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:
Go to Dialer Preferences
Toggle ON SmartRotate
Set your max dials per number (recommended: 5)
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.