For those with outbound call teams how do you track performance? Software, spreadsheet system? I want to measure call volume, call conversion, success of the advisors receiving the lead, etc.

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In a different industry, I managed an inside sales team. We had internet based software that allowed me to see real time call metrics, dials, avg time per call and listen in on calls or take over calls if needed. Also had a gamification feature that we displayed on 4 big screen TVs in the sales room. Pretty neat software and they charge per seat. It was insidesales.com and it tied directly to Salesforce. Not sure if it would be compliant or not in this industry but I’m sure there is something like them that is.

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We use sheets to track calls, contacts appts

No one tracks conversion reallt

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