Lead Pooling is an innovative feature, intended and developed only for Salesforce and CSV lists, especially that contain a high volume of records, to connect with more decision-makers in less time, improving sales productivity. It can also be referred to as a List Batching. This feature will be enabled on a request basis.

The underlying strategy used in the Lead Pool Session enables equal allocation of records in the Lead Pool List among the users (Sales Reps) automatically.

Prerequisites for Salesforce Admin:

Salesforce administrators must configure the below settings in order to use Koncert's Lead Pooling feature.

• Lead Pool works only for Object-Contacts.

• Custom Fields on Contacts Object:

• It is mandatory to create a new custom field Sent to Koncert with the field type of Checkbox. By default, this box should be unchecked (false). This field will be used by Koncert to track prospects being queued for dialing.

• Koncert recommends to create a Call Counter field of Number Type if your team opts to dial prospects multiple times. This information can be used to create specific Lead Pooling lists connected to call attempts.

• Koncert also suggests to create a Sales Rep Disposition field Text Type. This allows you to filter out connected calls.

• Once you've created these fields, please contact Koncert Support at support@koncert.com with the API name in Salesforce to map to your site.

• Salesforce Reports

• All reports uploaded to Koncert must include a column named Sent to Koncert. This column should be filtered to show only prospects where the Sent to Koncert checkbox is unchecked (false).

• You can add any other relevant columns to your report for Koncert to utilize.

• Please refer to the article Salesforce Integration - Custom Fields on how to add additional Custom Fields from Salesforce to be used in the Koncert platform.

• If you want Koncert to process the recently created contacts, you can add the sort by based on the Created Date “descending”. This will prioritize your recently added contacts to your Users' dialing sessions while using Lead Pooling.

• Best Practices for Koncert Lead Pooling Reports in Salesforce

Here are some best practices to follow when building your Salesforce reports for Koncert's Lead Pooling feature:

• DNC: Exclude any prospects who have opted out of receiving calls by filtering out records marked as Do Not Call.

• Use the Sales Rep Disposition custom field to remove prospects that you have connected and had conversations with from your Salesforce report. This ensures Koncert prioritizes fresh contacts.

• Use the Increment Call Counter field, to filter out prospects that you do not want to dial more than a specific number of times.

• Filter your report to include prospects residing in specific time zones (e.g., EST) for efficient dialing during appropriate hours.

• If you want to only call Mobile phone numbers in your Lead Pooling session, add a filter stating Mobile not equal to empty so that all prospects in your Salesforce report have Mobile phone numbers. This applies to any phone columns you want to dial.

Koncert Manager

The Sales Manager can assign a Lead Pool List to the users. This will be directly added to the assigned user's Lists tab. The uploaded Lead Pool Lists will be highlighted in ‘blue’ as shown below.

From there, they can upload into the Dialing Session tab and initiate the dialing session.

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.