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...
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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,...
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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...
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Manage Company Settings What settings are controlled by Company Settings? What are the configuration options? Overview Only a PowerDialer Admin should be given access to Manage Company Settings. This article goes over all of the settings found in the InsideSales tab under 'Manage Company Settings'. Email Settings Many of the...
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Using Permission Sets for PowerDialer Users Utilizing Pre-Built Salesforce Permission Sets Gets Users on PowerDialer Quickly. Overview InsideSales makes it easy to implement new users on PowerDialer by providing pre-built permission sets that include all the Salesforce access your reps needs to get started (available on package versions 6.43.2 and...
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Setting Up Click-to-Call for Lightning Experience Quick guide on how to set up Click-to-Call in Lightning Overview The InsideSales.com Click-to-Call panel does have the functionality to work on the Salesforce Lightning Experience. Below are the steps that you will need to take within Salesforce to bring this function to your...
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Network Configuration The specific Network settings, IP ranges, and sites you need to whitelist in order for the PowerDialer package to run smoothly Overview In order to have PowerDialer for Salesforce (PDSF) work as intended, you may need to whitelist our IP range or domain name in your firewall, proxy...
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PowerDialer System Requirements What are the minimum requirements for your network, operating system, memory, and browser to use PowerDialer? Network Requirements XANT services are delivered as a Software-as-a-service model, requiring an active internet connection. Due to the need for quick interactions, PowerDialer utilizes web socket technology. You must allow XANT...
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Additional Salesforce Requirements and Setup Configuring Salesforce to launch the PowerDialer Sidebar, enable Call Center, optimize page layouts and more for your Call Team Overview After you install and authorize PowerDialer for your Salesforce organization, there are a few other changes you can make to make use of all the...
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PowerDialer Installation Guide How to install the PowerDialer for Salesforce in a Production or Sandbox org. Getting Started Installing PowerDialer into Salesforce is simple. You will need to find the correct package and just install it in your org. However, there are separate instructions for a Sandbox environment compared to...
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