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ガイド
ステップごとのチュートリアル33本
はじめに
エージェントアプリ
- Install the Android app and set up your work SIM
- Start calling from the queue
- Lead scores: call the best leads first
- Log a call outcome
- Follow-ups and reminders
- Call scripts and WhatsApp / SMS / email templates
- Track field visits with check-in and check-out
- Attendance, breaks and check-in
- iPhone: assisted calling
- Scan business cards into leads
チームを管理する
- Run the day from the live board
- Reports: funnel, workload, outcomes, coaching and attendance
- Call recordings and review scorecards: coaching from real calls
- Calling policy and lead data protection
- Put a lead form on your website
- Add live chat to your website and answer from the Chats inbox
- QR code posters and walk-in leads
- Connect Google Ads, IndiaMART, JustDial and your website as lead sources
- Turn missed calls into leads
- Automate lead handling with rules
- Follow up automatically with sequences
- Send quotes and get paid by UPI
- Set monthly sales targets and read the month-end forecast
- Connect your own software with the API and webhooks
- See your follow-ups in Google, Apple or Outlook Calendar
ブログ
記事31本、新しい順
- すべての記事
- Monthly sales targets for a calling team: what to set, how to read the pace, and what the forecast is telling you
- Website live chat for sales teams: catch the buyer while they are still on the page
- Expo leads: from a bowl of business cards to calls within 24 hours
- Missed calls are leads: a callback routine your team will actually keep
- IndiaMART and JustDial leads: a response playbook for the first call and the week after
- A calling CRM for insurance teams: new enquiries, renewals, documents and consent
- Auto-dial or tap to call: when speed helps, when it hurts, and the calling rules in India, the US and the UK
- Telecaller KPIs that predict results, and the ones that only look busy
- Send a GST quote during the call: online acceptance and UPI payment to your own account
- A calling workflow for loan and credit card sales teams: from enquiry to disbursal
- The first week of a new caller: a day-by-day plan that gets them calling on day one
- Who should see a customer’s phone number? Designing permissions for a calling team
- A sales forecast you can defend: chance to win, stages and honest numbers
- Call scripts that do not sound scripted (and the templates that follow them)
- How to import leads from Excel without importing a mess
- From your website to an agent’s queue in seconds
- Connecting LumaKol to the software you already run
- Why your callbacks belong in the calendar you already use
- Call recordings as coaching material: a weekly review routine that improves a team in a month
- Choosing a calling CRM: 15 questions to ask before you buy
- WhatsApp plus calls: the two-channel follow-up playbook, with templates you can copy
- Lead sources compared: ad forms, IndiaMART and JustDial, web forms, walk-ins and referrals — and how to route each
- How to run a calling team you cannot see: attendance, a live board and daily targets
- Spreadsheets, WhatsApp groups and a register: the hidden cost of running sales without a calling CRM
- DND, consent and call recording: what calling teams in India need to get right
- Post-call feedback that agents actually fill in: how to design your dispositions
- Coaching institutes and colleges: turning enquiry calls into admissions with structured follow-ups
- A calling CRM for real estate teams: from portal enquiry to site visit to closing
- How to stop your team’s numbers being flagged as spam by carriers and caller-ID apps
- The first hour and the next day: how follow-up timing decides which leads you close
- Why your sales calls should come from your agents’ own numbers (and what VoIP quietly costs you)