The Challenge
TruckBook’s sales team needed to reach more potential clients and improve close rates in a competitive logistics market. Reps were dialing manually, toggling between Salesforce and their phone system, and losing time to manual call logging. Without a structured calling workflow, outreach was inconsistent and prospects slipped through the cracks.
The Solution
Symbo’s power dialer gave TruckBook’s reps a structured, high-velocity calling workflow — dial through lists automatically, log outcomes with one click, and move to the next prospect without leaving Salesforce. The native Salesforce integration meant every call, voicemail, and disposition was logged to the right record automatically. Combined with sequences for multi-touch follow-up, their team built a repeatable process that kept prospects engaged across calls and emails.
The Results
With Symbo’s dialer powering their outreach, TruckBook’s reps connected with significantly more prospects each day. Automated call logging eliminated manual CRM work, and the structured dialing workflow ensured every rep followed the same high-performing process. The result: more conversations, more pipeline, and dramatically more closed deals.