The Power Dialer is an advanced feature within the CRM that automates the calling process, allowing users to dial through a list of contacts efficiently. This tool is particularly beneficial for users who regularly manage a large volume of calls. It saves time and ensures no contact is overlooked, improving follow-up and lead management. To make the most of this tool, you must set up a workflow specifically designed for the Power Dialer.

Setting Up the Tag #

Navigate to the Settings section of the CRM, scroll down, and select “Tags.” To create a new tag, click the “+ New Tag” button to start. Name the new tag (e.g., Power Dialer) in the pop-up, and click “Create.”

Setting Up the Power Dialer Workflow #

Setting up the Power Dialer is straightforward and involves a few key steps:

• Go to the “Workflows” tab, select “Create New Workflow,” and click on “Start from Scratch.”
• Name your workflow appropriately for future reference (e.g., Power Dialer Workflow). Then set the workflow trigger to “Contact Tag.”
• Within the Trigger, specify the tag you created. In this case, we would be using the Power Dialer tag. You can rename the trigger Power Dialer for easy identification.
• Proceed to add the “Manual Call” action to the workflow. This is the only action needed for the basic setup.
• Ensure you Publish and Save the workflow.

Adding Contacts to the Power Dialer #

There are two primary methods to add contacts to your Power Dialer workflow:

For Existing Contacts #

Navigate to Contacts. Under the Smart List tab, you will find the existing contacts in the CRM. Select the contacts you wish to add and choose “Add to Automation.”

Add a description, then search and select your Power Dialer workflow. For the contacts, you can choose to “Add all at once,” “All at scheduled time,” or “Add in drip mode,” and then click on “Add to Automation.”

For New Contacts (Importing) #

• Click on “Import Contacts.”
• Choose the Contacts option and click on Next.
• Upload your CSV file containing the contacts, select how to import contacts, and then select to find existing contacts based on email and phone. Click on Next to continue.
• Make sure to map the fields accordingly.
• Add the contacts to the Power Dialer workflow, ensure you tag them with your Power Dialer tag, click on the consent box, and then select Start Bulk Import to import the contacts.

Using the Power Dialer #

Once your contacts are added, you can start making calls by navigating to the Power Dialer and clicking “Let’s Start.” The system will automatically dial the next contact in your list, providing a seamless calling experience.

• During Calls: You can log the outcome of each call (e.g., answered, no answer), which helps in maintaining accurate call reporting and analytics.
• Post-Call Actions: You can schedule follow-ups, add notes, or book appointments directly from the contact’s profile, enhancing lead management and follow-up efficiency.

The Power Dialer is an essential tool for efficient contact management, enabling streamlined communication and improving overall productivity. Automating the calling process and integrating follow-up actions directly within the CRM ensures no opportunity is missed. With proper setup, tagging, and usage, the Power Dialer workflow can significantly enhance your calling strategy and lead management.

Troubleshooting and Tips #

• Ensure Accurate Tagging: Properly tagging your contacts is crucial for the Power Dialer to function correctly. Double-check your tags if you encounter issues.
• Workflow Activation: Make sure your Power Dialer workflow is published and active.
• Refreshing Contacts: If newly added contacts don’t appear immediately, give it a few moments or refresh the page.

Frequently Asked Questions #

What is the Power Dialer? #

It is an advanced CRM feature that automates dialing through a list of contacts, saving time and ensuring no contact is missed, which is ideal for high-volume calling.

What workflow setup does the Power Dialer require? #

Create a tag (e.g., Power Dialer), build a workflow that uses the “Contact Tag” trigger with that tag, add the “Manual Call” action, then publish and save it.

How do I add existing contacts to the Power Dialer? #

From the Contacts Smart List, select the contacts, choose “Add to Automation,” pick the Power Dialer workflow, and choose to add them all at once, at a scheduled time, or in drip mode.

How do I add new contacts by import? #

Use Import Contacts, upload your CSV, map the fields, tag the contacts with your Power Dialer tag, confirm consent, and start the bulk import to enroll them.

Can I set a buffer time between calls? #

Yes. The CRM lets you set a buffer time between calls so you can manage pacing and post-call work between contacts.

Where do I find call reports and recordings? #

Go to Reporting then Call Reporting for detailed analytics. Recorded calls are available from the contact’s activity log or the call reporting section.

Newly added contacts aren’t showing in the dialer. What should I do? #

Verify the contacts are tagged correctly and the workflow is published and active, then wait a moment or refresh the page for them to appear.