“From a regulatory point of view, a large part of our outbound sales motion involves calling prospects who we haven’t spoken to before. Without PhoneTools, we would have no idea who has registered themselves on the TPS and we could risk serious fines.”
– Sam Gillingham, Marketing Director & Co-Founder, RocketPhone.ai
About RocketPhone.ai
RocketPhone.ai is a leading voice platform for Salesforce, enabling businesses to capture, analyse and action conversations across their organisation. From contact centres and inside sales to field sales and service teams, RocketPhone.ai empowers businesses to maximise their communication strategies.
Cold calling compliance
💡 If your organisation makes unsolicited live sales and marketing calls to UK numbers, you are legally obliged to screen these phone numbers against the Telephone Preference Service (TPS). Failure to do so can harm your company’s reputation and result in fines of up to £500,000 from the Information Commissioner’s Office (ICO).
The TPS is the UK’s only official ‘Do Not Call’ register for landline and mobile numbers, allowing people and businesses to opt out of unsolicited calls. This free service currently contains millions of UK phone numbers, with a separate register for businesses called the Corporate Telephone Preference Service (CTPS). It is illegal to call any number registered with the TPS or CTPS without explicit consent, or unless the call meets specific criteria.
For more info: Here are the 5 things you need to know about the Telephone Preference Service (TPS).
The challenge for RocketPhone.ai
RocketPhone.ai makes outbound sales and marketing calls to new prospects and discovered they needed a screening solution for the Corporate Telephone Preference Service to stay compliant with UK privacy law. They needed a quick-to-install, easy-to-use solution that demanded minimal user training.
Discovering PhoneTools
RocketPhone.ai found PhoneTools on the Salesforce AppExchange and they were impressed by its seamless integration with Salesforce. This solution aligned with their goal of starting to screen numbers as quickly as possible, with the bonus of keeping the process inside Salesforce. PhoneTools offers a simple component that can be added to any Salesforce object to quickly show users if phone numbers appear on the TPS or CTPS databases.
Implementing PhoneTools
“Installation was straightforward and training users took no time at all. Quite literally our internal users were trained on PhoneTools in under a minute.”
– Sam Gillingham, Marketing Director & Co-Founder of RocketPhone.ai
The PhoneTools traffic light UI clearly indicates the status of each phone number, making it easy for sales reps to identify whether a number is safe to call.
Efficient compliance and seamless integration
RocketPhone.ai’s team quickly adapted to using PhoneTools, appreciating the manual and automated functionality the solution offers to ensure numbers are screened before calls are made. The solution integrates neatly with Salesforce and their own CTI solution RocketPhone.ai, meaning their internal users can see the phone number’s status and be alerted before calls are placed, without any additional steps in their sales process.
See how PhoneTools works with RocketPhone.ai’s Salesforce CTI >>
The impact of PhoneTools
Since implementing PhoneTools, RocketPhone.ai has screened over 2000 contacts in just two months. This proactive approach has enabled them to avoid significant fines and stay compliant with UK privacy law.
Cost/benefit analysis
Compliance with PECR (Privacy and Electronic Communications Regulations) is essential for avoiding ICO (Information Commissioner’s Office) fines, which can reach up to £500,000. RocketPhone.ai started out using PhoneTools Free, which enabled them to screen 250 records monthly at no cost.
As their outbound sales motion scaled, RocketPhone.ai moved to purchasing more credits to screen more records. Given the cost-effective nature of PhoneTools, RocketPhone.ai found it to be an invaluable investment for ensuring compliance. The minimal monthly expense is justified by the significant risk mitigation it provides.
As Sam Gillingham puts it:
“You need to get PhoneTools ASAP – why would you want to risk your business £500k?”
Why RocketPhone.ai recommends ProvenWorks
PhoneTools is not only easy to install and maintain but also delivers a clean and cost-effective method for TPS and CTPS screening. Plus the support ProvenWorks offers customers is best in class.
“Very personal, very accommodating and very helpful. Much nicer than other software which involves self-service or bots. I like working with humans!”
– Sam Gillingham, Marketing Director & Co-Founder of RocketPhone.ai
Get compliant with PhoneTools for free
Whether you’re making live unsolicited sales and marketing calls to businesses or individuals in the UK, it’s vital to screen your phone numbers against the Telephone Preference Service. PhoneTools offers a seamless, in-Salesforce solution for staying compliant.
Start screening up to 250 records monthly with PhoneTools Free today.