review: Very good Salesforce augmentation
July 27, 2016 review: Very good Salesforce augmentation

John Blevins | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with

It is being used as an overlay of our Salesforce instance. It provides some ease of use when dialing contacts from our Salesforce instance. It allows for a prebuilt list to be made ahead of time and for users to call a large batch of contacts with relative ease and no need to make their own Boolean logic list.
  • Making contact lists
  • Allowing for "power dialing" sessions
  • Integration with Salesforce
  • General buggyness - many times the service will go down or not work properly
  • If the logic gates used to make lists become too complex, the functionality can suffer
  • There aren't always failsafes that prevent a user from making a Boolean illogical list, and instead reverts to pushing contacts out that it shouldn't have
  • Made the call volume drastically increase compared to normal click to call methods
  • Targeted and specific lists are very easy to create
  • Setting callbacks and reminders are very simple to do, and work very well works well with Salesforce, and definitely augments some of the processes that Salesforce is pretty clunky with like calling lists.
If you have a team of "not so tech savvy" team members who you want to "smile and dial", it's a great product. You can prebuild lists that are easily accessible from Salesforce and have them call them with ease. If you are working with accounts/contacts in Salesforce instead of leads, I haven't found a way yet to incorporate into my strategy.