CONNECTED WORKFLOWS

Fit the campaign
to the way your team works.

Start with clients, contact uploads, campaign roles and lead reporting. Check specialist integration requirements before you choose your setup.

01 /

Discuss API requirements first

Telemanager’s public product FAQ currently says external integrations are not yet available. We do not present a public API as an included feature.

02 /

Make the lead handover useful

Lead reports communicate approved opportunities to the relevant people. Review who receives reports and the information they need during setup.

03 /

Check the appointment workflow

Appointment campaigns are supported. Calendar synchronisation is a separate requirement and should be verified in a demo rather than assumed.

04 /

Keep screening responsibilities clear

Arrange the appropriate screening and suppression process for your data. Automatic preference-register integrations are not claimed here.

05 /

Prepare reliable contact records

Clean and check source data before upload. If address validation is essential, discuss how it will be handled in your wider workflow.

06 /

Confirm additional channels

Telemanager is promoted here for telemarketing campaign management. Ask about SMS and other messaging requirements before including them in a project plan.

Request a Telemanager demo or explore more campaign guides.

Your next campaign
could feel a lot clearer.

Explore the workflow with your team’s real requirements in mind.