Phone calls with prospects allow you to create a meaningful connection between you and your potential customers while you increase their awareness of your product or service. Salesloft's Dialer streamlines this process, allowing you to make calls efficiently from within the platform.
The Salesloft Dialer enables direct, efficient communication with prospects, improving productivity and fostering meaningful connections. This functionality minimizes the need for external phone systems, keeping your workflow centralized.
In this article, you will learn how to make calls using the Salesloft Dialer. This article includes:
- Ensure you have access to the Salesloft Dialer.
- Salesloft partners with Twilio, a cloud-based communications platform, using VoIP (Voice over IP) for calls. When using VoIP, we recommend setting up QoS and following best practice guidelines.
- Call quality depends on your network and Twilio's connection.
- High network traffic can negatively impact call quality.
Calling through Salesloft is a lot like calling from your cell phone, but it takes place in a web browser.
To place a call in Salesloft, follow these steps:
- Open the Dialer: Access the Salesloft Dialer within the platform.
- Choose a Dialing Method: Enter a number using one of the following methods:
- Dial Pad: Click the dial pad icon in the top right corner. Enter the phone number using your keyboard or mouse.
Figure 1: Example Dialer Pad
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- Select an Alternative Phone Number: If the Person has multiple numbers, click the dropdown arrow next to the displayed number. Select the desired number.
Figure 2: Example Alternative Numbers
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- Search for a Person's Name: Search for the Person's name to display contacts from the Search bar in the Person tab in the Dialer. Select the Person you wish to call.
Figure 3: Example Search Person in Dialer
- Hit "Call": Initiate the call by selecting the Call button. During the call you can add any notes inside the Dialer Log box. Hopefully the Person answers and you can have a conversation. If not, drop a voicemail or simply hang up.
- Log the Call: After the call, log the call details.
Adjust Audio Settings
The Dialer includes the ability to adjust audio settings to your preferred device. For example, if you would like to use an alternative microphone than your set default, you can select a different default option in the audio settings.
To set a device default from the Dialer, follow these steps:
- Right click in you Chrome browser window. In the menu, select Salesloft Dial. The Dialer will appear in your window.
- Select the Settings tab.
- Use the dropdown arrows to see the mic and speaker devices available on your computer.
- Select your preferred device.
- Click Play a Test Sound to test your audio settings.
Figure 4: Dialer Audio Settings
- Familiarize yourself with other Dialer features and layouts.
- Explore Salesloft Mobile for making calls on the go.
- Read the Log a Call documentation to ensure proper record-keeping.
