Features by Screen: Admin: Task/Call Outcome Manager 

Task/Call Outcome Manager 

Your business may have certain types of calls that it needs to do on a regular basis and for which there are several possible outcomes that may happen as a result of that task being performed.  For instance, you might have a task called, "sales call" and there may be several possible 'outcomes' of any given "sales call," say, "Interested but needs more time"; "Not Interested"; "Left a message"; "No answer." 

The Call Outcome manager is where you'll set up both the task types and the possible outcomes of each call type.

When you create a new task, either as a one-off, or a task step in a sequence, you'll have the option to choose what type of task it is and when you complete the task, you'll be asked to select what the outcome of the task was from the list of options you created.

This is great because it allows you to look back at the task notes and see what happened as a result of that task completion. But, with the use of Active Response rules, it gets even better....

Automation based on Call Outcomes

[Note: OfficeAutopilot only] 

You can set up Active Response rules to react to when tasks have a given outcome for incredibly sophisticated follow up automation. Say, for instance, you have a 'sales call' type task. The prospect doesn't answer, so the sales person leaves a voicemail and marks the task complete, with the outcome "Left message."

You can set up an Active Response rule to do any number of things from here.

For instance, you might have it set up to assign the prospect to another follow up sequence that:

1. Sends a specific email. Something like this:

"Hey [First Name],

Just tried to reach you to talk about those widgets you're interested in.

I left a message and I'll shoot you a call in a couple of days.

You can call me back at 1-800-555-1212.

Cheers,

Your Sales Dude"

2. Assigns the sales person a new task to call the person back in a couple of days just as you promised in the email, in 2 days, which will ensure that you do, indeed, give them another call in 2 days.

Learn how to create an Active Response Rule.

Of course, this is just one example and you can create Active Response rules to respond to various task outcomes in lots of different ways. See how tricked out you can make your task outcome follow up to save you time and keep on top of your leads with ease! The sky's the limit! You might set a call outcome for a successfully closed high-level sale that subscribes new customers to a sequence with a number of tasks to have your assistant send a thank you card, then to go out and hand purchase a beautiful thank you gift and send it.

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