DialSource is the easy solution for customer communications
Thanks to this software we can have a greater and better control of calls in customer service and also with the integration to SalesForce …
DialSource
DialSource
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Andres Pirela Loyo
Director of Residential Sales
Green Lawn Fertilizing (Consumer Services, 201-500 employees)
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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.…
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- Setup fee required
For the latest information on pricing, visithttp://www.dialsource.com/pricing
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- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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
- Supported: Outbound Calling
- Supported: Inbound Calling
- Supported: Workflow Automation
- Supported: Coaching & Management
- Supported: Data & Analytics
- Supported: Reliable Call Quality
- Supported: CRM Native
- Supported: Security & 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
- Revenue.io (formerly RingDNA)
- ConnectAndSell
- Upland Ingenius
- PowerDialer for Salesforce, from XANT (formerly InsideSales.com)
- New Voice Media
DialSource Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | North America |
| Supported Languages | English |
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Reviews and Ratings
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Thanks to this software we can have a greater and better control of calls in customer service and also with the integration to SalesForce program, allows us to carry out the daily activities of the agents almost automatically, being able to monitor their progress in communications with customers.
- We can with the software record every inbound and outbound call, in addition to being able to monitor the work of agents on each call.
- Workflow automation is very easy to set up and configure, so employees are ready to perform their daily work without any inconvenience.
- It allows call recording to monitor agent performance and to learn about customer requests.
- I would like to see the inclusion of being able to not only record the call, but the transcript of the call, to have more control.
- Integrations with social networks and other channels would be very important to not depend on other software.
- It is not as intuitive and easy to use at first as I would like so that all employees can quickly start using it.
March 04, 2022
DialSource the easiest way to train agents remotely
We didn't know how to get our customer service agents, who work for us remotely, to learn the ins and outs of how our company works. With DialSource we were able to solve that problem by providing us with a complete training, monitoring and performance program for our remote employees.
- It is very useful; all the information that throws in detailed reports, management, and performance of the trainee staff, as we can notice their failures and correct them.
- A very easy to use software, it is very intuitive and dynamic, which makes the learning curve is fast.
- It also serves to monitor the activities of the staff already working and closely supervise the work of all agents: remote and local.
- Technical support took too long to answer some of the questions we had.
- It lacks some permissions that should be granted only to system administrators.
- If you want to take full advantage of this tool, you need to have time, because it has many functions, sections and tools that can be overwhelming.
December 21, 2019
Dialsource, it just works!
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.
September 07, 2018
DialSource has the best telephony on the planet.
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