Find, win, and grow revenue.

Designed to support both inbound and outbound revenue teams, DialSource Denali + Call Flows has everything you need to accelerate engagement, manage accounts and delight your customers.

DialSource Denali

Enterprise-Grade Sales Engagement Solution
for Outbound Teams
  • Carrier-Grade Telephony
  • Dynamic Call Campaigns + Dispositions
  • For teams of 20 users or more.

DialSource Denali + Call Flows

Enterprise-Grade Customer Engagement Solution
for Inbound + Outbound Teams
  • Includes all Outbound Features
  • Call Flows Visual Builder
  • Skill-Based Routing + IVR
Salesforce

Purpose-built to work inside the world's leading CRM platforms.

Toggle between Salesforce and Microsoft Dynamics 365 to see our features and capabilities specific to your CRM.

DialSource for Salesforce

DialSource for Dynamics 365

Outbound Engagement
Click-to-Dial​Click on any phone number in Salesforce to instantly place a call.
Disposition ButtonsStandardize and log the outcomes of every call, trigger Salesforce automation, and complete the engagement task.
Dynamic Call CampaignsCreate and assign dynamic outbound call campaigns based on any Salesforce report criteria.
Caller IDControl your outbound caller ID. Use regional IDs to display your call as a local area caller.
Call LinkingLink a call with an account, opportunity, contact, lead, or any record in Salesforce.
Call WaitingPlace calls on hold to answer incoming calls.
Call MergingMerge multiple calls together for a conference.
Callback TasksAgents can create callback tasks to give themselves a reminder to call a prospect at a scheduled time and date.
Voicemail DropSimply click-and-drop pre-recorded voicemails without having to wait for the beep to record every time.
Call RecordingEncrypt and record calls in stereo with Start, Pause, and Resume controls. Maintain compliance with the ability to record each leg of audio separately (only the prospect, only the agent, or both).
Screen PopAssociated Salesforce records are presented when placing a call.
Insta-QueueOn an individual basis, create a call queue of Salesforce records for a next-to-call list.
Report-Based DialingProgressively dial through each number associated with a campaign record until one answers.
Do Not CallAutomatically enforce all Do Not Call records inside of Salesforce to maintain DNC compliance.
Recording EncryptionAll call recordings are encrypted in-flight and at-rest.
Voice Analysis + Call IntelligenceSeamlessly connect all of your call recordings to Gong, Execvision, Chorus.ai, and Einstein Voice.
Inbound Engagement
Inbound QueuesInbound call queues are associated with one or more phone numbers that route calls to agents or agent groups assigned to the queue.
Failover GroupsCalls can be routed to failover groups of agents in a queue if the primary agent group doesn't answer.
Queue Position DashboardA dashboard that shows the position of agents in the queue. Agents can pause and resume queues from this dashboard to take calls elsewhere.
Round Robin RoutingInbound calls can be routed to the agent which has been idle the longest.
Inbound Caller StatusA list of inbound callers currently on hold.
Screen PopInbound calls automatically present the Salesforce record associated with the caller.
Call ForwardingA toggleable switch that forwards incoming calls to another destination.
NotificationsInbound calls trigger browser notifications.
Voicemail DeliveryTranscribe voicemails and send them via email.
In-Ear RingInbound calls ring in the agent’s headset.
Group RingInbound calls simultaneously ring all available agents in the agent group.
Call LinkingLink calls with an account, opportunity, contact, lead, or any record in Salesforce.
Call FlowsUse call flows to build complex and customizable routing to create an IVR-like system - entirely constructed and managed within Salesforce.
Visual BuilderBuild call flows using an intuitive drag-and-drop flow builder.
RoutingDirect incoming calls to an automated voicemail system, to a queue, or to any phone number.
Nested MenusCreate call menus with unlimited nesting.
Conditional Logic BranchingCall routing based on conditional criteria.
Time-Based RoutingCall routing based on the time of day or business holidays.
Inbound GreetingsUpload audio files or record customized messages on the fly.
Draft FlowsDraft call flow systems with no downtime and save them before publishing.
Efficiency
Disposition ButtonsStandardize and log the outcomes of every call, trigger Salesforce automation, and complete the engagement task.
Automatic Call LoggingAny calls are automatically logged to Salesforce, including missed calls.
No Data SyncAll interactions take place within Salesforce in real time, so there is no need to sync records to a third-party database.
Screen PopAutomatically display associated records in Salesforce when outbound calls are placed or inbound calls are presented.
Filters and SchedulingThe ability to present agents with only the Salesforce records they own. Access to calls can be based on time zones or preset schedules.
Callback TasksAgents can create callback tasks to give themselves a reminder to call a prospect at a scheduled time and date
Callback SnoozeThe ability to snooze callback tasks to remind agents again at a later time.
Call HistoryA list of recent inbound, outbound, and missed calls.
Voicemail DropSimply click-and-drop pre-recorded voicemails without having to wait for the beep to record every time.
Call LinkingLink a call with an account, opportunity, contact, lead, or any record in Salesforce.
Guidance
Dynamic Call CampaignsCreate and assign dynamic call lists based on any Salesforce report criteria.
Call Monitoring and WhisperingManagers can listen in on a call and choose to speak to the agent on the call, providing coaching without the prospect on the line hearing.
Speed to Lead Queue DistributionLeads are rapidly distributed to queues for agents to engage.
Agent StatusThe real-time status of all online agents, including statistics about an agent's session as a whole.
Agent GroupsA group of agents can be assigned to specific outbound campaigns and/or inbound call queues.
Preview AutoMaintain the focus of agents working in a campaign by automatically placing a call to the next prospect after a set time.
Assign CallbacksManagers can assign a callback task to agents which gives a reminder to call a prospect at a scheduled time and date.
Filters and SchedulingPresent agents with only the Salesforce records they own. Access to calls can be based on time zones or preset schedules.
Call ScriptingWork with Salesforce Call Scripts to guide talking points, field updates and proper scheduling inside of Salesforce.
Connectivity
DialpadPlace calls to any number.
B.Y.O.D. (Bring Your Own Device)Use any personal phone or device to make calls with Denali, using any phone number or extension.
B.Y.O.C. (Bring Your Own Carrier)Use any carrier when making calls with Denali.
Call ForwardingA toggleable switch that forwards incoming calls to another phone.
Custom Objects/FieldsSupports complete read-write abilities in association with any custom object or field in Salesforce.
Security and Compliance
Do Not CallDoes not allow making calls to any Salesforce records that are marked as DNC.
Recording EncryptionCall recordings are encrypted in-flight and at-rest.
No Data SyncAll interactions take place within Salesforce in real time, so there is no need to sync records to a third-party database.
Agent Experience
Music SelectionAgents can choose from a variety of music genres or silence to listen to between calls.
Single Sign-OnUse your Salesforce login to access all DialSource systems.
In-Ear RingInbound calls ring in the agent’s headset.
Group RingInbound calls simultaneously ring all available agents in the agent group.
NotificationsInbound calls trigger browser notifications.
Call ForwardingA toggleable switch that forwards incoming calls to another phone.
Insta-QueueOn an individual basis, create a call queue of Salesforce records for a next-to-call list.
Click-to-DialClick on any phone number in Salesforce to place a call.
Voicemail DeliveryVoicemail can be accessed through an agent's email, accompanied by transcriptions.
Disposition ButtonsStandardize and log the outcomes of every call, trigger Salesforce automation, and complete the engagement task.
Screen PopAssociated Salesforce records are presented when placing a call.

