Outbound Wiki

Cross-border outbound adaptation

Adjusting outbound operations for local time zones, languages, regulations, data practices and business conventions.

Treat a new country as an operating change. Build the launch around the contact's local time, the country data in the contact record, the call route, and the rules that govern outreach. The operating layer can fail even when the message is sound. A time zone can send outreach at the wrong time, and a number format or account setting can block it. Global services need timezone conversions for accurate processing.1

Define the market

Start with a country boundary and a customer pattern. Use the home market to decide what deserves testing abroad, then keep the new motion narrow enough to inspect.

Before expanding, assess the current situation.2 Confirm who the organization is, who it sells to, and where its boundaries sit.3 Review the client base and analyze the best and most profitable clients.4 Document that pattern and set aside outliers that could pull the team away from its core value focus.5

Ask which country you are entering, which customer pattern you are carrying over, and what would make the market worth continuing. Move on when those answers fit together. A broad geographic ambition can wait until the operating model works in a defined country.

Make contact records usable

Make record quality a launch gate. The calling layer can adapt to a country only when the contact record provides reliable information.

Use an accurate Country field for contacts you will call across borders.6 The dialing layer can use that field to reformat the phone number for e.164 compatibility.7 For international calling, either the country fields need to be accurate or the stored numbers need to be fully configured for international dialing.8

Make Country required on web form opt-ins.9 If contacts are in only one country, repair existing records with a Mass Update.10 Use an Action Set to assign the value as new contacts enter the CRM.11

Check the destination number before it reaches the call queue. Telephone number formats differ by country.12 Some countries use 10-digit numbers while others use 8-digit numbers, and area codes can use 3 digits or 2 digits.1314 Confirm the destination number when there is any doubt.15 Omit a leading zero where the destination's area code requires it.16

Set local timing and local checks

Build the outreach schedule around the recipient's local time. Keep the time zone visible wherever the team plans calls or sends time-sensitive outreach.

Distributed teams should be aware of time zones.17 Before contacting prospects across regions, check time zones and local laws.18 Use a separate window in local time for each country in the launch, then review whether the timing fits the business convention you are targeting.

Move on when the schedule answers a simple question for every contact: what local time will this person receive the call or message? If the answer depends on a team member doing a manual conversion each time, the process is still fragile.

Validate the international calling path

Domestic calls work

  • If domestic calls fail too, treat the problem
  • If domestic calls work, review the causes

Run the calling path as its own test. A working domestic route does not prove that the international route, account permissions, destination format, and carrier settings will work together.

Flowroute supports both inbound and outbound international calling.19 Account settings or account status can prevent some international calls even when most outbound calls work.20 International destinations can carry higher rates in some cases, so they are commonly used for fraudulent calls.21 Flowroute applies basic security measures to protect accounts from this risk.22

Authorize the calling account for every country it needs to call.23 Check with the carrier about any PIN requirement, since some carriers do not require or support that feature.2425 Confirm that no special requirements apply to outbound calls.26 Inspect the outbound route before launch so its international plan matches the motion you intend to run.

Use this troubleshooting order when a call fails. Check whether domestic calls work.27 If domestic calls fail too, treat the problem as a general outbound calling issue.28 If domestic calls work and international calls fail, review the causes specific to the destination and the relevant troubleshooting steps.29

Adapt and measure the launch

Once the operating path passes its checks, review the regional and cultural adaptation before expanding the motion.30 Keep the test small enough to see whether the customer pattern, timing, and call path work together.

Use refined and consistent metrics for the international motion.31 Measure the process, repeat what works, and keep effort focused on promising prospects abroad.32 Let the results decide whether the country deserves more coverage. A launch that produces activity without a clear pattern is still a test, not a reason to broaden the list.

What not to do

  • Do not target a whole continent as though it were a single country.33
  • Do not cast a broad net over prospects, verticals, and markets before the country motion has a clear customer pattern.34
  • Do not leave Country blank when contacts span countries, because the system may assume the contact is in the same country as the account owner.35
  • Do not send a time-sensitive campaign without accounting for the subscriber's time zone.36
  • Do not carry a cross-border process built under an old regime forward without reviewing it after reforms. Firms can be caught off guard when those processes remain unchanged.37
  • Do not spend the launch on poorly qualified leads.38
  • If the motion does not include international calls, remove the international classification and number plan from outbound routes.3940

When the records, local-time window, route, and legal review are ready, run the motion against the customer pattern you chose and watch the same metrics. Keep the country boundary fixed until the process gives you a repeatable signal.

