Sales calls are a crucial part of any business, but efficiently managing them can be challenging, especially when you’re handling a large volume of contacts. In fact, 80% of successful sales require five or more follow-up calls—a clear indicator that persistence is key to closing deals.
Integrating a Power Dialer with Pipedrive can help you enhance whatsapp blasting your sales efficiency. By automating the process of dialing contacts and syncing data directly with your CRM, this integration streamlines your workflow and reduces manual tasks.
In this blog, we will explain how to use a Power Dialer with Pipedrive and highlight the top 5 integrations that can help you optimize your sales process.
Getting Started with Power Dialer Integration
Before we talk about the top tools, let’s walk through the process of setting up your Power Dialer integration. Here’s how you can get started:
Integrate the Dialer
Go to the Pipedrive Marketplace. Install the Power Dialer tool by following its setup instructions and then connect it to your Pipedrive account via API or direct integration.
Customize Call Workflows
Set up call workflows and sequences based on your sales process.
You can define when and how often to follow up with leads and automate tasks like logging calls, updating statuses, and leaving pre-recorded voicemails.
How to Add Contacts to Power Dialer
To add contacts to a Power Dialer in Pipedrive, follow these steps:
Navigate to the Contacts Tab: Open your Pipedrive account and go to the Contacts tab, where you can view all your contacts.
Sort and Filter Contacts: Start by sorting and global expansion made simple: understanding governance, regulations and taxes filtering your contacts within Pipedrive CRM. You can use criteria like deal stage, activity history, or custom fields to organize your contact list.
Sync and Manage Contacts in Power Dialer from Pipedrive: Add contacts directly to the Power Dialer from Pipedrive’s Deal, Organization, Person, or Task Modules. Once you’ve finalized the contact list, sync it with your Power Dialer. This process may be automatic or require manual syncing, depending on the dialer tool.
Starting a Power Dialer Session
Here’s how to start a Power Dialer session effectively:
Launch the Power Dialer: Open your Power Dialer tool within canada data Pipedrive or directly from the dialer’s platform. Ensure all settings and integrations are properly configured.
Select Your Contact List: Choose the contact list you want to work with for this session. This could be based on the deal stage, follow-up schedule, or any specific segment you’ve created.
Set Call Preferences: Configure your call settings, such as dialing speed, call intervals, and voicemail drop options. Depending on the dialer tool (e.g., Kixie, Aircall, or JustCall), you may have different options for setting these preferences.
Start Dialing: Begin your session by initiating the call sequence. The dialer will automatically place calls to your selected contacts, moving down the list as each call completes.
Now that you’re ready to start dialing, selecting the best Power Dialer is essential. Let’s take a look at the top 5 Power Dialers for Pipedrive that can elevate your sales performance.
Top 5 Power Dialers for Pipedrive
CRM Integration: They offer seamless integration with popular CRMs like Pipedrive for easy tracking and data syncing. Call Recording: Each tool provides call recording so you can review, monitor, and analyze calls for training and compliance purposes. Voicemail Drop: They come with the ability to leave pre-recorded voicemails with a single click, saving time and automating follow-up tasks. Call Analytics: The tools provide detailed reporting and performance metrics to help you track call outcomes and optimize campaigns. With these core features in mind, let’s look at the top 5 Power Dialers that integrate seamlessly with Pipedrive.