Caller ID options
Present numbers that suit the campaign, where supported.
Solutions · By Audience
Help reps spend more time talking and less time dialing. Compare dialing modes, CRM workflows and manager controls in a live demo.
Manual dialing spends a rep's day on everything except the conversation. A sales dialer takes over the repetitive steps around each call.
| Part of the day | With a sales dialer | Manual dialing |
|---|---|---|
| Finding the next number | The next contact is queued for the rep. | Copying numbers from a list or CRM. |
| Waiting and voicemail | Answering machine detection helps filter likely voicemail. | Listening to rings and voicemail greetings. |
| Logging the call | A disposition is recorded as part of the call. | Typing notes and outcomes afterwards. |
| Following up | Callbacks and outcomes stay with the contact. | Remembering who to call back. |
We do not quote time savings: measure them against your own activity data.
Match the dialing mode to the sales motion. The modes available to your account are confirmed in a demo; see multimode AI dialing for how the modes work.
| Sales motion | Suggested mode | Why |
|---|---|---|
| High-value accounts | Preview-style dialing | Reps research the account before the call starts. |
| Steady pipeline outreach | Power or progressive-style dialing | The next call starts when a rep is free. |
| Large lists | Predictive-style dialing | Calls are paced ahead of availability to reduce waiting. |
Supported modes and pacing controls are confirmed for your account in a demo.
Rep workspace
Reps work in the browser, with the contact and campaign context in front of them during the call and an outcome to record at the end. Scripts, notes and callbacks sit beside the call where they are configured.
Integration flow
Contacts and outcomes move between Dialog and your CRM through the API and webhooks. Lists and assignments are set up in campaign management; packaged CRM connectors are not assumed.
Approved contacts are loaded into a campaign.
The dialer connects the call to an available rep.
The rep records a disposition.
A webhook sends the outcome to your CRM.
The next task starts where your process needs it.
Caller ID checklist
People decide quickly whether to answer. Treat your outbound numbers as an asset and read more about caller ID reputation.
Present numbers that suit the campaign, where supported.
Watch the health of your outbound numbers.
Rotate numbers only where it is supported and appropriate.
Keep opt-outs current so the same people are not called again.
Manager dashboard tiles
Managers see activity and outcomes in the dashboard. Detailed views are covered in reporting and analytics, and the manager's view in the dialer for sales leaders.
Who is on a call right now.
Calls that became conversations.
Dispositions by rep and campaign.
Listen-in or coaching tools, where available.
Product demonstration
A demonstration uses a scenario close to your sales motion. Teams that sell to homeowners can also review the real estate dialer and solar dialer pages, and the overall flow is explained in how it works.
A sales dialer is software that places outbound calls for sales reps and handles the steps around each call, such as queuing the next contact, filtering likely voicemail and recording the outcome. The aim is more time in live conversations. Dialog combines concurrent calling, controlled workflows and answering machine detection, and shows the modes available to your account in a demo.
A power or progressive dialer places the next call when a rep becomes free, so each rep handles one call at a time. A predictive dialer paces calls ahead of availability, which reduces waiting on large lists but needs enough reps and clear pacing rules. Which modes your account can use is confirmed in a demonstration before you plan a campaign.
Call events and outcomes can be sent to your CRM through webhooks and the API, so a completed call can update the record without retyping. These connections are built with the API rather than packaged connectors, so scope them with the team first. See Voice API & Integrations for the technical options and the data that can be sent.
You can manage the numbers you present for each campaign. Whether local presence options are available for the regions you call is confirmed in a demonstration. Whatever the setup, accurate caller identity and healthy calling practices matter more than any single number choice.
Managers can see active calls, agent activity and outcomes in the dashboard. Live listening, whisper or barge tools are described only where they are available to your account, so ask to see them in a demonstration. Recording and monitoring rules also depend on where you and the people you call are located, so check them with your advisers.
It depends on your lists and integrations rather than on installing software, because agents and supervisors work in the browser. A typical start covers Dialog voice routes, a first campaign, test calls and any CRM connection. We agree the steps and owners with you, and start with a small group before widening.
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users