For an agency with several clients
Create separate client campaigns, involve the right customer contacts and review how managers approve opportunities before handover.
For an in-house calling team
Set up a focused lead or appointment campaign and examine the path from an agent’s conversation to a sales-ready next step.
Make the trial specific
Agree what success looks like: a clear brief, usable contact data, straightforward opportunity review and useful reporting. Historical SmileCRM testimonials have not been reused as Telemanager endorsements.