How do I get my prospects into Orum?
By creating reports in SFDC.
Outreach & Salesloft
Orum will bring in Sequences and Cadences
What SFDC reports does Orum support?
The reports we support are below:
- Contacts and Accounts
- Activities with Leads
- Activities with Contacts
- Campaigns with Leads
- Campaigns with Contacts
- Opportunities (if you have at least one custom phone field on the Opportunity object)
Orum does not support reports that contain both leads and contacts.
What are the SFDC report best practices?
Reports in SFDC should include all the fields the reps needs for context when they are connected. This should also include all fields that they need to edit. To prevent worflow issues like calling someone you've previously connected with, you will want to apply filters. For example, when you connect with a prospect reps change the lead status from "new" to "two way contact". The report only filters for the "new" status, so this lead will now drop off this list and not reappear.
Do I need to include the number in the report?
How do I customize the fields in the lists?
This is done by going into SFDC and adding/removing fields from the report. How you order the report and what fields you select will determine what shows up in Orum.
Why aren't my prospects showing up? / Why aren't all my call tasks showing up?
There are a few reasons.
You first want to check to see if you have any Orum filters applied and remove those. You will also want to hit “refresh” if you are in the middle of a list.
When you begin dialing, Orum will automatically grey out all prospects that don't have a valid US or Canadian phone number in the phone field you've selected. It will also grey out any prospects where there was no number or we previously called and encountered a dial-tree or the # failed 3 times. Please check that you’ve selected the correct phone field and that it contains valid numbers. These prospects will show up at the bottom of your list.
For reports ensure that "show details" is selected. If you hide details, we're unable to import a report. If you've made any changes to the report, ensure that you've hit "refresh".
Outreach / Salesloft
You will want to make sure that the call tasks are due today, you do not have any filters applied, and you've hit REFRESH to bring the list to the most current state. Keep in mind we only show call tasks associated with you.
How do I load a sequence in my list?
Navigate to the search lists bar.
Outreach Integration - How do I customize the fields in the lists?
Go to the settings tab
Salesloft Integration - How do I customize the fields in the lists?
Go to settings tab
Published on: 05 / 22 / 2020