Boost cold call efficiency
Objective: Help your SDRs and BDRs reach more prospects without sacrificing quality interactions or missing followup actions.
Note: You may notice visual differences between the video(s) and the current product UI. The configuration steps shown are still accurate and the video remains a useful guide for setting up and using this feature.
Cold calls serve as the foundation of future engagements with prospects. Every day, BDRs, SDRs, and AEs make many such short calls with the help of their call scripts. After each of these calls, they navigate around the CRM to perform followup actions (send emails, update CRM fields, and so on). Let's create a kiosk that simplifies and automates this vital activity.
Configuration
Here's a video that shows the configuration from 02:45:
You can use this configuration guide for your reference: