Pipedrive calling system integration

Project description

OUR CONCERNS We have 4 callers in Phillipines and 3 in our office. transferring excels to PD-＞4 callers columns on excel to match calling into different time zones we don’t work on weekends - avg talk time don’t include AUM is metric for value of lead train my callers basic use making calls from PD directly JustCall ? setup voip + dialer can we use PD for advisor card notes + download FinRA there JustCall how to transfer excel leads and get them to work in JC setup dealer and teach us fundamentals on using it what else can improve talk time? going around VM and corporate gatekeepers anyway to get mobile numbers of leads? Our broker is approved to use this company for intergrating with our outlook. https://www.scheduleonce.com/solution/networking-scheduling-software calendar integration -b/d LPL any way to link? how to integrate with outlook to set up appointments - can they sent invite from my email box? - email invite template - inviting my boss to appointment is there a master view of all appointments and who set them? booking double conflict accidentally appointments phases 1 2 3 make sure we can tell if its phase 1 SALES CYCLE create this automation in PipeDrive for us. Phase 1 pre due diligence DD cold lead warm lead before due diligence starts reschedules for no shows 1st appointments 2nd appointments 3rd appointments Phase 2 due diligence warm lead yes i am interested in succession planning and i want to talk about may concerns then we have another meeting #2, meeting #3, and then he is ready to proceed forward Phase 3 LOI Letter of Intent due diligence offer letter sent out RULES After every meeting we have to follow up in exactly 7 days to schedule 2nd call. Leon Beker follows up Every Monday all callers follow and confirm they’re own appointments set for this week after meeting we reclassify lead as: email nurture campaign - not ready now, but maybe in future Not a good fit for Atlas Deal that were NO GO CALL BACK IN 30/60/90 days CALL BACK IN 6 months supervisory functions how to: adding / taking away leads from callers locking access to booked appointments transfer your leads there train me on whisper/barge functionanality train me on call coaching train my team to use PD how to supervise and do admin functions how to move leads between callers how to have single DNC do not call Linking calendar to available appointments - in a team how to make sure that callers from Philipines are dialing leads for EST time vs Pacific? How does that work? How to see AUM value or deal value in different stages (appointments) or consolidated view - dashboard FILTER FOR TIME ZONES separating leads with filters by state CA TX DATA CLEANING our leads list format+fields i want to keep pull leads recycled from everyone mind careful some callers changed order of fields double check booked appointments in callers file vs main master file figure out appointments master vs individual reschedules as well cut down on fields and pick format upload this to PD master - Ben does this adviser cards transfer firm is broker dealer AUM is Assets Under Management from Leads field from calling asking qualification questions DEAL VALUE for PD take production value X 2.5 = deal value relevant only when we book appointment (add field deal value, but add that value later) integrating into FLOW confirming appointment on Mondays for that week create deal=booking appointment no appointments on Mondays she sends invite after every meeting we have to follow up in exactly 7 days to schedule 2nd call. Leon Beker follows up