📞 Using Shape Dialer & Managing Calls Efficiently 📞 – Shape Software

📢 Overview

Shape’s built-in dialer streamlines your calling process, enabling seamless communication with leads and customers. Whether making outbound calls, receiving inbound inquiries, or tracking call activities, the Shape Dialer ensures efficiency, compliance, and better engagement.

🔥 Why Use the Shape Dialer?

✅ Click-to-Dial Functionality – Make calls directly from your CRM with one click.
✅ Call Logging & Tracking – Automatically record call details and outcomes.
✅ Call Recordings – Capture and store conversations for future reference.
✅ Voicemail Drop – Leave pre-recorded messages for efficiency.
✅ Call Routing – Ensure calls reach the right team members.

📞 How to Use the Shape Dialer

🏗 Step 1: Accessing the Dialer

1️⃣ Navigate to Contacts or Leads in Shape.
2️⃣ Click the phone icon next to the contact you want to call.
3️⃣ Choose to call via web phone (browser) or forward to your mobile/device.

📌 Pro Tip: Ensure your microphone and browser permissions are enabled for the dialer.

🔄 Step 2: Making & Receiving Calls

📤 Outbound Calls:

Click-to-dial from any lead or contact record.
Use call scripts (if available) for consistency in messaging.
Select a caller ID if multiple numbers are configured.

📥 Inbound Calls:

Calls will pop up inside Shape when received.
Answer calls directly in the browser or forward to a mobile phone.
Use caller identification to know who is calling before answering.

📌 Pro Tip: For missed calls, set up an auto-reply SMS to let leads know you’ll reach out soon!

🎙️ Call Recording & Notes

✅ Enable Call Recording – Capture and review past conversations (based on compliance settings).
✅ Take Notes in Real-Time – Log details during the call for accurate follow-ups.
✅ Tag Team Members – Assign call outcomes and tag relevant agents.

📌 Pro Tip: Use the call disposition feature to categorize call outcomes for better reporting.

📩 Managing Voicemails

📞 Voicemail Drop Feature

Save time with pre-recorded voicemails that can be left instantly.
Useful for follow-ups and lead outreach campaigns.

📤 Checking Voicemails

Access missed call voicemails from the call log.
Follow up immediately with a call, SMS, or email.

📌 Pro Tip: Keep voicemail messages short, clear, and actionable to maximize callbacks!

📊 Call Reporting & Analytics

Monitor key call metrics to improve outreach and engagement:

📊 Call Volume – Number of outbound/inbound calls per agent.
📊 Call Duration – Measure engagement levels.
📊 Missed Calls – Track missed opportunities and follow up accordingly.
📊 Conversion Rates – Analyze which calls lead to successful outcomes.

📌 Pro Tip: Review call logs & analytics to optimize team performance and refine outreach strategies!

🎯 Best Practices for Managing Calls Efficiently

📌 Use Call Scripts – Maintain consistency when engaging leads.
📌 Prioritize Follow-Ups – Set reminders & tasks for callbacks.
📌 Leverage Call Tags & Notes – Improve call tracking and reporting.
📌 Optimize Call Timing – Contact leads at peak response hours for better results.
📌 Monitor & Train – Use recorded calls for team coaching & improvements.

🚀 Final Thoughts

The Shape Dialer simplifies communication, enhances productivity, and ensures better customer engagement. By leveraging call automation, tracking, and reporting, teams can increase efficiency and boost sales conversions effortlessly.

📌 Need help? Visit Shape’s Help Center or reach out to support for assistance!