Name: DialSource
Rating: 10 (5 reviews)
Author: DialSource

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

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DialSource

Sales Acceleration

Likelihood to Recommend

Support Rating

Increase your outbound team’s speed to lead from hours to seconds. Use pre-recorded voicemails to gain back days of wasted time and leverage call recording and compliance features to coach your team and promote best practices.

Route incoming calls to the right agent every time with Automatic Call Distributor (ACD). Ensure your teams never miss a call or voicemail, no matter where they are.

Leverage the full power of Salesforce and Microsoft Dynamics by connecting into your existing automation. Drive custom workflow automation through a simplified interface and display different dispositions based on the user role, team, or stage of engagement.

Monitor inbound call flow, routing, and agent availability in real-time. Manage agents and call queues across call centers and inbound teams from a single dashboard. Increase coaching capacity by leveraging call data and stereo recordings with third-party applications to track and analyze performance.

Connect calls to outcomes and improve your data. Our custom reports are native to the CRM, so call analytics, and agent performance are all available in the reporting tools you already know. Never miss a sales activity.

Our network of tier one carriers ensures that you will have reliable call quality across every agent. Maintain your current dial tone provider and avoid the upheaval of changing business phone systems. Our team of telephony engineers control our carrier network and can optimize call routing to remove latency and reroute calls if any carrier is experiencing an outage. We give your team a CTI solution they can trust.

Unlike other products that loosely integrate with CRM and tie up your CRM’s limited field quota, being native means that DialSource Denali can use as little as a single CRM field and still track, link, and report on all your data. As a native product, DialSource Denali also talks to your CRM in real-time and doesn’t use unreliable bi-directional data syncs that can quickly get out of date.

Very simply, your data stays in your CRM where it belongs. Data updates in real-time between Denali and your CRM. Collect the required information in the right fields on every call. Comply with Do Not Call regulations and policies effortlessly.

<p>DialSource is an enterprise sales acceleration engine and voice communications platform. Sales and service teams use DialSource to dramatically increase productivity, engage in smarter sales conversations, gain predictive insights and coach reps to success faster than ever before. The company's powerful and easy-to-use native application is consistently cited as the top solution for teams using Salesforce or Microsoft Dynamics CRM. Our native architecture preserves data integrity across the cloud, never storing credentials or extracting sensitive information out of Salesforce or Microsoft's secure ecosystems. </p><p>What separates DialSource from the competition is our fully-native approach and carrier-grade telephony. Our solution resides within Salesforce and Microsoft Dynamics CRM allowing our clients to leverage the full potential of their data while maintaining the security and compliance that the enterprise requires. Our native design streamlines workflows into a single “pane of glass” while leveraging advanced automation capabilities to accelerate the sales and service process. Organizations rely on DialSource telephony to ensure optimum call quality and to help build better connections with their customers. With DialSource, organizations are able to monitor and improve revenue efficiency across sales and service teams without ever leaving their CRM.<br></p><div><br></div>

Client Case Study: Vision Service Providers

Director of Residential Sales

DialSource 2022-03-26 00:47:43

Nextiva

TeamViewer

Head of Community

DialSource 2022-03-03 00:46:29

Salesforce Sales Cloud

Senior Mortgage Loan Officer

DialSource 2019-12-20 08:15:35

ZoomInfo Sales

6sense

InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

FastCall

Director of Inside Sales

DialSource 2018-09-07 09:23:14

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Take full advantage

Social networks

Not as intuitive

Email functionality

Intuitive and easy

Analytics and reporting

Quickly start

Technical support

System administrators

Learning curve

Call recording

Inbound and outbound

Agent performance

Outbound call

Helps create

Able to monitor

Team members

Workflow automation

Detailed reports

Home

Sales Acceleration Software

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.

Great call recording, for monitoring conversations between agent and customer.
Automation of daily activities and activity flow, making work much more efficient and faster.
Call router, to redirect incoming calls to the most qualified agent as appropriate.

We feel that this software fulfills all its purposes, which is to get closer to our customers and that our agents can attend each call efficiently, achieving excellent communication with our buyers. This has allowed us to increase staff performance, productivity and above all sales.

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.

Efficient, quality, detailed reports, with enough information to know the progress of the agents.
Interaction and feedback with agents, where they can ask questions and raise doubts.
Intuitive and easy to use for all agents and program administrators.

Thanks to DialSource we have been able to improve the performance of our employees and serve more customers in less time. The staff has learned to efficiently use all channels of communication with customers and provide them with timely responses to their requests.

Nextiva Business Phone Service, TeamViewer, Wix

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.

The annual cost of the product can be covered in one mortgage transaction per year.

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

Return on investment was almost immediate for us.
The time savings along plus the process alignment are home runs

Outreach, SalesLoft, FastCall and InsideSales.com Predictive PowerDialer

DialSource

Overview

What is DialSource?