Using PhoneBurner to help you build dynamic prospecting lists in Zoho

Summary

This video explains how to create dynamic prospecting lists in Zoho using PhoneBurner to improve call efficiency and ensure no leads are missed. Key steps include:

1. PhoneBurner Integration:

   • PhoneBurner automatically logs call activities and updates contact records in Zoho.

2. Creating a Dynamic List:

   • Use Zoho’s filtering options to create a dynamic list that updates in real-time.
   • Exclude contacts with specific outcomes (e.g., scheduled follow-up or confirmed interest) to keep the list focused on active prospects.
   • Filter contacts by PhoneBurner Last Call Time to exclude those contacted today but automatically reintroduce them in future sessions.
   • Include contacts who have never been called to ensure new prospects are always captured.

This approach keeps your prospecting list up-to-date, improving productivity and ensuring no valuable leads are overlooked.

Tags

Zoho CRM, dynamic prospecting list, PhoneBurner power dialer, call tracking, sales productivity, contact management, automated call logging, CRM integration, sales strategy, prospecting efficiency

Cleaned-Up Transcript

Making your prospecting calls doesn't need to be complicated. Let me show you how you can create dynamic prospecting lists in Zoho so you know exactly who to focus on every day — and truly unleash the power of your data.

PhoneBurner makes this extremely simple.

Here, you can see I'm making some calls using the PhoneBurner power dialer, and each of these calls is automatically logged in Zoho, updating the specific record that was called.

Now, as you're making prospecting calls, not everyone will answer the phone. Even though PhoneBurner has the highest live answer rates in the industry, not everyone will be available when you make your call. That's why dynamic prospecting lists are so important.

Let me show you what happens after each of these calls. I'll go ahead and end this session, make Zoho full-screen, and refresh the list.

Notice that several contacts have disappeared — they've been removed from the list. That's because I created a dynamic prospecting list that only shows contacts I want to be prospecting right now.

It's super easy to set this up in PhoneBurner and Zoho. Here's how I built this specific list:

• In the list filters, I excluded all contacts named Jack — okay, I'm joking! I don't mind talking to a Jack on the phone.

But in all seriousness, what really makes this work are the dynamic filters based on PhoneBurner data:

1. PhoneBurner Last Call Outcome:

   • This field updates automatically after every call. For example, if I connect with someone who's interested or schedule a follow-up, I exclude them from my list.

2. PhoneBurner Last Call Time:

   • This date and time field also updates automatically. I use it to exclude contacts I’ve already called today — ensuring my list only shows people I still need to reach.
   • After refreshing the list, it updates to show only those contacts that are due for a call. Tomorrow or whenever I continue, those previously called contacts will automatically reappear for follow-up attempts.

3. Uncontacted Prospects Filter:

   • This filter identifies contacts who have never been called, ensuring that new leads are always included in my prospecting list.

This combination of filters makes it easy to build and maintain a dynamic prospecting list that always keeps you focused on the right prospects at the right time.

So what are you waiting for? Start building your dynamic prospecting list in Zoho today and stop leaving money on the table.

Thanks for watching, and happy dialing!