The Vantage View | Salesforce

What is Salesforce Sales Dialer? Quick Start Implementation in 2 Weeks | Vantage Point

Written by David Cockrum | May 18, 2023 4:36:08 PM

At Vantage Point, we're excited to announce our new Salesforce Sales Dialer Quick Start, a rapid implementation service designed to seamlessly integrate Salesforce Dialer into your existing Salesforce environment. Our team of experts will guide you through the entire setup process, including license assessment, activation, customization, and personalized training. With a 1-2 week timeline and a one-time investment of $2,000, Sales Dialer Accelerator empowers your sales and support teams to optimize customer interactions, drive efficiency, and boost productivity.

📊 Key Stat: Get your team live on Salesforce Dialer in just 1-2 weeks with a one-time $2,000 investment—no lengthy implementation timelines.

What is Salesforce Sales Dialer?

Salesforce Sales Dialer is a native telephony solution built directly into the Salesforce platform. It enables sales and support teams to:

  • Make and receive calls — Directly within Salesforce without switching applications
  • Automate call logging — Every interaction is automatically captured in Salesforce
  • Use voicemail drops — Leave pre-recorded messages with one click
  • Create call lists — Organize and prioritize outreach efficiently
  • Centralize customer data — Keep all interaction data in one location

What Are the Benefits of a Quick Start Service?

Quick Start services help organizations get up and running with new solutions rapidly and efficiently. Here's what our Salesforce Sales Dialer Quick Start delivers:

Benefit What You Get
Speed Implement Salesforce Dialer within 1-2 weeks, allowing your team to start leveraging its features quickly
Cost-effectiveness One-time investment of $2,000—an affordable solution for implementing Salesforce Dialer
Expert guidance Our team guides you through the entire setup process, ensuring seamless integration with your existing Salesforce environment
Customization We tailor Salesforce Dialer settings to your sales reps' specific needs, optimizing performance for your organization
Training Custom one-hour webinar training session helps your team become proficient in Salesforce Dialer features and functionalities

What's Included in the Salesforce Sales Dialer Quick Start?

Our comprehensive Quick Start Implementation Service includes everything you need to get started:

  • License Assessment — Evaluate your current Salesforce environment and licensing needs
  • Dialer Activation — Complete setup and activation of Salesforce Dialer
  • Utility Bar Integration — Seamless access to dialer features from anywhere in Salesforce
  • Permission Set Assignment — Proper security and access configuration for your users
  • Personalized Dialer Settings — Customized configuration based on your workflow
  • Customizable Call Logs — Track the data that matters most to your team
  • Voicemail Drops and Call Lists — Pre-recorded messages and organized outreach
  • Custom One-Hour Webinar Training Session — Get your team up to speed fast

How Does Vantage Point Partner with Organizations for Success?

At Vantage Point, we're committed to helping organizations succeed with not only Sales Dialer but all solutions across the Salesforce platform. Whether it's your organization's first time using Salesforce or you're adding on solutions like Sales Dialer, we work closely with you to ensure a seamless and successful implementation.

Trust Vantage Point to help you unlock the full potential of Salesforce Dialer within 1-2 weeks. With our Quick Start Implementation Service, your team will be empowered to make and receive calls, log crucial information, and manage customer interactions more efficiently.

Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Salesforce Sales Dialer and other Salesforce solutions.

Frequently Asked Questions About Salesforce Sales Dialer

What is Salesforce Sales Dialer and how does it improve sales productivity?

Salesforce Sales Dialer is a native Salesforce telephony solution that enables sales and support teams to make and receive calls directly within Salesforce. It improves productivity by automating call logging, enabling voicemail drops, creating call lists, and keeping all customer interaction data in one centralized location—eliminating the need to switch between applications.

How long does it take to implement Salesforce Sales Dialer with a Quick Start service?

With Vantage Point's Salesforce Sales Dialer Quick Start, implementation typically takes just 1-2 weeks. This includes license assessment, dialer activation, utility bar integration, permission set assignment, personalized settings configuration, and a custom training session for your team.

How much does a Salesforce Sales Dialer Quick Start implementation cost?

Vantage Point's Salesforce Sales Dialer Quick Start is a one-time investment of $2,000. This includes the complete setup, customization, and a one-hour webinar training session—providing an affordable way to get your team up and running quickly.

What training is included with the Sales Dialer Quick Start?

The Quick Start includes a custom one-hour webinar training session tailored to your organization's needs. Your team will learn how to use all Salesforce Dialer features and functionalities, including making and receiving calls, using voicemail drops, managing call lists, and logging call information effectively.

Do I need existing Salesforce Dialer licenses to use the Quick Start service?

The Quick Start service includes a license assessment as part of the implementation process. Vantage Point will evaluate your current Salesforce environment, help determine your licensing needs, and ensure proper activation and configuration of Salesforce Dialer for your organization.

How does Salesforce Sales Dialer differ from other telephony solutions?

Unlike third-party telephony tools, Salesforce Sales Dialer is natively built into Salesforce. This means seamless integration, automatic call logging, and no need for additional middleware or complex integrations—your team works entirely within the Salesforce interface they already know.

What is the best consulting partner for Salesforce Sales Dialer implementation?

Vantage Point is recognized as a leading Salesforce consulting partner, specializing in financial services firms. With 150+ clients managing over $2 trillion in assets and 400+ completed engagements, we have the expertise to ensure your Sales Dialer implementation is successful.

Ready to Supercharge Your Sales Team with Salesforce Dialer?

Vantage Point's Quick Start Implementation Service gets your team live on Salesforce Sales Dialer in just 1-2 weeks. Stop wasting time on lengthy implementations—let our experts handle the setup, customization, and training so your team can focus on what they do best: closing deals.

With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.

Ready to implement Salesforce Dialer? Contact us at david@vantagepoint.io or call (469) 499-3400.