Focus on conversations, not tasks

Eliminate the busywork of sales and get back to what you do best—talking to prospects, delighting customers, and closing deals.

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Technology to Drive a More
Efficient Sales Process

  • Manage Accounts and Prospects through Dynamic Campaigns
  • Simplify your daily workflow and automate post-call activities.
  • Gain insights into your top campaigns and track account engagement.
  • Use Auto-Voicemail drop to regain hours of time back in your day.
  • Revisit past conversations and never miss a detail with call recordings.
  • Capture every activity, link calls to outcomes and increase revenue efficiency.

Feel enabled to have better conversations and sell more

Dynamic Call Campaigns

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. Integrate with sales cadence tools like Salesforce High-Velocity Sales.


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.

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.


Surface all of the records associated with an incoming phone number. Put the critical customer or prospect information in front of your agent during every call.

Get All Your Calls

Ensure that every call is received, whether you are on another call or away from your desk. Forward inbound calls to your cellphone when you are out of the office, transfer calls to another agent group, or manage high volume call centers with call waiting.

Limitless Integrations

Integrate your automation with any 3rd party application that connects into your CRM. Automate the sending of emails, advance cadences, enroll leads into nurture campaigns, or trigger the sending of a quote. The possibilities are limitless.

It simplifies my day and allows me to set reasonably achievable goals based on the data provided by the software. 10 out of 10 would recommend and already have recommended.

Wesley Funk

Account Executive

Learfield IMG College

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Ready to have more conversations?

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Feeling Disconnected?

View our Resources to help WFH sales, service and support teams.