Average Dialer Software. Make sure your CRM is optimized.
November 20, 2017

Average Dialer Software. Make sure your CRM is optimized.

Kyle Miller | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com

Departmentally - We use it with our SFDC Instance to connect with our prospective customers.
  • Local Presence. Dialing Texas from Massachusetts, it puts a TX Area Code on your number so the ability to have a connection via a local area phone call is more likely. Nice Feature.
  • Seek Lists - Loading Campaigns or Assigned Territory Lead lists you can rapidly go through - trade show lists, webinar attendees, old captured leads depending on how you create reports.
  • Integration with SFDC - Tasks, Notes, Logged Activity. Nice standard features. Improves efficiency.
  • Updates are pushed down through admin of account to the end user. If your SFDC instance is not up to snuff, you can encounter connectivity issues.
  • Depending on your bandwith or internet pipe, the click to dial feature could take seconds which add up to minutes and hours over the course of weeks and months. Again, if your IT environment is not finely tuned, some features are not accessible and efficient.
  • It allows us to capture touch points on leads and to create click to dial efficiency.
From an inside sales, sales development, customer success management level - it can be a great solution for activity, metrics, and efficiency of calls, call tracking, and touches.

My caution would be if your CRM in this case SFDC is not optimized, you won't get the full value out of any dialer program or software. Be very clear on your requirements for a dialer software and be equally involved in the integration to your CRM.