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Challenges Addressed

  • Dashboards identify who needs coaching or support.
  • Coaching and automated CRM processes allow for quick ramp time.
  • More engagement and volume in prospecting results in more deals.
  • Download DialSource’s profile for the full list.

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Key Performance Indicators

  • 20% – 40% efficiency gains depending on workflow and use case.
  • Increased number of conversations.
  • 100% DNC compliance, prescriptive selling process, CRM process a adherence through every interaction.
  • Read the full list on our analyst profile.


  • Alert when sales steps or activities are missed.
  • Create email/call-sequencing workflows.
  • Create, share, customize email templates.
  • Learn all DialSource’s capabilities on the full profile.


DialSource accelerates communications with prospects and customers, by capturing insights and context from every interaction to help sellers have better conversations. DialSource is native to CRM and harnesses technology teams already use to give a single-pane-of-glass that drives productivity, efficiency, and CRM adoption. By automating workflows and post-call tasks with a single click, DialSource ensures sales conversations and outcomes are captured and logged into the CRM. This real-time view of customer engagement provides sales and service teams, working from anywhere, the ability to recognize and respond to customers and prospects in the moment of interaction.

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