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What is SmartRotate in Salesfinity?

SmartRotate: Protecting Your Numbers, Maximizing Connections

Pam Solve avatar
Written by Pam Solve
Updated today

Absolutely! Here's a polished, user-friendly knowledge base article for SmartRotate, written for SDRs and RevOps leaders who want to maximize connect rates while protecting their phone numbers. It's formatted for clarity, with bullet points, headers, and screenshot placeholders.


🔁 What is SmartRotate in Salesfinity?

SmartRotate is Salesfinity’s intelligent caller ID rotation system that automatically distributes your outbound calls across multiple phone numbers—so you can avoid spam flags and keep your connect rates high.

Instead of burning one number with too many calls, SmartRotate spreads the volume, keeps your numbers “fresh,” and protects your reputation with carriers.


⚙️ How SmartRotate Works

  • Rotates through your pool of phone numbers after a set number of calls

  • Prevents overusing any single caller ID

  • Ensures even usage across all numbers

  • Recommended: Max 5 calls per number before rotating


🛠️ How to Set Up SmartRotate

Setting it up takes less than a minute:

  1. Go to Dialer Preferences

  2. Toggle ON SmartRotate

  3. Set your max dials per number (recommended: 5)

  4. Click Save

That’s it. Salesfinity will handle the rest automatically.


✅ Key Benefits

🛡️ Spam Prevention

  • Reduces the chance of being flagged as “Spam Likely”

  • Keeps your caller ID reputation clean

  • Avoids “number burnout” from overuse

📈 Better Connect Rates

  • Keeps your numbers fresh and trusted

  • Maintains consistent answer rates over time

  • Fewer blocked calls = more live conversations

🔧 Zero Maintenance

  • No manual tracking or rotation needed

  • Set it once, and let SmartRotate do the work

  • Works silently in the background while you dial


📌 Best Practices

📞 Start with at Least 5 Numbers

  • A larger pool = better rotation and lower spam risk

  • More numbers mean fewer calls per ID

  • Helps maintain a healthy dialer reputation

🌎 Choose Strategic Area Codes (US & Canada)

For higher pickup rates and better trust:

  • Prioritize major metro area codes like:

    • 415 – San Francisco

    • 212 / 646 – New York City

    • 312 – Chicago

    • 213 – Los Angeles

These area codes often:

  • Perform better with spam detection systems

  • Appear more legitimate to prospects

  • Maintain higher connection rates

🔔 Note: Area code strategy only applies to US/Canada. European/international markets have different spam handling systems.

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