Close vs PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Likelihood to Recommend

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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Outbound dialing is where it excels. It's especially good with larger teams of reps. Organizing through campaigns and seek lists is very powerful once you understand how to use it. There is definitely a learning curve with seek lists (I've spent tons of time on the phone with their support staff) but once you understand it the possibilities are endless. You can sort which leads show up by a variety of filters. Even with a list of 10,000+ leads and 5 reps calling on it, you can ensure no leads show up in two reps lists, the reps are calling specific territories, and even skipping leads that are likely on their lunch break! One my of favorite tricks with seek lists and only calling people with titles like Director/VP/C-Level before 8:30am or after 5pm their time, when those people are more willing to pick up the phone. They also appreciate a sales rep who is putting in the extra time to call during those blocks.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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Feature Rating Comparison

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Case management

Call center management

Help desk management

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Lead management

Email marketing

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Task management

Billing and invoicing management

Reporting

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Forecasting

Pipeline visualization

Customizable reports

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Custom fields

Custom objects

Scripting environment

API for custom integration

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Single sign-on capability

Role-based user permissions

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Social data

Social engagement

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PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Marketing automation

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Mobile access

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Contact preview

Dialer-CRM integration

Call notes & tags

Automatic call logging

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Outbound dialing

Inbound routing

Custom caller ID

Click-to-call

Recorded voicemail drop

Dialer contact import

Campaign & list management

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Follow-up calls

Dialer reporting & analytics

Dialer compliance

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

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Organizes your leads based on the parameters you set so you call the hottest leads first.
Connects with your phone so you can dial from your computer without having to enter the numbers every time.
It also allows you to record the notes from the call right there and they get added to the completed task in Salesforce.

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Verified User

Representative in Sales

Computer Software Company, 1001-5000 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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No call parking features for inbound calls, if on a call through the dialer, one cannot place that call on hold to take the second call.
All notes are lost when another inbound call comes in, whether or not you accept that call.

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Verified User

Account Manager in Customer Service

Financial Services Company, 51-200 employees

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Usability

No score

No answers yet

No answers on this topic

PowerDialer for Salesforce, from XANT (formerly InsideSales.com) 8.2

Based on 5 answers

I like that it is simple, functional and I can rely on it to help me get my work done everyday. My job became much harder without InsideSales.com. The new CRM I am using has confusing features and too much going on sometimes. There are so many fields and functions that I find unnecessary--what sucks is when I look at my screen at all these empty fields, it makes me feel incomplete. With InsideSales.com, I knew what to put in every box and why it would be important. I could put it in once and whether it was my manager, case admin or data analyst or me, we all knew where to find it. With our new system, I find myself having to do more input and data entry for other people to benefit--no longer a "one shot, one kill" deal.

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Jonathan Ison

Inside Sales Consultant

SeniorQuote Insurance ServicesInsurance, 11-50 employees

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Alternatives Considered

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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I am actually not on the decision making side, but we used PowerDialer because of the easy to use integration with our CRM with Salesforce. Having these two tools in tandem was a great platform for us to do prospecting.

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Verified User

Team Lead in Sales

Information Technology and Services Company, 201-500 employees

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Return on Investment

Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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Improved Connect Rates - Knowing when our team has the highest chance of success has helped us optimize our call blocks, leading to an improved connect rate.
Dials - With dialer lists and click to call functionality, we are able to make more dials to the right people.
Rep achievement - Though harder to quantify, the gamification has focused the team around the right KPIs.

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Mike Stevenson

Director of Sales Development

DocuSignComputer Software, 1001-5000 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Close Editions & Modules

Edition

Starter	$35¹
Basic	$65¹
Professional	$95¹
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Required

PowerDialer for Salesforce, from XANT (formerly InsideSales.com) Editions & Modules

—

Additional Pricing Details

—

Rating Summary

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Likelihood to Recommend

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Contact preview

Dialer-CRM integration

Call notes & tags

Automatic call logging

Outbound dialing

Inbound routing

Custom caller ID

Click-to-call

Recorded voicemail drop

Dialer contact import

Campaign & list management

Follow-up calls

Dialer reporting & analytics

Dialer compliance

Pros

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Cons

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Usability

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Alternatives Considered

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Return on Investment

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Screenshots

Close

PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

PowerDialer for Salesforce, from XANT (formerly InsideSales.com) Editions & Modules