Installation of Playbooks Extension in Managed Environments Desktop administrators want to know installation options when they've already restricted Chrome extensions to users. Enterprise Access Control In many enterprise sales organizations, users are prevented from installing Chrome extensions. This is usually a blanket ban. There are various levels of control provided...
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Troubleshooting ‘Send Outbound Message’ on Workflows Use these tips to troubleshoot Outbound Messages when using 'Call Now' or Gamification KPI workflow rules in Salesforce Overview Some of the PowerDialer features rely on creating Workflow Rules with 'Send Outbound Message' as the workflow action in Salesforce. If you are having trouble...
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Call Result Detailed View Page subtitle question? Overview The Detailed Call Result Report is a simple report that is best suited for managers and administrators who have any of these questions: Are the end users using InsideSales.com? Are they using the call results correctly? How much call time is being...
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Call Recordings by Rep How do I access a report that contains all my call recordings for PowerDialer? Overview The PowerDialer report ‘Call Recordings by Rep’ is a valuable report for managers and coaches to quickly get to a list call recordings created by the PowerDialer. This report is a...
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Correct Contact AVG Talk Time Report Which reps are having meaningful conversations with the right people? How long are those conversations? Overview The Correct Contact Rate by Average Talk Time report is a pre-built report installed with the PowerDialer for Salesforce package under the Sales Acceleration Reports folder. It shows...
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Correct Contact Rate by Time of Day What is the best hour to reach a decision maker? Overview Understanding when prospects and customers are more likely to answer a call is important to maximize the efficiency of your team. InsideSales.com can help you make better decisions with data from the Correct...
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Telephony Requirements Ensure that your organization has the basic, required telephony configuration for PowerDialer Overview PowerDialer requires some basic telephony infrastructure before it can start transforming your users sales calls for the better. Below are the configurations that you can check with your telephony expert. Phone System Powerdialer must have...
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Call Recording Encryption Call Recording Encryption may be enabled for PowerDialer for Salesforce (PDSF) upon request Overview If sensitive information is prevalent in your agents’ phone calls, or if you are legally required to keep call recording data secure, we provide the ability to encrypt that information. Benefits Account login...
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Call Recordings Storage Settings and Fees An overview of Call Recording storage settings and any associated fees Overview You may be wondering where all your call recordings are going and how they are being saved. You have two options here: you can Store Call Recordings with InsideSales or Store Call...
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Amazon Storage (Simple Storage Service) How can I use Amazon to store call recordings for PowerDialer? Overview When call recording is enabled, PowerDialer and Click-to-Call create digital audio files for live calls and store them on your application server. These recordings are considered part of your data usage. Third-party recording...
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