Customer Calling
Through Clouds Nest
Speak to customers and supporters through the software, with campaign information close at hand.
Keep the conversation
connected to the campaign.
Clouds Nest’s calling facility helps your team speak to customers as part of their sales and campaign workflow. Use it to clarify an enquiry, discuss a sign-up or follow up on a customer’s next step.
Designed for direct sales organisations across different industries, including fundraising, it brings customer conversations closer to the information your team works with every day.
See the calling facility in a demoSupport every stage of the conversation
Clarify customer enquiries
Speak directly with customers to explain the campaign, answer questions and understand what they need before the next step.
Follow up on sign-ups
Use a conversation to clarify sign-up details, discuss next steps and help customers or fundraising supporters understand the process.
Work with campaign context
Keep customer and campaign information close to the conversation, helping sales, support and review teams coordinate their work.
A straightforward calling workflow
Review the customer record
Check the relevant campaign, customer details and reason for the conversation before making contact.
Use the calling facility
Speak to the customer through the software using the calling setup available to your organisation.
Agree the next step
Capture the relevant outcome in your workflow and coordinate any follow-up with the appropriate team.
Call recording and responsible use
Where call recording is enabled in your setup, it can support quality review and help your team revisit a conversation. Your organisation is responsible for the appropriate lawful basis, caller identification, recording notices, permissions and retention arrangements.
Calling availability and configuration depend on your organisation’s setup. Ask us to demonstrate the options for your team. Read our Privacy Policy and Data Protection Policy for more information.