DialSource Reviews

The people at Dialsource are not only great people but highly gifted technologically. They know Salesforce inside and out and can help me with any configuration. I make jokes about their customer support that you can 't submit a request and go get a cup of coffee because your phone will be ringing with tech support before you get back! My salesman, Kevin, wasn't pushy and, unlike some salespeople, he knew this product inside and out. My boss (who had the bucks) was dragging his feet and Kevin was super patient and wanted everyone to be on board.

This is really tough because they are SO good. We had a few bumps at the set up because we use PatronManager which uses the Salesforce platform and was a little tricky. But they got ironed out and they gave us back the time lost in our free trial so I can't really complain.

If your CRM is on the Salesforce platform, Dialsource is the one you want. I researched so many dialers and watched demos and this, by far, was the best.

Dialsource has made a huge difference in our telesales people efficiency because with just a click of a button, you have recorded the task, you have updated the call count, you have updated the campaign, post a comment in the chatter feed. Plus, I can listen to the recorded calls of my sales people and be a more effective coach.

Dialsource has a huge impact on keeping reps on track, and also making sure none of their accounts "fall through the cracks". The fact that each disposition sets in motion a series of future tasks ensures that our reps stay on task!

Dialsource works so well, that an unwanted effect is that reps continue to "check" that it worked, so some of the clicks that Dialsource eliminates, come back in the form of reps "refreshing" the browser.

For improved adaptation, identify power users quickly to make case studies.

Our reps tend to interact with high performing accounts, but don't pay much attention to the low performers. The benefits we are realizing is that by keeping the reps on a structured call cycle through Dialsource, it helps them have conversations with all accounts regardless of their performance. I believe we've had opportunities open up that were normally just ignored.

Dialsource has some great features that help your reps be more efficient. Post call automation allows fields to be updated automatically based on call dispositions. The product can also be customized for your business needs. For example, we set up a real time priority queue to create instant notifications on inbound lead traffic to increase our lead to speed. Dialsource has a great customer success team that proactively works with you to ensure success.

The ability to create an automated lead follow up Cadence with calls and emails could be more robust. As it is not a core feature of the product, it is something that needs to be customized and could use some work.

Lead to speed, intelligent routing of leads based on defined parameters, the ability to click to dial directly from our CRM, and post call automation that saves rep time and makes them more efficient.

The dialer provides a lot of flexibility and potential automation on our Salesforce instance. The fact that we can implement a dialsource dialer that can auto dialer and another one that acts as a powerdialer has been very beneficial for various departments.

The way to connect to the dialer is a little annoying as you have to always be connected to the service and have a phone line running to use it.

Portfolio coverage used to be at around 25% a day for certain teams. With the autodialer we were able to get that rate to 300% a day which has lead to a significant increase in performance for our teams and reduced the manpower needed to address growing workload.

The Denali dialer is great as well provided customized call dispositions that trigger automation. We've been able to reduce the time reps spend on data input significantly.

I like the ease of creating campaigns and the fact that when I do have an issue, the support team is EXTREMELY quick to get back to me.

Occasionally the service has been slow, but was resolved quickly when submitted to support. We're still working through the bugs of starting a new, very different system so it's hard to say that's something I don't like about it.

Do a lot of research into your database(s). Make sure your data is clean. Make sure you understand completely how the software works ad nauseum to ensure a smooth transition.

Better tacking of calls and dispositions.

Faster dialing, easy to make lists and disposition calls. You can also choose a radio station to listen to which is nice. The integration with Salesforce is seemless, lead information pops up right away so you can see who you are calling.

Recording calls makes reviewing and coaching easy.

Sometimes experience small glitches, needs to be refreshed by admins from time-to-time. Connection quality is rarely an issue.

great resource, only minimal glitches that are resolved quickly. Makes dialing fast and easy, records convos. Great tool. Great for looking at metrics as well, i.e how many dials did I do in one day, what were my dispositions like. Also helps with completing call-backs, those are the first leads that come up.

No longer have to manual dial - reduces dialing time which means more calls. Can also review recorded for coaching. Calls show up as a regional number which helps connection/pick-up rates.