Ensure that every customer gets called. Prompt agents with the contact record and recent call notes during every call. Increase renewal rates by enabling your reps to better connect with customers. Automate the manual tasks surrounding your renewal process.
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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.
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 company. 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 reportable data points, 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 they called, and what happened on every call your agents make or receive.
“Very satisfied with the user interface. DialSource is a valuable tool in reaching my daily quotas and initiatives.”
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