A Native Enterprise Communications CRM Automation Workflow Management 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.

Native Sales Calls with call notes in Salesforce
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.

DialSource call campaigns

DialSource call dispositions Salesforce stage progression

Dynamic lead distribution

click to dial in salesforce crm

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.

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“DialSource truly drives efficiency for our sales team by automating their entire sales process! This tool has drastically increased their success metrics.

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Adam Kebeck

Salesforce Admin

Native Sales Calls in Salesforce
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.

reliable call quality telephony diagram redundant servers
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.

security and compliance graphic
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.

  • Sales Development

    Prospecting is hard. We understand it’s about numbers and personalization, so let’s make your calls more productive and your day-to-day tasks easier.

    Scale your outreach in less time. Increase your number of meetings booked. Automatically log everything in CRM and streamline your workflow.
  • Account Executives

    We all know that conversations lead to opportunities, and opportunities lead to you reaching quota. Let’s help you have more conversations.

    Focus on having conversations & building relationships rather than logging activities and updating CRM. Increase your connection rate with prospects, and learn valuable insights from call recordings.
  • Sales Operations

    Customer-facing teams need tools that work and flex with their needs. Let’s simplify the user experience and help you create a more reliable tech stack.

    Consolidate sales tools and empower your team to win from a single platform.
  • Sales Leaders

    As leaders, we exist to help our teams be successful. Let’s help your team automate their busy work, book more meetings, and mark more opportunities closed-won.

    Increase the number of conversations your sales team has with prospects. Streamline workflows to increase your team’s efficiency. Capture and log all sales engagement data inside CRM to simplify reporting and improve coaching.
  • Customer Success

    It’s easy to let accounts slip through the cracks. Let us help you organize renewals and support customer account coverage by prescribing who and when to call from inside CRM.

    Ensure that every customer gets called. Drive renewal revenue with simplified workflows. Automate the manual tasks surrounding your renewal process.
  • Call Centers
    & Support

    A call center that routes you to the right person who understands your problems and knows how to help right away is possible. We make reduced wait times and better customer intelligence a thing of the now.

    Reduce wait times and delight your customers. Automatically record and log all service-related interactions in CRM.
Ready to have more conversations?

DialSource CTI helps transform conversations into revenue and accelerate workflows for customer-facing teams.

Learn how DialSource can work for your organization, schedule a demo today!

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