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How to make a sales force meeting call

Thandi Lebeta Updated by Thandi Lebeta

Introduction

BBB is responsible for contacting Sales Force Members (SFM) in the 'Sales Force Meeting' campaign to follow up on invitations for upcoming meetings. The Contact Centre manager or team leader must establish the 'Sales Force Meeting' campaign in TaskFlow prior to assigning agents to it. Some agents may concentrate on calling SFMs for managerial meetings, while others may focus on recruiting SFMs within TaskFlow.

The agents communicates with the 'Leads' across 'Discuss' application in TaskFlow. All the assigned agents will be able to do the meeting campaigns calls.

Some reasons for calls are:

  • Distributors/Managers Meetings
  • End year functions

Responsible Team

  • ICT/ TaskFlow
  • Contact Centre Agents

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

Navigate as follows to get to the correct screen:

TaskFlow/Discuss

Once a user clicks 'Discuss' application in TaskFlow she will be logged in the system and lands on a screen that looks like this:

Process

  1. Click the [Campaign] dropdown arrow and you will see the screen as shown below:
  2. Select the 'Campaign' you want to call.
  3. Click [Next Call].
    All you need to do is just click next call and the first 'Lead' on the campaign list will be called.
    The system will the start recording the call.
  4. On the Lead information screen: Attendace Information
  5. When the 'Lead' answers the call, select the [Attendance Type] on the dropdown arrow.
    1. Select the outcome of the attendance from the SFM.
      1. Personally: this means the Distributor/Manager does not have to give out any information as her/his information is already in the system.
      2. Proxy: this means the Distributor/Manager will have to provide the agent with the [Relationship Type].
        If you select other on 'Relationship Other' type, write the relationship of the attendee, name of the attendee and attendee surname.
      3. Not Attending: this means the Distributor/Manager will have provide the reason of not attending and the agent has to type it under 'Not Attending reason'.
    2. On the Lead information screen: Under the Incl. Additional Attendee?
      1. Tick the check box if there are people coming to the meeting with the Distributor/Manager.
      2. Add their information on 'Add a Line' as shown in the diagram below:
      3. Click [Save].
  6. Select an outcome: 'Disposition'
    If you choose the 'Call Back Later' disposition, you will have to select the time you want the system to call the Lead automatically on 'call back later'.
    Add a notes as to why the 'Recruit' wants a call back later under 'Additional Notes'.
    Additionally, the 'Voice note' is set upon the disposition, so no need to set the time.
  7. Click [Save].
  8. Click [End Call].
  9. If you want to continue with the next call, click [Next Call].
  10. Otherwise, click [Leave], if you want to leave the campaign.
  11. Select the [Note], on why leaving the campaign.
    1. Click either [Leave Campaign] button or [Leave and Logout] button.
    2. When you are done for the day, you must use [Leave and Logout] button and 'Login' again to go back into the system.
  12. Once the calls are done and you want to log out, go to your name on the far right corner.
  13. Click [Log out].
  14. If you forgot to disposition, login back into the system.
  15. Select the 'History'.
  16. Select the 'Lead' you dialed.
    The 'Lead' with a triangular icon mean they are not dispositioned.
  17. Click on the 'Lead' and click on [Action] or click on the Lead's yellow 'Triangle indicator'.
  18. On the dropdown, select [Disposition].
  19. On the pop up screen as shown below, select the 'Customer':
    Select the customer, (who in this case is the sales force member) who was in the call before you can disposition it.
  20. select the 'Disposition' on the dropdown.
  21. Click [Disposition] button.
  22. To continue, click on [Next Call] to make the next call or click [Leave] to leave the campaign.
  23. To 'Log out', go to your profile on the far right corner.
  24. On the dropdown, Click [Log out].
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