| With the Sales Dialer, you can place, record, transcribe, and analyze outbound calls—all from within SharpSpring. You can optimize your outbound call performance with an integrated dialer that enables high-volume, quick outreach to increase conversions. This article will provide an overview on the Sales Dialer's many features.
|
Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
  |
|||||
| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Configuring the Sales Dialer
| SharpSpring's Sales Dialer provides you with a way for your sales team to convert leads into customers by leveraging recordings and transcriptions. This provides insight into how each sales representative is positioning your product or service. The Sales Dialer can be configured through the  Settings menu. |
 Click to enlarge. |
|
Calling from the Sales Dialer
| The Sales Dialer features a streamlined dialing process. With it, the Sales Dialer provides one-click calling that simplifies your sales team’s daily routine. You can call directly from a contact's profile, or from a call task in the Task Manager and Activity Feed. Be aware that the Sales Dialer is only available if you are using the billing platform. Additionally, only certain countries can receive Sales Dialer calls. |
 Click to enlarge. |
|
Setting Caller ID Numbers
| The Sales Dialer provides different ways for your outbound calls to have caller ID numbers. This flexibility can improve your connection and callback rates by letting leads know who is calling, as different users can have unique caller IDs. |
 Click to enlarge. |
|
Using Transcriptions
| The Sales Dialer also transcribes your phone calls. This gives insight into how your team handles sales objections by automatically monitoring key words that are important to your business. With transcription features, you can jump right to the conversations that matter by filtering users, keywords, and saved searches. |
 Click to enlarge. |
|
Life of the Lead Interactions
| The Sales Dialer lets you capture every call on the Life of the Lead, including a recording of each conversation. This lets you review your calls with complete context and a better understanding. |
 Click to enlarge. |
|
Sales Dialer Reports
| With the Sales Dialer, you can meet your sales goals with a detailed report. This helps you to ensure your team is applying the outbound sales pressure required to close the deal. |
 Click to enlarge. |
|
Calling and Consent
| When using the Sales Dialer, you have the option of recording your calls. However, as privacy is always a concern when communicating, some people might not want their conversations recorded. Several nations have different forms of law that detail how parties need to provide consent for a conversation to be recorded. |
 Click to enlarge. |