Upload
curttel
View
218
Download
0
Embed Size (px)
Citation preview
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
1/17
POWERDIALER FOR SALESFORCE
INSTALLATION GUIDE
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
2/17
PowerDialer for SalesforceInstallation Guide
1Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
INSTALLING THE
POWERDIALER FOR
SALESFORCE
The award-winning PowerDialer for Salesforceis now better than ever. Give your reps a power-ful new suite of dialing tools to call, contact, andsell more eectively. With Predictive 2.0 tech-nology, your reps dont just make more calls,they call the right people at the best times toincrease sales.
The PowerDialer upgrades a simple dial into
an opportunity, with one-click voice messaging,email, fax, inbound, lead nurturing and more.Dont just track sales, cause them by connectingwith leads and prospects faster and more con-sistently.
The simple, easy-to-use interface takes lists ofnames directly from your Salesforce CRM andplugs them in, eliminating the pain of manualdialing, then instantly moves to the next call inyour list at the click of a button.
Benets
More sales
Maximum value from marketing expen-ditures
Increased contact rates
Optimized workow and better analytics
Happy sales reps
Total visibility into sales activities
Product Features
Individuals can track their daily eort andtalk time metrics.
PowerDialerfor Salesforcemore thandoubled ourcontact rates. Itsmuch more than
predictive.
-Marketo
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
3/17
PowerDialer for SalesforceInstallation Guide
2Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
With a single click, place a phone call, leave a voice message,transfer, receive, or record a call.
Call through leads, accounts, contacts, opportunities, cases,tasks, and events.
Action Links provide instant access to callbacks, sending emails,managing calendars, and tasks.
Call Log creates completed activities with the call result, talktime, and all other call metrics.
Record Metrics show you all actions that have been performedon the record.
INSTALLATION (PLUG IT IN!)
Use this step-by-step walk-through to install the PowerDialer for Sales-force. If the PowerDialer is already installed, jump to theConguration instructions.
1. Navigate to the AppExchange to install the PowerDialer forSalesforce Package by pointing your browser to:
http://appexchange.salesforce.com
2. Search for the package by inputting PowerDialer into thesearch bar.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
4/17
PowerDialer for SalesforceInstallation Guide
3Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
3. Navigate to the PowerDialer page by clicking on the panel thatappears.
4. Once youre on the main PowerDialer for Salesforce productpage, click the Get It Nowlink on the right.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
5/17
PowerDialer for SalesforceInstallation Guide
4Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
5. Use the Login to the AppExchangebutton.
6. Enter your Salesforce username and password.
7. Salesforce will take a moment to verify your credentials. Onceit nishes, youll be asked if you want to install the software in
your production Salesforce system, or a sandbox.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
6/17
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
7/17
PowerDialer for SalesforceInstallation Guide
6Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
CONFIGURATION (TURN IT ON!)
After completing installation, youll need to make some basic congu-
ration changes to your Salesforce system. Follow these steps andsoon you'll be PowerDialing!
First, congure your layouts to display the PowerDialer elds and theCreate List and Manage List buttons.
Display the InsideSales User Fields
1. Click on your name at the top of the screen and select Setup
from the dropdown list. This changes the left column navigationto include all of the links you need to congure your PowerDi-aler.
2. Navigate to Customize in the App Setup panel on the left, thenscroll down and click Users, then Page Layouts. Click to edit theuser layout.
3. In the User Layout panel you'll nd 5 InsideSales elds: Admin,Authorization Token, Password, Subdomain, and Username.Select all of these elds, drag them to the Additional Informa-tion section below the Standard Fields section.
4. Click Save in the User Layout section to complete this step.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
8/17
PowerDialer for SalesforceInstallation Guide
7Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
9/17
PowerDialer for SalesforceInstallation Guide
8Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Display Activity Layout Fields
1. Navigate to Customize, Activities, Task Page Layouts
2. Create a new section by clicking on the pink Selection eld anddragging it to a location under the Task Information section.
Use the default conguration for this section and name it some-thing like InsideSales.
3. Locate the following elds in the Task Layout section and dragthem to the new InsideSales section:
a. Call Date/Time
b. Call Recording
c. Callback Date/Time
d. Call Duration
e. Call Hour
f. Call Lead Status
g. Call Resulth. Call Ring Time
i. Call Time Zone
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
10/17
PowerDialer for SalesforceInstallation Guide
9Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
4. Click Save in the Task Layout section to complete this step.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
11/17
PowerDialer for SalesforceInstallation Guide
10Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Display Create List and Manage Lists Buttons
The next steps will be repeated for Activities, Leads, Accounts, Con-tacts, Opportunities, and Cases. The instructions are written for Activi-
ties, so just replace that with Leads, Accounts, etc. as you repeat thesteps.
