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Streamlining Sales Calls With an Intelligent Dialer for Salesforce

Uneeb Khan by Uneeb Khan
May 26, 2025
in Business, Digital Marketing
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Are your sales reps spending too much time dialing numbers and listening to voicemails? Then, an intelligent dialer for Salesforce is the perfect solution.

Streamline sales calls with automatic call logging, voicemail drop, and more sales engagement tools from your CRM. Save hours of productivity with a quick and easy-to-use cloud-based phone system that integrates with Salesforce.

Table of Contents

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  • Real-Time Insights and Reports
  • Automatic Call Logging
  • Local Presence
  • Prioritization

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Real-Time Insights and Reports

Choosing the right intelligent dialer for Salesforce requires understanding your business objectives and what pain points you want to address. For example, if you want to improve your team’s efficiency, consider whether your business needs a native dialer that integrates seamlessly with Salesforce or a powerful third-party solution. Ultimately, the right sales dialer can help you save time, improve call documentation, minimize cold transfers, and increase your reps’ conversations with leads.

A comprehensive dialer for Salesforce is a great way to cut out tedious admin and spend more time driving conversations and hitting sales goals. With click-to-dial directly in the Salesforce work queue and a robust Salesforce integration, you can build call reports faster and more efficiently, confident that your essential data is accurate and instantly accessible.

A high-velocity dialer for Salesforce will enable your teams to reach prospects up to four times as fast as they can manually dial them. You can create call lists with the highest-quality leads based on their historical conversion rates and other attributes, then prioritize them for your team to dial. In addition, sales managers can use a call monitoring feature to listen in on conversations and evaluate agent performance without interrupting the ongoing conversation or causing customer frustration. Additionally, many customer-facing teams benefit from a sales dialer that allows them to send SMS messages to their contacts, as text response rates are 295% higher than phone calls.

Automatic Call Logging

Historically, call logging involves manual data entry during or immediately after each call. This process is time-consuming and prone to human errors. By contrast, an automated logging system captures and reports on important call details. It helps you monitor KPIs and identify opportunities for improvement if a rep is struggling or celebrate the success of top performers if they’re crushing their quota.

Call logs contain metrics on the handling agent and standard call information. These performance metrics can include queue time, ringing time, speed-to-answer time, hold time, talk time, resolution time, and after-call work time. Using these insights, managers can improve agent performance and increase sales productivity.

An automatic dialer for Salesforce can streamline connecting with customers and prospects by automatically logging calls in your CRM. It eliminates manual data entry and saves time for Salespeople. Fastcall, for example, replicates fundamental call values to the Salesforce Task record – a feature that can help you optimize your Salesforce workflow with fewer clicks and 100% consistency. It means you can make more calls without sacrificing quality or increasing the data you record. It also saves you from the manual task of creating new Lead or Contact records and calls notes in Salesforce when a call is complete.

Local Presence

A local presence dialer is a powerful sales tool that increases connection rates, builds customer trust, and improves sales efficiency. By providing a local business number on caller ID, people are up to 4x more likely to answer calls than if they see an out-of-area or toll-free number on the screen.

Often, click-to-call dialers with local presence offer virtual numbers that can be changed on a call-by-call basis so your team can choose the best number to use. The technology assigns numbers in advance and displays a local area code based on the caller’s location.

It can be conducive if your business works with customers in different regions of the country. It lets you keep your sales cadence up while offering a personalized calling experience.

In addition, this feature offers an extra layer of security against TCPA and FCC regulations by using multiple real, local phone numbers to connect with prospects and prevent spoofing. It also allows your team to avoid the hassle and expense of changing their business telephone number or buying new business cards by simply using a pool of numbers. For example, if one of the local number pool phone numbers gets flagged as spam, Kixie will switch it out with another at no additional cost to you.

Prioritization

With Salesforce, you get a great CRM platform and a powerful dialer. But sales teams need a voice and calling solution to boost picking-up rates. A native Salesforce dialer offers seamless integration with Salesforce and full call recording and logging, allowing your team to focus on selling, not sifting through call data.

babelConnect is a Salesforce dialer that works as part of the CRM to automate activity and prioritize leads. It uses predictive algorithms to automatically schedule calls for available agents who can connect with live customers. It helps sales, service and support, market research, and contact centers prioritize the most important contacts for each rep’s day. It spreads its outreach to balance busy periods with productive ones.

The Salesforce dialer is easy to use, with simple tools like meeting templates and streamlined availability updating. It integrates with Google Calendar to offer customers callback options and allows your team to upload call notes to Salesforce automatically. It streamlines reporting and enables managers to listen to their team’s calls to assess performance. It also makes it easier for sales to collaborate and share best practices. It means your team can get more done simultaneously and improve client results.

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