InGenius Preview Dialer for Salesforce

InGenius® Connector Enterprise with Preview Dialer provides advanced capabilities for Salesforce® Omni-Channel. The Preview Dialer improves contact center productivity by giving agents context before a call connects.

For outbound calling sales teams, having context before a call connects has a significant impact on the success of their interactions. InGenius Connector Enterprise with Preview Dialer provides this advanced capability, and the good news is, it’s available for Salesforce Omni-Channel customers.

Our Preview Dialer pops a screen showing information about each outgoing call in a campaign, allowing agents to review information before placing the call. Agents can quickly dial through a campaign and make meaningful connections with each person they’re calling. Let’s take a look.

A lead list has been added or imported into Salesforce to create a list of prospects that need to be called. The Preview Dialer delivers the first lead to the sales rep, Michael. He reviews the prospect’s information and learns the client is a long-standing repeat customer. Michael simply clicks “Accept and Dial” to place the call, knowing that he is prepared.

If Michael sees he needs more time to review information about the caller, he can accept the lead, review the information and then dial out to the lead when he feels prepared.

Finally, Michael has the option to decline a call if the information shown indicates that the conditions aren’t yet right for a conversation. For example, it may be too late to call this customer, based on their location.

InGenius with Omni-Channel Preview Dialer delivers the important information Michael needs so he can prepare for each call, maximizing the chances of turning a prospect into a customer.

Outbound call centers can make calls more quickly and agents are better prepared for each call. For more information, visit us at