An outbound call, run like a visit
An inside sales rep works through 28 planned calls to small accounts, with the same questions on every call and orders taken on the phone.
Ellie · Inside sales rep · Customer service team
The field team can't reach every small store, so Ellie calls them. Today's call plan has 28 independent convenience stores that are too small for a field visit. At 9:30 she opens the first, Hilltop Mini Mart, as an outbound call. She runs the same five-question call survey the field team uses, takes a 6-case order for the summer drinks range, and records the outcome. By 4:30 she has completed 24 calls and taken 11 orders.
Each call is a completed visit record in Salesforce, as soon as Ellie saves it.
- Calls are a visit typeOutbound calls are set up as their own visit type, so they're planned, run and reported like store visits.
- The same questions as the fieldCall surveys keep every conversation consistent and comparable with field visits.
- Planned from a list of accountsCall Planning builds the day's calls from the accounts the team covers by phone.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example