The Best Dialers for Salesforce:
Types & Top Competitors Explained

Salesforce is one of the most popular and effective CRM platforms on the market today. But the right outbound dialer can improve your productivity even further by up to 400%*.

In this article, we’ll discuss the different types of outbound dialers you can use and give a brief overview of the best dialers for Salesforce you can use to maximize your productivity.

Key takeaways:

• Choosing the best salesforce dialer for your business requires you to understand your goals, needs, and capacity, and match those with the providers’ offering.
  
• There are many types of outbound dialers which all differ in their features and best use cases. Make sure to account for this variation for maximum productivity. 
  
• Salesforce dialers are not the end-all-be-all of efficiency and can be further improved with additional features, including transcription, recordings, etc.

How to Choose the Best Salesforce Dialer?

Outbound dialers can differ greatly in their pricing, features, and best use cases. So, regardless of which type you choose, there are several steps you should always incorporate into your selection process for your Salesforce dialer. 

#1: Assess Your Business Needs & Goals

Before investing in an outbound dialer, take the time to think about your business needs and objectives. Consider factors such as the size of your sales team, the nature of your outbound campaigns, and your target audience.

Are you focusing on high-volume cold calling, or do you prioritize personalized interactions with leads? Understanding your unique requirements will help you narrow down your options and choose a dialer that meets your business goals.

#2: Understand Your Call Volume & Capacity

Evaluate your call volume and agent capacity to determine the scalability and efficiency requirements of your outbound dialer. Large teams with high call volumes should use a Salesforce dialer that can automatically adjust dialing rates based on agent availability.

Conversely, smaller teams with variable call volumes should consider an outbound dialer that can pace calls to match call pacing to agent capacity effectively.

#3: Consider 3rd-Party Integrations

Obviously, a CRM integration is the first thing you should look for in a Salesforce auto dialer. However, you should not underestimate the value of a robust list of integrations beyond that, including Helpdesk, Business Intelligence, and AI tools.

In doing so, you can create a single centralized system for all your outbound sales processes, that allows your team to access relevant customer information, track interactions, sync data, streamline workflows, and enhance productivity overall.

#4: Keep an Eye on Compliance

Compliance with regulations is paramount if you want to run efficient outbound campaigns, especially internationally. Therefore, it’s vital you look for a provider that fulfills all requirements in your target countries.

Key features to look for are automatic DNC (Do Not Call) list scrubbing, call recording consent management, and opt-out mechanisms. However, you should also keep an eye out for robust encryption protocols and secure data storage.

The 8 Best Outbound Dialers for Salesforce in 2024

Eager to start looking for your next Salesforce auto dialer? In that case, hit the ground running right here with an overview of the 8 best call center and outbound dialer providers, featuring benefits, downsides, and prices.

#1: CloudTalk

CloudTalk is a cloud-based call center and business phone system built to maximize your customer support efforts across all channels. All you need to do is choose a number for one of the 160+ supported countries, and you can instantly start optimizing your workflows with advanced features, including IVR, click-to-call, power dialers, and more! CloudTalk also supports 35+ other powerful integrations for helpdesk, e-commerce, and CRM systems, including HubSpot and Zendesk.

Key features

• High-quality calls with guaranteed latency and minimal jitter
• Smooth workflow with our Intelligent call-routing tools
• Callback feature that redials the number until connected with the agent
• Redirecting calls during busy hours or when outside the office
• The call masking feature keeps your personal number private

What is CloudTalk missing?

According to some users, CloudTalk Analytics needed a refresh, something that would afford our users deeper insights into the data that drives their business forward. 

We answered the call and launched Analytics 2.0, a powerful new data-visualization framework that gives users in-depth reports on the day-to-day operations of their call center. Identify problem areas and apply data-driven solutions faster than you ever thought possible. 

What Type of Business Is It Best For?

CloudTalk is the perfect phone system for companies looking to grow. It’s perfectly suited both to sales for outbound calls and in customer service for inbound calls.

Pricing

#2: RingCentral

When you think about VoIP telephony solutions, RingCentral is among the first ones that come to mind. It’s no wonder the company has been on the market for over 20 years and has built quite a reputation. 

