Technology Partners

More Conversations.
Smarter Sales Calls.

Trellus brings power and parallel dialing, real-time AI coaching, and call analytics into supported sales workflows. SmithDigital connects the technology with prospecting strategy, trained sales development teams, and accountable pipeline execution.

Trellus / Sales Workspace
  Calling session
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A better call, in progress.

Prospect context and live coaching keep the rep focused on the conversation.

01
Power dialing
05
Up to 5 parallel lines*
AI
Live call coaching

Illustrative interface. *Parallel dialing availability varies by supported workflow and plan.

Platform Features

Dialing, coaching, and insights.
Built around the conversation.

Trellus supports the moments before, during, and after a sales call—without requiring reps to abandon every tool they already use.

01 / DIAL

Power & Parallel Dialing

Move through calling tasks one record at a time or use multiple lines where supported. Reduce manual dialing and spend more of each call block connecting with prospects.

Parallel DialingPower dialingAgent-AssistedVoicemail drop

02 / COACH

Real-Time AI Coaching

Give reps live transcripts, prospect context, and relevant conversation prompts to help them handle objections and ask better questions while the call is happening.

03 / IMPROVE

Call Analytics & Practice

Review call patterns, identify coaching opportunities, and rehearse scenarios with AI practice voice bots before the next live conversation.

04 / COLLABORATE

Salesfloor & Team Visibility

Connect remote and in-office SDRs through a shared virtual salesfloor. Give managers visibility into live calling sessions, opportunities to coach in the moment, and insights that help teams improve outreach performance.

Virtual team salesfloor Connected
Live calling sessions Visible
Manager call coaching Real-Time
Team performance insights Actionable

Delivering Fantastic Results with Leading Martech Providers

SmithDigital utilizes top-notch sales and marketing software to provide our clients with a distinctive edge over their competitors in their respective industries. Choosing the right technology stack is a crucial component in guaranteeing success with high-performing lead generation and inbound marketing programs.

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Why It Matters

Better tools are only part of a better outbound program.

Calling capacity alone does not guarantee qualified meetings. SmithDigital combines technology with targeting, messaging, SDR execution, CRM discipline, and ongoing optimization.

TARGET

Reach the right buyers

Build account lists around your ideal customer profile, buying signals, and relevant decision-makers.

EXECUTE

Make conversations count

Equip reps with calling workflows, clear messaging, coaching, and coordinated outreach across channels.

MEASURE

Connect activity to pipeline

Track qualified meetings, opportunity progression, and sales outcomes—not just dial volume.

Outbound Workflow

From target account to qualified conversation.

Technology supports each step; a disciplined sales development process makes the steps work together.

Step 01

Target

Define ICPs, research accounts, and prioritize the right contacts.

StEP 02

Connect

Use supported power or parallel dialing workflows to reach prospects.

StEP 03

Engage

Use relevant messaging and live coaching to improve call quality.

StEP 04

Advance

Document outcomes, coordinate follow-up, and qualify next steps.

Existing Tech Stack

Works with supported sales workflows.

Trellus offers integrations with platforms including HubSpot, Salesforce, Apollo, Outreach, and Salesloft. Available dialing modes, notes, and follow-up actions vary by integration and plan.

CRM workflows

Call from supported CRM lists, records, or tasks.

Sales engagement

Work from supported sequences and calling task queues.

Prospecting workflows

Keep contact context available as reps move through their lists.

FAQ

Questions about Trellus

Quick answers for teams evaluating Trellus
as an AI dialer and sales engagement platform.

Your Next Move

Turn more sales activity into
qualified pipeline.

See how SmithDigital combines outbound strategy, trained sales development professionals, and modern
calling technology to build a more consistent prospecting program.