges, the consensus leans towards acknowledging the support team's effectiveness in addressing and resolving issues promptly, contributing to a smoother user experience.

### Compliance and Mitigation Features
Users consistently highlight Convoso's compliance and mitigation features as standout aspects of the platform. The built-in spam mitigation for outbound DIDs is commended for maintaining a high answer rate without the need for constant DID cycling. Additionally, the accuracy of the answering machine detection feature is praised for its efficiency compared to other systems. The overall sentiment regarding Convoso's compliance and mitigation capabilities is positive, with users expressing satisfaction with the system's ability to enhance operational efficiency and maintain compliance standards.

### Training and Implementation
Users appreciate Convoso's training process for its simplicity and effectiveness in onboarding new agents quickly. The platform's implementation support is also well-received, with users noting the helpfulness of the team in overcoming any initial learning curve. While some users find certain technical aspects challenging, the consensus is that Convoso's training and implementation capabilities are generally strong and beneficial for businesses looking to streamline their operations efficiently.

Users have reported positive experiences with Convoso, finding it easy to work with clients and improve productivity. One key advantage of Convoso is its ability to clone settings and use different dialing strategies, which sets it apart from other dialers and allows for maximum efficiency. This makes it particularly useful in start-up environments where minimal training is required and rapid business growth is desired. Users appreciate the time-saving capabilities of Convoso, such as remote meetings with customers over the phone and its auto-dialing feature that keeps calling up-to-date. However, a few users have encountered issues with automatic logouts, even when using Google Chrome and clearing the cache. Despite this, Convoso's auto-dialer is highly regarded for its effectiveness in sales, making it an essential tool for PSRs at Everquote. Additionally, Convoso addresses the problem of fall back options not working properly in auto insurance dialing, resulting in improved telephony smoothness and customer contact rates. Overall, Convoso's user-friendly interface and extensive features have proven to be invaluable for increasing contact rates with customers, streamlining lead management processes, and enhancing overall productivity levels.

User-friendly Interface: Many users have praised Convoso for its user-friendly interface, stating that it is easy to use and navigate. Reviewers appreciate the simple and intuitive design, which allows them to find information and perform tasks efficiently. The software's layout and navigation are highly valued by users.

Efficient Lead Management: Several reviewers have highlighted Convoso's lead management capabilities as a positive aspect of the software. They find that the platform helps them streamline their sales process and improve contact rates. The customizable reporting feature also allows businesses to be more dynamic in their sales approach.

Responsive Customer Support: Users appreciate the extensive support provided by Convoso, including 24/7 support, a knowledge base center, and responsive account managers. This level of assistance gives users confidence in using the software and ensures that any issues or questions they may have are promptly addressed.

Workflow Automation Issues: Some users have reported that the workflow automation feature in Convoso occasionally stops working and is never resolved, causing frustration and disruptions to their processes. This issue has been mentioned by several reviewers who rely on this feature for efficient task management and follow-up. The lack of resolution can lead to delays, missed opportunities, and a decrease in productivity.

Call Recording Problems: There have been recent issues with call recording in Convoso, where recordings take several minutes to load, causing delays in accessing important information. Users have expressed frustration at this slow loading time and its impact on their ability to review calls promptly. Additionally, some users have flagged these problems but have not received any resolution or explanation from Convoso's support team.

Challenging Integrations: Integrating Convoso into CRM systems and email drip campaigns has proven to be challenging for some users. The setup process requires technical expertise and can be confusing initially. Reviewers mention that they faced difficulties configuring the integration settings correctly, resulting in data synchronization issues between platforms. These challenges require extra time and effort from users to troubleshoot integration problems or seek assistance from customer support.


Users highly recommend Convoso to any company as it is considered suitable for call centers of various sizes. Convoso is praised for its ability to manage customer service teams effectively and provide valuable information through customized reporting and call tracking. According to users, choosing Convoso as a dialer can help businesses outperform their competitors and facilitate business growth. Additionally, users recommend Convoso over YTel due to easier communication with support and troubleshooting. However, there are also recommendations against choosing Convoso, although no specific reasons were provided.