RingCentral’s benefits:

RingCentral has a great variety of features and offers HD-quality voice and video. The provider is a good fit for enterprises since it provides an omnichannel experience, lead qualification tools, management, collaboration, and performance features – all in a single software.

Key features

• SIP Trunking
• IVR
• Call Recording
• Call Routing
• Contact Management

What is RingCentral missing?

Despite all the positives, RingCentral lacks many essential tools that modern businesses require. 

Features like native sentiment analytics, speech-to-text transcription, smart dialers, and skill-based routing are only included in Contact Centre Solution. The same goes for some agent management features, like monitoring.

The Call recording tool and Toll-free numbers are only available as add-ons for an additional cost. Furthermore, RingCentral’s implementation can take as much as 90 days and involves an implementation fee. RingCentral UI is also not always the friendliest to work with. 

What Type of Business Is It Best For?

RingCentral MVP is a flexible cloud-based solution ideal for businesses of all sizes.

Pricing

#3: Aircall

Aircall is an advanced calling solution used by 15,000+ clients. It’s designed to speed up sales processes, boost communication with prospects, and close more deals. You can automatically dial multiple candidates in a back-to-back queue and surface crucial contact information directly within the phone interface. 

Aircall’s benefits

Aircall excels when it comes to automation. The provider also features many useful integrations, including Intercom, Pipedrive, and Zapier. Furthermore, it offers Advanced automation tools, user-friendly apps, and reliable customer support.

Key features

• Automatic Call Distribution
• Call Monitoring
• Call Transfer
• Call Recording 
• Call routing

What is Aircall missing?

Aircall lacks some essential video-calling features. Webinar hosting and screen-sharing capabilities are severely limited on the platform, which can lead to a fair amount of frustration for users. 

What Type of Business Is It Best For?

Aircall is a calling software primarily targeted at small businesses using the phone to conduct sales and support business daily, but certainly not all of them. Think about how frequently your team uses smart dialers. You might consider looking elsewhere if they’re a core part of your day-to-day work. 

Pricing

#4: Talkdesk

Talkdesk is a cloud-based contact center solution that enables businesses to provide customer support via phone, email, chat, and social media. It offers a range of features such as call routing, IVR, and workforce management and is used by companies of all sizes.

Talkdesk’s benefits

• Easy to set up and use.
• Wide range of features and integrations.
• 24/7 customer support.
• Advanced analytics and reporting tools.
• Voice and screen recording for quality assurance.

Key features

• Call routing: Route calls based on skills, language, and more.
• Interactive Voice Response (IVR): Provide customers with options.
• Workforce management: Schedule and manage agents and their tasks.
• Real-time monitoring: Monitor calls and agents in real time.
• Voice and screen recording: Record calls and screens for quality assurance.

What is Talkdesk Missing?

Talkdesk doesn’t offer conference calling or auto-attendants, which may be a disadvantage for sales teams. Additionally, some users have reported that the platform can be slow and prone to technical issues. There’s also no free trial available. 

What Type of Business is It Best For?

Talkdesk is a good choice for businesses of all sizes that need a flexible and scalable contact center solution. It’s especially useful for businesses that want a wide range of integrations and analytics tools.

Pricing

#5: GoTo Connect

GoTo Connect is a frequent go-to choice for scaling businesses. Let’s take a closer look at this VoIP provider’s offering, examine its strengths and weaknesses, and determine whether it delivers on its promises.

GoToConnect’s benefits

Compared to other business phone systems, GoTo Connect stands out with its extensive features. However, what sets it apart is the number of features it offers and the quality of its tools. The system is user-friendly, and users can easily familiarize themselves with its functions. It also provides excellent call quality; even the Standard plan allows unlimited calls to 52 countries.

Key features

• Advanced smart dialers designed to boost businesses’ sales capabilities 
• A comprehensive selection of onboarding and training videos 
• Exceptional mobile app with a full slate of calling capabilities  

What is GoTo Connect missing?

One of the first downsides users will notice when using GoTo Connect is the solution’s lack of integrations. Furthermore, a fair few features are missing that you can expect to find with other providers, including call notes/tags, call masking, business hours, or even caller ID.

What Type of Business Is It Best For?

