After completing the Koncert-Salesloft integration as outlined in the article How do I complete the Salesloft Integration?, it is necessary to map the Koncert Call Dispositions with the Salesloft Call Dispositions and Sentiment. This ensures that call activities are properly synchronized between the two platforms. This article provides a step-by-step guide on how to map the Koncert Call Dispositions with Salesloft Call Dispositions and Sentiment.

Why Map Call Dispositions?

Mapping the dispositions ensures that calls tracked in Koncert reflect accurately in Salesloft, improving the efficiency of your workflow. This step helps in streamlining reporting and synchronization of activities between the two platforms.

Steps to Map Koncert Call Dispositions with Salesloft Call Dispositions and Sentiment:

1. Login to Koncert:

After the Salesloft integration is set up, log in to Koncert. If one or more Salesloft dispositions are not mapped, you will see a banner message indicating that call dispositions are not mapped.

Once all dispositions are mapped, the banner will no longer appear.

2. Access the Call Disposition Mapping:

Click on the banner message, which will redirect to the Third Party Integrations tab.

(or)

Alternatively, you can manually navigate to Administration » Third Party Integrations, then click on the Call Disposition Mapping link.

3. Automatic Mapping of Salesloft Call Dispositions:

Upon accessing the mapping screen, you can see the Salesloft dispositions which are automatically mapped to Koncert Dispositions (Talker, Dialing Agent and AI) based on keywords.

Example: Salesloft disposition Meeting Appointed will automatically map with Koncert's Meeting Scheduled disposition.

Here, the dispositions marked such as Positive or Meeting in Koncert under Administration » Call Dispositions tab will be displayed.

You can make modifications if necessary. Changes made in this section will also be reflected in the aforementioned tab and vice versa.

4. Manual Mapping for Unmatched Dispositions:

If no matching disposition is found, the Salesloft disposition will appear as blank. You can manually map the disposition to the corresponding Koncert disposition.

5. Salesloft Sentiment:

Choose the appropriate Salesloft Sentiment from the available options in Salesloft. This helps categorize the overall tone of the conversation. Non-mandatory field.

Using the Use Dispositions from Salesloft Feature:

If you prefer to automatically overwrite all the Call Dispositions with Salesloft dispositions, click the Use Dispositions from Salesloft button at the top of the page.

1. After clicking the Use Dispositions from Salesloft button, a confirmation window will appear. Click OK to confirm.

2. The following options will be displayed for each disposition in Salesloft:

• Conversation? - Enabled by default to indicate a conversation outcome. 
• Positive? - Enable the checkbox to count the disposition as a positive connect.  By default, this will be enabled for the dispositions containing the keywords Meetings or Follow Up.
• Meeting? - Enable to mark the disposition as a meeting.  By default, this will be enabled for the dispositions containing the keywords Meetings.
• Followup? - Enable to count as a follow-up disposition. By default, this will be enabled for the dispositions containing the keywords Follow Up.
• Referral? - Enable to indicate a referral disposition. By default, this will be enabled for the dispositions containing the keywords Referral.
• Koncert DNC - If checked, the prospect will be marked as DNC in Koncert, and they will not be dialed again until manually removed.

You can modify these settings as needed.

3. After making your modifications, click Save to overwrite the Koncert Dispositions with Salesloft dispositions. The below alert will appear.

NOTE: After saving, all mapped Talker Dispositions become non-editable (grayed out) in the Salesloft Disposition column.

If a Salesloft disposition matches one in Koncert AI or Dialing Agent disposition, Koncert will create a separate disposition labeled as <Disposition Name> (User) for Talker and will also map it to the corresponding DA or AI disposition with the same Disposition as in Salesloft.

AI Engine and Dialing Agent Dispositions:

Koncert utilizes specific keywords to map Salesloft dispositions to the corresponding Koncert AI Engine and Dialing Agent dispositions.

However, when a disposition doesn't have a match, the system defaults to predefined mapping rules:

• AI Engine Dispositions: If dispositions such as Attempted, Call Attempted, Dialed, No Answer, or Not Available are present in Salesloft, they will be prioritized for mapping in this order. For example, if Call Attempted is available in Salesloft, it will be mapped to all AI Engine dispositions in Koncert as it is first in this order. Otherwise, the mapping will default to the first disposition in Salesloft.

• Common Dispositions: Common dispositions for both AI Engine and Dialing Agents (e.g., Went to Voicemail) are mapped in the same way as AI Engine dispositions. If dispositions like Call Attempted or No Answer are available in Salesloft, they will be prioritized for mapping first. If not, the mapping will default to the first disposition in Salesloft.

• Dialing Agent Dispositions: Dialing Agent dispositions are left blank by default and can be manually mapped based on the user’s preferences.

Close Task Settings:

Enable Close Task: The Close Task option is enabled for each disposition except for dispositions such as Talker Busy, Unanswered Call Canceled, Failed, or Busy. Selecting this disposition will create an activity in Salesloft and close the task.

Tooltip Information: When hovering over the info icon next to the Close Task column, the following tooltip will appear:

Confirming and Saving Your Mapped Dispositions:

1. Once all mappings are complete, click Save to save your disposition settings. A confirmation message Disposition Updated will appear.

2. Activity Creation in Salesloft: Upon selecting a disposition in the Call Disposition window, an activity will automatically be created and displayed on your Salesloft Activities page based on the mapped dispositions.

Conclusion:

By following these steps, you will have successfully mapped Koncert Call Dispositions with Salesloft Call Dispositions and Sentiment. This ensures full synchronization of call activities between both platforms, streamlining your workflow and improving reporting accuracy.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.