Salesfinity Features

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance.

Records calls for future reference. 14 reviewers of Salesfinity have provided feedback on this feature.

Based on 14 Salesfinity reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 14 Salesfinity reviews.

Gathers contacts from integrated tools, allowing users to call with one click. This feature was mentioned in 13 Salesfinity reviews.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement. 13 reviewers of Salesfinity have provided feedback on this feature.

As reported in 13 Salesfinity reviews. Finds and opens saved contact information for reference at the time of a new call.

As reported in 13 Salesfinity reviews. Allows users to denote which contacts they believe are prospective customers.

Based on 14 Salesfinity reviews. Allows users to take notes during or after the call for future reference.

Based on 13 Salesfinity reviews. Delivers users a daily summary of activity.

Based on 14 Salesfinity reviews. Sends automated voicemails to prospective clients who fail to answer.

Based on 13 Salesfinity reviews. Sends automated emails to increase engagement with prospective clients.

Based on 13 Salesfinity reviews. Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Presents information about the individual being called before the call begins. This feature was mentioned in 50 Salesfinity reviews.

Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. This feature was mentioned in 50 Salesfinity reviews.

Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently. 11 reviewers of Salesfinity have provided feedback on this feature.

Allows a supervisor to listen to a call and train in real time. 46 reviewers of Salesfinity have provided feedback on this feature.

Based on 46 Salesfinity reviews. Reschedules calls within the software itself, either through a prompt or by the agent themselves.

As reported in 47 Salesfinity reviews. Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.

Decides response type by determining if voice is a human response or an answering machine. 47 reviewers of Salesfinity have provided feedback on this feature.

Based on 43 Salesfinity reviews. Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.

Based on 46 Salesfinity reviews. Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

As reported in 11 Salesfinity reviews. Capability to perform complex tasks without constant human input

Based on 11 Salesfinity reviews. Works across multiple software systems or databases

Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.

Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.

Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.