This is a short product demo/transcript describing Salesforce’s Lightning Dialer (Sales Dialer) integrated with Salesforce CRM. It explains key calling features—click-to-call, call lists with automatic logging, voicemail drop with pre-recorded messages, local-area-code dialing, call forwarding, call monitoring and recording—and concludes with a call-to-action to visit Trailhead.
Lightning Dialer instantly connects sales reps to prospects, customers and their data, increasing valuable conversations and closing deal after deal. With calling capabilities directly integrated into your Salesforce CRM, you can simply click any phone number to start a conversation anywhere that number shows up. Once you know which customers and prospects you want to reach out to, you can create a call list to connect with them one after another, automatically logging your notes from each call to the correct contact. And if you need to leave a message, you can use voice mail drop to select from a list of pre recorded messages and choose the one most relevant to your conversation. When you call prospects outside of your local area code, Lightning Dialer will automatically choose a number with an area code that's familiar to your prospect. You even have the option to forward calls to another phone. So you always know when prospects are trying to connect with you. And when they do reach out, their record immediately pops up, giving you all the information you need to have a productive conversation. Then managers can learn how individuals on their team are doing with call monitoring, allowing them to listen in and give their sales reps tips to improve their conversations. And if needed, calls can be recorded so that managers can review previous conversations and better track their team's overall performance. Visit Trailhead to get started and see how Lightning Dialer helps your sales team increase connections and keep them like never before. Blaze your trail with Salesforce.
