Enabling Trusted Calling Step By Step Process Improving Call Pick Up Rates

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In today’s digital age, making a positive first impression with outbound calls is crucial for lead generation and customer engagement. However, a common obstacle businesses face is their calls being labeled as “scam likely,” which significantly reduces the chances of potential clients answering their calls. This guide is designed to help you navigate and enable the Trusted Calling feature within your CRM, a solution aimed at overcoming this challenge. Whether you’re making outbound calls yourself or managing calls for clients, this feature is a game-changer in improving call pick-up rates, thereby increasing your client and customer base.

Understanding Trusted Calling

Trusted Calling is a feature within the CRM that allows your business number to be recognized as a verified and trustworthy source when making outbound calls. This means that instead of your call appearing as “scam likely,” it will display a pre-set friendly name, making it more likely for recipients to answer your calls. This feature is especially beneficial for businesses that rely heavily on phone communication for lead generation and client engagement.

Steps to Enable Trusted Calling

To take advantage of Trusted Calling, follow these simple steps:

Accessing the Settings: Start by navigating to the settings section of your CRM. It’s important to note that this feature needs to be enabled at the sub-account level, not the agency level.

Completing Your Business Profile: Before enabling Trusted Calling, your business profile must be fully completed. This includes basic information such as your business address, EIN number (if applicable), industry type, and an authorized representative. The CRM will guide you through any missing information, ensuring your profile is ready for review.

Submitting for Review: Once your business profile is complete, submit it for review. This step is crucial for the Trusted Calling feature to become available.

Enabling Trusted Calling: After your business profile is approved, navigate to the “Phone Numbers” section and look for the “Trust Center.” Here, you can activate Trusted Calling by entering your business number and setting a friendly name. This name is what will appear on the recipient’s caller ID when you make an outbound call.Image

Verification Process: Following the activation, the CRM will initiate a verification call to the number you provided. A code will be displayed on your screen, which you’ll need to enter during the call to complete the verification process.

Finalizing Caller ID Verification: Although not mandatory, it’s recommended to verify your caller ID. This involves adding a new caller ID under the “Phone Numbers” section and selecting it as the verified number for outbound calls. This step further ensures that your calls are recognized as legitimate.

Troubleshooting and FAQs

  • What if my business profile is not approved? Ensure all required fields are accurately filled out and resubmit for review. Double-check your business information for any errors or omissions.
  • How long does the review process take? The review process can take a few days. If you haven’t heard back within a week, contact CRM support for assistance.
  • Can I use Trusted Calling for multiple numbers? Yes, Trusted Calling can be enabled for multiple business numbers, each with its own friendly name.