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How To Use Agent-Assisted Dialers in Sales

Writer's picture: Rodrigo AlarconRodrigo Alarcon

It is a dog-eat-dog world in sales: you have to move fast and be effective at what you do if you want to be ahead.


And that's precisely where agent-assisted dialers come in, and that's why they exist in the first place.


They're essentially a mix of automated and human touch when it comes to sales dialing, enabling you to get in contact with way more people than you could ever manage to reach on your own.


Regardless of where your sales experience may fall-being seasoned or a newbie-applying these dialers correctly will literally drive your results through the roof.


This article summarizes precisely what they are, how they function, and certain best practices to squeeze the most out of them



What Is an Agent-Assisted Dialer?


Agent-assisted dialer software is a more sophisticated version of dialers. It melds the capability of automated dialing with a human touch.


Instead of using simple algorithms to dial, as with a predictive or power dialer, an agent-assisted dialer requires the input of a human: a trained agent to initiate the dialing.


Agents break through the gatekeepers, go through the phone trees, and leave personalized voicemails. In the case of a live prospect, seamlessly connect him or her to the call with a sales representative for a substantive discussion.

Pretty straightforward right? Yes, and also quite ingenious.


Key Features of Agent-Assisted Dialers


Human Touch:

Agent-assisted dialing means that the calls are being made by seasoned agents; thus, every call gets that personal touch and degree of professionalism.


Pre-recorded Voicemails:

By default, an option like an automated voicemail drop lets reps leave consistent quality messages without needing to record every call.


CRM Integration:

At the same time, seamless integration with CRM systems will enable you to log, track, and monitor all the information about calls from one source


Real-Time Analytics:

Advanced analytics provide deeper insight into call performance, connect rates, and overall campaign success via data-driven decisions.


Optimal Timing:

Analytics also provide information on the best times and days to call prospects to maximize the chances of successful connections.


How Agent-Assisted Dialers Work


An agent-assisted dialing process is meant to be efficient yet flexible enough to accommodate. The steps of the processes will go forward as follows:


1- Lead Preparation: Sales teams import their prospect lists into the dialer. Split these, if required, by industry, function, or even previous interactions.


2- Call Handling: Agents will be calling through the dialer. If there is nobody on the other end, he can leave a pre-recorded voicemail message based on the prospects' profile.


3- Seamless Handoff:

In case of a live answer, the agent ensures that the targeted lead is on the line and bridges the call to a sales representative. In this way, the sales representative spends his precious time discussing it with those prospects who are available and willing to talk.


4- Data Logging & Analysis:

All the calls, be it voicemail drop or live call, are directly recorded in the CRM as it happens. The analytics are studied with the view to change the strategy and also allows for smarter future outreach.



Best Practices to Leverage Agent-Assisted Dialers


Setting up best practices is one of the best ways to derive maximum benefit from an agent-assisted dialer.


Some of the best strategies for deployment for the greatest benefit are:


1. Set the Right Objectives


Before you invest in an agent-assisted dialer, set your sales objectives. Whether it is about improving lead generations, increasing connect rates, or realizing quicker follow-ups, the clearly defined objectives shall let you map the dialer strategy and indicatively measure success.


2. Extensive Training of Your SDRs


Success with an agent-assisted dialer lies mostly with the SDRs themselves. Give them their best chance for success with extensive training programs in:


  • Communication Skills:

Train the SDRs on getting past the gatekeeper, objection handling, and leaving effective voicemails.

  • Product Knowledge:

Familiarize SDRs intimately with your products or services in order to communicate value propositions

  • CRM Utilization:

Train SDRs on active usage of the CRM system for data accuracy in logging and follow-up.


3. Messages Personalization


This process could be very smooth and fast with automation, but there is always space for personalization. Personalize your voicemail messages, either by addressing a pain point or discussing recent interactions.


Personalized voicemails will be much more impactful on the prospects and callbacks.


4. Optimize Call Timing


Leverage analytics your agent-assisted dialer can provide to determine the best times and days of the week to reach your prospects. Timing has a lot to do with connect rates - use your efforts at the times that your prospects are most likely to be present and receptive, common sense at its best.


You also may want to consider setting up variables like:

  • Time Zone: Do not call people at odd hours in their time zone.

  • Industry and Job Role: Find out what time of year people in your target job role and industry will be available.

  • Day of the Week: Try different days of the week to see which day you get the most people responding. Sales more often than not, is a ton of A/B testing.

  • Seasonal Fluctuations:  See if there is a seasonality as to when people are available. 


Analyzing this call data and adjusting your dialing strategy accordingly will yield a better chance of actually reaching prospects and having quality conversations.


