Initial Setup and Integration: This includes installing the software and integrating it with existing CRM and sales platforms. Given Orum's compatibility with popular tools like Salesforce, this step might be streamlined.
Configuration and Customization: Tailoring the software to meet specific organizational needs, such as setting up dialer configurations, analytics, and reporting tools.
Training and Onboarding: Educating sales reps, managers, and other users on how to use Orum effectively. This could involve training on features like automated dialing, analytics, and using insights for coaching.
Testing and Go-Live: Before full deployment, a testing phase typically occurs to ensure everything works as expected. This phase is followed by go-live, where the software becomes fully operational.
Integration with Popular Sales and CRM Platforms: Orum integrates with leading sales tools and CRM platforms, including Salesforce, Salesloft, Outreach, Hubspot, and Gong. This allows businesses to sync call activity, prospect details, and more, ensuring that Orum fits seamlessly into their existing sales stack
Customizable Dialing Options: Orum provides users with the ability to customize their dialing options. This includes choosing which phone fields to call from, adjusting the number of lines to dial in parallel (up to 10 lines), and selecting the caller ID that will appear to recipients. These options enable businesses to optimize their dialing strategy based on their specific needs and goals
Personalization and Automation: Orum leverages AI to automate and personalize the sales calling process. It can automatically navigate phone trees, detect voicemails, and filter out bad numbers, allowing sales reps to focus on live conversations. Additionally, Orum's data enrichment tool automatically surfaces new numbers for potential leads and syncs contact data between Orum and integrated platforms, providing a personalized and efficient calling experience
Custom Caller IDs and Voicemail Drop: Users can customize the caller ID that appears to recipients and pre-record voicemails to be dropped automatically when a voicemail box is reached. This feature allows for a more personalized outreach and saves time for sales reps.
Advanced Analytics and Reporting: Orum offers analytics and reporting features that enable sales teams to track performance metrics, identify coaching opportunities, and optimize their outreach strategies. These insights can be customized to focus on the metrics that matter most to the business.
AI-Powered Features for Enhanced Productivity: Orum's AI-powered features, such as objection detection and call summary, provide additional customization options. These features help sales teams to better understand their prospects and tailor their approach accordingly.
Flexible Pricing Packages: Orum offers different pricing packages with varying features, such as unlimited dials, international dialing, team reporting, and data enrichment. This flexibility allows businesses to choose the package that best fits their needs and budget.
Getting Started with Orum Sessions: Orum conducts virtual training sessions every Tuesday and Thursday, where their expert team guides new users through the essential steps to start using Orum. These sessions cover how to load in your list from your integration of choice, how to make your first dial, customize the dialing options, an introduction to Orum's AI-driven power and parallel dialers, and an intro to Call Analytics for making data-driven decisions
Onboarding and Customer Stages Support: During the pre-pilot, pilot, onboarding, and customer stages of your Orum contract, Orum works with your team to optimize your full tech stack. This includes tech stack audits to ensure efficient integration with tools like Salesloft, Outreach, and Gong, and business process mapping to make processes more efficient. Orum also assesses the overall maturity of your SDR and AE teams, providing frequent meetings and training on call openers, objection handling, and the importance of call dispositions
Professional Growth Tools: Orum's platform includes several tools designed to support professional growth for sales reps. This includes Salesfloor, a virtual space for team collaboration and celebration, and Live Listen, which allows managers to listen to reps' calls in real time for coaching opportunities. Orum also provides reporting tools for conversation to meeting rates and call disposition analysis, helping managers identify trends and areas for improvement
Call Library for Ongoing Training: Orum has introduced a Call Library feature designed to help SDR managers provide more effective coaching and peer-to-peer learning opportunities. The Call Library is a curated collection of the team's best calls, showcasing best practices and ensuring consistency in sales techniques. It serves as a centralized library of call recordings for reps to learn from past calls
Support Resources: Orum's support resources include a dedicated support page where users can contact Orum with questions or support issues, learn how to invite new members and manage teams, and find additional help if needed
Integration Guides: Orum provides specific guides on how to use its dialing system with popular sales platforms like Outreach, as demonstrated in a YouTube tutorial. This ensures users can seamlessly integrate Orum into their existing sales processes
ISO 27001 Certification: Orum has achieved ISO 27001 certification, which is a significant standard for information security management systems (ISMS). This certification demonstrates Orum's commitment to establishing, implementing, maintaining, and continuously improving their information security management system.
SOC 2 Type II Compliance: Orum is SOC 2 Type II compliant. This compliance indicates that Orum has effective controls in place to protect the security, availability, processing integrity, confidentiality, and privacy of customer data. SOC 2 Type II compliance also involves regular audits to ensure these controls are effective over time.
Technical and Organizational Measures: Orum follows the International Organization for Standardization (ISO) guidelines for data protection and security. These measures include both technical and organizational strategies to safeguard data.
Data Encryption: Orum ensures that data is encrypted during transit, which protects it from being intercepted by unauthorized parties. This is a critical measure for maintaining data confidentiality and integrity
Secure Webhooks: Orum uses a public-private RSA-2048 key pair for secure webhooks, allowing users to decrypt digital signatures securely. This method ensures that data transmitted via webhooks remains secure and tamper-proof.
Privacy and Security Policies: Orum has a detailed privacy policy that outlines how personal information is collected, used, and protected. The company takes reasonable security measures and seeks to implement the best practices and procedures in data collection, storage, and processing
Data Loss Prevention: Orum's approach to data security includes measures to prevent data loss and unauthorized access. This includes managing data visibility, sharing, and aging control, and streamlining offboarding for SaaS applications.
