The Koncert Dialers March'24 Release includes enhancements that will bring you a better Koncert experience.
The topics are as follows:
▼ Session
Real-Time Display of Prospect Count
Display of Recently Dialed Count
Implementation of Google Search
Purchasing Caller ID: Limitations
Replacement of Ignore Button with Delete Button
Sales Engagement Platforms - Inclusion of new section
Tooltip for Non-Dialable Prospects
AI Summary Generator for Redial and Referral Prospects
Bridge Enhancement: Seamless Dialer Transition
▼ Lists
Apollo Integration - Alert Message
Transcription of Conversations
Salesfloor Chat - A Collaborative Edge for Your Virtual Sales Meetings
Session
The Session tab's user interface has undergone substantial enhancements, resulting in an elevated visual appeal and an improved user experience
Prospect Timezone
In this version, a new option Prospect Time has been added under the Timezones filter in the Session tab. This option allows users to filter prospects based on a specific time period.
Select the preferred timings from the Prospect Time dropdown. Defaults to 9 AM to 5 PM, indicating the prospects available during this time will only be listed. If needed, users can modify the time period according to their preferences.
Additionally, to dial international records, select the International Timezone under this filter.
To enable this option, you must first select the option Prospect's Timezone under the Timezone Preference dropdown in the Administration » Company Setup tab. Refer to the section Timezone Preference.
Once enabled, users can utilize the Prospect Time option to filter prospects based on specific timing requirements, providing greater flexibility in prospect management and scheduling.
Likely to Answer
A new filter Likely to Answer has been introduced next to the Timezone filter. This addition enables users to filter and only view the connected numbers, providing valuable insights into connections.
The Session tab will display the connected records based on the timeframe selected under the Administration » Company Setup » Dialers section » Likely to Answer option. Refer to the section Likely To Answer Timeframes.
The following are the timeframes available for selection:
- All Time
- By Last 30 Days
- By Last 45 Days
- By Last 90 Days
The default timeframe is set to All Time indicating that the records connected within any time period will be displayed. If needed, the admin can modify it.
For example, if the admin has selected the timeframe By Last 45 Days, then records connected in the last 45 days only will be displayed upon selecting the Likely to Answer filter.
Additionally, a Likely to Answer icon will be displayed next to the phone numbers of available phone columns that have been connected.
A Clear icon will be made available when the Likely to Answer filter is clicked. You can remove the filter applied at any time by clicking the Clear icon.
Real-Time Display of Prospect Count
In this latest version, when initiating a dialing session, the number of prospects remaining, labeled as <count> Prospects remaining will be displayed above the grid. This count will decrease dynamically as the session progresses. This feature enables users to visually identify the number of prospects left to be dialed i.e. pending prospects, when they resume the session later. Thus providing greater clarity and facilitating smoother prospect management.
Display of Recently Dialed Count
In this latest version, the recently dialed count of prospects with the label Recently Dialed <count> will be displayed in the Non-Dialable Prospects tab.
This real-time update provides users with immediate visibility into the number of prospects that have been recently dialed, enhancing transparency and workflow management.
Implementation of Google Search
A new Google icon has been added to the Call Disposition pop-up in front of the LinkedIn icon. Clicking on the Google icon will open a Google Search page using the Contact name and Account Name of the prospect as search criteria.
Users can then modify the search criteria as necessary to find relevant profiles or information about the prospect using Google's search engine, thereby facilitating easier connections with them.
Display of Caller ID
Starting from this version, the Call Disposition window now displays the Caller ID used to dial the prospect below the Talking Points section.
- Click to launch the Health Check popup window, which displays the health check status of the Caller ID. This will be available only for the orgs enabled with Health Check feature.
This addition provides users with valuable information about the specific Caller ID utilized during the interaction with the prospect.
New Prospect Notes tab
In this latest version, for the Salesloft users, a new tab Prospect Notes, has been added to the Call Disposition window under the Session tab. This section fetches and displays notes for the prospect from Salesoft » People » Notes.
Furthermore, only the top 5 notes from the Salesloft will be displayed for each activities section, and Pinned Notes will appear at the top for easier access and visibility.
Purchasing Caller ID: Limitations
Koncert allows users to purchase a new Custom Caller ID directly from Twilio within the Session tab » Settings Summary window.
From this version onwards, the limitation on purchasing the Caller ID from Twilio has been set i.e. user can purchase only 5 caller IDs from the Session tab.
If needed, the user can reach out to Koncert Support to increase the limit.
In addition to this, an Info icon and Delete icon have been placed in the Caller ID dropdown.
- Click to launch the Health Check popup window, which displays the health check status of the Caller ID. This will be available only for the orgs enabled with Health Check feature.
- Click to delete the Custom Caller ID from the org.
