PhoneBurner is Great for Teams: Group Accounts

Jeff Osness

April 25, 2024

4 min

Table of Contents

Summary:

  • PhoneBurner’s administrative tools are ideal for managing multi-seat accounts. This includes maintaining independent or networked seats, managing user account details, and customizing account settings for optimal team performance.
  • Sales managers can improve transparency and accountability with PhoneBurner’s reporting features. Track individual rep performance, get regular email reports with custom metrics, and create real-time leaderboards to motivate agents.
  • PhoneBurner also allows easy distribution of prepared content (emails, scripts, dialer configurations) to the team.
  • Our LeadStream feature can automate lead distribution based on custom rules, reducing speed-to-lead and ensuring the right leads reach the most qualified agents.
  • See active and inactive agents via a “Live Calls” dashboard and listen, whisper, or join any calls that are in progress.
  • PhoneBurner supports you with dedicated Success Managers for larger teams and one-on-one support for smaller groups. All customers get free expert onboarding and award-winning support.

Managing a team of sales professionals requires a special set of reporting, configuration, and administrative tools.

PhoneBurner's got you covered. Our accounts are packed with productivity-boosting features to help teams succeed.

Here are some of the key features:

Admin screen in PhoneBurner

Maintain Complete Administrative Control

Login to your administrative account for complete access and control over your user accounts. From here, you can do any of the following:

  • Keep your seats independent or network them for shared access to contacts
  • Assign and suspend seats
  • Change usernames and passwords
  • Edit account settings (disable the import or export of contact lists, delete contact records, etc.)
Reports screen in PhoneBurner

Use Our Reporting for Data-Driven Decisions

Transparency and accountability are critical to managing your team, establishing goals, and assessing training needs.

PhoneBurner makes it easy to monitor activity for individual reps and your team as a whole, giving you the oversight you need to hit your targets Here’s an overview of what our reporting features offer:

  • Automatically log calls, activity, and outcomes across your team
  • Track and view call history logs for each sales rep
  • Track emails, voicemails, and SMS messages sent by individual reps
  • Build custom reports with the metrics that matter most to your team
  • Create real-time leaderboards to keep agents motivated to succeed
  • Access call recordings by contact or dial session
  • Receive regular updates with email reports
  • Monitor calls and coach your sales reps in real-time with listen, whisper, and barge features
  • Identify high/low-quality lead sources with lead source tracking
  • Track call answer rates by number and across your team
Custom content in PhoneBurner Admin screen

Configure & Share Content with Your Team

The more time your team focuses on dialing and selling, the more successful they'll be. PhoneBurner is built to make it easy to get reps up and running with little to no setup on their part.

Use PhoneBurner to create the content you want your team to use and easily share it with all the reps under your control. This includes:

  • Emails
  • Phone scripts
  • Dialer configurations
  • Saved searches
PhoneBurner LeadStream feature

Send the Right Leads to the Right Agents

Lead delivery can be one of the most frustrating parts of any sales manager’s job. Manually sending leads to remote agents takes time—and delays cost your business time and money, especially when potentially promising leads don’t reach the right agents, or go unworked and eventually go stale.

PhoneBurner’s LeadStream feature solves this problem by enabling you to automatically send leads to the reps best qualified to reach them. Here’s what it lets you do:

  • Set custom delivery rules and LeadStream will automatically distribute your leads accordingly
  • Define distribution settings for individual agents (quantities, lead order, daily or lifetime maximums, etc.)
  • Make redistribution rules for unworked leads to prevent them from going cold
  • Create different lead pools for your reps to pull from on-demand
  • Distribute bonus leads to top-performing agents

Monitor Your Team in Real Time

While reports and recordings give sales leaders valuable intel to guide decision-making and training, live monitoring often creates the most impactful opportunities.

PhoneBurner’s “Live Calls” dashboard provides admins with a birds-eye view of their entire team—who is active and inactive (and when they last logged in), who is dialing, and who is currently on a live call. What’s more, admins can silently listen to live calls, whisper in a rep’s ear, or even join a call in progress.

For a next-level live experience, elevate your PhoneBurner dial sessions with virtual Salesfloor capabilities and bring your entire team together. Coach and collaborate in real-time without interruption to your reps - the experience is seamless, exciting, and fun.

Brand Your Accounts

Upload a logo and keep your brand front and center inside your accounts. This can help your team by:

  • Creating a sense of unity among your sales reps (particularly useful for remote teams)
  • Inspiring your agents to remain focused and increasing their productivity between calls

Get An Inside Look at Our Team Features

Using PhoneBurner across your entire sales team coordinates their efforts under your leadership, and makes your organization more efficient when prospecting and following up with leads.

Interested in seeing how PhoneBurner can help you get more done, in less time? Get a custom demo or launch a free trial today.

Frequently Asked Questions

Does PhoneBurner provide team technical support?

Yes! All customers get free expert onboarding and access to our US-based support team by phone or email every business day. Larger teams get a dedicated Success Manager who will help you make the most of PhoneBurner and offer troubleshooting and strategic guidance to reach your goals.

Does PhoneBurner let me customize leaderboards for my team?

Yes. You can set up live self-updating leaderboards to track important KPIs like calls made, talk time, interested prospects, and other helpful metrics. Whether you watch them on your own, or broadcast them (live or remotely) to motivate your team is up to you!

Is the account admin charged for a seat?

Admins only pay if they are engaged in dialing. A non-dialing admin seat is free with your account!

What features do individual agents get with my team account?

Your agents can log into their account from anywhere and get access to a powerful set of features including:

  • Unlimited power dialing
  • Send 1-click emails
  • Leave 1-click voicemails
  • Personal “do-not-call” list
  • Custom dispositions
  • Integrated Google search
  • Advanced lead filtering
  • Built-in CRM (+100s of integrations)
  • Email tracking
  • Call transfer
  • Call recording
  • And more

Click here for a full list of plans and features

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