3 posts tagged with "sales"

Campaigns: Referral Funnels, Tracked URLs, and Drip Settings​

Turn your customers into your best salespeople. The new Campaigns system lets you build complete referral funnels with invitation emails, claim pages, and tracked URLs — plus configurable drip settings that respect your business hours and delivery pacing.

What's New​

• Campaigns v1: Build full referral campaigns with multi-step claim funnels, branded invitation emails, and tracked URLs. Each campaign gets its own management page where you can edit settings, duplicate campaigns, and monitor performance from the admin menu.

• Referral Claim Funnel: A multi-step claim flow guides referred contacts through email verification, phone verification, and account setup. Branded referral pages match your white-label design.

• Tracked URLs with Custom Domains: Campaign links and SMS short links use your tenant's verified custom domain instead of a generic URL. Better deliverability, stronger brand recognition, and full click tracking on every link you send.

• SMS Click Tracking: Every SMS link is automatically shortened and tracked. See exactly which contacts clicked, when they clicked, and which links drive the most conversions.

• Campaign Invitation Email Templates: Branded email templates for referral invitations are automatically styled with your tenant's branding. Send professional, on-brand referral invites without touching HTML.

• Drip Campaign Settings: Configure business hours so drip messages only send during appropriate times. Set the number of records per batch and the interval between sends (seconds, minutes, or hours) for precise control over delivery pacing.

• Campaign Management: Edit, duplicate, and manage campaigns from the admin menu with a 3-dot dropdown on each campaign card. Quick actions for the operations you do most.

Why This Matters​

Referral Programs That Run Themselves: The complete campaign funnel — from invitation email to claim page to account setup — runs on autopilot. Set it up once and let your customers drive growth.

Deliverability That Converts: Custom domain tracked URLs and branded short links mean your messages land in inboxes, not spam folders. Every link is trackable, so you know exactly what's working.

Drip on Your Terms: Business hours compliance and configurable batch sizes mean your drip campaigns reach contacts at the right time, at the right pace — no more blasting messages at inappropriate hours.

WebPhone Voicemail: Never Miss a Lead, Even When You're Busy​

Your WebPhone just got a major upgrade. We've launched a full-featured voicemail system so every missed call turns into an opportunity—not a dead end. Callers leave professional voicemails, your team gets instant notifications, and follow-ups happen automatically.

What's New​

• Professional Voicemail Greetings: Record custom voicemail greetings for your business, individual agents, or specific phone numbers. Make every unanswered call feel handled, not ignored.

• Voicemail Inbox & Playback: All voicemails land in a clean, organized inbox inside the WebPhone. Listen, flag, assign to team members, or trigger follow-up workflows—all from one place.

• Instant Voicemail Notifications: Get notified the moment a voicemail is left. Push notifications ensure no lead sits waiting while your team is between calls.

• Voicemail-to-Workflow Triggers: Automatically trigger follow-up sequences when a voicemail is received. Send an instant SMS reply, schedule a callback, or route the lead to a specific agent—all hands-free.

Why This Matters​

Capture Every Lead: 80% of callers won't call back if they hit a dead line. Voicemail keeps leads warm and gives your team a second chance at every conversation.

Professional First Impressions: Custom greetings signal that your business is polished and responsive, even when no one can pick up the phone.

Automated Follow-Up: Combine voicemail with workflow triggers and your response time drops from hours to seconds—without anyone lifting a finger.

Complete Call Coverage: Between Power Dialer, WebPhone, and now Voicemail, your calling infrastructure covers every scenario: outbound blitzes, live inbound handling, and after-hours capture.

Power Dialer: Make 10X More Calls in Half the Time​

Sales teams rejoice. We've launched our most-requested feature: Power Dialer. Call through your entire contact list with one click, drop voicemails instantly, and schedule callbacks without missing a beat. Combined with major WebPhone upgrades, your calling workflow just got seriously efficient.

What's New​

• Power Dialer Campaigns: Load up your contact list and start dialing. The system automatically moves to the next call, handles busy signals, and tracks every interaction—so you can focus on conversations, not clicking.

• One-Click Voicemail Drop: Record your voicemail message once, then drop it instantly on any unanswered call. No more repeating the same message 50 times a day.

• Smart Dispositions: Mark calls as Interested, Callback, No Answer, Not Interested, or Wrong Number with one tap. Schedule follow-up callbacks with an integrated date picker—right from the call screen.

• Call History Dashboard: Every call you've made or received is now logged with full details: duration, disposition, notes, and recordings. Find any conversation in seconds.

• Enhanced WebPhone: Improved call routing sends inbound calls to the right team members automatically. Better audio controls let you switch speakers mid-call. More reliable connections mean fewer dropped calls.

Why This Matters​

10X Your Output: Professional sales teams make 50-100 calls per day. Power Dialer eliminates the manual work between calls, letting you hit those numbers in half the time.

Never Forget a Follow-Up: Built-in callback scheduling and automatic note-taking mean nothing falls through the cracks. Every conversation is tracked, every follow-up is scheduled.

Sound Like a Pro: Voicemail Drop ensures your message is consistent, clear, and professional—every single time. No more fumbling or forgetting your pitch.