Convoso, headquartered in Los Angeles, supports omnichannel contact center software for sales and lead generation teams. Since 2006, Convoso has developed and offered a cloud-based dialer solution to help small business to enterprise-level outbound call centers convert leads faster while supporting TCPA compliance.

Apollo is a sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data.

Basic

Professional

Organization

Apollo.io

Business

Salesmate

Convoso

Dialer Software includes auto dialers and predictive dialers. Auto dialers automatically dial phone numbers. Predictive dialers are a type of auto dialer that attempt to reduce the time agents spend between calls algorithmically, maximizing agent efficiency.

Sales Dialer

Software to Scale Your Call Center | Convoso Auto Dialer

Convoso Webinar: The Next Generation Call Center

Webinar: The Next Generation Call Center

https://www.convoso.com/blog/the-next-generation-call-center-webinar-video-recap/

What is a next generation call center? Find out in this Convoso webinar as our panel of experts discuss the latest call center trends, tech, and moire.

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Introduction - 0:00
Moderator of the day's discussion, Rob Seaver, Executive Director of LeadsCouncil, introduces the panel of call center experts, including Heather Griffin, Michael Velardi, and Nima Hakimi. Audience members answered a quick poll before Seaver outlined the topics for the webinar.

The Impact of COVID on Agent Efficiency - 6:35
Panelists discuss how COVID has affected the ways they and their teams work, as well as the myriad ways dialing platforms can help call center managers improve the efficiency and productivity of their remote agents.

How to Maximize Lead Efficiency - 20:55
Call centers today need technology that helps them make the most of their leads. During this section of the webinar, our panel of experts explores tools, strategies, and dialing solutions that can help deliver maximum lead efficiency.

How Outbound Call Blocking and Flagging Is Affecting Call Centers - 31:15
For a number of reasons, call blocking and flagging are on the rise. The panelists discuss the reasons behind this increase in blocking and flagging and cover solutions for call centers to improve their contact rates.

AI, Quality Assurance, and Compliance - 45:18
Advances in AI are bringing new benefits to the next generation call center. Panelists discuss changes in AI technology and tools and how they can support compliance as well as performance.

How Call Centers Can Deal with STIR/SHAKEN - 49:48
Nima Hakimi and Heather Griffin explore the impact of STIR/SHAKEN regulations and steps that call centers can take to increase their contact rates and avoid negatives effects. 

Wrap Up - 55:12
Our panelists offer their thoughts on the biggest takeaways from this webinar on the next-generation call center.

STIR SHAKEN & Call Blocking: What Lead Gen Call Centers Need to Know - Webinar

https://www.convoso.com/

Introduction - 0:00
Convoso CEO Nima Hakimi introduces the topics that will be covered during this webinar on STIR/SHAKEN and outbound call blocking.


What Is STIR/SHAKEN? - 4:30
Michele Shuster, Founding Partner of Mac Murray & Shuster LLP, explains what STIR/SHAKEN is before discussing the benefits and limitations of this regulatory framework and how call centers can prepare for it.

Call Blocking - 18:45
Ryan Thurman, Director of Sales & Marketing at Contact Center Compliance, takes an in-depth look at call blocking issues affecting lead gen call centers. Analyzing the potential effects of STIR/SHAKEN on call blocking, Thurman also offers strategies to help call centers support compliance.

Call Blocking Solutions - 37:40
Learn about various call blocking solutions available to today's call centers. Nima Hakimi explores solutions like reporting, caller ID management, and more.

Q&A - 43:29
Our panelists answer frequently asked questions about STIR/SHAKEN and other call center compliance issues, as well as audience questions about Convoso dialer software and more.

Webinar: How the Right Sales Scripts & Technology Drives Production Numbers

https://www.convoso.com/blog/mortgage-sales-scripts-technology/

Discover how the right mortgage telemarketing script can improve call center sales and production in this Convoso webinar. 

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Introduction - 0:00
Webinar host Josh Friend, CEO of mortgage CRM solution provider Insellerate, kicks things off and introduces the topic of the day: how home loan industry sales teams can boost production with the right mortgage sales scripts and call center technology.

Understanding Call Blocking and Flagging - 4:05
Explore the causes of outbound call blocking and flagging as Nima Hakimi, CEO of Convoso, explains what's causing your contact center's calls to not get through.