Display of Canceled Calls
In this version, a new improvement has been made to the dialing screen during sessions. During the session, when the records are marked as canceled calls, or if the list already contains canceled calls, all the canceled calls will now be displayed below the live dialing prospects.
These canceled calls will be grouped under the header Canceled Calls, providing a clear separation and organization within the dialing interface. This enhancement aims to streamline the visibility and management of canceled calls during dialing sessions, ensuring smoother workflow and easier tracking of call status.
Replacement of Ignore Button with Delete Button
In this version, the Ignore button in the Canceled Calls window has been replaced with the Delete button, retaining the same functionality.
This change offers a more straightforward and consistent approach to call management by providing users with a clear option to delete canceled calls directly from the Canceled Calls window.
Sales Engagement Platforms - Inclusion of new section
For orgs integrated with Salesloft or Outreach, a dedicated section titled Outreach/Salesloft Fields has been introduced under the Prospect Fields tab within the Prospect Information and Call Disposition windows. The existing fields available in Koncert will be displayed under the Koncert Fields section.
The Outreach/Salesloft Fields section fetched and displays the following fields from the respective platforms:
- Salesloft
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- Tags – Tags assigned to prospects for organization and classification purposes.
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- Last Contacted At – The date and time of the most recent communication (e.g., email, call) with the prospect.
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- Created At – The date and time when the record was initially created in Salesloft.
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- Updated At – The date and time when the record was last updated or modified.
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- Personal website – The URL of the prospect's personal website.
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- LinkedIn URL – The URL of the prospect's LinkedIn profile.
- Outreach
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- Tag ID – Tags assigned to prospects for organization and classification purposes.
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- Created At – The date and time when the record was initially created in Outreach.
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- Updated At – The date and time when the record was last updated or modified.
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- Website – The URL of the prospect's personal website.
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- Last Email Sent – The date and time when the most recent email was sent to the prospect.
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- Last Call Date/Time – The date and time of the most recent phone call made to the prospect.
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- Last Call Notes – Any notes or comments added during the most recent phone call with the prospect.
Tooltip for Non-Dialable Prospects
In this version, a new tooltip has been added to the Non-Dialable Prospects tab under the Session tab. When hovering over the tab, the tooltip View all the non-dialable prospects based on the phone fields you have selected for dialing will be displayed.
This tooltip briefly describes the Non-Dialable Prospects tab's function, aiding users in understanding its purpose and usage.
AI Summary Generator for Redial and Referral Prospects
The AI Summary Generator rapidly converts your audio content into text format and generates a concise summary based on pre-configured settings. When you click the Generate AI summary button, the summary text will be automatically retrieved and displayed in the Current call notes field during the dialing session.
In addition to its previous capabilities, starting from this version, the AI Summary Generator will also be accessible when redialing prospects or dialing any referral prospects.
This enhancement provides users with greater flexibility and efficiency, allowing them to utilize the AI Summary Generator in a wider range of scenarios, thereby improving the overall productivity and effectiveness of the dialing process.
Bridge Enhancement: Seamless Dialer Transition
In the previous version, users with licenses for both dialers experienced disconnections from the Phone Bridge when switching between them.
Starting from this version, switching between dialers no longer results in Phone Bridge disconnections. This ensures smooth transitions and uninterrupted phone bridge connectivity regardless of the dialer in use.
Lists
Apollo Integration - Alert Message
Starting from this version, Apollo Integration users will encounter the following alert message, if a user connects to Apollo, adds lists to the Lists tab, disconnects from Apollo, and then tries to import the already added lists into the Session tab without reconnecting to Apollo.
This alert message informs users that they must be connected to Apollo to import lists into the Session tab and initiate calls.
Analytics
Inclusion of Column
- A new column Marked By has been added to the Koncert DNC Report, under the Analytics » Advanced sub-tab. This column provides information about whether a record has been marked as DNC by a User or by a Workflow.
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- If the record is marked as DNC by a user, the name of the user will be displayed under this column.
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- If the record is marked as DNC by a created automation workflow, the label Workflow will be displayed in this column.
This addition enhances the clarity and transparency of DNC marking activities within the Koncert platform, making it easier for users to identify the source of DNC markings.
- A new column Caller ID has been added under the Analytics » All Calls sub-tab. This column provides information about the Caller ID used to dial the prospect during each call.
This addition enhances the visibility and tracking capabilities within the analytics section, allowing users to easily reference the specific Caller ID associated with each call interaction.
Caller IDs
Heat Map History
The Heat Map feature under the Mapped Caller IDs sub-tab is used to view the actual usage details such as the number of calls made per day (Actual Heat) and the maximum number of allowed calls per day (Max Heat), for each Caller ID that was purchased from Twilio.
