How to Automate Your Reps Daily CRM Workflows with DialSource

We know that managing a remote sales team is no easy task. So how do sales leaders keep track of who their agents are calling and the outcomes of those calls? To gain visibility into your sales team’s daily activities and improve efficiency for your agents, you need a communications solution that tracks, manages, and measures phone activity all within your CRM. 

Watch this live demo of DialSource with CEO, Joshua Tillman, as he walks us through how to effectively manage a remote sales team from a single solution inside of your CRM.


This live demo includes how to:

  • Understand who your team is calling, what they are talking about, and the outcome of every conversation
  • Automatically capture valuable information and data during inbound and outbound calls
  • Structure dispositions to quickly group call outcomes for better reporting and visibility
  • Automate CRM activities and improve workflow management

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Enable Your Sales and Service Reps to Work From Home

No matter where your team is working or what device they are calling from, maintain visibility and certainty that your sales and support teams are having meaningful conversations and moving your business forward.

Features for Enterprise-Level Communications

DialSource seamlessly connects any phone system or dial tone with Salesforce or Microsoft Dynamics 365 to deliver a complete, real-time view of all customer data for sales, service, and support teams. Easily automate workflows, increase your agents’ connection rate, and improve productivity from a single CRM workspace.

Using Dispositions to Automate The Sales Process & Standardize Data

Check out this blog post to learn what call dispositions are and how to use them in sales automation.