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Book a demoDialSavvy for SalesforceEarly access
DialSavvy Phone puts the DialSavvy dialer in Salesforce Lightning. Reps call from the record they have open, each conversation is logged as a Salesforce Task, and selected list-view records, a report or a campaign become a power or parallel dialing session.
Invite-only during early access. We set up your workspace, numbers and caller ID, and install DialSavvy in Salesforce with you.
Updated
01 · In the record
Three ways to call from Salesforce, all added by your admin. Each uses the same caller ID, checks and notes as a call in the DialSavvy app.
A phone in the Lightning utility bar. It follows the Contact, Lead, Account or Opportunity you have open and shows their name, title, company, owner and open Tasks, with their local time and calling hours. Outside calling hours, Call stays off.
A record action on Contacts, Leads, Accounts and Opportunities. It opens DialSavvy Phone with the record's numbers ready, and you press Call. An Opportunity calls its primary contact.
A card on the record page with each phone number and its own call button: Phone, Mobile, Home, Other and Assistant on a Contact, Phone and Mobile on a Lead, and Phone on an Account.
02 · Dial a list
Pick the records in Salesforce, then start a power or parallel session in DialSavvy Phone: up to 1,000 records per session today, and we can raise it for your workspace.
Select Contacts, Leads or Accounts in a list view and click Dial with DialSavvy.
Any tabular or summary report with a Contact, Lead or Account ID column.
The contact and lead members of an active campaign, filtered by member status if you like.
03 · Logged
Reps don't type call notes twice. The Task is written for them, on their own Salesforce user.
04 · Set-up
Your admin connects the org, we install the components with you, and your reps sign in to DialSavvy Phone with their DialSavvy account.
An owner or admin connects your Salesforce org from Settings › Integrations, with Salesforce's own sign-in. Production and sandbox orgs both work.
During early access we add DialSavvy Phone, the record action and the numbers card to your org with you, and your admin places them on your pages. It is not on the AppExchange yet.
Each rep's Salesforce user is matched to their DialSavvy user by email, and an admin confirms the match.
Before a record is shown or added to a session, DialSavvy checks the rep's own Salesforce access.
05 · Not here yet
On the roadmap, and never counted as included until it ships.
What's live and comingCallbacks to your numbers will ring the last rep who called, then the team.
A promise made on a call will become a follow-up in their time zone.
Click-to-call and call logging beyond Salesforce.
Install DialSavvy from the Salesforce AppExchange; during early access we install it with you.
Anything else, ask in your demo. Bring a Salesforce report and we dial it with you.
Book a demoYes, in early access. DialSavvy is a Salesforce dialer: DialSavvy Phone sits in the Lightning utility bar, reps call from Contact, Lead, Account and Opportunity records, each conversation is logged as a Salesforce Task, and selected list-view records, reports and campaigns become power or parallel dialing sessions.
Yes. Pick a tabular or summary report with a Contact, Lead or Account ID column and start a power or parallel session from DialSavvy Phone, up to 1,000 records per session today (we can raise this for your workspace). Duplicates, missing or invalid numbers and contacts on your do-not-call list are removed first, and each country's rule pack decides whether parallel is allowed.
Each conversation becomes a completed Task owned by the rep's Salesforce user and linked to the Contact or Lead and its Account or Opportunity, with the outcome, the duration, the rep's notes and a link to the call in DialSavvy. The AI summary and next steps are added to the same Task when they are ready. Calls no one answered are not logged.
Contacts, Leads, Accounts and Opportunities; an Opportunity calls its primary contact. List-view dialing works on Contacts, Leads and Accounts, and a campaign brings in its contact and lead members.
Coming soon. During early access we install DialSavvy in your Salesforce org with you, and an owner or admin connects the org in one click from Settings.
Not yet. Inbound calls and callback routing are coming. Today DialSavvy Phone places outbound calls.
The dialer behind it
Power, local presence and parallel dialing, with AI on every line.
Early access is by invitation. We set up your workspace, numbers and caller ID, then send your invite.