A sales script is a useful tool that provides a set of talking points to assist employees during different types of phone calls with potential or existing customers.
The CRM allows you to create scripts that include fillable fields so the user can follow the script and enter the information as they go which is then saved into that contact’s file.
They also allow you to use Merge Fields to insert data already saved into the script. For example instead of a script saying “Hello (client name)”, it would read “Hello Bill” (the name of the contact you are currently talking with.
Sales scripts are an enhancement that DebtPaypro offers to its customers. Management and/or Administrators of the system create the scripts and share them with whomever needs them, whether by role, situation, etc.
If your company does not have a person to create these scripts, DPP can help for a fee.
DPP’s calendar can be used for more than just scheduling events. You are able to send requests to contacts and provide agents with a unique completion option that displays the outcome of said events.
An event type can be set up to have:
A duration of time; and
Individual event outcomes that can change the contact status to a desired new status upon completion of the event.
For example if an event outcome is Unavailable, the contact status can change to Follow up or whatever their equivalent workflow status is for that type of situation that they would like it to link to.
There can also be individual event completion forms that are linked to the outcomes such as if an event gets completed successfully and they choose appropriate event outcome, a small form can be triggered to display with data entry fields for data that was collected on the call.
Click here to visit our help center and learn about event types and forms.
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