A Native application for teams that run on Salesforce.
Automate your current workflows, eliminate manual data entry, and enable your customer-facing teams to perform all call-related tasks directly within Salesforce Classic or Lightning.
Benefits
Enhance the platform that your customer-facing teams use every single day.
Make and receive calls, add call notes, and log call information with ease.
Your teams are hindered by manual data entry, switching between workspaces, and keeping up with customers, prospects, and sales targets. At the core of these challenges are disconnected systems and gaps in data. Connect all of your call processes within Salesforce and trigger automation that eliminates the need to update Salesforce and log call activities.
Provide a reliable phone connection, maintain compliance, and keep your data inside of Salesforce.
Having a reliable phone system and computer telephony integration for your Salesforce users across all customer-facing teams is critical. Our team of telephony engineers has built the telephony backbones for some of the most prominent enterprises and telecommunications companies. Now we build top-tier communications applications customized for your Salesforce org.
Connect calls to outcomes and generate reports that you can trust.
Eliminate the need to pull call information from your phone systems and parse it into Salesforce. Your CRM is the system of record, so we keep your data there. With native Salesforce reports, all call analytics, post-call dispositions, and agent performance metrics are available in your current reporting tools and dashboards.
Expand the capabilities of High-Velocity Sales and connect to any 3rd party application that integrates with Salesforce.
Combine the power of DialSource’s CTI with High Velocity Sales to turbocharge your sales calls. DialSource brings calls and automation to your cadences and workflows. Orchestrate omnichannel cadences in one seamless workspace to connect with leads and contacts in record time. Unlock the full potential of Salesforce Sales Cloud with DialSource and Salesforce High Velocity Sales.
Dynamic Call Campaigns
Take the guesswork out of your agents’ day. Prescribe who to call, why to call, and when to call across any number of campaigns. Assign specific campaigns to each agent group and dial using a local presence with our Regional ID feature. Integrate with sales cadence tools like Salesforce High Velocity Sales.
Custom Dispositions
Standardize call outcomes to improve reporting capabilities. Drive custom workflow automation through a simplified interface. Display different dispositions based on the user role, department, or stage of engagement. Develop dispositions that can be triggered with or without a call being placed.
Dynamic Lead Distribution
Improve your speed to lead time from hours to seconds. Notify reps in real-time when inbound leads arrive, calling them within moments. Drive leads from marketing automation software, web forms, your CRM, or any other tool. Screen pops put the lead information at your fingertips as you call.
Click-To-Dial
Click on any phone number inside of CRM and immediately place a call. Use our Dial pad to place a call to any number, even if it doesn’t exist in the CRM. Accidentally use the dial pad to call a CRM contact? DialSource will find the contact and let you link the call to the right place.
“DialSource truly drives efficiency for our sales team by automating their entire sales process! This tool has drastically increased their success metrics.
Adam Kebeck
Salesforce Admin
Salesforce Native Application
Simplify work.
Ensure that every call is logged and tracked within Salesforce. Manage user groups, call configurations, and agent performance. Trigger your existing Salesforce automation rules and streamline workflows with the click of a button to increase efficiency. Maintain Salesforce as your primary workspace for all customer-facing teams.
Carrier-Grade Telephony
Ensure reliability.
Give your teams a tool they can trust. Our telephony infrastructure ensures 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.
DATA + SECURITY
Improve compliance.
Keep your data and reporting within a single platform. Comply with Do Not Call regulations and policies effortlessly while capturing call recordings and storing them within Salesforce. Improve process adherence by requiring field updates and post-call dispositions to drive CRM behaviors and process automation.
Ready to have more conversations?
DialSource CTI helps transform conversations into revenue and accelerate workflows for customer-facing teams.
