Maximize sales productivity with intelligent dialing, lead management, and campaign automation
Outbound call centers face different challenges than inbound. You control the call volume and timing. You need to reach the right prospects, deliver consistent messaging, and capture quality leads. Agent efficiency directly impacts revenue. Every minute on the phone or on non-productive activity affects bottom-line results.
Rubi Professional optimizes outbound operations with intelligent dialing, campaign management, and lead tracking. Your agents spend less time dialing and more time selling. Lead quality improves through smart segmentation and targeting. Campaign results are measurable and predictable. ROI on outbound initiatives becomes trackable and optimizable.
Whether you're managing inside sales teams, telemarketing campaigns, or retention outreach, Rubi Professional accelerates your outbound results while keeping your team compliant with regulations like TCPA.
Built for sales teams and outbound campaigns. Every feature accelerates revenue.
Agents click a phone number in Rubi and the call connects instantly. One-click access to dial from customer records, lead lists, or task lists. System logs the call attempt and outcome automatically. Dialing happens at agent's pace, naturally integrating with CRM workflow.
Automatically dial leads based on agent availability, adjusting dial rate to minimize agent idle time while respecting compliance regulations. Agents are ready to talk when leads answer. Dramatically increases agent productivity and call volume per agent. Optional with compliance controls for regulated industries.
Create and manage outbound campaigns with lead lists, messaging, follow-up rules, and success metrics. Schedule campaigns for optimal response times. Monitor performance in real-time. A/B test messaging and targeting. Campaign results feed back to your CRM for closed-loop analytics.
Import leads from any source. Score leads by fit, engagement, and propensity to buy. Distribute leads to agents intelligently. Track lead journey from prospect to customer. Measure ROI per campaign, per agent, and per lead source. Identify your highest-converting campaigns and double down.
Capture detailed disposition codes for each call outcome. Answered, voicemail left, wrong number, callback needed, sale closed. Customize disposition codes to match your business. Track callbacks automatically. Analytics show performance by disposition across agents and campaigns.
Maintain complete compliance with TCPA, state regulations, and industry guidelines. Rubi enforces do-not-call list checks, recording consent, and calling time restrictions. All calls recorded and easily accessible for quality assurance and dispute resolution. Audit trail shows full compliance history.
Display agent scripts on each new lead, contextual to the prospect's profile and campaign. Scripts are optional guidance—agents maintain natural conversational tone. A/B test different scripts and messaging to identify highest conversion approaches. Track script usage and effectiveness.
Distribute leads to agents based on expertise, performance, capacity, and campaign needs. Round-robin, performance-based, or custom distribution algorithms. Prevent top performers from being overloaded with difficult leads. Develop emerging talent with coaching leads. Fair distribution improves agent morale.
Traditional outbound dialing is slow and frustrating for agents. Look up lead information, manually dial, wait for connection, log outcome in separate system. Each call takes 30+ seconds of non-productive time. With 100 calls per day, agents waste 50+ minutes daily on administrative tasks. Rubi eliminates this friction. Click to dial, information appears automatically, outcome is captured in one workflow. Non-productive time drops to 5-10 seconds per call.
Predictive dialing (when compliant for your industry) automatically dials leads in advance of agent availability. When an agent completes a call, the next lead is already ringing. Agents spend more time talking to prospects, less time waiting. Average calls per agent per day increase 25-40%. Revenue per agent scales proportionally.
Scripts and talking points appear on every lead screen, tailored to the specific prospect. New agents deliver consistent messaging from day one. Top performers can deviate naturally while maintaining brand consistency. A/B testing scripts identifies language that resonates best. Quality improves across the team.
Supervisors monitor live calls with AI-powered coaching recommendations. Alerts trigger when agents deviate from best practices or when prospects show resistance. Coaching during calls improves outcomes and accelerates agent development. Post-call feedback based on actual call recordings creates faster learning curves.
High-value prospects automatically route to your best performers. Callbacks route to the agent who first engaged the prospect. Prospects showing strong buying signals get priority dialing. Automation ensures optimal lead-to-agent matching without manual intervention.
Rubi Professional makes campaign management simple and data-driven:
Define campaign goals, target audience, messaging, and success metrics. Rubi guides you through campaign setup with templates for common scenarios (cold calling, renewal outreach, upgrade campaigns, etc.). Upload lead lists directly or connect to your CRM for real-time lead sync. Configure calling hours, do-not-call compliance, and dialing preferences.
Dashboard shows live campaign performance. Call volume, answer rate, connect rate, and conversion rate update in real-time. See how actual results compare to forecasted performance. Identify underperforming campaigns immediately and adjust messaging or targeting. Celebrate winning campaigns and scale them up.
Detailed reports show performance by agent, campaign, lead source, and time period. Calculate revenue generated, cost per lead, cost per sale, and ROI for each campaign. Compare campaigns to identify your most profitable initiatives. Historical analysis shows seasonal trends and year-over-year progress.
Understand which lead sources generate the highest-quality prospects. Track conversion rates by source. Allocate budget toward highest-performing sources. Identify underperforming sources and either optimize or eliminate them. Data-driven lead sourcing decisions improve ROI significantly.
Display agent performance metrics including calls per day, connect rate, conversion rate, and revenue generated. Leaderboards create healthy competition and motivation. Top performers are recognized. Struggling agents get coaching support. Transparent metrics drive improvement across the team.
Generate compliance reports showing do-not-call list checking, calling hour compliance, and recording consent verification. Audit reports document your full compliance posture. Required for regulatory examinations. Automated reporting means compliance is built-in, not an afterthought.
