DialSource Reviews

2 Ratings
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Score 10.0 out of 100

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December 20, 2019
Mark Coffman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Dialsource is integrated with Salesforce.com using Jungo. Jungo is the company that has customized Salesforce.com for my industry. I'm a residential mortgage loan officer. I've been lending for 26 years and Dialsource helps me complete the necessary calls required to create new business. We use it for power hours to auto-dial clients and help document client conversations with preset notes. It's a real time saver.
  • Helps with dialing pre-set client lists.
  • Helps create a clear handoff between team members due to automated profile documentation.
  • I don't see any areas of improvement at this time.
Dialsource is great for any application where the business is using Salesforce.com. It helps with the dialing of the phone, leaving preset voicemails, speeding up the client call back response time and documenting client interaction in Salesforce.com. I recommend it to my realtor partners, and their teams, as a way to create more business contacts and interactions.

If I have an issue with the interface between Salesforce.com and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself.
Read Mark Coffman's full review
September 07, 2018
Rob Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Inside Sales uses it for inbound and outbound calling. It allows us to see the contact details in Salesforce and make and receive calls in the same system.
  • Best telephony of any tool
  • Backend automation pre-call and post-call that save reps a ton of admin time.
  • Inbpound lead matching by phone number inside of Salesforce
  • NeedS email functionality
  • Could use more features around managing reps
  • Needs more analytics and reporting
ISR/BDR/SDR/MDR calling (inbound/outbound) customer service and any area that makes or receives high volumes of calls.
Read Rob Morris's full review

What is DialSource?

DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications. DialSource’s applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and service tasks, eliminate manual activity logging and streamline CRM management; while improving the capabilities of inbound and outbound communications over the phone.

Simplify work.
Streamline a team’s workflow and accelerate their efficiency within a single workspace. Ensure that every call is logged and tracked in a CRM. Manage user groups, call configurations, and agent performance. Trigger existing CRM automation rules and streamline workflows with a click.

Increase Engagement.
Designed to give customer-facing teams on Salesforce or Microsoft Dynamics a competitive advantage, the native application provides a suite of advanced features designed to automate workflows, increase conversations, and improve productivity.

Unlock Growth.
Learn what is working and what is not across call campaigns and customer interactions. Give managers visibility into every interaction and outcome across the customer journey. Leverage DialSource call recordings and performance dashboards to coach and develop under-performing reps.

DialSource Features

Has featureOutbound Calling
Has featureInbound Calling
Has featureWorkflow Automation
Has featureCoaching & Management
Has featureData & Analytics
Has featureReliable Call Quality
Has featureCRM Native
Has featureSecurity & Compliance

DialSource Screenshots

DialSource Downloadables

DialSource Integrations

High Velocity Sales, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Salesforce, We offer integrations with all applications that integrate with Salesforce or Microsoft Dynamics 365

DialSource Competitors

SalesLoft, Outreach, RingDNA, ConnectAndSell, Upland Ingenius, PowerDialer for Salesforce, from XANT (formerly InsideSales.com), New Voice Media

DialSource Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Required

Please contact us to learn more and review pricing options for your organization.

DialSource Support Options

 Paid Version
Social Media
Video Tutorials / Webinar

DialSource Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:North America
Supported Languages: English