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#Lightning Dialer0 debatiendo

Is Dialer a good choice for our teams in Europe.

We would of course love to have the same tool for US and Europe.

 

@Admin Addicts @Admin Group, Atlanta, US

2 respuestas
  1. 8 abr 2023, 01:59

    David, we use Natterbox.  If making a large number of outbound calls, I would recommend their Dialer, it's great! 

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Dear Trailblazers!

 

I hope you all are doing well, I need some help with in-CRM calling (dialer) with your knowledge & experiences. So let's dive right into it!

 

So, My company is willing to switch to Salesforce (currently on HubSpot). I am very excited about it. In Hubspot, we have a native in-app phone dialer to make outbound sales calls with 1000 mins/mo/user it supports many countries including local calls as well.

 

Now, In salesforce, they don't have this option(as per our salesforce account executive). I tried looking up various alternatives and workarounds but didn't seem to find anything helpful as of now.

I found some potential solutions on app exchange but they seem to go out of budget. don't understand the logic behind subscription fees and then pay on use.

 

Could you guys please help me with some guidance?

 

#Sales Cloud #Voice Calls #Log A Call #Lightning Dialer

3 respuestas
  1. 4 ene 2022, 04:34

    @sakshi nagpal , Thanks for the kind response so we are going in for SFDC enterprise, however as per account exec, it's not natively available in India.

     

    Thanks for sharing that link, I have gone through it, in the "Dialer Limitations tab"  it says outgoing calls are available only in US & Canada.

     

    Can you guide me in the right direction?

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We use the native Lightening Dialer provided by SalesForce. We need to be able to transfer calls to phone numbers outside of our phone directory. I'm reading varying articles, several of which mention the CTI and creating a call center. As we are not using a third party for calling, we don't have a CTI file. How do we create a call center in this case? Or is there another option that will allow us to do live call transfers? 

 

#Lightning Dialer

1 respuesta
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I recently noticed that one of my reps (Who has a license for Lightning Dialer) no longer has it visible on their page, and when hovering over a phone number, it is no longer highlighted. For the life of me, I can't figure it out. Anyone have any thoughts? :(

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Hi, My team does not have sound when listening to voicemails in Lightning Dialer.  It was working fine last week but now it isn't.  They can make calls just fine though.  Does anyone have any idea of what might be going on? 

 

Thanks,

Tammy  

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Hi all, since I couldn't get any answer on the "general" community, I'm posting my question in here: We are currently using 3CX with Salesforce. Each call generates automatically a task and this task closes after the call. I wonder why the system creates a task at first place, and secondly why the task is closed after the call. Can somebody help me to understand this logic? And secondly, has anyone set up Lightning Dialer who uses 3CX for the telephony system? Our current 3CX integration with Salesforce doesn't have the lightning dialer pop-up window which also included a comment field that automatically appears when starting or receiving a call. This would be very helpful if we had this. All answers are much appreciated! Thanks in advance

5 comentarios
  1. 3 mar 2021, 21:01

    The standard way to log a call in Salesforce is a task - however, there is a special status in the task (call subtype=call), which needs to be set to get the call icon in the task history. The task status is set to close for the documentation of the call. The CTI application could automatically create a follow-up task with the next steps resulting from the call. Lightning Dialer only works with Twilio as PBX. Have a look at CTI Data Connector for Salesforce, which offers the integration in 3cx.

    Use the following link to explore all the features of the Mirage Computer Systems CTI Data Connector. (

    https://www.mirage-systems.de/en/products/cti-data-connector/cti-data-connector-for-salesforce

    )

    You can contact me directly through the community or E-Mail Us (

    https://www.mirage-systems.de/en/contact

    ).

    I am looking forward to your feedback.

    Best Regards,

    Chui

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HI HVS team!

 

Working on setting up Call Results using Lightning Dialer for High Velocity Sales. 

 

In Setup, it says that to enable Call Results user must have the "View Setup and Configuration" permission.  Is there a workaround for this?  For a necessary but simple end-user input "Yes my call connected" or "No I left a voicemail" the requirement to access Setup is concerning.

 

Secondly, on Log a Call from Lightning Dialer, is there a way to remove the Auto-Log feature at a system level?  We require our Sales Reps to enter additional information about their calls.  If Auto-Log is on, the user can miss mandatory fields on the Log a Call global action, which then results in the call not being logged.

 

Third issue - Log a Call is global.  We contextualise our Log a Call based on the object - Lead, Account, Contact or Opportunity.  Is there a way to use the object quick action depending on the record (Lead or Contact) being dialled?

 

Any guidance is appreciated!

4 comentarios
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Does anyone know if it is possible to present different call disposition choices in Lightning Dialer to users based on their different profiles?

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Outbound Calling App for Partner Community: My organization is using a Lightning Partner Community to support a group of Human Resource consultants. They are asking about a outbound call product similar to Lightning Dialer which, unfortunately, is not supported in Communities. Does anyone know of an outbound call product that does work within a Community? Our needs are simple: being to create call lists (multiple), drop pre-recorded voice messages if needed and record to the Activity Timeline. 

2 comentarios
  1. 22 jun 2020, 13:03
    Thank you for your response. While this product appears to have many telephony features it does not appear to be Lightning ready, support call lists and is not integrated into the Salesforce Activity Timeline or "reportable" through dashboards and reports.
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Lightning Dialer - Speed of Setup?

 

A customer has Open CTI on their roadmap but are under pressure to ask their service agents to work from home ASAP due to COVID-19, but they’re tied to their legacy phone system for voice inquiries.

 

Q1: How feasible is it to implement Lightning Dialer as an interim solution? They are UK based and I note that they can only make outbound calls to US and Canada numbers, I assume that inbound is not an issue.

 

Q2: How quickly can it be set up? I believe there’s no integration with phone systems required as it’s a VOIP solution using the Twilio platform.

 

Thanks! Ivan

#Lightning Dialer #covid-19 #coronavirus

4 comentarios
  1. 5 may 2020, 12:54
    Hi @Paul Martin

    ,

    Thanks for coming back on this. The customer was looking for an interim solution (due to COVID-19 and the need for remote working) whilst they wait for their Open CTI solution to be implemented. Because they are UK-based, Lightning Dialler was a non-starter. They are now accelerating their Open CTI solution.

    Best wishes, Ivan

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