Orum's updates are frequent, as indicated by their product updates page, which lists multiple recent enhancements and new features. For instance, they have expanded the number of countries users can dial into, introduced features like "Boost Connect" and "Hot Numbers" to enhance user productivity, and expanded global calling capabilities
Orum manages its updates through a structured process that involves rigorous testing and quality assurance before rollout. This ensures that new features integrate smoothly with existing functionalities and that the platform remains stable and reliable for all users. The updates are then communicated to users through their product updates page, allowing users to stay informed about new capabilities and how they can leverage them for improved performance
Data Ownership
Users retain full ownership of their data ("Your Data"), which includes any content or information they import, provide, or otherwise make available on or through Orum's Services. This encompasses a wide range of data types, such as lead views, contact views, reports, leads, contacts, and organization info, collectively referred to as "Imported Data" and “Your Content”
Orum does not claim any ownership over the data provided by its users. However, by using Orum's services, users grant Orum a royalty-free, sublicensable, transferable, perpetual, irrevocable, non-exclusive, worldwide license to use, reproduce, modify, publish, list information regarding, edit, translate, distribute, syndicate, publicly perform, publicly display, and make derivative works of all of their data. This is solely for the purpose of providing the Services and for such limited purposes as set forth in Orum's Privacy Policy.
Data Portability
Orum supports data portability, allowing users to manage their data effectively. This includes the use of open formats such as CSV, XML, or JSON for data handling. Such formats facilitate the easy transfer, access, and management of data by users, the platform implements technical and organizational measures to ensure data security, which includes encrypting or hashing sensitive data, if applicable. These measures are part of Orum's commitment to maintaining the integrity and portability of user data.
Scaling Up
Flexible Packages: Orum offers different packages that cater to various business needs, allowing companies to choose a plan that best fits their current stage and scale up as necessary. The packages include features that support both small-scale operations and large enterprise needs, such as unlimited dialing, international calling, and advanced analytics.
Custom Pricing: For businesses looking to scale up, Orum provides custom pricing options. This approach allows companies to negotiate terms that align with their growth trajectories and specific requirements. Custom pricing can be particularly beneficial for larger enterprises or rapidly growing companies that may need more tailored solutions.
Integration Capabilities: Orum supports integrations with major CRM platforms like Salesforce, Salesloft, Hubspot, Outreach, and Gong. This integration capability is crucial for scaling businesses as it ensures that Orum's system can grow in tandem with the company's existing tech stack, facilitating seamless expansion.
Scaling Down
No Fixed Long-Term Contracts: Orum's flexibility is also evident in its approach to customer commitments. The absence of long-term fixed contracts allows businesses to adjust their usage of Orum's services without facing stringent penalties or lengthy lock-in periods. This flexibility is advantageous for companies that might need to scale down operations due to various factors
Adjustable User Numbers: Orum's pricing and service structure are based on the number of users, which provides companies the flexibility to increase or decrease the number of licenses according to their current needs. This feature is particularly useful for businesses experiencing fluctuating demand
Pro-rated Charges for Changes: If there are any changes in the subscription, such as adding or removing seats, Orum likely offers pro-rated charges. This means businesses only pay for what they use during the billing period, which can be beneficial for companies needing to scale down temporarily or permanently
Contract Renewal
Automatic Renewal: Orum's contracts typically include an automatic renewal clause. This means that unless a customer decides to cancel or change their subscription, it will automatically renew for the same term at the end of each cycle.
Notification Period: Although not explicitly detailed in the sources, it is common for services like Orum to notify users of the upcoming renewal. This usually occurs a few weeks before the renewal date, providing users with the opportunity to decide whether they want to continue, upgrade, or cancel their services.
Flexible Packages: Orum offers various packages that users can switch between as their needs change. This flexibility helps users adjust their service level and costs according to their current requirements without needing to cancel their service entirely.
Cancellation Policy
Right to Cancel at Any Time: Users can stop using Orum's services at any time. This provides significant flexibility, allowing users to opt-out without being locked into a long-term contract.
Immediate Termination by Orum: Orum reserves the right to suspend or terminate services at any time, with or without cause, and with or without notice. This could be due to non-compliance with terms, legal liabilities, or harm to other users or the service itself.
Data Retrieval Post-Termination: If Orum terminates a user's service, they will attempt to notify the user in advance and provide an opportunity to retrieve any stored data, unless there are overriding legal or operational issues, such as court orders or severe violations of terms.
No Refunds on Cancellation: The terms do not explicitly mention refunds upon cancellation, suggesting that users may not receive refunds for any remaining period in their subscription after cancellation.
Handling of User Data: Upon cancellation or termination, it's unclear how long Orum retains user data or if users can demand deletion of their data. Typically, companies outline these details in their privacy policy or terms of service.
ISO 27001 Certification: Orum has achieved ISO 27001 certification, which is an international standard for information security management systems (ISMS). This certification confirms that Orum has established and implemented a systematic approach to managing sensitive company and customer information that includes legal, physical, and technical controls
SOC 2 Type II Compliance: Orum has also completed SOC 2 Type II compliance, which involves a detailed audit of the company's data security and privacy protection processes. This compliance ensures that Orum manages data securely to protect the interests of the organization and the privacy of its clients. SOC 2 Type II specifically tests the operational effectiveness of these systems over time
