Features
Top Performing Features
Contact preview
Users can view information about the contact they’re calling; aggregated contact information pops-up to provide context for the sales call.
Category average: 7.7
Call notes & tags
Users can take notes and create tags based on phone conversations; used for organizing/prioritizing contacts and contributes to SI.
Category average: 7.4
Automatic call logging
Dialer automatically logs all calls (successful/attempted).
Category average: 7.5
Outbound dialing
Allows reps to quickly and automatically make outbound sales calls based on call lists.
Category average: 8
Preview Dialer
Features related to contact history and background, providing context for the call; displays sales intelligence for dialers.
Contact preview
Users can view information about the contact they’re calling; aggregated contact information pops-up to provide context for the sales call.
Category average: 7.7
Dialer-CRM integration
Dialer software integrates to users’ CRM system to pull in contact information and/or add information about calls into CRM records.
Category average: 7.3
Call notes & tags
Users can take notes and create tags based on phone conversations; used for organizing/prioritizing contacts and contributes to SI.
Category average: 7.4
Automatic call logging
Dialer automatically logs all calls (successful/attempted).
Category average: 7.5
Core Dialer
Features that support sales calls with automatic dialing.
Outbound dialing
Allows reps to quickly and automatically make outbound sales calls based on call lists.
Category average: 8
Inbound routing
Routes inbound calls, often callbacks, to agents based on availability and/or expertise or existing relationships.
Category average: 7.4
Custom caller ID
Users can customize the caller ID that will appear to recipients; often, this can automatically show a number with a local area code, or at least a non-800 number.
Category average: 7.8
Click-to-call
Users can click on phone numbers on the computer (in contact records and other contexts) to call a specific person without manually dialing.
Category average: 8
Recorded voicemail drop
Users can pre-record voicemails and click to drop the voicemail if an answering machine, rather than a live person, picks up. Meanwhile, the dialer will move on to the next number on the list so that the salesperson does not need to wait for the message to finish playing to start talking to another contact.
Category average: 7.9
Dialer contact import
Easy to import contacts, leads, etc. Contacts may be uploaded via spreadsheets, or pulled in from CRM systems or lead submission forms on a website.
Category average: 7.4
Campaign & list management
Users can create and modify contact lists/calling campaigns.
Category average: 7.2
Call Follow-up and Quality Assurance
Features that allow salespeople to understand call activity and respond/take future action based on call activity.
Follow-up calls
Users can schedule/automate follow-up calls for recipients who did not answer, or who indicated that a follow-up call was necessary.
Category average: 7.8
Dialer reporting & analytics
Includes dashboards and/or functionality for generating reports on dialer speed, call/list success rates, sales performance, etc.
Category average: 6.8
Dialer compliance
The software supports FTC regulations around time zones and dropped calls.
Category average: 8