MySalesDialerPro|FieldWorkMobility logo

MySalesDialerPro|FieldWorkMobility

by CBS Information Systems · Since 2011
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ActiveAvailable globallyCloud
Quick facts
VendorCBS Information Systems
Year launched2011
StatusActive
Location37600 Central Court, Suite 214, Newark CA 94560
Countries servedGlobal
Languages19
Integrations1+
Free tier
Free trial
Contact salesYES

About MySalesDialerPro|FieldWorkMobility

MySalesDialerPro is a field sales software platform from CBS Information Systems that helps sales teams manage their outreach. It combines call tracking, appointment scheduling, and lead management so users can improve their sales productivity. The software offers real-time reporting and analytics capabilities, enabling teams to track their performance and adjust their strategies accordingly. MySalesDialerPro is designed to support mobile access, allowing sales representatives to work from anywhere and maintain effective communication with clients. Key capabilities: call tracking appointment scheduling lead management real-time reporting mobile access Best for: sales professionals that need a comprehensive tool for managing their field sales activities.

MySalesDialerPro | FieldWorkMobility by CBS Information Systems is a comprehensive customer relationship management (CRM) solution designed specifically for field sales teams, mobile workforces, and remote operations. Combining mobile CRM capabilities with workforce management tools, this platform is particularly suited for sales-driven organizations seeking to streamline lead tracking, customer engagement, and performance monitoring in the field. Key features include GPS tracking, lead distribution, voice dialer, appointment scheduling, mobile CRM access, and cloud synchronization. The dual approach of MySalesDialerPro (for communication and CRM) and FieldWorkMobility (for field force automation) makes it a powerful toolkit for managing both remote teams and sales pipelines in real-time. The user interface of MySalesDialerPro | FieldWorkMobility is pragmatic, with a clear focus on functionality over flashy design. The mobile app, available on Android and iOS, offers a user-friendly layout where sales representatives can easily view their tasks, client information, leads, and performance metrics. Navigation is organized through tabs and menus that are easy to comprehend even for users with limited technical backgrounds.

Pros & Cons

What users like
  • +Offers end-to-end sales process from lead gen to invoicing in one app.
  • +Powerful auto-dialer and bulk actions significantly increase call volume and efficiency.
  • +Geo-tracking and detailed reporting provide valuable insights into field rep activities.
  • +Seamless integration with a leading CRM platform enhances data flow and workflow.
  • +Supports various communication methods (SMS, MMS, email, audio, video, documents) during prospecting.
What users flag
  • A wide range of features might lead to a steeper learning curve for some users.
  • One testimonial notes the app has "some quirks," suggesting potential usability issues.
  • A user complaint mentions not seeing who they are calling during the call.
  • While a one-time fee is mentioned in a testimonial, the general pricing structure for businesses isn't clearly stated.

Features

Key features

Mobile CRM
Offers a powerful mobile CRM with numerous features.
Powerful Auto-Dialer
Includes various modes and templates for delivering SMS, MMS, email, audio, video, and documents during call prospecting.
Geo-Tracking
Tracks the location of sales representatives.
Intuitive Reporting
Automatically captures every action and provides reporting.
Financial and Accounting Module
Manages financial and accounting tasks.
Salesforce Integration
Fully integrated with Salesforce.com.
Web Dashboard
Allows managers to assign leads and view rep activities.

Additional features

Data Sync
Synchronizes data with the native address book, mysalesdialer.com dashboard, and salesforce.com portal.
CSV Import/Export
Allows data import/export using CSV files.
Templates
Offers various templates to send text, voice, video, or documents to contacts.
Media Storage (Android Only)
Ability to store media (audio, video, or documents) for each contact.
Task and Reminder Management
Manages tasks and reminders.
Custom Lists
Ability to create custom lists based on various criteria.
Defined Views
Provides defined views for Clients, Leads, Prospects, and Contacts with easy categorization.
Bulk Actions
Supports bulk SMS, bulk email, and bulk editing.
Campaign Creation
Ability to create any number of campaigns based on various criteria.
Auto-Dialer Modes
Offers powerful auto-dialer modes (Sweep, Prospecting, and FastDial modes).
Do-Not-Call List
Maintains a do-not-call list.
Template-Driven Messaging
Delivers messages with text, voice, video, or documents.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
19
Interface languages
6
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseRussianChineseJapaneseKoreanArabicTurkishHindiBengaliMarathiTamilTeluguMalayalam.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY

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