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Dial Excel – Overview

Hello everybody, in this short video I’ll give you the basic rundown of Dial Excel. In just a couple of minutes here, you’ll have a good sense of how powerful and easy it is to use, so you can get it set up and working for you in no time. It’s different than any other dialer out there, and Dial Excel makes it quick and easy for you to call, take notes, and manage communication with your customers, straight from your own Excel files that you’ve formatted in a way that works best for you. Clean, organized, and without hassle, whether you’re a small business with a few employees, or a large enterprise working with a call center.

With a typical dialer, you need to import your data, and spend quite a bit of time cleaning up the data. If you’ve got a spreadsheet with 50 columns, you’re going to lose some data, some fields are going to be messy or mapped incorrectly, and you’re going to have quite a few headaches to take care of before you’re able to start contacting your new leads and customers. You’re going to have to pick and choose what columns you want to keep, which ones you want to ignore, and do quite a bit of manual work before you’re set to go.

Now, instead of bringing your data into the dialer platform, and adjusting it to work, imagine if you could do it the other way around and bring the dialer to your data. That’s the essence of Dial Excel. Your data doesn’t change, it stays as is. And Dial Excel, essentially, comes to your data, as if you were dialing straight from an Excel file.

Here’s what that looks like. I’ve got my Excel file here. This is a list of thousands of property records, and it includes contact information for both Personal Representatives and Probate Attorneys for every record. It’s formatted according to my company standard, and I don’t want any of this to change. And it doesn’t have to. With Dial Excel, I can simply hover over a contact I’d like to call for my marketing campaign, right click, and Dial Excel launches in my internet browser and starts dialing from an outgoing number in my area code that I just purchased. From here, I can harness the power of this dialer and all of its tools, including taking notes, leaving voicemail messages, sending text messages, all kinds of options. These calls are all recorded, and logged here in my Excel file, so I know the exact call history with each of these contacts. Incredible.

So let’s show you how to set this up. It’ll take just a few minutes to get going here.

The dialer is powered by Twilio, one of the largest voice call and SMS communication solutions on the market. Twilio is not tailored for individual users, but rather for programmers. And for your purposes, Dial Excel has done all the programming work for you, so you can harness the power of Twilio without the need of any engineering on your part.

So to get set up, all you need to do is sign up for a Twilio account. There’s no subscription fee to deal with here, but you do need to sign up with a credit card, so you can pay as you go for the call time you’ll be using.

Then once you’re set, you just need to come to settings to access these two pieces of the puzzle. Your account SID number, and your authentication token. That’s it.

Through Dial Excel, you can buy a Twilio number for just $1, which is essentially a wholesale price. There are no monthly subscription fees for Twilio, or anything like that. Just a one off purchase at $1, and pay as you go, depending on how many calls you make, at just one cent a minute.

You can take notes during the call, which will automatically be saved into your Excel file.

And you can even select up to 3 numbers to dial from simultaneously, dramatically saving time for you or your call team. This is especially useful when you have contacts with multiple numbers, some of which might be old or obsolete – the dialer can find the current number in no time.

But even with just one number – purchased for a single dollar – you can have an unlimited number of agents call from it at the same time. No need to create multiple accounts for multiple team members.

At just $25 a month, Dial Excel will make you your own dialing company.

So let’s take a look under the hood of Dial Excel and show you exactly how it can work for you.

Once you have an account and login, you’ll come to your Dial Excel dashboard. Along the top here, the menus are very self-explanatory. To get setup and start using it right away, all you need to do is to some to the Twilio Integration dropdown menu, and select Twilio Connect. And right here, in this section, you’ll need to copy and paste your Twilio Account SID number, and your Authorization Token. And you’re done, no more need to deal with Twilio.

Now, back in Dial Excel, come to the Twilio Integration menu again, and come to My Twilio Numbers. And here, again, for just one dollar, you can purchase a phone number to call from. Just click “buy new,” and select the area code you’d like to call from. In my case, I’d like a 408 area code for Santa Clara county in California. Search. And here are all of the available numbers that I can purchase with just one click. Buy. And done. That number is all mine. This will be my caller ID when making calls. I can have this number for one day, for many years, whatever I want. I can start calling with it immediately.

