PhoneBurner works hard to take care of you, before and after the sale. We pair you with a certified PhoneBurner specialist who will guide you through a step-by-step process that builds the foundation for long-term results.
Your dedicated, US-based PhoneBurner specialist will take the time to learn your business needs and goals. We have a series of questions that helps us understand your sales process and discover actionable opportunities to improve performance and increase revenue.
2. Setup and test dial
With a plan in place, we work together to get PhoneBurner setup and configured for you. Users added. Workflows built. This culminates in a workflow test dial session to make sure everything works exactly as intended.
3. Contact strategy
Next, we’ll discuss how to get your contacts ready for call campaigns via import or integrating with another CRM or lead vendor. We’ll also cover custom fields and how to set up folders to optimize your workflows. Managing a team? We’ll talk about how to automatically distribute leads to your reps using LeadStream.
4. Train your team
We don’t just support our admins. Your dedicated specialist is happy to provide custom training for your team to get everyone dialing quickly and confidently. We’ll also help you set the proper user permissions so agents have just the access they need, With the precise scripts, emails, and dialer settings loaded, you’ll be set for highly productive and unified outreach.
5. Launch and monitor reports
In this final step, your advisor will build the reports you need to track performance. From call recordings, to real-time leaderboards, to custom daily/weekly reports that can be emailed to you automatically, you’ll have the data you need to hold your team accountable and grow your bottom line.
