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Outbound Calls vs Manual Booked Calls and tracking

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I have reviewed some older topics on this but there doesn't appear to be much new in the community on outbound calls.

I am wanting to know how many outbound calls are being booked on a daily basis from my CSR's.  I know I can get the manual calls booked in the CSR report, but it doesn't have a way of easily differentiating if it was from our outbound marketing or from an email or chat coming in.  I know I can narrow it down by campaign categories and run reports for the booked calls in that campaign...but it doesn't give me the KPI I am looking for of "X" outbound calls made and of "X", "Y" were booked.

I would love some insight on this and how other companies are tracking these!

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning
2 REPLIES 2

Kevincondon
New Contributor

We have been using Rp1 for out bounding with great success 

Steveng
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This has been a huge pain for us too.  We created a custom call form (I am not a fan and it's hardly used), also a custom field on all booked jobs (mandatory field and updated fairly accurately) from outbound efforts.  It did help us track what jobs booked were from outbound calls/text versus true inbound.