How is Call Data Logged in Salesforce? An admin's guide on how call data is saved to Salesforce when calls are made using the InsideSales.com platform. Overview This article provides an in-depth explanation as to how the Click to Call panel saves data to the Salesforce CRM, how that same...
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Using Area Code Groups for Inbound Routing How to create PowerDialer Area Code Groups to route inbound calls to specific reps Overview Area code groups are manually created groups of US phone number area codes. These area code groups can be assigned to reps, and then applied to inbound calls....
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Using Rep Queues for Inbound Call Paths The Rep Queue is the inbound routing option that is used to route inbound calls or ResponsePops to reps to be answered. Overview A Rep Queue is analogous to the frequently used term Automated Call Distributor (ACD), in that it uses defined logic...
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Inbound Call Paths How do I setup an inbound call path? What routing and message options are available? Overview Call Path technology manages inbound calls coming into the InsideSales system. Call Paths define how inbound calls are routed and handled, from playing messages to inbound callers, to routing the inbound...
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Powerstandings Setup for Lightning Experience How do I enable the Personal Sidebar widget in Lightning? Overview The PowerStandings Sidebar widget can now be accessed directly from within Salesforce Lightning interface with versions of PowerDialer 6.51.7 and higher. Adding Powerstandings to the Lightning Interface In order for agents to access their...
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Displaying PowerStandings on a Monitor How do I display a Leaderboard or dashboard on an external TV or monitor? Note: The hardware that you have available can change your setup process drastically. With that in mind this article will go over the basics on how you can display a Leaderboard....
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Powerstandings Leaderboards Customize your own Leaderboards that highlight top performers, individual victories and team challenges in exciting and elegant displays. Motivate Your Team Recognition breeds motivation. Leaderboards add a key motivational component to PowerStandings, giving your reps a public, up-to-the-second view of activity. As work gets done and KPIs tally,...
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Powerstandings Challenges & Achievements How do I create, configure, and use Powerstandings Challenges and Achievements? Creating a New Powerstandings Challenge Powerstandings Challenges can be setup by PowerDialer Managers and Admins to drive Key Performance Indicators (KPI) which motivate individuals and teams to push themselves to the next level. They can...
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KPI Totals Adjuster Tool How to edit KPI totals to ensure that Leaderboards and Personal Widgets reflect accurate data. Manually Change KPI Totals The KPI Totals Adjuster Tool allows managers and admins with the permission the ability to edit KPI totals for PowerDialer users. For example, let's say you've set...
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Set Up Manual & Custom KPIs How do I set up and configure a Manual or Custom KPI in Salesforce? Overview Key Performance Indicators (KPIs) are the metrics that are tracked around rep behavior and utilized by the PowerStandings system. A KPI may be Dials, Appointments Set, Contracts Closed, etc....
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