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Tony Richards thumps the table in frustration.

“There’s got to be a better way to create a call list in salesforce than this.”

“The call list must show me the 200 people I need to ring today to follow up the webinar,” he says. “But I spend most of my time scratching around, trying to see who to phone next!”

Tony is not alone.

If you have ever tried to create a call list in salesforce you may have experienced the same frustration.

Here’s what some people do. They create the call list from the Campaign page layout.

Creating call lists in salesforce from a Campaign does not work well.

That doesn’t work too well. To say the least.

Other people create a call list from a report. However, that involves a lot of toing and froing for each call.

Or they use a List View. Again, far from ideal.

Fortunately, there is a better way. A much better way.

Unfortunately, it’s a hidden secret.

But not any more.

The secret to creating call lists in salesforce is to use the Sales Console.

Salesforce Sales Console explained

The Sales Console is neat because it allows Users to do two things.

  • Easily view a call list of people that need contacting.
  • Open each person (and related information) in multiple tabs on the same screen.

Watch this video for a short overview of how the Sales Console is used to create call lists and manage Call Frequency in salesforce.

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The Horrible Mistake You’re Making With Call Lists In salesforce

Examples of Call Lists in salesforce using the Sales Console

The reasons to create call lists in salesforce is almost endless.

Here are five examples that the team use here at GSP or that I’ve taken from our customers.

  1. Telephone prospects to create appointments for field sales.
  2. Follow up an event or marketing campaign.
  3. Contact renewal customers.
  4. Keep in touch with regular customers in between physical visits.
  5. Conduct a market research survey of customers.

If you haven’t already, take a quick look at the video. I demonstrate how to use the Sales Console to create call lists in salesforce for numbers 2 and 3.

Find out if you have the salesforce Sales Console

You probably already have this feature in salesforce. You may just not realize it.

To find out, click Setup. Under Administration Setup, go to Company Profile, Company Information. Then, in the Permission Set Licenses section look whether you have Sales Console User licenses.

To find out if you can use the Sales Console to create call lists in salesforce, click Setup. Under Administration Setup, go to Company Profile, Company Information. Then, in the Permission Set Licenses section look whether you have Sales Console User licenses.

If you don’t have Sales Console User licenses, get onto your salesforce account manager.

It’s simple and easy to set up the Sales Console and use to create call lists in salesforce. Just follow these step-by-step instructions.

If you need help, no problem. Get in touch for a no-charge 30 minute web meeting and we’ll get it going for you.

Tony Richard’s Call Lists

“The Sales Console is a great way to create call lists in salesforce,” says Tony.

“Now I can focus on delivering my message not clicking around in the system. I’ve combined the sales console with call frequency to make 50% more calls in the day, simply by having quick and easy access to the information.”

Let’s get on with calling about that webinar!”

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