Scaling businesses that want an efficient path to the top of their industry 

Pricing

#6: 8×8

8×8 is an evergreen telephony solution focusing on integrations and analytics. The provider is well-suited for enterprises, but lower-tier subscriptions also work for smaller organizations. There are many benefits 8×8 can offer its subscribers.

8×8′ benefits

First of all, the provider has done a great job building an Analytics system that can effectively track large-scale business processes. 8×8’s reporting system centralizes all data in a single place, so managers can make their teams more organized and speed up their workflow. You’ll also get real-time reports.

Then, we have the solution’s comprehensive integrations with software like Salesforce, Slack, Microsoft Teams, and many more. Furthermore, 8×8 users get unlimited calling to 40+ countries. 8×8 telephony software comes with a smart dialer, click-to-call, and call recording.

Key features

• Call Center Management
• IVR
• Contact Management
• Analytics & Reporting
• Call Monitoring

What is 8×8 missing?

If you own a business that works globally, there are a few things about 8×8 you might want to consider:

A crucial restriction, mainly for big international companies, is that there are regional constraints on unlimited calling. Users with the basic Express plan can only use unlimited calling in the US and Canada.  

MS Office is required: You need an office where you want to call to get a number from there. 

Geographical restrictions for SMS: You can only use the SMS feature within the US, and 8×8 does not cover costs for mobile numbers in Brazil.  

Integrations: 8×8 doesn’t partner with telco companies, so users won’t have native integration with specific solutions like WhatsApp. Non-native integrations must be set up by the tech team.

Features: 8×8 lacks features like call tagging for more efficient calling processes, call masking for protecting your personal information, and API for connecting with the tools you love. Automation tools like IVR, skills-based routing, or automated callback come only with high-tier plans. You have to pay extra to get a call recording. 

What Type of Business Is It Best For?

Flexible for Any Business

Pricing

#7: Avaya

Avaya is a cloud contact center built for remote teams. It can boost workplace efficiency by allowing agents and managers alike to engage in video conferencing and instant messaging easily. On top of that, it integrates with some of the most popular software tools on the market. 

Avaya’s benefits

Avaya offers an omnichannel experience with high-quality interactions across voice and digital channels — all in a single desktop view. It increases efficiency through automation and provides advanced analytics for customer behavior insights. The provider lets businesses improve customer experience via a wide range of features. Avaya also offers easy scalability that allows businesses to increase customer service capabilities. Furthermore, it reduces costs thanks to eliminating redundant manual tasks.

Key features

• Smart dialer
• automatic call recordings
• speech to text
• coaching and barging
• Bring your own carrier available or porting
• SMS available

What is Avaya missing?

Many Avaya users have complained about the software’s old-fashioned and difficult-to-navigate UI. The platform is also lacking in the automation department – it doesn’t offer any smart dialers, which can be a real problem for sales teams looking to reach out to prospects in the most efficient way possible. 

Lastly, while Avaya does offer some international numbers, it is limited. Users are currently only able to acquire numbers from 40 countries.

What Type of Business Is It Best For?

Avaya is best for businesses that require a robust communication platform, such as contact centers, large corporations, and organizations with multiple locations. It is also well-suited for small and medium-sized businesses that need a reliable and secure system to facilitate communication between employees, customers, and partners.

Pricing

#8: CallHippo

CallHippo is a cloud-based phone system that enables businesses to manage their sales and customer support operations with ease. The software offers call analytics, call recording, auto-dialing, and more features.

CallHippo’s benefits

• Affordable pricing plans to fit different business needs.
• Integrations with various third-party tools.
• 24/7 customer support.
• Mobile application for on-the-go business management.
• Scalable solutions to grow with the business.

Key features

• Call Analytics: Provides insights into call volume, duration, and more.
• Call Recording: Records and stores all calls for future reference.
• Auto-dialing: Automatically dials numbers for sales and support operations.
• Power Dialer: Maximizes sales teams’ productivity by streamlining outbound calls.
• IVR System: Offers a menu of options for customers to direct their calls.

What is CallHippo Missing?

CallHippo’s pricing structure can be confusing, and its plans limit the number of concurrent calls per user. Additionally, some users have reported that the software’s mobile application is slow and crashes frequently.

