Add a New User How do I add a new user to InsideSales.com? Follow these steps to add a new PowerDialer user. Salesforce Field Updates Before adding the user to InsideSales.com PowerDialer, make sure to update the following information on their Salesforce record. Salesforce Settings: Add 10 digit station phone...
Read More
Call Quality Troubleshooting use this guide to help diagnose and potentially resolve call quality issues Quick Start: Most Common Issues and Resolutions If you are experiencing call quality issues or dropped calls from a mobile or soft phone, try the following suggestions before continuing to troubleshooting. Check phone signal levels...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Immediate Response and Call Now Use Immediate Response features to ensure quick follow up on new leads. What is Immediate Response? Immediate Response is a tool from InsideSales.com that aims to assist sales teams increase contact rates with new leads. There are two different immediate response types: Call Nows and...
Read More
Introduction to Setting Up Inbound Calling How do I configure inbound calling with PowerDialer? Obtain a Valid Phone Number In order for inbound functionality to work, the inbound call needs to first be routed to XANT. That means, that for any inbound number dialed by a prospect or known contact,...
Read More
Modifying the Click-to-Call Panel Customize the Click to Call dialer panel for your needs. Add and remove buttons that fit your needs. Modifying Dialer Panel When setting up a click to call panel you'll want to consider who will be using this panel and the functions they will need access...
Read More