General Product Description

Call Scripts allows users to create customizable scripts that guide them through their calls, ensuring that they are asking the right questions and providing the right information. With the ability to add variable fields, call logging, and integration with other Creatio modules, Call Scripts provides a powerful and flexible tool for sales and marketing teams to engage with prospects and customers. In this article, we will explore the new Call Scripts functionality in Creatio in detail and provide use cases for how it can be utilized to improve sales and customer engagement.

  1. Customizable scripts: Users can create scripts that are tailored to their specific needs. This can include scripts for different stages of the sales cycle, scripts for different customer segments, or scripts for specific products or services. The ability to customize scripts means that users can ensure they are asking the right questions and providing the right information for each call.

  2. Business process builder: The Business process design tool is a drag-and-drop tool that allows users to create scripts by dragging and dropping components onto the script canvas. Components can include text fields, dropdown lists and more. 

  3. Variable fields: Variable fields can be added to scripts to allow users to insert dynamic data into the scripts. For example, a variable field could be added for the name of the person they are calling, the company they work for, or their previous purchase history. This can help make the script feel more personalized and engaging for the person on the other end of the line.

  4. Call logging: The Call Scripts functionality also includes call logging capabilities, which means that users can log the details of their calls. This can include the outcome of the call (e.g. sale, no sale, follow-up required), the duration of the call, and any notes they want to add. Call logs can be used to track performance metrics, such as call volume and conversion rates, and can also be used to review previous calls for training purposes.

Here are some additional use cases for the Call Scripts functionality in Creatio:

  1. Sales prospecting: Sales teams can use Call Scripts to prospect for new customers. They can create scripts that guide them through the process of identifying potential customers, reaching out to them, and qualifying them for the sales process.

  2. Sales follow-up: Call Scripts can also be used for sales follow-up. Sales reps can create scripts that follow up on previous sales calls, check in on the status of the customer's needs, and provide additional information or support as needed.

  3. Customer retention: Call Scripts can be used to help retain existing customers. Scripts can be designed to check in with customers, address any issues or concerns they may have, and offer additional products or services that may be of interest.

  4. Surveys and feedback: Call Scripts can be used to conduct surveys and gather feedback from customers. Scripts can be designed to ask specific questions about the customer's experience, product or service preferences, or satisfaction levels.