We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.
Overview of the dialer:
“Find and close your next deal. Power your go-to-market with one platform.” Apollo website
With Apollo Dialer your conversations will be automatically imported into Jiminny where they will be transcribed and analyzed. You will be able to search, listen and share knowledge with your entire organization. The coaching opportunities are endless - self-coach, learn from a peer, gain valuable feedback from a manager, etc.
Setup type:
You should navigate to Settings > Organization > Integrations and Install Apollo dialer:
Prerequisites:
To pull and process calls your Apollo admin should enable the dialer Salesforce integration to send call tasks in the CRM.
In the dialer settings, your Apollo admin should specify the title parameters:
To work correctly the dialer needs:
Call direction in the title of the task
Recording URL in the description of the task. Example: “Recording: {record-url}”
ContactId to identify the customer
Installation:
Let your admin install the dialer for you from the Integrations page.
Key Benefits:
All the calls will be imported within fifteen minutes of them taking place. Isn't that amazing? 🚀
It will increase visibility as each member of the team will be able to find the exact key moment in the call in seconds to pinpoint coaching moments. 🔥
You will be able to join a call and live-coach it, leave feedback throughout any playback, share specific key moments with the team and much more.
FAQs
Which calls do we pull in?
Once the Apollo Salesforce Integration is connected and the dialer is enabled, Jiminny will start to import all calls made in Apollo by active Jiminny Users.
Calls should be imported and processed in Jiminny no later than 15 minutes after the call has ended in Apollo.
Which calls don't we pull in?
Those where the user doesn’t exist in Jiminny.
What if my calls are not pulling into Jiminny?
Please check if your email with Apollo matches the email you are currently using with Jiminny. We'll need both emails to match for us to be able to pull your calls through.
If your email being used in Apollo is different to the one in Jiminny, then you'll be able to go onto profile in Jiminny, then under "Secondary email" you can enter the second email to enable Jiminny to sync and pull in your calls.