Dial Excel also gives you the ability to give that number a name for your records, so you know exactly what that number is for. So if you purchase multiple numbers, perhaps for different businesses that you have, or for different call campaigns, you can give that number a name so that you can more easily identify it. In my case, I’m going to use this number for a marketing campaign I have to sell vacant houses in the area. So I’ll name it accordingly, a friendly name for my records.

Now, I’ll click on the button here to set up how incoming calls will be handled. Outgoing calls will go through this number, but I’d like incoming calls to be routed to other numbers that I have. Like my personal cell phone. Or a landline number in my office. Whatever you want. Just input up to 3 numbers into Dial Excel. And when you receive calls to the Twilio number you purchased, those incoming calls will be automatically forwarded. If you enter multiple numbers here, those incoming calls will be forwarded to all of them, so they can be connected with the first available number. So if I answer the call with this number, all the others will hang up automatically.

Furthermore, I can select here to have these calls recorded. And I can also be notified by email – and even by text message – that these calls have come in.

So in my case, every time I get an incoming call for this campaign, I’d like to be notified by email. And by text message to my Sprint number here. How great is that?

And of course, I can also set up a voicemail message to handle any missed calls, or calls that come in outside of my office hours. Just record here through my headset, and it’s ready to go.

I can also write call scripts that will come up during calls, for you or your virtual assitants to follow. Those can be set up right here.

All of these features for a phone number that cost just one dollar.

In my case, I’ve got 3 different call campaigns that I’m running for my business. So I’ve got 3 numbers here, all with different settings. And all for just three dollars.

But let’s show you how to get this up and running with your own Excel file. In this case, let’s say I’ve got all this data from Probate Leads.com. This contains phone numbers, case numbers, filing dates, attorney information, email addresses, and all sorts of data. Now trying to get this to work with any other dialer out there is going to take a lot of manual work before you’re ready to go. But not with Dial Excel. I’ll just export this file as a CSV. And here I’ve got it on my desktop. Again, this can be any file you want, with any number of columns, and any amount of data, formatted in whatever way you or your business prefers.

First of all, take the tool that we give you with Dial Excel. And here you’ll need to enter your Dial Excel code. For each Twilio number that you have, Dial Excel will generate a special code here for you. Just copy that code. And paste it into the tool. You can do it with one number, two numbers, or three numbers.

Now, click browse, and import the Excel file you want to dial from. I’ll grab that file I downloaded from Probate Leads.com. And it’s in. Now in this case, we have all this PR information, and here are the phone numbers we’d like to call. Watch this. All we do is right click that first number, and Dial Excel will get to work. We’re calling that first number, which we also have set up to be recorded.  And from here you can control all aspects of the call, including taking notes during or after the call. We can send a text message to that contact. Or let’s say we talk to that person and they ask us to call their relative about a property. We can make a note of that, and access the dial pad to call that relative right away, right from here inside the dialer.

In any case, every time we make a call, it gets logged automatically in our Excel file, so we can see the history of our interactions with this contact. We can make notes here, of course. And again, we can make calls right from within this Excel file, simply by hovering the mouse over the number you’d like to call, and right clicking, which will launch the Dial Excel browser window and initiate the call to that number.

Now, let’s take this even one step further. In this case, in our property records from Probate Leads, we have phone numbers for both the personal representative for each property, as well as the attorney handling the case. To really speed up the process, we can actually select both numbers, right click, and Dial Excel will launch the dialer and call both numbers at the same time. You’ll be connected with whoever answers first, and the instant this happens, the other call will be cancelled. So if you’re dealing with hundreds or thousands of records, this can save you hours of time.

And if you’re using virtual assistants or call centers to handle these calls, don’t worry, there’s no need to give them access to all of your Dial Excel and Twilio data. All you need to do is give them the Excel file, the Dial Excel tool, and the Dial Excel code for whichever number you’d like them to use. With this, they can make calls and takes notes, etc., but they will not have access to all of the backend information, like settings and configuration.

So. Dial Excel lets you take advantage of all the bells and whistles and powerful features of a single, double or triple dialer, while keeping your data intact and formatted exactly as you like. No muss, no fuss. No importing data into a dialer and manual tweaking to get it to work. Clean, simple, and orderly, no matter whether you’re working as an individual, or managing a large call center with virtual assistants. Sign up now, and you can be up and running in just a few minutes.