Setting Up Cold Call Central for Your SDR Team for Admins

Chorus research found that 40% of cold calls are either incorrectly dispositioned or not dispositioned at all. So how can we expect SDR leaders to reliably make decisions based on inaccurate data? To address this problem, Chorus offers the first-of-its-kind Smart Call Disposition feature that helps SDR managers and leaders get accurate insights into their team’s calls. This AI-based technology reports if the call was fielded by a gatekeeper, a phone tree, or sent to voicemail (at >95% accuracy). This data helps managers build a strategy around improving connection rates and contact data quality.

Your Chorus Admin can enable our SDR functionality, Cold Call Central, for members of your organization. This is done by making sure your dialer is integrated properly, and updating your SDR team’s Chorus roles. 

Let’s make sure your dialer is integrated properly 

1. Head over to your initials in the bottom left corner and click into Settings > Integrations. 
2. Towards the bottom of the Integrations page you will see “Dialer Integration” -- click the Edit button to access the Call Disposition field. (Call Disposition tells you how far the call got -- was the call connected or go to voicemail? Did it end up in a phone tree or stuck with a gatekeeper?)
   If you do not already have a Dialer integrated here, click here for instructions . 
   
   
3. Let’s say a call was made via your Dialer and it connected--your Dialer would have a record of that and push it to your CRM (ex. Salesforce). We want those records to show up in Chorus as well. To accomplish this, click the “Edit” button in dialer integration, and you will see a blank field under Call Disposition.
   
4. Click on the blank field and you will see a drop-down menu of field names from your CRM. Each item will appear with the format  {Field Label} - {Field API Name}. Please select the one that signifies Call Disposition or Call Result for your org.
   
   
5. Click “Sync Dialer.”

Assign SDR Manager and Reps to the proper roles

Currently, your SDR Managers are assigned to the role of “Manager” in Chorus, and your SDRs are listed as “Reps.” As part of Cold Call Central, we have also added 2 new role types in Chorus: Manager (SDR) and Rep (SDR). It’s important to go in to your user management and re-assign roles to SDR reps and managers because it will enable them to access Cold Call Central as their default Recordings view.

1. Head over to your initials and click into Settings > User management. 
2. Adjust the role type for your SDRs and SDR Managers.
   
3. Be sure to double check recently promoted folks and update their roles, as well as check for reps with no team assignments and update them in the Teams section.
   

Congratulations, your SDR team is ready to rock and roll! 

Additional resources:
Cold Call Central for SDRs 
Cold Call Central for SDR Managers 
Chorus.ai + SDR Teams: Intro to Cold Call Central