5 Questions to Ask when Choosing a Outbound Dialer "Auto-dialer purchase tips"

When choosing an outbound dialer, consider factors like call volume, features, scalability, integrations, and compliance. Assess your business needs to find the ideal solution for efficient communication.

Selecting the right dialer technology is crucial for niche businesses as it enhances productivity, customer engagement, and sales. Tailored features cater to specific needs, ensuring efficient communication, increased lead conversion, compliance adherence, and improved customer satisfaction, giving a competitive edge in the market. Solar is a unique selling proposition. It requires that the customer is in the right zip, has the right roof type, has little shading, and is creditworthy. Your dialer should be able to work with all of those factors.

Tip #1 - Understand what your need is

The first step to finding the right dialer is understanding your needs. If you are going to use a robust dialer you have to ensure you have enough data. Depending on the quality of your data you can back out what your expected contact rate is and how much available data you will need. For example, if you are manually dialing now or on a click-to-call system your average rep may speak to 30-60 people. On an autodialer, you can easily connect to 300+ people a day. There are also several different ways to dial on a dialer. Make sure you understand the difference between progressive, predictive, preview, and auto. There are pros and cons to using an autodialer versus a manual or click-to-call. If you have very high intent data where the lead was expensive, you may not want to be on a dialer. Other things to consider are the need for omnichannel marketing, integrations with your CRM, and the number of agents you have. Auto dialers don't do much if you don't have 15+ Agents.

Tip #2 - Find a Niche Dialer that fits your vertical (healthcare, solar, mortgage, etc.)

Have you ever heard the quote "Go niche to get rich"? It's true! Not all dialers are created the same. Over the last several years dialers have grown vertically specific. Several dialers specialize in healthcare, education, and home services adding fields for compliance in certain states, education adding fields specific to the vertical. For example, Convoso, an expert in in-home services (amongst many others) added zip filters so solar and roofing experts could balance their schedule by location and time when driving to in-home appointments.

"Convoso's solar platform changed everything for our company." – Jose Mendoza, Solana

Tip #3 - Don't get scared by price

There is often sticker shock when looking at the price. Before you panic and decide this is WAY TOO expensive, do the math. If you get a hold of 10%, 20%, or 50% more people just by communicating with them differently and your sales increase by that amount is it worth paying for a dialer?

Tip #4 - Know what questions to ask

Make sure you ask the right questions.

1. What type of dialer technology does the solution employ (preview, progressive, predictive, or autodialer)?

2. How scalable is the dialer, and can it accommodate the expected growth in call volume? Some dialers can't handle more than 100 seats

3. Does the dialer offer integration with your existing CRM or other essential business tools?

4. What compliance features does the dialer have to ensure adherence to regulatory requirements? This is a NECESSITY if you're dialing today with all of the regulations. Some companies are very knowledgeable and have built-in functionality and some don't have any.

5. Are there customizable features that can be tailored to suit your specific business needs? Remember there are vertical-specific dialers out there

6. What reporting and analytics capabilities does the dialer provide to track call performance and agent productivity?

7. How user-friendly is the dialer interface, and does it require extensive training for your team to use effectively? Make sure they have dynamic scripting so you can comply with state laws and different product scripting

8. Is the dialer cloud-based or on-premises, and which option aligns better with your business infrastructure?

9. Does the dialer offer any automation features, such as voicemail drops or call dispositions, to streamline operations? Omnichannel should be standard at this point in Saas

10. What level of customer support and technical assistance does the dialer provider offer to ensure smooth implementation and ongoing usage? What is your Service Level Agreement (Should be above 98%)? What sort of compensation is there if the system goes down?

Tip #5 - Ask for customer referrals

When purchasing an auto-dialer for your business, don't overlook the power of customer referrals. Before finalizing your decision, reach out to the auto-dialer provider and ask for references from their existing clients.

Ask the references about their overall experience with the auto-dialer, how it has improved their efficiency and productivity, and whether it aligns with their specific business needs. Inquire about any challenges they encountered during implementation or daily usage and how the provider resolved them.

Additionally, seek referrals from businesses similar to yours, as they can offer more relevant feedback. If the auto dialer provider hesitates to provide references or lacks satisfied clients, it might be a red flag worth investigating further.

Still Not Sure What Dialer is for you?

Innovate consultants are experts in outbound dialing. Each consultant has purchased and ran dialers themselves. We would love to help guide you through the process! Check out our website or click here to connect.