1. Navigate to Customize --> Activities and click on the ActivitySearch Layouts link.
2. Click Edit to the left of Activities List View.
3. Select Create List and Manage Lists from the Available Buttonson the left and click Add to move them to the Selected buttonson the right.
4. Click Save to complete this step.
Repeat steps 1 through 4 for Leads, Accounts, Contacts, Opportunities,and Cases.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
12/17
PowerDialer for SalesforceInstallation Guide
11Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Add Click-to-Call Interface
1. Navigate to Customize --> Home and click on Home Page Lay-outs.
2. Click on the name of the layout assigned to the users who willbe using the Click-to-Call feature. Click Clone, enter a name forthis new layout and click Save.
3. Check the PowerDialer box and click Next.
4. Choose an order for the components and click Save (or Save &Assign to assign the new layout to users as the next step).
5. Navigate to Customize --> User Interface (a link at the bottomof the list) and check Show Custom Sidebar Components on AllPages. Click Save to complete this step.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
13/17
PowerDialer for SalesforceInstallation Guide
12Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Add Dials Fields to Layouts
As with the Create List and Manage Lists buttons you will repeat thenext steps for Leads, Contacts, and Accounts.
1. Navigate to Customize --> Leads and click on the Page Layoutlink.
2. Select Dials and LastCallTime from the available elds and dragthem to the layout (just under Phone is a convenient place tosee this information).
3. Click Save to complete this step.
4. Repeat steps 1 through 3 for Contacts and Accounts.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
14/17
PowerDialer for SalesforceInstallation Guide
13Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Set Up Network Access
1. Navigate to Security Controls in Administration Setup and clickthe Network Access link.
2. Click New and enter 64.90.204.227 in the Start IP Address eldand 64.90.204.235 in the End IP Address eld. Click Save tocomplete this step.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
15/17
PowerDialer for SalesforceInstallation Guide
14Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Perform your rst Authorization of the PowerDi-aler
IMPORTANT NOTE:If you are performing a sandbox installation, con-
tact your InsideSales.com representative before proceeding withthe next steps of this guide.In order for your installation to be suc-cessful, we need to adjust a setting on your account on our end beforeyou go any further. If you are not performing a sandbox installation,disregard this note and continue.
1. Click the + sign to the right of the tabs at the top of the screenthen click the InsideSales link in the alphabetized list (you maywant to add this tab to your layout by clicking Customize MyTabsand moving it from the Available Tabs to the SelectedTabs).
2. Click Authorize the PowerDialer, enter your Salesforce User-name and Password, click Test Account Login. If you get themessage Login appears to be valid, continue by clicking Save.If you get any other message call us at 1-866-698-9989 and we'lltroubleshoot with you.
3. Return to the InsideSales tab and you will nd your PowerDialerAdministration and Tools page. Navigate to any of the Object(Lead, Account, etc.) pages to see the Click-to-Call interface inthe left column and telephone numbers converted to dial links.
Create a List and Start Calling
1. Navigate to a list of leads or contacts
2. Select one or more records by checking the box to the left of therecord
3. Click the Create List button
4. Give the list a name and click Save
5. You can then either Launch the list or Close the window
6. To see the list you have just created or load it later, simply click
the Manage Lists button, located next to the Create List but-ton.
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
16/17
PowerDialer for SalesforceInstallation Guide
15Copyright 2014, InsideSales.com, Inc.www.insidesales.com | (866) 342-5370
Additional Help
Thanks again for choosing the PowerDialer for Salesforce. If you haveany additional questions or concerns about setting up your new dialer
system, please call:
(866) 698-9989
Agents are standing by to provide information and assistance.
Good luck and good selling!
8/10/2019 PowerDialer for Salesforce - Install Guide 2014
17/17
At InsideSales.com, we never stop searching for innovativeways to provide our clients with powerful, eective sales andmarketing solutions. Our ground-breaking research withHarvard Business Review, Northwestern Kellogg School ofManagement, infoUSA, and others has made InsideSales.coman industry thought leader in the areas of sales automation,marketing, and lead management.
34 East 1700 South
Provo UT 84606
toll-free: (877) 210-0342
fax: (801) 853-4089
www.insidesales.com
With over 900 clients spanning the globe, our goal is to providethe quality of service and support that every business shouldexpect from a trusted partner. Our client list includes Act-OnSoftware, Cisco, Dell, Domo, Epicor, Groupon, and Marketo.Act now, and get the products and best practices for peoplethat dont just expect success, but demand it.