5. Monitor/Analyze Performance


We recommend reviewing daily the various performance metrics that will be available to you through your dialer's analytics package. Some of the key metrics you will want to pay attention to include:


  • Connect Rates: The percent of calls that result in a live voice.

  • Callback Rates: Overall number of callbacks triggered due to abandoned voicemails.

  • Conversion Rates: Number of leads obtained which actually get converted into prospects.


Based on the data you capture, you will be able to recognize several trends in your strategy and further tune your outbound dialing on an ongoing basis.


6. Comply with Recording Laws


Ensure your recording solutions meet the concern of respective state laws, one-party or two-party consent laws.


Best of all, have clear processes for gaining consent and notify the prospects when calls are recorded-for their trust, maybe, and to avoid some legal headaches.


7. Integrate with Your CRM System


Full integration with your CRM maximizes use of an agent-assisted dialer, logs information automatically, manages leads, and prior interactions at fingertips for keeping the selling team up to date on each particular prospect.



8. Align Sales Representatives and SDR


Enable open interaction and coordination between SDRs and sales representatives; enable sales representatives to customize their pitches by transferring intelligence from the SDR calls to solve particular issues or improve your chances of closing a deal.


9. Refine Your Scripts Constantly


Ongoing refinement and revision of your call scripts are crucial to the best performance of your Agent-Assisted Dialer and overall sales results. This should be an ongoing process from a number of inputs, including:


  • Agent Feedback: Agents are truly on the front lines of contact with prospects. They know what's working and what's not working in the script. Make sure you're getting their feedback on a regular basis and that you're making very targeted revisions based on it.

  • Performance Metrics: Track KPIs such as the conversion rate of calls, average length of calls, and Customer Satisfaction (SAT) scores of customers. Analyze such metrics and see where the script could be improved.

  • Customer Response:  Pay attention to what prospects say about different parts of the script. Know which arguments work and don't work, and change the script where necessary.

  • Market Conditions: Keep up to date on the latest conditions in your marketplace and industry. Update the script with the latest trends and customer needs.

  • Competitor Analysis: Regularly keep up to date on your competitors' sales messaging and strategies, looking for points of differentiation to position your script for rising above the noise.

When developing or refining your scripts, it's important to remember that best practice will mean:


  • Brevity: Keep it short. Avoid long monologues where a prospect tunes out.

  • Captivation: Write the scripts in an interesting and engaging manner; use storytelling techniques, open-ended questions, and provocative terminologies that would captivate the prospect.

  • Flexibility: Allow flexibility within the script for personalized one-on-one conversation. Encourage agents to mould the call based on each prospect's interest and need

  • Natural Tone: Create scripts that are conversational and natural in tone. Avoid stilted or scripted language that sounds like a robot.

  • Personalization: Whenever possible, personalize the script for the prospect in question. Be certain to mention their name, company or industry, and tailor the message to their identified pain points.

  • Call to Action: Conclude your script with a clear, concise call to action. Let the prospect know exactly what you want them to do next: schedule a demo, download a white paper, or simply learn more about your product or service.


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Image Source: https://getrafiki.ai/

Ongoing refine your scripts versus that input and best practice so your sales team will have the most effective tools to set up prospects, build their relationship, and close deals.


10. Leverage Technology to Conserve Resources


Take advantage of new functionality such as auto-scheduling, follow-up reminders, and real-time call tracking to simplify outbound calling.


Best-in-class technology can liberate your team to focus on high-value activities that will transform your sales effectiveness.


Tendril: Optimize Sales Efficiency


Add best practices to agent-assisted dialers, and you will transform your outbound sales strategy at an unprecedented level, with better connect rates, better-quality leads, and better productivity.


Now, to really take advantage of such enhancements in the process, a platform should be able to provide end-to-end solutions, like what we have here in Tendril. As a matter of fact, we have an entire ecosystem that works jointly, but for the purpose of this example, we need to talk about Tendril Connect and Tendril Enrich.


Tendril Connect is our premier agent-assisted dialer, made to assure the best usage of outbound call campaigns handled by our highly trained agents.


Next, to take full advantage of Tendril Connect, we'll give you Tendril Enrich, our data enrichment product, which cleanses and enhances the quality and integrity of your prospect data .


Man in orange shirt on phone, writing at desk. Laptop shows welcome screen. Bright room with lamp, plant, and blinds. Calm mood.

Through Tendril's Agent-Assisted Dialer solutions, your sales team can focus on building relationships and closing deals while Tendril handles all repeatability and most of the highest time-intensive activities that wreak havoc on efficiency.


Want to supercharge your outbound sales? Reach out to Tendril today and learn how our agent-assisted dialing solutions combined with data enrichment services will take your sales productivity to the next level, make every outreach count, and drive huge revenue growth.

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