Dialsource, it just works!
December 21, 2019

Dialsource, it just works!

Mark Coffman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with DialSource

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.

Pros

  • Helps with dialing pre-set client lists.
  • Helps create a clear handoff between team members due to automated profile documentation.

Cons

  • 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.
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.

Do you think DialSource delivers good value for the price?

Yes

Are you happy with DialSource's feature set?

Yes

Did DialSource live up to sales and marketing promises?

Yes

Did implementation of DialSource go as expected?

Yes

Would you buy DialSource again?

Yes

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.

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