We’re excited to announce new performance tracking and analytics for Outreach Campaigns! Easily monitor and evaluate performance of sales outreach, marketing promotions, client engagement, and more with reach and conversion metrics, visualized in helpful tables and graphs.
Here's what's new:
At a glance, you can see how a campaign is currently performing or has performed in the past.
Metrics are shown as counts and rates for a single campaign, as follows:
Below the performance chart is a list of calls that have been made to recipients for a selected campaign.
Here you can see the progress of each recipient within the campaign — marked by Status — and easily identify how many call attempts we've made to them, and whether or not we've been able to connect (speak with) them.
You can also download this call log as a CSV file.
If you wish to make adjustments to your campaign, such as adding another call to a cadence, simply click on the megaphone icon in the left-side menu, which will take you to the Campaigns section.
From the list of all your campaigns you can select a specific campaign by clicking its name, and then you can make edits to the campaign from there.
Answering and qualifying inbound callers is critical, but it’s only part of a strong customer engagement strategy, which often includes outbound sales calls to new potential clients.
Smith.ai's agents can make a significant impact on your business when we initiate calls on your behalf. By making outbound calls, we can help business owners and operators achieve a wide range of objectives, including but not limited to:
These activities can be completed on demand for one time needs, or on an ongoing basis — to as many contacts as you wish (as long as we call at least 200 leads; see our pricing page for details).
Clients are delighted by Smith.ai's outbound calling capabilities. Aaron R. Winston of Express Legal Funding had this to say:
"Smith.ai has been a game-changer for us. They expertly handle the outbound calls to individuals who complete an online application on our website. They took the time to really learn about our company and its services, so we have total confidence when they do outreach on our behalf. Smith.ai is way more than a worthwhile investment for us. They are a true business partner, and have become an important factor in our success as a provider of low-cost pre-settlement funding."
If you already have a Virtual Receptionist plan, you've likely asked us to make one-off calls for you. You will continue to see these calls on the Call History tab of your dashboard. They won't appear in the Campaign performance dashboard, which is reserved for showing calls that are only part of outreach campaigns. These calls are distinguished by a left-facing arrow, indicating they are outbound calls. You'll also see a status of "outbound call." Learn more about outbound call-backs.
Smith.ai’s virtual receptionists take the concept of "answering service" to another level. We pre-screen potential clients, schedule appointments, take payments, complete intake forms, make outbound calls (as you learned above!), deliver essential performance insights, and so much more.
Accelerate growth with live receptionists and AI. Get started risk-free for 14 days!
Accelerate growth with live chat agents and AI. Get started risk-free for 14 days!GEt Started NOWGEt Started NOW