Automate your current workflows, eliminate manual data entry and enable your customer-facing teams to perform all call-related tasks directly within Microsoft Dynamics 365.
Connect all of your call processes within Dynamics 365 and trigger automation that eliminates the need to update your CRM, log call activities, or complete follow up tasks.
With custom reports native in Dynamics 365, all call analytics, post-call dispositions, and agent performance metrics are available in your current reporting tools and dashboards.
Allow your agents to work from a single pane of glass. Engage your customers and prospects from within the Dynamics 365 platform, keep your data inside of your CRM, and maintain one system of record.
Dynamic Call Campaigns
Dynamic Lead Distribution
“DialSource allows our sales people to work more efficiently by serving up the most high priority accounts and automating the processes of creating meetings, opportunities, tasks, and more.”
– Justin Petkus
Manage user groups, call configurations, and agent performance directly within Dynamics 365. Trigger your existing Dynamics 365 automation rules and streamline workflows with the click of a button to increase efficiency. Maintain Dynamics 365 as your primary workspace for all customer-facing teams.
Give your teams a tool they can trust. Our telephony infrastructure maintains reliable call quality across every agent no matter the scale of the deployment. Users connect to DialSource Denali through any device that has a dial tone and are able to immediately get to work making and receiving calls—serving customers, creating support tickets or closing deals.
DialSource Denali supports the workflows and requirements of Dynamics 365 for sales, service, support and high-volume call centers. Simplify the agent experience, promote the utilization of CRM, and utilize one CTI solution across all customer-facing teams.
Microsoft Dynamics 365 is your system of record, so we keep your data there. Maintain security and compliance without relying on your data to sync. Comply with Do Not Call regulations and policies effortlessly while capturing call recordings and storing them within Dynamics 365. Improve process adherence by requiring field updates and post-call dispositions to drive CRM behaviors and process automation.
DialSource CTI helps transform conversations into revenue and accelerate workflows for customer-facing teams.
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