Once your Strategy call goes into Past Calls, you will be able to βAdd Outcome of the call. Strategy Call Outcome can be marked as Sale or No Sale. Here's how:
Step 1: Mark as No Sale
The first thing you need to do is simply click on the "Add Outcome" button and to select the outcome as No Sale.
Step 2: Select Reason
Additional step for this outcome is to select the Reason why sale didn't occur.
There are 6 reasons available for you to choose from:
Follow up scheduled - No Sale after the call, but the lead agree 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
If you will select Follow up Scheduled, you will be asked for additional objections, and will be given an option to schedule follow up call right away.
Learn more about Scheduled call outcome badges here.
Step 3: Select Objection
Objections are not part of all "No Sale" reason outcome, but only for:
Follow up scheduled
Unqualified
Objections are there for Sales team to track what kind of push backs team couldn't overcome while they were on the call with the prospect.
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Having these details and analyzing metrics in Analytics dashboard and Global Data will help you identify loopholes easier and make better decisions.
Select one objection for the above three cases and click on Add Outcome.
Once you've completed the process and added outcome, it will be visible on your call details in past calls.
Pro tips
If you select Follow Up Scheduled as the reason for "No Sale", you will have the option to immediately schedule a call while adding the outcome.
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βLearn about scheduling follow up calls.