Ebook

Dialpad Sell Key Features

Sell bestpractice guide
Table of Contents
    Table of Contents

      What is Dialpad Sell?

      Dialpad Sell is the only phone system built for sales. With real-time coaching that ramps reps faster to automatic call logging no matter the device, sales teams can capture and coach all from a single platform.

      In this guide, we'll highlight some of the key features that enable reps and managers to reach those goals.

      Coaching Groups

      Slashing ramp time: music to a sales manager's ears. But how you actually go about doing that (and at scale) well...that's a much harder challenge.

      But that's where Sell's coaching groups can step in, giving managers an easier way to see (and coach) their reps' live calls from a central place.

      Managers can add their individual reps to a coaching group that will then appear in their Sell desktop app. Every call that a rep makes will show up here, including details like:

      • Caller information (name and number)
      • Timestamp
      • Call sentiment (Voice Intelligence™)
      • Embedded, live call transcription (Voice Intelligence™)

      If managers see a call that needs a little help, they can simply select View Call to follow along with the transcription or even join the call.

      To create a new coaching group, follow these steps:

      1. Log in to dialpad.com
      2. Select the gear icon (must be an admin)
      3. Click the + next to Coaching Groups to add a new coach
      4. Enter in the name of the reps you'd like to add as trainees

      Coaching groups can also be customized to include things like recording rules or dispositions.

      Voice Intelligence

      Voice Intelligence™ is our artificial intelligence (Ai) technology that's automatically built inside of Sell, offering a ton of features that help make data-driven decisions not just possible but really, really easy.

      Here are just a few examples of Vi features that are automatically included with your Sell plan:

      Live and post-call transcriptions

      Real-time coaching with rep recommendation cards

      Keyword and moment tracking in analytics (was a specific competitor mentioned more this week than last?)

      Live caller sentiment analysis

      Dialpad Everywhere

      No rep wants to toggle between a bunch of different tools. If you can keep it simple, that's going to win out at the end of the day.

      With Dialpad Everywhere, reps can click to call right inside their other platforms or tools to launch the call widget. They'll have access to features like:

      • Call controls (record, hold, mute...)
      • Integrations quick access bar (G Suite, O365, SFDC, HubSpot...)
      • Live transcription
      • Rep recommendation cards

      You can turn on Dialpad Everywhere as the default option from your profile drop-down in your Sell desktop app and selecting App Settings > Dialpad Everywhere.

      Mobile Apps

      A business phone in your pocket—with Dialpad Sell, reps have everything they need to stay in touch with their prospects and customers no matter where they end up taking a call thanks to mobile apps for both iOS and Android.

      Not only can you easily switch between devices in one click without dropping your call or putting your caller on hold but you gain access to:

      • Company and contact directory
      • Contact profile information (name, email, #)
      • Surfaced insights/activity history from integrations like Salesforce, G Suite, Office 365, and HubSpot (plus more)

      Post-Call Analytics

      Your Dialpad analytics platform offers up a ton of great stats to dig into, whether that's charting call activity over time or accessing a rep leaderboard with specific call metrics like placed vs received.

      There's a lot to unpack here but from the charting tab managers can:

      • Filter & search for calls by group or user (ex: Sales Team East vs West) whether that's together or separate searches
      • Filter & search for calls by date, time, or even keyword mentioned
      • Chart call volume over time (placed, answered, missed, etc)
      • Chart agent status, service levels, dispositions, and more

      Where your charting tab gives you high-level aggregate data, your call list tab will give you a breakdown of each call that applies to the filters you've set on charting (or you can set net-new filters under call list).

      Here managers can:

      • Set search filters for calls with specific keywords mentioned or sentiment expressed
      • Set search filters for a specific group or user whether that's together or separate searches
      • Expand call details to show Vi call summary

      Dialpad Tip: We've got a few areas of analytics we think are particularly useful to check out in this best practice guide.

      Learn More Links

      Ready to learn more about Sell? Check out these helpful links from our knowledge base including help articles, FAQs, and tutorial videos.