Outbound Wiki

Daily dialing capacity

Estimating how many calls a representative can make while maintaining reasonable preparation, conversation, and follow-up quality.

A daily dialing target should reflect the work each call requires and the result you need. Count calls that reach the right prospect and make a useful attempt, preserve the follow-up, and leave room for the rest of the job. Dial volume is the number of good calls a representative can make in a given period.1 A required capability example sets the floor at 100 dials per day.2 Use that as a reference point, then set the quota from the work. Check whether added dials produce useful conversations without degrading the work around them.

Define the call before setting the target

Describe the audience, purpose, and work around each call. That gives you a workload to plan against instead of a number chosen in isolation.

The number changes with the audience. The work differs when you call C-level executives with gatekeepers, senior or mid-level managers, or individuals.3 Purpose changes the target too, since dialing for dollars carries a different workload from establishing a business relationship.4 Calls meant to establish a relationship and rapport begin a longer-term sales process.5

Ask yourself:

  • "What is the objective of my call?"6
  • "What is the quality of my list?"7
  • "Are the calls cold (never been contacted) or are the calls warm (is this the second or third attempt)?"8

Account for the work around the call. Quotes, order processing, and appointment scheduling all affect the time available for dialing.9

A software example concerns selling software products in higher education, with university professors as the call target.1011 Its target is 15 to 25 calls per day.12 Set the number from the audience and call motion.

Estimate the time each call consumes

Build the target from the full call cycle. Include preparation, ringing, conversation, voicemail, and CRM work before deciding how many calls fit.

A simple first calculation divides available talk time by the average talk time of an individual call.13 Use that as a rough planning baseline, then add the work required outside the conversation.

One estimate gives a call two minutes of research, 30 seconds of ringing, one minute and 20 seconds of talk time, 30 seconds for voicemail, and 30 seconds for a CRM update.14 That produces four minutes and 50 seconds per call, with 60 calls fitting into five hours. Build your own estimate with the same categories and replace the assumed times with what your team observes.

Longer, more complex sales calls reduce the number of calls a representative can make.15 Reserve time for the parts of the job that happen after a connection, and let the remaining calling time set the starting target.

Account for the dialing method

The calling method changes how much of the day goes into manual work. Use these ranges to plan system capacity, then check whether the added speed still produces useful conversations.

Manual dialing from a spreadsheet produces 15 to 25 dials per hour, 35 to 50 dials across a full day, and 2 to 3 conversations.16 Click-to-call in a CRM produces 20 to 30 dials per hour, 50 to 80 across a full day, and 3 to 5 conversations.17

A one-line power dialer produces 30 to 50 dials per hour, 120 to 200 across a full day, and 7 to 12 conversations.18 A parallel dialer using 3 to 4 lines produces 150 to 300 dials per hour, 300 to 600 across a full day, and 18 to 36 conversations after connect losses.19

The first move away from manual dialing produces the biggest productivity jump in the comparison.20 Choose the method that fits the call quality you need, then measure the actual result on your list.

Set a good-call target

Set the target around calls worth making and completing, rather than activity that only looks large in a report. Use a provisional number, then test it against the audience and call cycle you defined.

A 200-dial plan was presented alongside the right prospects, the right talk tracks, and tools that help representatives recognize good leads.21 Another practice calls for 200 good dials22 and treats making 200 quality dials as controllable.23 Those figures describe an operating design with suitable inputs, talk tracks, and support.

A different setting records 30 dials per day while meeting its activity metric.24 Explain what the number is meant to produce before comparing it with another team's target.

For contact planning, use a call-to-decision-maker-contact ratio such as five calls to one decision-maker contact, then adjust the talk-time assumption for the type of call being made.25 This gives you a better workload model than applying one average to every conversation.

Run a controlled check

Test the target in a fixed block before making it a standing expectation. Keep the list and call motion representative of the work the team normally does.

A practical test is to make 50 dials in succession and observe the result.26 Call volume changes with the conditions around the work, so record those conditions when you assess the target.27

Compare answer rate, qualified-conversation rate, voicemail rate, complaint rate, spam-label incidence, CRM completion, and rep time during the trial.28 Use the results to decide whether the target preserves call quality and the work that follows each call.

What not to do

  • Do not treat a high dial count with mostly short conversations as proof of quality. That pattern can show quantity taking priority over quality.29
  • Do not treat a full day as eight hours of dialing.30
  • Do not assume complex, longer sales calls fit the same daily count as simpler calls.15
  • Do not adopt a vendor's maximum calls per hour claim as your target. Test the call motion against live results.28

Sources

  1. 1
    “our dial volume, which is the number of calls that we're able to make good calls, mind you,”
  2. 2
    “we need our reps to make sure that they make at least 100 dials a day.”
  3. 3
    “Who you’re calling – C-level execs with gatekeepers, senior/mid-level manager, or individuals.”
  4. 4
    “Why you’re calling – “Dialing for dollars” vs.”calling to establish a business relationship””
  5. 5
    “The examples below assume that you are calling to establish a relationship and rapport, with the objective to initiate a longer term sales process that might take weeks, months, or even years to close.”
  6. 6
    “What is the objective of my call?”
  7. 7
    “What is the quality of my list?”
  8. 8
    “Are the calls cold (never been contacted) or are the calls warm (is this the second or third attempt)?”
  9. 9
    “Will there be any additional sales-related activities required, e.g. quotes, order processing, and appointment scheduling?”
  10. 10
    “Software Products: Higher Education Market”
  11. 11
    “Call Target: University professors”
  12. 12
    “# Calls: 15-25/day”
  13. 13
    “As a simple calculation, you can divide this talk time by the average talk-time of an individual call to work out the number of calls that an agent can make.”
  14. 14
    “If an SDR takes around 4 minutes 50 seconds for a cold call (2 minutes for research + 30 seconds for ringing + 1 minute 20 seconds talk time + 30 seconds for voicemail + 30 seconds for CRM update), they can comfortably make 60 cold calls per day in 5 hours.”
  15. 15
    “Each sales call is more complex, and takes longer. Therefore, you can’t make as many.”
  16. 16
    “Manual from a spreadsheet 15 to 25 35 to 50 2 to 3”
  17. 17
    “Click-to-call in a CRM 20 to 30 50 to 80 3 to 5”
  18. 18
    “Power dialer, one line 30 to 50 120 to 200 7 to 12”
  19. 19
    “Parallel dialer, 3 to 4 lines 150 to 300 300 to 600 18 to 36 after connect losses”
  20. 20
    “The biggest jump is the first one.”
  21. 21
    “prospects with the right talk tracks. So half the battle is giving them the right tools to just know”
  22. 22
    “but I want you to make 200 good dials,”
  23. 23
    “and can control making 200 quality dials.”
  24. 24
    “I'm ripping 30 dials a day.”
  25. 25
    “This will enable you to apply a ratio i.e. 5 calls to 1 DMC and then apply the talk time on this ratio rather than attempting to work solely with averages. You also need to adjust the talk time for the type of calls you are making – service, survey, sales contact, etc.”
  26. 26
    “Bang off 50 dials and see what happens.”
  27. 27
    “Call volume is never set in stone, and we have put together several factors that will influence your agents’ call volume, so understanding these is key to setting fair, effective targets:”
  28. 28
    “Run a controlled trial on representative lists. Compare answer rate, qualified-conversation rate, voicemail rate, complaint rate, spam-label incidence, CRM completion, and rep time—not a vendor’s maximum calls-per-hour claim.”
  29. 29
    “Reps with lots of dials but mostly short conversations might prioritize quantity over quality.”
  30. 30
    “Full day does not mean eight hours of dialing.”