A new button Heat Map History has been added next to the Purchase button under the Mapped Caller IDs sub-tab. Clicking on this button displays the day-wise count of average dials made using Caller IDs purchased from Twilio within a specific area code over the last 30 days using the below formula:
Average Dials per area code = Total Dials made by purchased caller IDs / No of purchased caller IDs.
- If the Caller ID usage is <80%, the actual Heat value will be highlighted in a Green color
- If the Caller ID usage is >80 to 89%, the actual heat value will be highlighted in an Orange color
- If the Caller ID usage is >90%, the actual heat value will be highlighted in a Red color
Notably, any calls made during weekends will be excluded from consideration.
The Heat Map History section will be hidden from your view by simply clicking on the Heat Map History button.
Administration
Timezone Preference
In this version, a new option Timezone Preference has been added in the Administration » Company Setup » Dialers section.
The Timezone Preference has two options for selection: Timezone and Prospect's Time. This section is grayed-out i.e. Admin cannot modify this section. By default the option Timezone has been set by the Koncert Support. If needed, you can change it to the option Prospect's Time by reaching out to Koncert Support. The selected option will be reflected in the Dialing Session tab » Timezone filter.
- Timezone Option:
This allows the user to filter prospects in the Dialing Session tab based on their Timezones EST, CST, MST, or CST.
- Prospect's Time Option:
This allows the user to filter prospects in the Dialing Session tab based on a specific time period selected.
Additionally, a section titled Calculate Timezone based on one of the following options , has been added to notify the administrator on how the prospect's timezone is calculated. This section is grayed-out to restrict the administrator from modifying it. The following three options are available.
- By prospect’s state (If available): This option calculates the prospect's timezone based on their state, if available. By default, this option is enabled by the Koncert Support. For example, if a prospect's state is California, their timezone will be Pacific Time, their area code is 212, and the system calculates the prospect's timezone based on the state only.
- By prospect’s phone area code (If available): This option calculates the prospect's timezone based on their phone area code, if available. For example, if a prospect's area code is 212, their timezone will be Eastern Time and the state is California, the system calculates the prospect's timezone based on the area code only.
- By prospect’s state if available, else by prospect’s phone area code (Not recommended): This option first tries to calculate the prospect's timezone based on their state. If the state information is not available, it calculates the timezone based on their phone area code. This option is not recommended.
These enhancements provide users with more flexibility and control over how prospect timezones are handled, allowing for more accurate filtering and scheduling based on prospect availability.
Likely To Answer Timeframes
Under the Administration » Company Setup » Dialers section, a Likely to Answer option has been incorporated. Users can choose from the following timeframes:
- All Time
- By Last 30 days
- By Last 45 days
- By Last 90 days
The default timeframe is set to All Time indicating that the records connected within any time period will be displayed. If needed, the admin can modify it.
For example, if the admin has selected the timeframe By Last 45 Days, then records connected in the last 45 days only will be displayed upon selecting the Likely to Answer filter in the Session tab.
Based on the timeframe selected, the Session tab will display the connected records.
Remote Salesfloor
Transcription of Conversations
Starting from this version, Koncert introduces Transcript, a new feature on the Salesfloor panel. This feature allows users with observer access to view the text of conversations happening in the Salesfloor room in real-time.
The transcription will not be visible for the host while they are speaking in the Salesfloor room.
In the Salesfloor panel, transcripts will be commonly displayed for all participants in a shared location alongside their corresponding initials of their names.
Observers can now follow conversations and meetings without actively participating, ensuring better situational awareness and informed decision-making. By having access to transcripts, observers can stay up-to-date with discussions, provide timely feedback, and contribute insights when needed.
Salesfloor Chat - A Collaborative Edge for Your Virtual Sales Meetings
We're excited to announce a new in-meeting chat feature within Salesfloor, designed to elevate your virtual sales meetings and foster a more interactive experience.
Using the chat feature is simple!
Click on the designated Chat icon at the bottom of the Salesfloor during your meeting. Upon clicking, a Your Room pop-up window will be displayed where you can start communicating with your fellow sales associates who are actively connected to the meeting room.
Users with observer access can also chat with other on going meetings by simply click on the Chat icon for the meetings they wish to chat.
The <Host Name> Room window will be displayed. Type your message in the chat window and press Enter or click the "Send " button. You can share questions, insights, or collaborate with other participants to enhance the salesfloor experience.
Whenever a message is sent, the recipient will receive a notification as shown below:
You can share questions, insights, or collaborate with other participants to enhance the salesfloor experience.
In the Salesfloor room, the count of chats will be displayed for the current meeting, allowing participants to keep track of ongoing conversations.
Additionally, observers can view the chat count of other meetings in the Salesfloor Panel, enabling them to stay informed about discussions happening in parallel sessions.
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.