How Kixie Syncs with Contactually

In Contactually, Kixie will automatically log call activities inside of the contact that is associated with the phone number you are calling/being called by. The call activity, along with the call recording, can be seen below, highlighted by the red arrow.

CallAct  
New Phone Leads and Missed Call Buckets: Never Miss Another Inbound Lead
 
When you receive a call that does not have an associated person in Contactually, Kixie will automatically create a contact and drop it into a bucket called New Phone Leads. All contacts whose last activity is a missed incoming call, on the other hand, will be dropped automatically into the Missed Phone Call bucket. Once you contact them in any way, they will be removed from the Missed Phone Call bucket.
 BUckers

The Kixie PowerCall®

The Kixie PowerCall is a phenomenal sales tool. It functions as an enhanced, Contactually-driven caller ID, as well as a shortcut into Contactually. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides four basic opportunities for your salesperson on a given call:

  1. Enhanced Caller ID with one-click access to the contact in Contactually
  2. Edit the contact’s basic information without having to go into the contact
  3. Compose a note that will sync into the contact
  4. Schedule a future activity with the contact

This functionality lends itself especially well to list-view dialing, as well as when you are receiving incoming calls.

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Categories: Contactually

2 Comments

List-View Dialing in Contactually - Sales Productivity · April 4, 2016 at 10:47 am

[…] from a list view in Contactually really brings out the usefulness of Kixie’s Contactually integration in general, and the Kixie PowerCall® in particular. As you can see in the example below, I have […]

List-View Dialing in Capsule - Sales Productivity · June 28, 2016 at 11:22 pm

[…] from a list view in Capsule really brings out the usefulness of Kixie’s Capsule integration in general, and the Kixie PowerCall® in particular. As you can see in the example below, I am […]

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