What Type of Business is it Best For?

CallHippo is best suited for small and medium-sized businesses that need a cost-effective phone system to manage their sales and customer support operations. 

Pricing

What Are The Types of Outbound Dialers?

The outbound dialer market is wide and varied, and consequently, so is the world of Salesforce dialers. Below, you’ll find a brief overview of the different types you may come across, complete with their benefits and best use cases.

How To Choose The Best Outbound Dialer (For You)

As should be clearly evident, despite sharing the same designation as outbound dialers, each type is very different. If you want to find the one that’s right for you, you’ll need to consider the following aspects.

1. Assess Your Business Needs and Goals:
   Before investing in an outbound dialer, take the time to think about your business needs and objectives. Consider factors such as the size of your sales team, the nature of your outbound campaigns, and your target audience.
   
   Are you focusing on high-volume cold calling, or do you prioritize personalized interactions with leads? Understanding your unique requirements will help you narrow down your options and choose a dialer that meets your business goals.
   
2. Understand Your Call Volume & Agent Capacity:
   Evaluate your call volume and agent capacity to determine the scalability and efficiency requirements of your outbound dialer.
   
   If you anticipate high call volumes and have a large team of agents, you may benefit from a power dialer that can automatically adjust dialing rates based on agent availability.
   
   Conversely, if you have a smaller team or variable call volumes, a progressive or power dialer may be more suitable for pacing calls to match agent capacity effectively.
   
3. Consider 3rd Party Integrations:
   Integration with your existing CRM (Customer Relationship Management) and software platforms is essential for seamless operations and data management.
   
   Choose an outbound dialer that offers robust integration capabilities with popular CRM systems, such as Salesforce, HubSpot, or Zoho CRM.
   
   This ensures that your sales team can access relevant customer information, track interactions, and sync data effortlessly, streamlining workflow and enhancing productivity.
   
4. Keep an Eye on Compliance:
   Compliance with regulations, as we mentioned earlier, is paramount if you want to run efficient outbound campaigns, especially internationally. Therefore, it’s vital you look for a provider that fulfills all requirements in your target countries.
   
   Key features to look for are automatic DNC (Do Not Call) list scrubbing, call recording consent management, and opt-out mechanisms. However, you should also keep an eye out for robust encryption protocols and secure data storage.

The 3 Best Practices For Outbound Dialing

1. Train & Equip Your Team:
   Provide comprehensive training to your sales team to ensure they are proficient in using the outbound dialer software and equipped with the necessary skills to engage with prospects effectively. 
   
   Training should cover various aspects, including navigating the dialer interface, understanding calling workflows, handling objections, and leveraging CRM integration features. 
   
   Additionally, ensure that your team is educated on compliance regulations and company policies to mitigate risks and maintain professionalism during interactions.
   
2. Invest Time in Scripting & Call Planning:
   Develop well-crafted scripts and call plans to guide your sales team during outbound calling campaigns. 
   
   Scripts provide a framework for conversations, encouraging authenticity and flexibility to adapt to each prospect’s unique needs and preferences. Incorporate key talking points, value propositions, and objection-handling strategies into your scripts to keep interactions focused and impactful.
   
   Regularly review and refine scripts based on feedback and performance metrics to continuously improve effectiveness.
   
3. Monitor & Analyze Call Metrics:
   Regularly monitor and analyze call metrics to evaluate the performance of your outbound dialing campaigns and identify areas for improvement.
   
   Track key metrics such as call connect rates, conversion rates, average call duration, and agent utilization to gauge campaign effectiveness and agent productivity. 
   
   Leverage reporting and analytics tools provided by your outbound dialer software to gain insights into calling trends, identify high-performing strategies, and address any issues or bottlenecks promptly.
   
   Use data-driven insights to optimize dialing parameters, refine scripts, and allocate resources effectively to maximize results.

Wrapping Up

By now, it should be no wonder why so many businesses value outbound dialer software so highly. And considering the recent improvements made in the sphere of AI and automation, it will likely only become more effective.

But dialers aren’t all there’s to effective outbound calling. If you want to truly get the most out of your efforts, you’ll need to implement many industry best practices and expert strategies. Luckily, CloudTalk got that covered.