The only native application built for Salesforce

411
5/5

5 Star ratings on AppExchange

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5/5

“DialSource Denali has helped our reps become more efficient with their day-to-day and has also helped make sure that no accounts fall through the cracks. These guys really care about their customer as much as they do their product. The DialSource team has definitely gone above and beyond my expectation!”

– Oscar Martinez
VSP Altair Eyewear

5/5

“DialSource is extremely powerful and allows our Agents to perform on a level that would be unattainable with ‘traditional’ dialing practices. I would highly recommend DialSource to anyone who wants a high performing Sales or Service team and is looking for a tool that is easy to configure for their needs.”

– Sheila Connolly
Forward Financing

5/5

“DialSource is the first software that is a pinnacle in reliability… not only in the application but also in support. DialSource enables regional caller ID, campaigns, metrics, and much more. I have seen an increase in ROI and in my team’s performance since taking on DialSource.”

– Mike Faringer
Recruitment Manager, TotalMed

4.5/5

4.5 Star Ranking on G2 Crowd

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9 / 10 Workflow Management

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93% Likely to recommend

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8.9 / 10
Ease of use

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9 / 10
Quality support

4.5/5

“DialSource has increased our efficiency and production! It allows my team to make outbound calls more efficiently, we are able to generate as much as 100 outbound calls, while still handling our custom support obligations.”

– Kevin H
Small-Business (50 or fewer emp.)

5/5

“Dialsource has made a huge difference in our telesales people efficiency because with just a click of a button, you have recorded the task, you have updated the call count, you have updated the campaign, post a comment in the chatter feed. Plus, I can listen to the recorded calls of my sales people and be a more effective coach.”

– Administrator in Performing Arts
Mid-Market (51-1000 emp.)

Unlock the power of Revenue Engagement.

See how DialSource is helping Fortune 500 companies capture the context of every call & turn conversations into revenue.

411
5/5

5 Star Ratings on
AppExchange

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4.5/5

4.5 Star Ranking
on G2 Crowd