Assess phone leads effortlessly!
Scoring leads and adding notes to your calls, allows you to update your call data with important information that otherwise would be hidden.
Score leads with our 5-star system to qualify which leads meet your qualification criteria.
Adding notes complements call data with important information about post-call actions.
Use notes and scoring to streamline processes with your team and keep your leads updated.
Harness the power of Lead Scoring and Call Notes
Combine lead scoring with call notes to help your team focus on the leads that matter the most
Scoring leads is a crucial aspect of any successful sales and marketing strategy.
Score leads with our “5-Star Rating System” and use their score to filter out quality leads.
Listening to lengthy calls or going through endless transcriptions can be time consuming. Adding notes allows team members to quickly identify next actions, without having to go through the same information again and again.
Combining notes with call scoring allows you to streamline processes and keep your team aligned at all times.
Lead Scoring & Call Notes FAQ
Call tracking features are a set of tools and functionalities designed to enhance your ability to monitor, analyze, handle and optimize incoming phone calls generated by your marketing efforts. These features include whispers, call recordings and transcriptions, IVR, greetings, and call surveys, each offering unique benefits to improve customer interactions and refine marketing strategies.
Lead scoring is a method used in sales and marketing to evaluate and rank potential customers or leads based on their likelihood to become paying customers.
Call notes are written records, written summaries or even actions that need to be taken by others, of telephone conversations that serve as a vital tool for maintaining effective communication, documenting important details, and ensuring accountability in various professional settings. They help organizations keep track of critical information discussed during phone calls, ultimately contributing to better decision-making and improved customer relationships.
Call Notes facilitate effective communication within your organization. Team members can quickly review call notes to understand the context of a customer’s previous interactions and needs. This ensures that all team members are on the same page and can provide consistent and personalized service to customers.
Lead scoring helps align the efforts of your sales and marketing teams. It ensures that marketing generates leads that meet the criteria for potential customers, and sales teams can concentrate their efforts on leads that are most likely to convert. This alignment leads to more efficient and coordinated efforts.
Navigate to Activity -> Calls. Select your view and click expand. Click on the stars and give a score from 0-5
Navigate to Activity -> Calls. Select your view and click expand. Add your note (1000 characters max)
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