Table of Contents

How to set up sales force meetings campaign

Thandi Lebeta Updated by Thandi Lebeta

Introduction

The 'Sales Force Meeting' needs to be configured in TaskFlow by the contact center manager or team leader before starting any meeting calls within TaskFlow. The aim of the campaign is to allow designated agents to call the Sales Force Members (SFMs) and confirm their attendance for events such as 'Sales Force Meeting' or 'Recruiting'. Once the campaign is set up, it will be stored in the TaskFlow system, enabling agents to begin making calls to the SFMs. The following steps must be followed to call the sales force meetings in TaskFlow.

Responsible Team

  • ICT/ TaskFlow
  • Contact Centre Manager
  • Contact Centre Team Leader

Navigate to your TaskFlow dashboard and click on this application: Campaigns

Navigate as follows to get to the correct screen:

TaskFlow/Campaigns

Once the contact centre manager or team leader clicks 'Campaigns', she will be logged into the system and land on a screen that looks like this:

If you remove the filter 'Started' from the filter bar, you will see the screen as shown below:

Process

To set up recruiting campaigns:

  1. Click [Campaigns].
  2. Click [Voice] on the dropdown.
  3. Click [Create].
    1. Enter the Sales Force Meeting name on 'Name' as shown in the screen below, for example; Distributor Meeting.
Dataset: Model 'Recipients':
  1. Tick the [Lead/Opportunity] check box as shown on the diagram below:
  2. Click [Add a line].
  3. Click the dropdown arrow on [Field].
  4. Select [Sales Team] on the first (row and column) and [Stage] on the second row and first column.
  5. Click the dropdown arrow on [Operator].
  6. Select [is equal to] on both first and second (row and column).
  7. Click the dropdown arrow on [Value].
  8. Type [Events] on the first row, third column and [New Event] on the second row and third column.
Dialer:

Call schedules:

  1. Click on [Dialer] and you will see the screen below:
Make sure that the 'Click-to-dial' check box is ticked.
  1. On the [Order based on] dropdown, select [Created on].
  2. On the [Order by], select [Ascending].
  3. On the [New record priority], enter 20.
  4. On the [Retry priority], enter 30.
  5. On the [Retry delay], enter 3
  6. [Maximum dial attempts], enter 5.
    The numbers entered from '4' to '7' might differ depending on what the Manager's decisions are for the campaign.
  7. On Team Access, tick the [Voice] check box.

Available Dispositions:

  1. Click [Add a line].
  2. Select the [Available Dispositions] by ticking each check box on the list of dispositions as shown in the diagram below:
  3. Click [Select].
Schedule
  1. Select a date scheduled for the Sales Force Meeting on the [Schedule date] dropdown as shown on the diagram below:
    This scheduled date is the 'start' and 'end' date of the campaign.
  1. Click [Save].
  2. Click [Add to queue]as shown in the diagram below:
  3. On the Confirmation screen, click [Ok].
  4. The 'Sales Force Meeting' campaign is now ready for calls. All the 'Leads' in this campaign will appear under 'Events' in [CRM] 'Team Pipelines' as shown in the diagram below:
  5. To log out, go to your profile on the far top right.
  6. On the dropdown, click [Log out].
FAQS

How did we do?

Making Inbound and Outbound calls for contacts 'Potential Leads'

Contact