Right now I'm using's Zoho CRM. Here's my current workflow:
1. I look at a detail page of the lead I'm about to call, and click to dial while I check out the contact name and any prior notes.
2. I'm calling businesses so there is usually a virtual attendant to get through. Sometimes I have an extension, sometimes I'm transferred.
3. Once I talk to the lead or the voicemail, I jot down a few phrases, save, and move to the next record.
All told I'm doing about 15 calls per hour.
I feel like I should be doing more. Is there a better/faster way?
Source of insurance-forums.net
1. I look at a detail page of the lead I'm about to call, and click to dial while I check out the contact name and any prior notes.
2. I'm calling businesses so there is usually a virtual attendant to get through. Sometimes I have an extension, sometimes I'm transferred.
3. Once I talk to the lead or the voicemail, I jot down a few phrases, save, and move to the next record.
All told I'm doing about 15 calls per hour.
I feel like I should be doing more. Is there a better/faster way?
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