SaaS company uses Rubi for inside sales team dialing enterprise prospects. Click-to-dial with integrated CRM shows complete prospect history. Scripts present personalized messaging based on prospect profile. Predictive dialing keeps agents constantly dialed into warm leads. Agent productivity increased 35% within 30 days. Sales pipeline grew 60% in first quarter.
Insurance brokerage runs quarterly renewal campaigns to prevent customer churn. Rubi's lead distribution ensures renewals are assigned to the agent who originally sold the policy. Campaign management tracks renewal conversations and outcomes. Decision-tracking shows which renewals are at risk. Renewal rate improved 18%, saving significant revenue.
Telecom carrier calls customers eligible for plan upgrades. Rubi identifies upsell opportunities based on customer history and usage patterns. Predictive dialing ensures constant call availability. Script variations test different upgrade pitches. Results tracked by customer segment and script version. Upgrade campaign generated $2.3M in incremental annual revenue.
Fintech platform uses outbound calling to follow up on website inquiries within 15 minutes. Rubi auto-dials hot leads in queue. Agents have complete prospect information from signup form. Conversion rate from lead to meeting improved 45% with same-day follow-up. Sales velocity increased dramatically.
Research company maintains 75%+ survey completion rates using Rubi's intelligent dialing and callback management. Predictive dialing minimizes agent idle time. Callbacks scheduled at optimal times. Real-time refusal handling routes objections to experienced agents. Survey completion and data quality metrics both improved.
Outbound dialing operates in a heavily regulated environment. Rubi Professional includes comprehensive compliance features:
Rubi checks leads against national and state do-not-call registries before dialing. Prevents compliance violations that result in penalties up to $43,280 per violation. Automated scrubbing keeps your dialing lists compliant. Documentation shows your compliance efforts in case of disputes.
Telephone Consumer Protection Act compliance built-in. Rubi enforces calling hour restrictions, prevents predictive dialing where prohibited, and maintains do-not-call list compliance. Records consent for voice and SMS communications. Audit trail documents compliance for each contact.
Jurisdiction-specific handling of recording consent (one-party vs. two-party consent states). Rubi ensures proper notification to prospects before recording begins. Recordings stored securely for 7+ years per regulations. Complete audit trail shows when and how consent was obtained.
Some states have additional telemarketing regulations beyond TCPA. Rubi supports state-specific compliance including additional calling hour restrictions and disclosure requirements. Stay compliant in all 50 states without complex manual tracking.
Industries with additional regulations (financial services, healthcare, etc.) can implement custom compliance rules. Rubi's flexible rules engine supports complex requirements. Professional services team can assist with compliance rule implementation specific to your industry.
Rubi integrates with your existing sales infrastructure:
Sync leads and prospects to/from Salesforce, HubSpot, Pipedrive, or any other CRM. Call outcomes automatically update CRM records. Closed opportunities tracked and reported. Revenue numbers pulled from CRM for ROI calculations. Rubi becomes the dialing frontend for your existing sales operations.
Connect to lead generation platforms, databases, or internal lead sources. Import fresh leads automatically. Deduplicate against existing prospects. Route qualified leads to Rubi campaigns. Track leads through entire journey from generation to closed deal.
Complement outbound calling with email and SMS campaigns. Integrated messaging creates cohesive outreach strategy. Track email opens, link clicks, and SMS responses. Coordinate messaging across channels for consistent prospect experience.
Export campaign results to your BI platform or data warehouse. Raw call data enables custom analyses. Integrate Rubi data with financial systems for end-to-end ROI calculation. Build predictive models on historical campaign performance.
Deploy Rubi Professional's outbound dialing and campaign management in 15 minutes. Increase productivity, improve compliance, measure ROI.
Start Free 15-Minute SetupQuestions? Call us at 321-510-7824
Predictive dialing is legal but heavily regulated. TCPA allows predictive dialing but with limitations. For telemarketing, you must maintain do-not-call lists, avoid calling outside 8am-9pm recipient's time, and inform recipients they're on a recorded line. Rubi includes compliance controls to ensure lawful predictive dialing use.
Rubi checks your lead lists against the national do-not-call registry and state registries. Numbers registered to do-not-call lists are flagged and automatically excluded from dialing. Rubi also removes your internal do-not-call list. Scrubbing happens automatically during campaign setup and before dialing begins.
Yes. Rubi supports importing leads from CSV files, API integrations, CRM systems, and manual entry. Deduplication automatically identifies duplicate leads across sources. You can run parallel campaigns against leads from different sources and track performance by source for ROI analysis.
Rubi tracks disposition codes (contacted, interested, sale, etc.) for each call. Additional integration with your CRM captures closed opportunities. Revenue attribution shows which campaigns and agents generated the most sales. Historical tracking shows performance over time.
Yes. Rubi includes list management capabilities including deduplication, append verification, compliance scrubbing, and segment organization. Upload lists, apply filters, segment by criteria, and create focused campaigns. List quality directly impacts campaign success.
When an agent marks a contact as needing callback, Rubi schedules the callback at a time agreeable to both agent and prospect. System automatically dials the prospect at the scheduled time and connects to the assigned agent. Reduces manual callback scheduling and improves follow-up consistency.
Rubi maintains complete audit trails showing do-not-call checks, calling times, recording consent, and compliance rule enforcement. Export compliance reports for regulatory examinations. Documentation proves your diligent compliance efforts in case of disputes.
Yes. Rubi records all calls and provides quality monitoring. Supervisors can listen to recordings, rate agent performance, and provide feedback. Sentiment analysis identifies how prospects respond to agent messaging. Quality improvement program becomes data-driven based on actual call recordings.