---
title: "Assistants who work in Orum"
description: "Dedicated assistants who work inside Orum every day: answering, dispositions, list hygiene, follow-up and the weekly report. See how the desk runs."
url: https://assistbpo.com/software/orum/
updated: 2026-09-20
publisher: AssistBPO (SS Support Network LLC)
language: en-US
---

# Assistants who work in Orum

AssistBPO's Orum virtual assistant sits in your dialing sessions as the trained caller. Preparing the Salesforce or Outreach list you approved with lawful consent and do-not-call scrubbing, taking the live connects Operator routes across, qualifying against your criteria, booking the meeting while the person is on the line and logging the outcome before the next conversation arrives.

- Contact center and dialer
- Your account, your data

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) One named assistant and a trained backup.

In short

- Live connects taken and qualified from your own Orum seat
- Meetings booked and written into the CRM before the next call lands
- Lists checked for number quality and do-not-call before any session

Orum

Contact center and dialer by Orum Technologies, Inc. · US, UK, CA, AU

Orum is a product of Orum Technologies, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/)

## Why do Orum users need a virtual assistant?

Orum exists to take the dead time out of calling. Operator dials across several numbers at once, detects a human answer, skips the mailboxes and phone trees and puts a caller into the conversation in about a second. That is only worth paying for when a trained person is sitting there when the connect arrives. Most teams cannot fill the seat every day: reps get pulled into demos and renewals, the session is canceled at short notice, and the list somebody cleaned last month goes cold. An assistant holds the session open. They prepare the list, sit in the Salesfloor next to your reps, take the connects, ask your qualifying questions, book the meeting, and write the outcome into Salesforce, HubSpot, Outreach or Salesloft the same session. Consent and do-not-call scrubbing come first, and the team lead scores recordings against your scorecard.

## What can a virtual assistant do inside Orum?

**Dial sessions in Operator**
: Sits the session on a headset and a wired connection so a live answer reaches a person immediately, opens with your approved line rather than a pause, and never leaves a connect listening to silence.

**List preparation**
: Builds the session list from the Salesforce report, HubSpot list or Outreach sequence you approved, removes records your rules exclude and scrubs against do-not-call records before the first dial.

**Number quality with Scout**
: Acts on what Scout reports about invalid and low-quality numbers, retires dead numbers on the record instead of redialing them and flags accounts where every number on file is wrong.

**Qualifying and booking**
: Asks the qualifying questions you wrote, books the meeting into the owner's calendar while the prospect is still live and sends the invite and agenda before ending the call.

**Voicemail and follow-up**
: Drops your recorded message where a mailbox answers and sends the email or sequence step that matches the outcome, so a connect is never the end of the thread.

**CRM and sales engagement logging**
: Writes the disposition, notes and next step into Salesforce, HubSpot, Outreach or Salesloft in the same session, so the rep taking the meeting reads what was actually said.

**Salesfloor sessions**
: Joins the shared calling room with your reps, takes live coaching from the manager listening in and posts the win to your team channel when a meeting is set.

**Coaching and QA**
: Reviews what Coach flags on objections, talk time and scorecards with the team lead each month, then practices the objections that are costing meetings before the next session.

## Integrations we handle

- Orum and [Salesforce](https://assistbpo.com/software/salesforce/)
Pulls the session list from a Salesforce report and syncs call activity, dispositions and booked meetings back to the lead or contact.
- Orum and [HubSpot](https://assistbpo.com/software/hubspot/)
Dials from HubSpot lists with prospect details on screen during the connect and logs the call and outcome on the timeline.
- Orum and [Google Workspace](https://assistbpo.com/software/google-workspace/)
Checks the owner's calendar before offering a time and sends the invite and agenda while the prospect is still on the call.
- Orum and [Calendly](https://assistbpo.com/software/calendly/)
Sends your booking link when a prospect wants to pick their own time, then follows up on links opened but not booked.
- Orum and [Slack](https://assistbpo.com/software/slack/)
Posts booked meetings and urgent callbacks into the channel your reps watch, with the account name and a one-line reason.
- Orum and [Zapier](https://assistbpo.com/software/zapier/)
Takes the call outcomes your team sends out by webhook and files them in the sheet or board your manager reviews, with failed runs checked weekly.