Solutions to Avoid Call Blocking and Flagging - 6:50
Hakimi covers a range of ways that call centers can avoid call blocking, including implementing smarter dialing strategies and using caller ID management solutions.

Best Practices to Increase Contact Rates - 11:14
From smarter call cadences to real-time reporting capabilities, there are number of best practices that mortgage industry call centers can implement in order to increase their contact rates. Nima Hakimi addresses some of them in this section of the webinar.

How to Maximize Your Sales Script - 13:42
Josh Friend explains how to create a winning mortgage sales script. Friend covers how to get agents to ask customers the right questions, how to leverage lead data, and much more.

About Insellerate - 25:35
Our panel discusses the potential of Insellerate's call center technology before wrapping up the webinar by discussing key takeaways from the day's discussion.

Dialer Logistics

Features related to the logistical approach of a sales dialer product.

Single line dialing

Double line dialing

Calls are dialed on two lines simultaneously.

Triple line dialing

Calls are dialed on three lines simultaneously.

Call into server with landline

Salespeople use their own landline phone to connect to the dialer and take calls.

Call into server with VoIP "soft phone"

Salespeople can use VoIP telephony business phones to connect to the dialer and take calls.

Call into server with mobile phone

Salespeople can use cell phones to connect to the dialer and take calls. (May be a mobile app.)

Predictive dialer

Dials multiple numbers at once; connects the salesperson if a live speaker answers.

Power dialer

Dials one number at a time; automatically dials the next number if the call is not answered by a live speaker.

Preview Dialer

Features related to contact history and background, providing context for the call; displays sales intelligence for dialers.

Contact preview

Users can view information about the contact they’re calling; aggregated contact information pops-up to provide context for the sales call.

Dialer-CRM integration

Dialer software integrates to users’ CRM system to pull in contact information and/or add information about calls into CRM records.

Built-in CRM

Dialer includes some built-in CRM features.

Dialer integration to social media

Dialer integrates to social media to pull in background info on contacts from social profiles

SI database integration

Dialer integrates to third-party databases for additional sales intelligence information, such as Data.com

Call notes & tags

Users can take notes and create tags based on phone conversations; used for organizing/prioritizing contacts and contributes to SI.

Automatic call logging

Dialer automatically logs all calls (successful/attempted).

Core Dialer

Features that support sales calls with automatic dialing.

Outbound dialing

Allows reps to quickly and automatically make outbound sales calls based on call lists.

Inbound routing

Routes inbound calls, often callbacks, to agents based on availability and/or expertise or existing relationships.

Custom caller ID

Users can customize the caller ID that will appear to recipients; often, this can automatically show a number with a local area code, or at least a non-800 number.

Click-to-call

Users can click on phone numbers on the computer (in contact records and other contexts) to call a specific person without manually dialing.

Recorded voicemail drop

Users can pre-record voicemails and click to drop the voicemail if an answering machine, rather than a live person, picks up. Meanwhile, the dialer will move on to the next number on the list so that the salesperson does not need to wait for the message to finish playing to start talking to another contact.

Dialer contact import

Easy to import contacts, leads, etc. Contacts may be uploaded via spreadsheets, or pulled in from CRM systems or lead submission forms on a website.

Campaign & list management

Users can create and modify contact lists/calling campaigns.

Call Follow-up and Quality Assurance

Features that allow salespeople to understand call activity and respond/take future action based on call activity.

Sales emails

Includes email functionality for nurturing warm leads or contacting people who were unavailable via phone. Emails can be sent within the dialer software interface.

Follow-up calls

Users can schedule/automate follow-up calls for recipients who did not answer, or who indicated that a follow-up call was necessary.

Appointment scheduling

Users can schedule appointments and manage appointments including time slots.

Calendar sync

The dialer software syncs with electronic calendars, such as Google Calendar and Outlook.

Dialer reporting & analytics

Includes dashboards and/or functionality for generating reports on dialer speed, call/list success rates, sales performance, etc.

Dialer call recording

The dialer software allows phone conversations to be recorded.

Dialer call monitoring

The dialer software allows phone conversations to be monitored for coaching purposes; related to sales performance management.

Convoso

Overview

What is Convoso?