Dialpad Partner
Move your sales calling off Salesloft and onto Dialpad Sell, an AI sales dialer with live coaching and call AI built into every call, on one converged platform. We're honest about scope: email and cadence sequencing work differently, so we map the calling workflow and call it out clearly.
Yes, you can migrate your sales calling from Salesloft to Dialpad. Codimite, a Dialpad partner, moves your dialer workflows, call recording, dispositions and coaching onto Dialpad Sell, an AI sales dialer with live coaching and call intelligence built into every call, and re-wires your CRM logging. Honest scope: Salesloft's email and multi-step cadence sequencing works differently in Dialpad, so this migration centres on the calling experience; sequencing is scoped explicitly rather than assumed. The win is consolidation, the AI dialer, live coaching and conversation intelligence live in the same converged platform as the rest of your calling, not a separate bolt-on.
Why migrate
Dialpad Sell gives reps an AI-powered dialer with live transcription, real-time coaching prompts and automatic recaps built into every call.
Sales calling, the wider phone system, meetings and contact center live in one Dialpad app, instead of a standalone sales-engagement dialer stitched onto your telephony.
Managers get live coaching and battle-card prompts during the call, and recaps the moment it ends, not a review the next day.
Calls, recordings, dispositions and AI recaps log straight into your CRM, keeping sales ops reporting intact.
Folding the dialer and call intelligence into your calling platform can remove a separate per-seat sales-engagement subscription.
What we migrate
| Salesloft capability | Becomes in Dialpad | Notes |
|---|---|---|
| Sales dialer / click-to-call | Dialpad Sell AI dialer | AI dialer with live transcription and coaching |
| Call recording & transcription | Native Dialpad Ai recording | Built into every call, real time, no separate recorder |
| Call dispositions / outcomes | Dialpad call dispositions | Re-mapped to your existing taxonomy |
| Coaching & call review | Dialpad Ai coaching & scorecards | Includes real-time coaching prompts |
| CRM activity logging | Dialpad CRM integration | Re-wired to Salesforce / HubSpot, etc. |
| Email / multi-step cadence sequencing | Out of scope, differs | Dialpad Sell is calling-focused; keep a sequencing tool or use CRM-native sequences. Scoped honestly. |
This migration centres on the calling workflow and conversation intelligence. Email/cadence sequencing is intentionally scoped out because the products differ, we confirm the boundary explicitly during assessment.
Our process
We review how your team uses Salesloft, dialer workflows, dispositions, coaching, CRM sync and where cadences fit, and define the calling vs sequencing scope.
We map dialer workflows, dispositions and coaching to Dialpad Sell, and your CRM activity logging to Dialpad's integration.
A pilot rep group runs live on Dialpad Sell to validate the dialer, coaching, recaps and CRM logging.
We roll reps onto Dialpad Sell in waves, with the calling side cut over and CRM logging confirmed.
We check dispositions, recordings, recaps and CRM sync against a baseline before full rollout.
Adoption support and 24/7 cover through the switch, with coaching tuning.
Why Codimite
Dialpad Sell deployments and sales-tooling enablement are a core practice, delivered as a Dialpad partner: we draw a clear calling-vs-sequencing line and re-wire CRM logging so sales ops keeps reporting cleanly.
Get a QuoteDialpad partner. Dialpad Sell deployments and sales-tooling enablement are a core practice.
Honest scoping. We draw a clear line between calling (migrates) and email/cadence sequencing (differs), so there are no surprises.
CRM-aware. We re-wire call logging, dispositions and coaching data into your CRM so sales ops keeps reporting cleanly.
24/7 support & clear reporting. Visibility through pilot, rollout and hypercare.
FAQs
Yes, for the calling side, we move dialer workflows, recording, dispositions and coaching to Dialpad Sell and re-wire CRM logging. Email/cadence sequencing is scoped separately because the products differ.
Not directly. Dialpad Sell is calling-focused, AI dialer, live coaching, recaps and CRM logging. Many teams keep a sequencing tool for email or use CRM-native sequences; we scope this honestly up front.
Yes. We re-wire call logging, dispositions and activity sync into your CRM so calls, recordings and AI recaps land where sales ops expects them.
Two to four weeks for a focused team; longer for larger sales orgs with complex dispositions and integrations.
Pricing is scoped to seat count, CRM integrations and the calling-vs-sequencing boundary. Start with a free assessment for a fixed quote.
Want the bigger picture? Explore Codimite's Dialpad services hub to see how sales calling, the phone system and contact center come together in one converged, AI-native platform.
Codimite moves your Salesloft dialer, recording, dispositions and coaching onto Dialpad Sell and re-wires CRM logging, with the calling-vs-sequencing boundary scoped honestly up front.
Get a Quote
