In order to dial a list from the Salesforce CRM in Koncert, you need to first import your list into Koncert. Only customers whose Salesforce CRM is integrated with Koncert will have access to this feature.
PRE-REQUISITES: Make sure your report contains a Contact/Lead Name and a phone number for a successful upload. To do this, please follow the steps below.
Reports can be uploaded from:
- My Lists » My Lists tab » Add Lists » Add from CRM – When Reports are added into the My Lists tab, they can be uploaded and dialed whenever needed.
First, add a report into the My Lists tab. Once you add the list, the list will always be ready to import from the My Lists tab. Select the list you wish to dial and click Begin Upload. This not only saves you time, but the list will be updated with the most recent data in your report. You will also get the benefit of seeing how many connects you have made with the list, how many dials, and when you most recently dialed with the list.
Below you can find how to import a report from the ‘My Lists’ tab.
- Go to the ‘My Lists’ tab in the Koncert portal.
- In the My Lists sub-tab, click on Add Lists » Add from CRM.
- After the ‘Import New List’ window pops up, select the Folder where your report is saved and the Report before clicking Next.
- Click Next to configure the call settings for this list.
- Name – Defaults to the logged-in user name. Mandatory field.
- Company – Name of the Organization. Mandatory field.
- What is the call regarding? – Instruction to be followed by the Dialing Agents. Not applicable for Flow Dialer.
The Tooltip information guides you as to what information or instructions to provide to the Dialing Agents when a Gate Keeper or an Operator enquires about the call. Please share the information of the product or service you are offering. You do not need to include your name or company name as our agents will have that information.
- Caller ID Mode – Choose a Caller ID from the dropdown how you want your prospect to see your phone number coming in.
The available options are – Mapped Caller ID, Custom and Random.
o Mapped Caller ID – This option provides local presence to the prospects. A pre-set pool of Caller IDs are added to the system and mapped to the area codes being dialed.
NOTE: Please contact Koncert Support for adding Mapped Caller IDs.
o Custom – When selecting this option, the Caller IDs popup window will appear and allows you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. If you choose more than one, they will round-robin.
NOTE: Please contact Koncert Support for adding Custom Caller IDs.
o Random – When selecting this option, Koncert will randomly pick a Mapped Caller ID assigned.
- Phone columns to dial – By default, all the available phone columns of the Org will be displayed.
An alert message below will be displayed when attempting to remove any phone column and clicking the Next button.
Click OK to remove the phone column field or click Cancel to stop the process.
- Sort by – Select a column from the dropdown to sort the call list e.g. Contact Name. Also, it can be sorted either in Ascending or Descending order upon selection.
The Sort by dropdown list contains all the Standard and Custom fields which the records can be sorted by in the My Session tab.
If you have selected “No Sort” from the dropdown, the records will be sorted in the exact order like how it was uploaded.
If you have selected the option “Random”, Koncert will randomly sort the records uploaded in the My Session tab, not by any specific columns. Also, the Order dropdown (Ascending or Descending) next to that will be disabled.
NOTE: If you select ‘Random’ as a sorting option, the records in the My Session tab will keep sorting randomly each time when the session is started.
- Timezone – Select the required US Time Zones to be dialed. The dialing session will be initiated only for the records in the selected time zone.
To dial international calls, select the time zone ‘International’. After which, all the other U.S. Time zones will be disabled or grayed-out to restrict dialing records on other time zones.
- Click Next to upload the report into the My Lists tab. A notification window saying ‘Your list has been saved successfully’ will be displayed. Click Close.
The selected report from the Salesforce CRM will be uploaded and listed in the My Lists tab.
NOTE: The below alert messages will be displayed on different scenarios when clicking the Next button:
a. When selecting International Caller IDs for US Timezones, the below alert message will be displayed when clicking the Next button:
b. When selecting US Caller IDs for International Timezone, the below alert message will be displayed when clicking the Next button:
Upload to My Session for dialing
Once you have imported the Call List(s) from the Salesforce CRM, the next step is to upload the Call List(s) into the My Session tab for dialing.
Below you can find how to select and move the imported Call List(s) into My Session:
- In the My Lists » My Lists tab, select the checkbox for the list(s) you want to upload into My Session. You can select up to four list(s) at once.
- Choose the Calling Order (from 1 to 4) for each of the selected files.
- Click on the Begin Upload button to upload the selected list(s) into the My Session tab for dialing.
NOTE: If you have selected multiple files, then the alert message below will be displayed when clicking the Begin Upload button.
This notifies the user that the dialing settings configured in the very first list will be applied to the successive lists. If needed, you can change the dialing settings before you begin dialing.
If you have selected multiple files to upload and you did not choose the Calling Order to merge, then an alert message below will be displayed (following the above alert message), when clicking the Begin Upload button.
Click Proceed to begin and merge the lists together or click Choose a calling order to choose the required Calling Order.
- The Import Status screen will be displayed with the upload status of each file, i.e. the number of records imported/processed.
NOTE: During upload, if you have any duplicate records (or contacts) or records with missing contact names or invalid/missing phone numbers then those records will not be uploaded into the My Session tab. The Import Status window will also display the following details:
o Total # of Prospects – Number of prospects in the list
o Prospects Uploaded – Number of prospects that uploaded successfully
o Missing Contact Name(s) – Number of prospects who failed to upload due to the missing Contact Name field
o Missing/Invalid Phone Number(s) – Number of prospects who failed to upload due to missing Phone Number across all phone columns
o Duplicate Contact(s) – Number of prospects failed to upload due to duplication
o Additional Import Filters – Number of filters applied for the imported call list. This will be displayed only when uploading the CRM List(s).
The icon adjacent to the above field will display the name of the filter(s) applied, when mouse hovering on it. If no filters applied, then the text "No filters enabled" will be displayed.
NOTE: You can click and view the Total/Uploaded/Missing/Duplicate contacts by clicking on the respective counts. For example, to view duplicate contacts, click on the Duplicate Contact(s) count to bring up the Duplicate Records window.
To export the list as a CSV, click on the Export to CSV button.
- Click on the Continue button to proceed to My Session and start dialing.
Please contact Koncert Support for any questions at firstname.lastname@example.org 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.