Organize renewals, ensure account coverage and support onboarding, training, and renewal processes by prescribing who and when to call from inside CRM.
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DialSource Denali supports the workflows and requirements of sales, service, support, and high-volume call centers. Simplify your tech stack and utilize one solution across all customer-facing teams.
Empower managers and administrators to develop dynamic call campaigns directly from native CRM reporting functionality. Assign campaigns based on time zones, agent groups, specific business units, or any other reportable data point. Schedule campaigns and link them to build sophisticated playbooks for your agents.
Take the guesswork out of your agents’ day. Prescribe who, why, 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.
Turn unstructured data into standardized outcomes through the use of custom dispositions. Different teams and agents can leverage specific dispositions that align with their sales or service process to give you visibility into activities without trying to develop a one-size-fits-all solution.
Prescribe what fields your agent should update and have DialSource prompt those field updates before moving to the next call. Make sure your agents are updating fields across all record types, including leads, contacts, tickets, opportunities, and custom objects. Maintain your CRM as an accurate system of record and drive process adherence across your team.
By tracking calls automatically, nothing falls through the cracks. Your call data is always up to date. You have instant visibility into the productivity and effectiveness of every agent. You’ll know who called when the call took place, and what happened across every call your agents make or receive.