Using Trellus Dialing in Amplemarket

Hey, it's Michael with Trellis.

And today we're going to be going over our integration into ample market.

So as you can see on my screen, we are at the general loading page or landing page, our dashboard if you will.

And we're going to want to navigate down to our tasks here.

So as you can see, I have a few populated in and then we'll see if you have the Chrome extension installed.

You already have this popped up.

This will do it automatically.

You don't have to do anything further to get this.

So if you click on Parallel Dial Tasks, it'll automatically open up the Trellis dialer.

Now, a general overview of what we're looking at here.

your first lead, we'll say Ryan Lennox here.

this is going to auto populate in your actual ample market page.

So you don't have to worry about, you know, clicking different parts to get into different leads.

It'll do it automatically for you.

Now you'll see this number here, this 20.

This is the number of leads that it is currently populated into the autodialer.

you'll see you'll probably not have as many that are in this as are actually on your list.

And the reason for that is if we loaded all, let's say, thousands of leads that you have, it'll bog down the system, just be very slow.

So what we do instead is we load a chunk of them and then as you need more, as you go through that list, it'll continue to add more into your queue.

So you'll never run out, it'll just not show all of them at one time.

Now up here at the top you'll see this one X.

This is the number of lines that you are calling at one time.

So 1x being your power dialer and then anything beyond that 2 to 5x being your parallel dialer.

Now we generally Recommend starting at 3x if you want to go into parallel dialing.

And then you can scale up or down based on your connect rates.

But 3x tends to be a pretty good baseline.

You'll see this voicemail icon.

If you are dialing a particular group and you want to set a voicemail to leave, all you have to do is pre record one and then it will automatically populate.

In here you can see this icon will help you, actually go to the place where you record it.

So you'll click on one of these, you'll see that test V2 is now populated.

So anytime you're dialing and you get a voicemail, this will automatically Leave it for you.

So it saves a little bit of time from obviously the individual rep leaving the voicemail.

So the next section here, best number.

This is what I find to be one of the more valuable parts of the platform.

It's so the best number essentially takes all of your numbers in rotation and it uses the one that has the best connect rate based on an aggregate amount of data, whether that be span flags or geographic location of your clients, things like that.

It will automatically choose the best number for that particular client that you're trying to call.

So that's a very cool feature that I happen to like quite a lot.

Now if you want to initiate the call sequence, we'll just stick with 1x for now.

Cause it's simple, you'll just click this green button up here and then to stop the call sequencing, you'll press the red button again and it'll completely stop everything for you.

Now beyond that you have down here, if you need to get like an auto, or let's say if you hit like an auto message and need to press a keypad like 0 for the operator or something like that, you can use this here.

This is just down in this corner down at the bottom left of your pop up here.

Another feature that I happen to like quite a lot is this notes page.

Once your call finishes, AI will generate a summary, potential next steps and then it will log it into ample market.

But if you want to add something that you maybe found interesting or something that maybe the AI didn't pick up, you can add this into the notes here and it will auto populate into the same post call log that the AI will generate for you.

So I find that to be very cool.

beyond that, that's just about everything, basic wise from the dialer integration and ample market.

If you have any questions, reach out to us and appreciate you watching.