Dialpad Ai Sales

Formerly Dialpad Sell

Users can view information about the contact they’re calling; aggregated contact information pops-up to provide context for the sales call.

Dialer software integrates to users’ CRM system to pull in contact information and/or add information about calls into CRM records.

Users can take notes and create tags based on phone conversations; used for organizing/prioritizing contacts and contributes to SI.

Dialer automatically logs all calls (successful/attempted).

Allows reps to quickly and automatically make outbound sales calls based on call lists.

Routes inbound calls, often callbacks, to agents based on availability and/or expertise or existing relationships.

Users can customize the caller ID that will appear to recipients; often, this can automatically show a number with a local area code, or at least a non-800 number.

Users can click on phone numbers on the computer (in contact records and other contexts) to call a specific person without manually dialing.

Users can pre-record voicemails and click to drop the voicemail if an answering machine, rather than a live person, picks up. Meanwhile, the dialer will move on to the next number on the list so that the salesperson does not need to wait for the message to finish playing to start talking to another contact.

Easy to import contacts, leads, etc. Contacts may be uploaded via spreadsheets, or pulled in from CRM systems or lead submission forms on a website.

Users can create and modify contact lists/calling campaigns.

Users can schedule/automate follow-up calls for recipients who did not answer, or who indicated that a follow-up call was necessary.

Includes dashboards and/or functionality for generating reports on dialer speed, call/list success rates, sales performance, etc.

The software supports FTC regulations around time zones and dropped calls.