How to Use Google Chrome Like a Pro

 While running a call center that works with smaller campaigns and diverse entrepreneurs we've seen a number of ways that people manage the flow of information with outsourced assistants. Some border on the ridiculous and time consuming. One example was a client who wanted calls to verify addresses and then to have the entire customer info entered into salesforce.com manually. We later realized his process was flawed and were able to triple results by keeping track of everything in a Google Docs spreadsheet and then uploading en-mass every week.

As you can probably tell from the title of this article I'm going to recommend using Google Docs to keep track of anything you are outsourcing. I'll laymail merge google sheets

 out a simple diagram of an appointment setting campaign that you can use as a starting point. Feel free to move parts and processes around to suit your needs, but remember to keep things as simple as possible while still getting the job done. Outsourcing works best when things are kept simple, so extra moving parts are generally a bad thing.

Our Appointment Setting Campaign
Your widget company is looking for some new customers and you've decided the best way to get them is to run an appointment setting campaign. You've run this before in house and you have the script and data to call organized already. You found an outsourcing company based in the Philippines through Guru.com and are ready to start a one month trial campaign with an agent calling 40 hours per week. Now what?

Inputs
Inputs are anything you need to provide the agent to get the campaign started and keep it running. Some of the inputs might include the script, rebuttals, calling lists, and anything to keep track of all of the daily progress in the campaign.

For the sake of brevity I'm going to assume you are fairly familiar with Google Docs and most of its basic features. In most cases if you have used MS Office the functionality should make sense to you. If you need to brush up, or want to learn the basics there is plenty of info online. A couple of good resources are: