PhoneBurner makes Dynamic List management a Breeze in Zoho v2

Summary

This video explains how to create Dynamic Lists in Zoho CRM using PhoneBurner to streamline prospecting efforts and improve calling efficiency. Key points include:

1. Creating Dynamic Lists for Efficient Prospecting:

   • Use PhoneBurner to quickly initiate dial sessions, making 60-80 dials per hour.
   • Easily leave voicemails, send emails, or move to the next contact with a single click.

2. Dynamic List Automation:

   • PhoneBurner automatically updates Zoho CRM records with details such as:
     • Last Call Time (date and time of the most recent call).
     • Call Outcome (e.g., voicemail, follow-up scheduled, etc.).
   • Dynamic lists automatically remove contacts called that day, ensuring your team only sees contacts that still need to be called.

3. Benefits of Dynamic Lists:

   • Eliminate the need to remember where you left off.
   • Ensure your lists are always updated with fresh contacts.
   • Maximize productivity by focusing only on uncontacted or overdue leads.

By leveraging dynamic lists in Zoho CRM with PhoneBurner, your team can easily pick up where they left off, improving efficiency and ensuring no lead is overlooked.

Tags

Zoho CRM, PhoneBurner Power Dialer, dynamic lists, sales productivity, call tracking, automated follow-up, contact management, CRM automation, outbound calling strategy, prospecting efficiency

Cleaned-Up Transcript

Are you creating Dynamic Lists in Zoho CRM so you can always pick up your prospecting efforts where you left off?

If not, let me show you how PhoneBurner can help you streamline the process.

Here’s my prospecting list with 192 records that I need to reach out to. Using PhoneBurner, I can select all these records and initiate a PhoneBurner dial session.

This allows me to power through my calls at a rate of 60 to 80 dials per hour, simplifying my outreach efforts and maximizing my time.

• If someone doesn't answer, I can click to leave a voicemail and optionally send an email.
• Clicking No Answer moves me on to the next call immediately.
• If someone does answer, there’s no pause, delay, or awkward silence — I simply click the Live Answer button to log the conversation.

For example, let’s say I talked to Iron Man, and he asked me to follow up in two weeks — I’ll click the Follow-up button, set the date, and move on.

If I need to end my dial session early, no problem. After closing the dial session window, I’m back in Zoho CRM.

Now, here's the magic of Dynamic Lists:

Since I’ve created my list dynamically, I never have to remember where I left off. After refreshing the page, my list has dropped from 192 contacts to 189 — those three contacts I just called have been automatically removed.

This is because my list is configured to exclude:

• Contacts with a Last Call Time marked as today.
• Contacts that have never been called.

Meanwhile, my separate Called Today list shows the three contacts I just reached out to. This ensures I stay organized and focused.

By leveraging Dynamic Lists in Zoho CRM with PhoneBurner, you can easily stay on task, maximize your productivity, and always know exactly who to call next.

Thanks for taking a moment to watch this video — and happy dialing!