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DialSource

DialSource

Overview

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…

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Pricing

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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.…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttp://www.dialsource.com/pricing

Offerings

  • Free Trial
  • 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

Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of 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.

DialSource Integrations

  • Einstein 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

DialSource Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(5)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Mark Coffman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.

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