Setter Training: Call Dispositions and CRM Management
A guide to managing call dispositions, maintaining a clean CRM, and optimizing workflow for sales and customer service teams.
This article provides a comprehensive guide for managing call dispositions and maintaining a clean CRM. It includes step-by-step instructions for handling call dispositions, categorizing call types, and assessing lead progression. It also offers tips on color-coding calendars, managing emails and SMS messages, and handling negative responses.
Key Points:
- Call Dispositions: How to select the appropriate call disposition and categorize call types.
- CRM Management: Maintaining accurate data and categorizing leads based on their position in the sales process.
- Calendar Color-Coding: Using colors to visually organize and prioritize follow-ups.
- Message Management: Efficiently managing email and SMS workflows, including handling negative responses.