A sales script allows you to standardize the approach to communications and automate some actions (send a letter, SMS, etc.), but how to automate the creation of a script?
It is not possible to do this completely automatically now, but it is quite possible to create it from a previously prepared text document.
Video: how to upload Oki-Toki CRM sales script using google docs
What can be extracted from the script?
- Questions
- Answers
- Hints for them
- Help popup text
What will have to be done after import?
- Binding contact fields ;
- Settings for adding/removing tasks from dialers;
- Tag assignment;
- Sending alerts;
- Input field formats;
- Set up a sequence of questions.
Thus, import allows you to create a skeleton of a future scenario. In the future, there will be little skilled work to revive it. The main benefit of this feature arises if the customer or some contractor provides a “script” as a text document.
Where to begin?
- The script must be in google docs document format. If you have it in Ms Word format or otherwise, then import it there first;
- The document must have Edit and Read permissions;
- Question and answer numbers are not needed. They will be assigned from top to bottom after import;
- Follow the formatting rules. see table below.
Loading the script in Oki-Toki
- Go to the “ Oki-Toki CRM ” -> “Import” -> “Select Document” section ;
2. Allow access to the account section in which the document “Google account” is located , -> “Document” ;
3. After processing the Google document, the name and the generated sales script will be pulled up automatically and all that remains is to click save.
Questions and answers
Q: Can I update an existing script?
A : Whoops. No. But you can create a new one!
Q: What happens if I make a mistake with formatting?
A : You will find out while previewing the import result.
PS If you have any questions about creating a “Dialogue Script” or about the operation of the service, create a ticket and the technical staff. support will help you find a solution.
PSS Script Formatting Table and full document example here !
P.SSS Read our other posts under Sales Scripts
Maxim Khristenko
