Filtering your lists and using customer info are a great way to increase your success when Outbound Calling. Let's talk through some ways you can use these to make more impactful calls.
Filter to find the perfect list
Make a big impact in fewer calls by using the secondary filters to narrow down a large call list based on your goals.
If your goal is Payments: Filter your list by Next Bill Date to capture customers close to when their bill is due. Remember to filter out customers with ATU.
If your goal is Upgrades: Filter by Phone Type and contact customers with older phones.
If your goal is Speaking to Each Customer: Filter by the Did Not Reach Dispositions to make 2nd and 3rd attempts to the customers you missed the first time.
Make the most of customer info
Once you're ready to call a customer, don't forget to use their specific info provided at the top of the Call Customer screen to tailor your approach.
Past Sends History: Expand this box to see what offers this customer may have received recently from your store and make sure you mention the offer on the call.
ATU & ACP: Pay attention to details that can shift the reason for your call like ATU or ACP. Inviting these customers in to pay a bill may not make sense.
BONUS: Customer from a Nearby Closed Door: These customers are a gift! If a door close to you has recently closed, you may receive their customers. Make sure you give these customers the VIP treatment.
How do you use filters or customer info in your calls? Tell us by sending us a message, or leave us feedback on the filters here.
Want more Outbound Calling Tips & Tricks? Check out more below: