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How to Increase Your Connect Rate in Salesfinity?

A complete guide how to increase call connect rate on Salesfinity.

Pam Solve avatar
Written by Pam Solve
Updated today

Great context! Here's a clear and professional knowledge base article for SDRs that teaches them how to increase connect rates using Salesfinity. It explains everything in plain English, includes action steps, and uses placeholders for helpful visuals.


📞 How to Increase Your Connect Rate in Salesfinity

If you're tired of calling and hearing nothing but voicemails, you're not alone. The good news? You can dramatically improve your connect rates with just a few smart settings in Salesfinity.

Here’s everything you need to know, step by step.


🔑 Why Connect Rate Matters

Connect rate = % of dials that reach a real human.

The higher your connect rate, the more conversations you’ll have—and the more meetings you’ll book. If your rate is low, you’re likely:

  • Getting flagged by carriers

  • Calling bad or office numbers

  • Overusing a single number

Let’s fix that.


✅ Step 1: Get 10 Caller IDs from Major Metro Areas

Salesfinity gives every user 10 U.S. or Canada mobile numbers.

Make sure these numbers come from large, trusted area codes, like:

  • San Francisco (415)

  • Los Angeles (213)

  • New York City (646)

These look familiar and trustworthy—so people are more likely to pick up.


🔁 Step 2: Turn On Smart Rotate

Calling too much from one number? 🚩 Carriers may flag it as spam.

That’s why you need Smart Rotate. When enabled, it:

  • Automatically rotates your numbers on every dial

  • Spreads your calls evenly across all 10 numbers

  • Reduces the risk of call blocking or spam tagging

How to Turn On Smart Rotate:

  1. Go to the Dialer Settings page

  2. Set Phone Number Auto-Rotation to 15 calls

  3. Toggle Smart Rotate ON


📲 Step 3: Only Call Mobile Numbers

Office numbers and landlines? 👎 Low pickup rate.

To boost connects, filter your dialer to call mobile numbers only.

Here’s how:

  1. In your list or dialer page, filter contacts by Phone Type = Mobile

  2. If you don’t see many, use Smart Enrich to get verified mobile numbers


👑 Step 4: Use BOSS Mode to Eliminate Bad Numbers

BOSS Mode will scan your list and:

  • Flag disconnected or bad numbers (P3, in red)

  • Highlight the best numbers to call first (P1, in green)

  • Auto-enrich bad numbers with working ones using Smart Enrich

Turn on BOSS Mode on the Dialer page and wait a couple minutes while it scores and cleans your list.


🛠️ Bonus: Need More Enrichment Credits?

Running low on enrichment credits?

  • Visit the Billing page

  • Purchase more credits, or

  • Contact Sales at [email protected] to get more credits


⚡ Summary: Fast Checklist to Boost Connects

Action

Why It Matters

✅ Use 10 mobile caller IDs

Avoids carrier flags

🔁 Smart Rotate ON

Spreads call volume evenly

📲 Call only mobile numbers

Higher pickup rate

👑 Enable BOSS Mode

Filters out bad numbers

🛑 Monitor spam tags

Keeps your caller ID clean

🔄 Use Smart Enrich

Replaces bad numbers with good ones


By following these tips, you’ll improve your connect rate, talk to more prospects, and hit your quotas faster.

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