Sources

  1. 1
    “For global services, it is important to account for timezone conversions to ensure accurate processing.”
  2. 2
    “Before heading overseas, you must reflect on your current situation.”
  3. 3
    “You must confirm who you are as an organization (and who you are not) and who you are selling to in your home market.”
  4. 4
    “Review your client base and do an analysis of your best and most profitable clients.”
  5. 5
    “Document these while ignoring the outliers as they will distract your sales, marketing, and development teams from your core value focus.”
  6. 6
    “For International calling, be sure your Keap Contact Records have the Country field correctly filled in”
  7. 7
    “turboDial uses it to determine how to re-format the Contact’s phone number to e.164 compatibility.”
  8. 8
    “if you want to call Internationally then either your Contact Country fields must be accurate or the numbers in your Keap Contact records must already be fully configured for international dialing.”
  9. 9
    “If you create contacts from web form opt-ins you can include the Country as a required field on the web form.”
  10. 10
    “If you serve contacts in only one Country then you could use a “Mass Update” to install the correct Country value into all of your existing Contact Records.”
  11. 11
    “for new contacts coming in to your CRM you can use an Action Set in an Keap campaign to assign the Country value.”
  12. 12
    “Each country has different digits and formats for telephone numbers, which may be confusing for a dialing party.”
  13. 13
    “Some countries have a 10-digit format, while some countries have an 8-digit format.”
  14. 14
    “Some countries have area codes in 3-digits and some have them as 2-digits.”
  15. 15
    “In many cases, there is miscommunication in telephone numbers, and all you need to do is confirm the number to make sure you have the correct telephone number for the destination.”
  16. 16
    “Some countries have the leading 0 in area code, which must be omitted.”
  17. 17
    “Tip 1: Be aware of time zones”
  18. 18
    “Quick tip: Always check time zones and local laws before reaching out to prospects, especially if you’re calling across regions.”
  19. 19
    “Flowroute fully supports international calls, both inbound and outbound.”
  20. 20
    “While you may be able to complete most outbound international calls, there may be some cases where you are unable to place such calls due to the account settings or status.”
  21. 21
    “However, due to the higher rates in some destinations, the most common fraudulent calls occurs over international destinations.”
  22. 22
    “Because of this, we are forced to place some basic security measures to protect you.”
  23. 23
    “you must authorize your Twilio account for the countries you want to call.”
  24. 24
    “Some carriers do not require / support that feature”
  25. 25
    “you will still want to check with your carrier.”
  26. 26
    “Confirm that there are no special requirements for making outbound calls.”
  27. 27
    “If you are unable to make international calls, the first thing to check is to make sure domestic calls are successful.”
  28. 28
    “If domestic calls are failing as well, you may be experiencing general outbound call issues which should be handled differently.”
  29. 29
    “If you are able to make domestic calls and only international outbound calls are having an issue, please see below for a few common causes and suggested troubleshooting steps.”
  30. 30
    “Regional and cultural adaptation.”
  31. 31
    “You should approach this tactically with honed and consistent metrics.”
  32. 32
    “You need to measure and repeat so you and your sales team only put effort into promising prospects abroad.”
  33. 33
    “Even if your intention is global expansion, that doesn’t mean targeting a whole continent like it’s a single country is the right move to make.”
  34. 34
    “And it doesn’t mean just casting a huge net over a broad range of prospects, verticals, and new markets.”
  35. 35
    “If that field is not filled then turboDial assumes the Contact is in the same Country as the owner of the turboDial account.”
  36. 36
    “Being empathic about your subscribers’ time zones is especially important when sending time-sensitive campaigns.”
  37. 37
    “These changes still catch firms off guard, particularly those that built cross-border processes under the old regime and never updated them.”
  38. 38
    “You don’t have time to waste on poorly qualified leads.”
  39. 39
    “You are correct, in order to prevent agents from making outbound international calls, you will need to remove it from any outbound routes by removing the International classifications from the Outbound Routes.”
  40. 40
    “If you have the International number plan set up for your outbound route, but do not make international calls, Genesys recommends that you remove it from your outbound route.”