Dialer Initiatives Description

Static vs. Dynamic Lists

Dialer Initiatives come in two "flavors": static, and dynamic. Each type of initiative serves a similar purpose—to increase calling productivity and effectiveness—but work along different paradigms and strategies.

Static Initiatives are the simpler of the two, and are created from within the Leads object tab in the CRM. They typically designed to be surgical in nature—take a relatively small (a maximum of 300-400 records) cross-section of the database, put them into a single, sequential list to ensure that every one gets called, and do it rapidly.

Once created, the records contained within a Static Initiative never change. If a user finds out later that they missed some records that needed to be included in the Static Initiative, they'll have to disband their current list and construct a new one to account for it.

Dynamic Initiatives, on the other hand, are created directly in the Dialer Initiatives tool link in the Admin tab. They're considered "dynamic" because the names within them are constantly changing and updating. Every hour, the database cross-checks the criteria for names to be included in the Initiative. When the checkpoint happens, new records may be added to the queue to be called, and some records will be removed or discarded from the queue, based on previous activity.

Strategically, Dynamic Initiatives are designed for broad, holistic contacting and marketing strategies. They are meant to better integrate sales and marketing best practices into the prospecting process, helping sales reps and managers see more meaningful results from their work, while increasing the level of professionalism.

Default Initiative Settings

Both types of initiatives have parameters that can be edited to help users do their work—interface elements, the record layout, callback and security parameters, etc. However, when originally created, both types use a default set of parameters specified within the Default Initiative tool.

To save time, once you're more familiar with basic initiative concepts, we recommend going in and establishing the default initiative settings to fit your process going forward. Obviously you can go back and change Initiative settings after they get created, but a good set of default settings will help you save time.

This is particularly important if you're regularly using Static Initiatives. Most Static Initiatives are created by end users—and as a rule they don't have access to the Dialer Initiative admin tools. Thus, if the default initiative settings aren't well-designed, a basic user can't access the Dialer Initiatives tool to make changes.

Again, once you feel more comfortable with Initiative basics, go in and establish the default settings.

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