Call Transfers How to transfer calls using the Click to Call panel. What are the different types of Call Transfers? How to Transfer a Call The transfer button will only be available once the Client leg is established. To Transfer a Call Click the Transfer Button on the Click to...
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How to Create and Use Pre-Recorded VMs PowerDialer pre-recorded voice messages, overview and setup guide Pre-recorded voicemails allow you to drop a voice message on a prospect's voicemail without having to remember or repeat the message on every call. You can customize and tailor multiple messages that you want to...
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Using the Click-to-Call Panel Details on how to "Get Ready for Outbound dials", "Get Ready for Inbound calls", "Logging a Call Task", and all the features on the panel. The InsideSales Click-to-Call panel allows you to make outbound dials, receive inbound calls, and streamline your task productivity. At the end...
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How Calls are Made with the PowerDialer Understand how calls are made, things to avoid, and best practices How Calls Are Made Video Connecting the Agent & Prospect When you place a call, the InsideSales.com system will first connect with YOU, the Caller (Rep/PowerDialer user). When the Caller (PowerDialer user)...
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Introduction to PowerDialer for Salesforce Explore the PowerDialer features that reduce inefficiency and accelerate sales. PowerDialer is a Sales Acceleration Platform PowerDialer for Salesforce is an integrated sales tool that increases a sales rep's efficiency by combining features including one-click dialing, advanced list prioritization, pre-recorded voice messages, inbound call routing,...
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Reporting in Dynamics – Basic Charts and Dashboards Using charts and dashboards included in the Playbooks Unmanaged solution XANT provides an Unmanaged Solution that includes a set of charts and dashboards, allowing you to quickly gain improved insight into the activities your sales team is completing on a routine basis...
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Salesforce Reporting Basics How do I use the data collected from Playbooks for Salesforce reports? Where to Find Playbooks Reports During Implementation, it is advisable to install an unmanaged package that contains the basic fields and reports that most customers will need. This unmanaged package stores a variety of reports...
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Phone Number Format – E.164 Standard Does Playbooks require a specific phone number format? Playbooks Requires the E.164 Standard Format E.164 is an internationally recognized standard for phone number format consisting of: [+] [country code] [subscriber number including area code]. Must start with a "+" Maximum of 15 digits, excluding the...
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Asia and Pacific (APAC) Dialing What are the calling restrictions for Asia and Pacific countries? China China Telecom blocks all calls with local Chinese ANI [origination phone number] that originate from outside the country (i.e. Singapore). Carrier Feedback "China is one of a handful of countries that do not allow...
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