SalesLoft dialer for Salesforce.com
November 13, 2020
SalesLoft dialer for Salesforce.com
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Analytics and Reporting
- Dialer and Messenger
Overall Satisfaction with SalesLoft
It is being used to date by 60 users, mostly Business Development Reps for 2 different groups, some in Europe. Primarily it was chosen for the auto dialing and call tracking with our Salesforce.com to replace Lightning Dialer. It allows auto dialing a lead or contact and tracking call with an activity auto generated.
- Auto dialing and tracking calls from within Salesforce.com.
- Call analytics.
- It would help to know from the dialer box if an EMEA country being called is provisioned for Local Dial for our company; we have 13 countries we have provisioned for local dial but users need to keep a list.
- There was no list of what EMEA countries that we had been provisioned for in the app even for the administrators.
- Users would like the list of Sentiment values to be dependent on Disposition. This is Salesforce.com feature, the values displayed in one picklist can be dependent on what was choosen in the primary picklist.
- Too early to tell.
Yes, had issues originally with knowing provisioning status of EMEA countries for local dialing. Ones we had requested seemed to have been provisioned but months later found they were not. Finally a support person Tom Hewetson started managing our requests and has very responsive and complete. Much better experience.
A team in our company was already using Outreach for sequencing and emails, not the dialer function. Did a review and it seems very similar to SalesLoft but they had issues with their list of persons having unique relationship to the contact or lead in SFDC (CRM ID) versus email matching. We implemented CRM Id level of relationship in SalesLoft as it is critical.