Configuration

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...

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...

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...

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...

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...

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...

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,...

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...

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...