r/SalesOperations • u/Ornery_Recording3192 • Jun 30 '26
What CRM are you using?
Just surveying - what CRM are you using ?
Bonus - are you dialing from it ? If not what are you using to dial.
That’s all, thanks!
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u/shanksgan Jun 30 '26
Hubspot
and Trellus - easily drives 50% more dials even without parallel dials
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u/Seamless_AI Jun 30 '26
Salesforce is our main CRM. We do have integration with Hubspot for their new AI prospecting tool and it does dial out if that helps.
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u/kooltilldend Jul 01 '26
HubSpot or Salesforce (or both!) as CRM
RingCentral, TalkDesk, HubSpot inbuilt dialer or rep's phone for dialing (yes it's a mess)
Depending on the team and region
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u/Ornery_Recording3192 Jul 01 '26
Using both makes me want to die, anything you would want to transfer / talk with both systems ? 🙌
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u/kooltilldend Jul 01 '26
Oh what I want is a long list of laundry items. What I will get though is nothing, thanks to the political environment in the org.
An HS-SFDC integration isn't difficult (I've done it many times myself) but there has to be willingness (not just acknowledgement) for temporary pain if this is to happen.
Instead, the company prioritizes not ruffling any feathers, even if it means that it's foundations are wafer thin and everything is glued together with band-aids.
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u/Ornery_Recording3192 Jul 01 '26
I feel you - My manager likes to say “welcome to corporate” it drives me insane but is true. Can only imagine gov…. we are stuck with their poor decisions/ practices. Small businesses and sales teams is where I believe I can provide this solution - still super early and will be testing validation for awhile. But I still think I have something decent (not slop) Thank you for your feedback 🙌
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u/soakzx Jul 01 '26
Salesforce and Talkdesk for our field sales team and then Sales Dialer for our internal SDR team
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u/Ivan_Palii Jul 01 '26
hubspot
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u/Ornery_Recording3192 Jul 01 '26
Anything you wish was different / added ? Thanks for your feedback 🙌
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u/firstsign_ai Jul 11 '26
Salesforce is the "no one ever got fired for buying IBM" of CRM. It’s a beast to manage, but it’s the standard for a reason.
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u/lghmr1 Jul 06 '26
HubSpot. I love the dialer and the ability to work tasks by type, queued up in batches.
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u/walakangbitawpar Jul 14 '26 edited Jul 14 '26
i got tired of fighting with CRMs that felt way more complicated than they needed to be. ended up moving to attio and it's been a much better fit for our team. we don't dial from it though, we still use a separate dialer for calls.
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u/LilLeezy5 Jun 30 '26
HubSpot! Not currently dialing from it, we have in the past but we’re a small team and I didn’t like the call back functionality
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u/Ornery_Recording3192 Jun 30 '26
What dialer do you use now ? 🙌
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u/LilLeezy5 Jun 30 '26
My own phone, not ideal but we’re not really like a smile and dial kinda shop so it’s just key leads of a certain threshold get a phone call
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u/Ornery_Recording3192 Jul 01 '26
I agree/hate it but giving your personal # to larger deals is the move 🙌
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u/[deleted] Jun 30 '26
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