Guarantee That Your SDR’s Always Return Their Voicemails
And watch your top line grow
Voicemails. For many sales teams, tracking voicemails is a challenge. There isn’t a great way for a manager to keep tabs on incoming voicemails and make sure they each are responded to. When I was an SDR (Sales Developer Representative), I often let some voicemails slip through the cracks if it was a busy day. My manager never even knew how to track my responses, so it was a problem for the company.
In today’s sales teams, it’s very common to get away with this. You, as a sales manager, are focussed on a million other things, and you expect your SDR’s to return every voicemail. That most likely isn’t the case. Sometimes they get busy and let one, two, or three+ slip through the cracks. Leaky sales funnels are never fun.
What should you do?
Luckily for you, there is a solution out there, and it isn’t a whole new sales stack; it’s a software integration. All you have to do is hook up your voicemails to Asana! When an SDR gets a voicemail, it assigns a task in Asana, and now it’s on your radar to track without micromanaging.
Callingly makes this possible. Callingly is the ability to turn your phone number into a URL and manipulate it just like any program. This means you can take your voicemails you get in Callingly, and post them in slack, share them with an email list, or track them in Asana.
What is Need To Make This Happen?
Before you start, know what all those products are and how to use them. If not, here is a blog post on Callingly and Zapier. Asana is a simple task management software.
How to set up the integration
First, let’s figure out what you want to do with all these solutions. Ideally, I’d like to add every voicemail your SDR’s get as an Asana task in a “Voicemails” project, so you can go through them all easily the next day without sifting through a phone app, not optimized for sales.
Select Callingly as the trigger and choose the voicemail option (because you want this zap to fire when someone leaves you a voicemail)
Then, select your Callingly account, test it, and you should be good to go for your trigger.
Asana as being used as an example here. Again, you can use your favorite task manager during this process, but it needs to be a software Zapier can integrate. This includes 750+ apps, so your software of choice should suffice.
Once you pick Asana for your action, this screen pops up.
you’re going to want to select “create task,” but you already want to have a project called “voicemails” in your Asana account. You can see this example here!
Instead of clicking “add task” those voicemails will be automatically added when someone leaves you one. Let’s get into it. The next screen is where the magic happens.
Set your workspace, then pick the Project you created called “voicemails”. Note, you could also make “voicemails” a section inside of a project. It just depends on how you structure your workspace.
Next is where the customization comes into play.
The “name” is what the task is going to be called. For me, I prefer to know what city the caller is calling from, because I know if I’m expecting a call from that city. What I’ll do is click that + button on the right, and pick the “city” option. Note, anything listed there can be used as a variable. So you are going to pick anything listed above to the right. Here is my set up so far.
The task will be created, with the voicemail link in the notes, and it will be due the day after I got the voicemail.
There are many more custom options you can play with, but you can explore with those another time, as not going to touch those. Here’s the list if you want to get creative. Our setup is good for starters.
Now, test it, and after the test, you should see the results in your Asana! Here’s ours.
Perfect, it works! Now get an account for Callingly, try this for yourself, and stop letting voicemails fall through the cracks!