Trellus for Bloobirds

Add real-time Trellus coaching to Bloobirds calls

Keep the Bloobirds cadence and web calling workflow. Trellus recognizes live calls and keeps the visible lead, company, phone, cadence, and selected result with the coaching session.

Where it works: Active-call views in the Bloobirds web app.

Start inBloobirds
Call withYour existing Bloobirds workflow
AddTrellus live coaching and context
Finish inBloobirds
Built around Bloobirds

Keep the Bloobirds workflow. Add Trellus to the live call.

Reps stay in Bloobirds for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.

Start in Bloobirds

Active-call views in the Bloobirds web app.

Keep the current workflow

Continue using Bloobirds for the cadence, tasks, call controls, results, activity logging, and the connected CRM workflow.

Add Trellus coaching

Trellus keeps the visible lead, company, phone number, matching cadence, and selected call result with the live session and brings guidance into the conversation.

Rep workflow

From Bloobirds call to coached conversation

01

Open the Bloobirds task or lead

Use the cadence and task flow your team already works.

02

Place the call in Bloobirds

Bloobirds controls the number, dialer, and live call.

03

Use Trellus coaching

Trellus retains the displayed lead, company, phone, and matching cadence for the supported session.

04

Finish the result in Bloobirds

Select and submit the required Bloobirds result and complete any native CRM follow-up.

During the call

Keep useful context beside the conversation

Trellus uses the visible lead, company, phone number, matching cadence, and selected call result from the live-call view.

  • Lead name, company, and phone shown in the call window
  • The current cadence when it matches the active lead
  • The selected Bloobirds call result for Trellus session context
Good to know
Continue using Bloobirds for the cadence, tasks, call controls, results, activity logging, and the connected CRM workflow.
A typical call

What this looks like for a rep

Leo opens the next call task in a Bloobirds cadence. Trellus keeps the visible lead, company, phone number, and matching cadence with the coaching session. Leo finishes the result and connected CRM follow-up in the normal Bloobirds workflow.
Why teams add Trellus

Make each Bloobirds conversation easier to navigate

Keep the operating flow

Continue using Bloobirds for the cadence, tasks, call controls, results, activity logging, and the connected CRM workflow.

Add the Trellus coaching experience

Give reps live guidance and keep the visible lead, company, phone number, matching cadence, and selected call result close while the conversation is happening.

FAQ

Using Trellus with Bloobirds

How does Trellus work with Bloobirds?

Reps keep using Bloobirds for the call. Trellus recognizes the live-call view, adds coaching, and keeps the visible lead, company, phone number, matching cadence, and selected call result with the session.

Where does the integration work?

Active-call views in the Bloobirds web app.

What context appears in Trellus?

Trellus can keep the visible lead, company, phone number, matching cadence, and selected call result when those details are available on the active call view.

Where do call controls and follow-up live?

Continue using Bloobirds for the cadence, tasks, call controls, results, activity logging, and the connected CRM workflow.

See Trellus coaching on a Bloobirds call

Bring the Bloobirds browser workflow your reps use today. We will show how Trellus fits into a live conversation.