CarbonWeb & PhoneBurner - Power Dialing within Monday.com

Over the last couple of months our team has begun utilizing a power dialing tool internally for our sales
team. This has helped autonomously boost productivity when it comes to lead and prospect outreach.
Due to the overwhelming success, we had found while utilizing such a program made us ask “Why is no
one providing a tool within the Monday.com platform?”. Without much hesitation our integrations team
got right to work and developed an app that solved just that.

After weeks of market research at CarbonWeb we partnered with one of the best power dialing
programs on the market, PhoneBurner (https://www.phoneburner.com/). Having this partnership has
allowed us to integrate all the amazing power dialing capabilities right into Monday.com.

Currently, we need your help to perfect and provide an amazing tool to the entire Monday.com user
base. Therefore, we are providing a free one-week Alpha testing program starting next week, Monday
the 26th of April. The trial will not only include access to the application itself but also a trial of
PhoneBurner, a demo and a customized on boarding experience. This will ensure that we support the
users of this new app while allowing them to maximize their time using the groundbreaking power
dialing application.

Please signup below if you are interested in joining Alpha Testing.
Sign up link

Additionally, the features the application includes.

Workspace Templates

Dialing Session Template
Allows user to have a fully automated power dialing experience within a native monday.com board.

Sales Process funnel
To be used in sync with the Dialing Session Template this basic sales funnel should give a full sales experience.

Board View

Dialing Session View
This view allows user’s to begin a dialing session within a classic Monday expiernece. The users begin a dialing session within PhoneBurner based on a group selection.

Integrations

Call Status Tracking
Call status tracking includes two integrations that allow us to change a status within Monday.com based on if the call was answered or not answered.

Disposition Tracking
Disposition tracking also includes two integrations that will allow us to either write an update or change a status based on a specific PhoneBurner disposition hit within a dialing session.

Database Sync
The Database Sync allows users to sync contacts from PhoneBurner to Monday.com and also update them when they change inside a user’s board.

Last Called Date
Last call date is a singular integration that allows the last called date to come into Monday.com in order to track when a contact was last dialed.

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Since our initial launch of the PhoneBurner App on monday.com back in April '21, we’ve been hard at work trying to perfect the app. This led us to uncovering our biggest roadblock: Multiple Authentication (Multi-Auth). You can click HERE to learn more about how our Integrations team tackled this feat.

What’s the big deal?

Before perfecting this component, there was no way to authentic multiple accounts at once, meaning you couldn’t have more than one representative working on PhoneBurner within a monday.com account.

Using Board Views we’re able to integrate PhoneBurner directly into your boards, allowing for a seamless launch of Dial Sessions . And thanks to Multi-Auth teams of any size can now take advantage of all the PhoneBurner monday.com app features.

Another core feature we’ve introduce is Note Tracking . Taking notes is a staple on PhoneBurner, so we made sure that your notes will track back to monday.com without any additional effort on your end.

We’re not done here, there still much more planned for the PhoneBurner app. From additional integrations like Two-Way Sync , Email Tracking , Automatic Appointment Setting and Custom Fields , to an enhanced Board View providing you with a Reporting Dashboard to overview performance.

Ready to get started? Install the app in your account today.

Need more information? Schedule a Demo here.

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co