## Which Orum admin tasks can you delegate?

- Sit the dial session and take every live connect
- Prepare and scrub the session list beforehand
- Ask your qualifying questions and record the answers
- Book meetings into the owner's calendar
- Send the confirmation and agenda after booking
- Log dispositions and notes in the CRM the same session
- Drop voicemails and send the matching follow-up email
- Retire invalid numbers found during dialing
- Record opt-outs and do-not-call requests the same day
- Join the Salesfloor session with your reps
- Review call scores with the team lead monthly
- Send daily connects, conversations and meetings booked

## Roles that work in Orum

Sales & lead gen
### Sales development representative

Dedicated SDR - Research instincts: finds the right person and a reason to reach out
- Persuasive, concise writing for cold email and LinkedIn
- Confident phone presence with quick objection handling

Works in Hire a remote sales development representative

[Sales development representative](https://assistbpo.com/roles/sales-development-representative/)

Sales & lead gen
### Appointment setter

Dedicated appointment setter - Confident, natural phone voice that does not sound like a script
- Fast, respectful objection handling
- Discipline on consent, calling hours and do-not-call rules

Works in Hire a remote appointment setter

[Appointment setter](https://assistbpo.com/roles/appointment-setter/)

## Services delivered in Orum

- [Appointment setting services](https://assistbpo.com/services/appointment-setting/)
- [Lead generation virtual assistant](https://assistbpo.com/services/lead-generation/)
- [Sales follow up services](https://assistbpo.com/services/sales-follow-up/)
- [Inbound lead response service](https://assistbpo.com/services/inbound-lead-response/)

## Other contact center and dialer tools we work in

- [PhoneBurner](https://assistbpo.com/software/phoneburner/)
- [Talkdesk](https://assistbpo.com/software/talkdesk/)
- [Aloware](https://assistbpo.com/software/aloware/)
- [CloudTalk](https://assistbpo.com/software/cloudtalk/)
- [Convoso](https://assistbpo.com/software/convoso/)
- [Five9](https://assistbpo.com/software/five9/)
- [All tools](https://assistbpo.com/software/)

## Frequently asked questions

### What does an Orum virtual assistant do in a dialing session?

They prepare the list first: your Salesforce report or Outreach sequence, filtered to what you approved and scrubbed against do-not-call records. Then they sit the session on a headset, take every connect Operator routes over, open with your line and qualify against your criteria. A fit becomes a meeting booked into the owner's calendar with the invite sent before hanging up. Mailboxes get your recorded drop and the matching email. Dispositions and notes are written the same session, and the day ends with connects, conversations and meetings reported.

### Do you have Orum certified assistants?

Orum does not run a certification for callers, and we do not claim one. Our outbound staff train on Orum before joining a client account: preparing lists from your CRM or sales engagement tool, sitting a session in Operator, handling a connect that lands mid-sentence, voicemail drops, dispositions, what Scout reports about number quality, and Salesfloor etiquette while a manager is listening in, then supervised calls scored by a team lead. AssistBPO holds no Orum partner, reseller or affiliate status. The seats and recordings stay in your account.

### How much does an Orum virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. Outbound calling, qualifying and appointment setting sit on the Sales & lead generation desk, priced per person for a block of monthly hours in your time zone, never per dial, per connect or per meeting booked. You supply the Orum seat and the CRM or sales engagement license, which are the only tools the assistant needs from you, and we add no markup to either.

### How do we add the assistant to our Orum workspace?

Your admin invites them as a user, assigns the number pool and the lists or reports they may dial, and keeps settings such as dialing ratios, recording and billing with you. They sign in from a managed device with multi-factor authentication under their own login, so every session, connect, disposition and recording is traceable to them in your reporting and in the CRM. Our staff are employed, background-checked and under NDA. Deactivate the user and access ends immediately, with your data untouched.

### How do you keep parallel dialing compliant?

Consent comes first: lists are scrubbed against the national do-not-call registry where one exists and against your internal list, and we dial only records you confirm you have a lawful basis to contact. One assistant sits one session, so a live answer reaches a person rather than dead air, and dialing ratios stay where your admin set them. Calls run inside the hours that apply where the person is, the assistant names your company and the reason at once, and opt-outs are actioned the same day across every list.

### How do you keep call quality up at that speed?

Speed only helps when the conversation is good, so every assistant works from your talk track and your qualifying criteria rather than improvising. Managers can listen in live from Salesfloor and coach mid-session. The team lead reviews recordings and what Coach flags on objections and talk time each month against your scorecard, and the assistant practices the objections that keep losing meetings. If connect rates drop, we look at list quality and number health before asking anyone to dial harder.

Next step

## Your desk, staffed. Wherever you are.

Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/).

- A named assistant proposed within 72 hours
- Employed, screened and managed staff, never freelancers
- Your hours, your tools, your data

---

Source: https://assistbpo.com/software/orum/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt