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Mastering the Sierra Dialer: A Complete Guide to Setup & Strategy

Unlock powerful calling, texting, and automation features with Sierra Interactive’s CRM integrated dialer to convert more leads.

The Sierra Dialer is your all-in-one tool for efficient and effective lead engagement. This guide walks you through everything from initial setup to advanced strategies, helping you leverage calls, texts, and automations to build stronger client relationships and close more deals.

Table of Contents

Getting Started with the Dialer Setup Checklist

Follow these steps to get your Sierra Dialer ready for calling and texting. Once complete, your team will be fully equipped to start engaging leads confidently and compliantly.

  1. Verify Your Business: Gather your EIN or CBN to verify your business for carrier approval → Verify Your Business for Dialer Setup with an EIN or CBN
  2. Complete Your Business Profile: Navigate to your account settings and fill out the Dialer Business Profile using your verified business information → Setting Up Your Sierra Dialer Business Information
  3. Enable the Dialer: As an admin, enable the Dialer for your account. Then, guide each agent to connect their phone and confirm their call routing preferences → Activate and Manage the Sierra Dialer for Your Account (Manager Level)
  4. Assign Dialer Numbers: Assign a unique, personal Dialer number to each agent. This ensures all calls and texts are tracked to the correct agent activity log.
  5. Configure Communication Settings: Set up your text opt-in and opt-out automations, decide on your call recording policy, and configure how your Caller ID will display to leads.
  6. Create Reusable Templates: Build a library of SMS and pre-recorded voicemail templates. This saves time and ensures your team's messaging stays consistent
  7. Run a Final Test: Place a test call and send a test text from the Dialer. This confirms
    that everything is connected properly before you engage with live leads.

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Key Benefits of Using the Integrated Dialer

Connecting to the Dialer does more than let agents make calls, it streamlines follow-up, improves productivity, and helps your team convert more leads.

  • Faster Lead Engagement
    • Call directly from Sierra to connect with new leads immediately.
    • Reduce delays from switching apps or devices.
    • Reach more leads in less time with call lists, group texts, and voicemail drops.
  • Automatic Logging & Full Context
    • All calls are automatically logged in the CRM with time stamps and call outcomes.
    • Agents see lead activity, notes, saved searches, and communication history during calls, allowing for more personalized conversations.
  • Seamless Follow-Up & Automation
    • Send texts, assign tasks, start follow-up plans, or add leads to automations immediately after a call.
    • Connect to Action Plans to ensure consistent outreach without manual tracking.
  • Coaching & Performance Insights
    • Dashboards, call recordings, and transfer logs give managers visibility into team performance.
    • Track call volume, outcomes, and response times to coach effectively and set expectations.
  • Efficiency & Privacy
    • Avoid manual dialing, switching between tools, and re-entering notes.
    • Agents call and text from their assigned Dialer number, keeping personal numbers private.

The Sierra Dialer helps agents follow up faster, stay organized, and personalize every conversation. With automatic logging, full context during calls, and seamless follow-up tools, it saves time, improves team performance, and drives more closed deals.

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Tips & Best Practices

Practical strategies and best practices to help managers and agents get the most out of the Sierra Dialer, from setup and routing to daily use and performance tracking.

  • Verify Numbers & Routing: Ensure all Dialer numbers, role and personal, are connected and verified. Periodically check that calls and texts route correctly and that activity is logged.
  • Use Contact Templates & Automation: Create reusable SMS and voicemail templates, and leverage Action Plans to maintain consistent, timely follow-up.
  • Keep Communications Professional: Update voicemail greetings regularly, and use a number capable of receiving texts for real-time engagement.
  • Monitor Performance & Usage: Track call volume, text messages, and recording storage to avoid overages. Use dashboards and call recordings to identify coaching opportunities and improve team performance.
  • Stay Compliant: Follow opt-in, privacy, and call recording rules for your state/province.
  • Document & Communicate: Maintain a reference of active numbers, role assignments, and usage guidelines for your team to ensure smooth operation and onboarding.

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Common FAQs

A few of the most frequently asked questions about using the Sierra Dialer, including setup, number routing, and messaging.

  • What is the main benefit of using the Dialer instead of my personal cell phone?
    The three biggest benefits are automatic activity logging directly in the CRM, built-in compliance features to protect your business, and access to powerful texting and voicemail automations that you cannot get with a standard phone.
  • Will leads see my personal cell phone number when I call them?
    No. The Dialer exclusively uses your assigned Sierra Dialer number, so your personal number is always kept private.
  • Can I text multiple leads at once?
    Yes. You can send a "Mass Text," which delivers an individual text to each person on a list, or a "Group Text," which creates a single, shared conversation thread for a small group.
  • Can I transfer calls to another agent or a lender?
    Absolutely. Calls can be transferred seamlessly, with options to merge the calls or complete the handoff. All transfer activity is logged for tracking.
  • How long are call recordings stored?
    This is customizable. You can set call recordings to be stored for as little as one week or indefinitely, depending on your business needs and policies.

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Related Articles

Now that you know how the Sierra Dialer works, these resources can help you optimize setup, boost lead engagement, and make the most of your calls, texts, and automations.