More effective outreach for sales people and analysts

With Call Manager, Singletrack eased the burden of creating targeted call lists by surfacing the right contacts to engage with based on recent engagement history including interactions, readership insights, and roadshow attendance, and then enabling users to take action directly from their CRM. Now, we’ve introduced new updates that make this tool even more powerful.

The challenge

From the start, Call Manager enabled users to quickly filter down to the most relevant contacts based on criteria such as research consumption. However, users still had to manually navigate between pages to access the contextual details that enabled effective prioritisation within a list. For example, workflows were often slowed by the inability to filter on criteria such as “contacted by me today” and subscription type.

New Call Manager features like quick activity filters, note-taking, relevance indicators and record-level previews make it easier for teams to prioritise effectively and understand what criteria have led to specific contacts being included in a list. This delivers the following benefits to sales people and analysts looking to manage their call workflows.

Smarter Targeting

The introduction of advanced filtering options empowers users to filter contacts with far greater precision. Whether filtering by tags, interaction type, or participation in previous roadshows, users can now tailor their outreach to the most relevant contacts. This ensures communication is highly targeted, increasing the likelihood of meaningful engagement and better outreach.

Increased Efficiency

Users can now manage their outreach more seamlessly with a significantly improved interface that supports quick filters, scrollable layouts, and inline previews. These enhancements remove the need to switch between multiple tabs or systems, allowing users to stay focused within a single view and complete actions faster, ultimately saving time and improving overall productivity.

Deeper Insights

New features such as contact-level relevance indicators and contact list level note-taking provide richer context for every interaction. Users can quickly understand why a contact is included in a list and record key information directly within the platform, enabling more personalised, informed engagement without losing track of important details.

To find out how Singletrack Call Manager can help your team develop actionable call lists effectively and efficiently, book a demo now.

Singletrack

Published: 18/08/2025