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Groove OmniDialer Everywhere

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4/25/2024, 3:31 PM
5/7/2024, 2:44 PM
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Groove OmniDialer Everywhere

 

In this article, you will learn about all the places where you can use the OmniDialer to make more calls and close more deals. Learn how to use:

 

  1. OmniDialer in Groove

  2. OmniDialer from your Email

  3. Click to Call from Salesforce

  4. Click to Call from any web page


OmniDialer in Groove

 

Effectively make hundreds of calls while working out of Flows and Actions via the OmniDialer. This is a great way to make bulk calls while working a call block. Work through a call Flow step or call actions from the Actions page and see your OmniDialer automatically pull up the contact or lead without having to do any copying and pasting. Note that the default phone number that will populate will be the primary phone field in Salesforce.

 

Screenshot 2024-01-22 at 12.49.55 PM.png

 

Tip: Block off some time on your calendar and filter your actions page by "calls" to quickly knock out a call block in one go. You can even sort by timezone to catch people at the right time in their day.

 

Edit Phone Numbers from the Omnidialer that edits the Phone Number Fields in Salesforce in Real Time.

It is widespread when a rep makes cold calls; they have the wrong number for the contact or lead they are calling. When you are calling out of Flows/Actions and want to update the number in your phone while persisting the Action, you can delete the number without removing the Action from the Omnidialer screen. When you add a new number, it will update it to Salesforce in real time.

 

You can also edit/update phone numbers straight from the drop-down of numbers in Omnidialer. Editing these phone numbers here will update the phone number in the relevant SFDC field in real-time.

 

Screenshot 2024-01-22 at 12.50.32 PM.png

 

OmniDialer in your Email

 

The OmniBar is your assistant to using Salesforce that moves wherever you are working out, including your Gmail or Outlook email. Groove OmniDialer is just as easily accessible from your email by clicking to call directly from the Omnibar.

 

Screenshot 2024-01-22 at 12.51.29 PM.png

Click to Call from Salesforce

 

If you prefer working out of Salesforce, you can click to call right from any:

  • Contact, Lead, or Account Page

  • Contact, Lead, or Account Reports

  • Contact or Lead List Views

     

    Screenshot 2024-01-22 at 12.52.42 PM.png

     

    Click to Call from Any Webpage

     

    As a Sales rep or relationship manager, you might research your clients from platforms like LinkedIn or ZoomInfo. With OmniDialer, you can click to call from any webpage that has tel links and have it instantaneously populate.

     

    Screenshot 2024-01-22 at 12.53.49 PM.png

Groove OmniDialer Everywhere
Groove-OmniDialer-Everywhere

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