What is Local Presence?
IRIS Dialer users have the ability to automatically show up as a local phone number on a prospect’s caller ID.
When local presence is enabled and you own a phone number with a matching area code to the number being dialed, that phone number will be used for caller ID purposes. If the merchant calls back the number it will be routed to your existing IVR or inbound calling workflow.
Using a local presence dialer can boost call connection rates by almost 400%.
Dialing technology enables reps to dial an average of 48% more prospects and to have 15% more sales conversations every day!
If you wish to add phone numbers they can be purchased and/or any existing phone numbers you already own can be ported into the system.
Setting Up Local Presence
To begin using Local Presence navigate to Manage > Administration > Dialer > Local Presence.
You will see a list of area codes along with the state and city:
If the box is checked the list will show you the area codes you do not own yet, based on the area codes that exist on your lead records:
You can easily see how many area codes you own and generate numbers that are available for the area codes you wish to purchase:
Once you have the numbers available navigate to the Manage Extensions tabs and enable local presence on the users you wish:
Using Your Local Presence Phone Numbers in Emails
The local presence phone number that you purchased that matches the area code of the lead you are emailing can be automatically used in the email. To do so, go to Manage > Administration > Email > Email Templates, click Edit on the template, and then expand the More Options section. In the Add Special Fields dropdown, locate "Local Presence Phone Number" then select it and click Add. The variable will go into email template.
When the email template is selected for use on a lead, it will populate either with the matching local number, or if there is no match your toll-free number.