Call outcomes refer to the result of a call hosted by a Setter or Closer.
It is a perfect solution for tracking and measuring the effectiveness of the sales process by recording the outcome with all details after each and every call.
It will help your team members to log the results of their calls, that will give them insights on how to handle follow-up conversations better, and provide managers with detailed call analytics.
Outcome actions are dependent of the Event types (learn more about it here):
Strategy Calls → for Closers
Sale
No Sale
Discovery Calls → for Setters
Approved or
Rejected
By default, outcomes should be added from AI Scheduler → Scheduled Events → Past Calls tab as soon as user finished a call with the lead, or at the end of the work day.
Strategy call outcomes
Sale
Sale successful, Lead converted to customer.
Sale call outcomes have additional objections that are required to be included, which will help Sales Managers to understand the hurdles Closers had to overcome, in order to make a successful sale.
Adding detailed outcomes helps you to drill in the won rates deeper and understand how to bring more in.
Here's a detailed breakdown of Sale objections:
Money
Lead stressed out financial issues, or cost of the product/service, but Closer overcame it successfully
Logistic
Lead stressed out that things outside his reach are affecting him to convert, but Closer overcame it successfully and closed the deal
Partner
Lead needed approval from other person, such as partner, but Closer closed the deal in the end
Fear
Lead wasn't sure if the service or product would benefit his needs, but Closer was able to reassure him and closed the deal
Smoke Screen
Closer was able to negotiate and close a deal even though Lead didn't want to admit real objection
No Objection
A perfect lead in theory, who knew what he wants, and converted without troubles
Sale, as well as No Sale outcomes offer Additional Notes section, where Closers can add important details about the call, meeting recording links, etc...
Final step of adding the Sale outcome process is to add a Deal and choose a Product that Closer has sold (including to add/create a new product if needed).
Learn more about adding deals here.
No Sale
Deal is not closed, Lead didn't convert to customer after the call.
Negative outcomes are part of the job, we all know that. But adding detailed "No Sale" outcomes are super important for everyone in your team, for understanding the reasons behind lost opportunity better, analyzing and improving the sales process.
No Sale Reasons breakdown
Additional step for this outcome is to select the reason for unsuccessful sale. There are 6 reasons available for you to choose from:
Follow up scheduled - No Sale on this call, but the lead agreed to get on another call
Unqualified - Simply lead doesn't qualify (weak lead)
No Show - Lead didn't show up on the call, with no previous warning or reason sent
Contact cancelled - Host/User cancelled a call/meeting on behalf of invitee (external cancel reason)
Admin cancelled - Super Admin/Sales Manager cancelled the call/meeting (internal cancel reason)
Not interested - simply not interested in buying
As with "Sale" outcomes, "No Sale" have additional, secondary options, called "Objections", but only for the following two reasons:
Unqualified
Follow Up Scheduled
Other three outcomes are not supported with objections, simply because they are self-explanatory.
Here's a quick video tutorial on how to add a "No Sale" outcome:
Learn more about No Sale outcome here.
Discovery call outcomes
Kindly note that Discovery calls are available with Business and Enterprise subscription plans only.
In addition to that, Business and Enterprise subscription plan users have the option to add outcomes for leads that didn't schedule a call (Potential, Qualified and Disqualified leads) in Global Data → Appointment Setting.
Startup subscription plan users will have Strategy calls as an only option by default.
Approved Discovery call outcome
This outcome means that the Setter did lead screening on a Discovery call, and the lead is considered as qualified. As such, the prospect is allowed to continue with the sales journey by scheduling a meeting with a Closer (host that handles strategy sales calls).
Lead shouldn't be able to schedule a call with Closer before Discovery call gets an "Approved" outcome.
As soon as Approved call outcome is placed, Setter would need to schedule a Strategy call, by selecting:
Proper event for the sales representative
To choose a host, via random Round Robin host selection (Event defined), or by selecting a specific Closer manually
And finally, to select Date and Time of the new call
Rejected Discovery call outcome
This outcome is used when a lead didn't meet your closing requirements or didn't show up on the meeting.
Rejected outcome offers additional reason that needs to be selected:
No Show - lead didn't show up on the call
Not interested - lead isn't interested, silent decline, unspoken choice
Bad fit - not the right match
Others - anything outside the first three, but in that case make sure to provide details in the Notes section bellow
On top of that, after selecting a reason there's an option to add Additional Notes relevant to the outcome. They are optional, but highly recommended to be utilized for short notes Sales Managers can see when reviewing outcomes.