2:24
2-min Trellus Walkthrough
Get an introduction to the Trellus parallel dialer, real-time coaching, and AI practice bots.
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Trellus video guides
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2:24 Watch the product overview
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42 videos
2:24
7:05
Trellus/Outreach Integration
A seven-minute Trellus walkthrough for Outreach: filter due call tasks, use the dialer controls, manage calls and in-call tools, and dial special lists.
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7:08
Trellus/Close Integration
Set up Trellus in Close: launch from a Smart View, choose your line count and caller ID, add voicemail and screener recordings, and set call windows.
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8:08
Detailed Trellus/Google Sheets Integration
Follow the Trellus Google Sheets integration, from connecting your spreadsheet and mapping columns to dialer settings and filters.
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5:28
Trellus Salesforce Integration
See how Trellus dialing works with Salesforce leads, accounts, and reports.
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10:46
Mastering the Trellus HubSpot Dialer
Explore parallel dialing, call notes, logging, and filtering in the Trellus HubSpot dialer.
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2:25
Trellus Salesfloor Demo
See a live Salesfloor session: a rep dials two numbers at once, the call connects, and a manager listens, follows the live transcript and messages the rep during the call.
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2:29
Introduction to the Live Listening Dashboard
Explore the Live Listening dashboard and how live monitoring connects with Salesfloor.
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6:03
Navigating Trellus Analytics
A tour of the Trellus analytics page: where to find it in the web app and how to read call activity, filters and dashboard views for your team.
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2:33
Trellus Analytics
A short look at Trellus analytics: the dashboard, configurable call stages, reporting, team performance comparisons and custom reports.
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3:47
Parallel Dial directly inside Amplemarket
Where to find the Trellus plugin in Amplemarket and how to parallel dial your Amplemarket call tasks without leaving the task queue.
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3:33
Parallel or power dial directly inside Apollo
How to open Trellus inside Apollo, read the dialer interface, and start power or parallel dialing your Apollo call tasks and contacts.
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4:00
Using Trellus Dialing in Attio
Power or parallel dial from Attio tasks with Trellus, including filtered contacts, voicemail drops, caller ID strategies, and post-call notes and dispositions.
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4:13
Using Trellus Dialing in Clay
How to launch Trellus from a Clay table, map the phone and contact columns, and power or parallel dial the rows in your Clay table.
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3:49
Using Trellus Dialing in Close
Launch Trellus from a Close Smart View, filter leads, configure the dialer and best-number selection, then start power or parallel dialing.
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0:33
Parallel Dialing in Google Sheets
A 30-second demo of Trellus parallel dialing straight from a Google Sheets lead list, without leaving the spreadsheet.
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4:36
Using Trellus Dialing in Google Sheets
Set up column mappings, start a calling session, and review filtering and call logging in Google Sheets.
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3:21
Using Trellus Dialing in HubSpot
A tour of Trellus in HubSpot: power vs. parallel dialing, launching from contacts or lists, dialing settings, AI notes and logging, and voicemail.
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3:08
Using Trellus Dialing in Lemlist
How to open Trellus from your lemlist tasks and run power or parallel dialing through the call steps in your lemlist campaigns.
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4:16
Using Trellus Dialing in Outreach
Walk through setting up and using the Trellus integration inside Outreach.
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2:15
Salesforce Walkthrough
See click-to-dial, power dialing, and parallel dialing in this Salesforce walkthrough.
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1:04
Parallel Dialing in Salesloft
A one-minute demo of parallel dialing in Salesloft with Trellus, which calls up to five people at once from your Salesloft call tasks.
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3:35
Using Trellus Dialing in Salesloft
Launch Trellus from Salesloft Cadences, manage leads, set your dialing speed, automate voicemail drops and use best-number selection.
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2:40
Using Trellus Dialing in Unify
How to power or parallel dial from your Unify tasks list with Trellus, including dialing settings, contact details, voicemail and number selection.
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3:23
Using Trellus Dialing in Zoho
Walk through the Trellus integration and dialing workflow in Zoho CRM.
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5:47
Real-Time AI Coaching Demo
A six-minute demo of Trellus real-time AI coaching, which shows reps live suggestions and a running transcript during sales calls.
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1:36
Trellus - Building AI Roleplay Bots
Learn how to create and customize AI roleplay bots for practice sessions.
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7:16
Trellus AI Features Overview
Explore practice bots, Ask AI, and automated call coaching in this Trellus feature overview.
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5:24
Trellus AI walkthrough
Watch an early Trellus AI walkthrough introducing follow-up email generation.
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4:09
Trellus Coaching Suite Overview
Explore the Trellus coaching suite for call practice and team enablement.
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3:07
What Changed When We Switched to Trellus: Customer Stories
Sales teams describe, in their own words, what changed after they switched to Trellus for their outbound calling.
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7:41
How to Set Up Parallel Dialing
Follow a step-by-step introduction to setting up parallel dialing inside a CRM.
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4:37
Managing Numbers and Spam Prevention in Trellus
Explore team numbers, number rotation, local presence, and flagged numbers in Trellus.
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3:03
Managing LinkedIn Inbox with Trellus
Learn to navigate LinkedIn conversations with the Trellus inbox workflow.
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1:55
Create HubSpot Tasks for Parallel Dialing
Learn how to create calling tasks in HubSpot for a Trellus parallel dialing workflow.
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0:56
Parallel Dialing Myths
Watch a short Trellus explainer about common questions and misconceptions around parallel dialing.
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1:55
Power Dialing vs. Parallel Dialing
Compare the workflows: power dialing calls one line at a time, while parallel dialing calls multiple lines and connects the rep when someone answers.
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0:36
Calling Inside Your CRM with Trellus
A brief introduction to using Trellus inside supported CRMs and sales engagement tools, including HubSpot, Salesforce, Salesloft and Outreach.
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0:34
Parallel Dialing: A Quick Introduction
A short introduction to the difference between waiting on one dial at a time and calling multiple people in parallel.
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8:03
Trellus - Your Real-Time AI Sales Coach
Watch Ajinkya Nene introduce the original Trellus real-time AI sales coach.
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4:56
Introduction to the Trellus Platform
The original five-minute introduction to the Trellus platform and its core calling and coaching workflow.
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1:17
Trellus Auto Dialer: Original Introduction
Watch the original 2024 product introduction showing how Trellus adds hands-free power dialing to an existing click-to-dial workflow. This recording shows an earlier version of the product.
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