PowerDialer For Salesforce

POWERDIALER FOR SALESFORCE
INSTALLATION GUIDE
INSTALLING THE
POWERDIALER FOR
SALESFORCE
The award-winning PowerDialer for Salesforce
is now better than ever. Give your reps a powerful new suite of dialing tools to call, contact, and
sell more effectively. With Predictive 2.0 technology, your reps dont just make more calls,
they call the right people at the best times to
increase sales.
PowerDialer
for Salesforce
more than
doubled our
contact rates. Its
much more than
predictive.
-Marketo
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 connecting
with leads and prospects faster and more consistently.
The simple, easy-to-use interface takes lists of
names directly from your Salesforce CRM and
plugs them in, eliminating the pain of manual
dialing, then instantly moves to the next call in
your list at the click of a button.
Benefits
More sales
Maximum value from marketing expenditures
Increased contact rates
Optimized workflow and better analytics
Happy sales reps
Total visibility into sales activities
Product Features
Individuals can track their daily effort and
talk time metrics.
Copyright 2014, InsideSales.com, Inc.

www.insidesales.com | (866) 342-5370
PowerDialer for Salesforce

Installation Guide
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, talk
time, and all other call metrics.
Record Metrics show you all actions that have been performed
on the record.
INSTALLATION (PLUG IT IN!)

Use this step-by-step walk-through to install the PowerDialer for Salesforce. If the PowerDialer is already installed, jump to the
Configuration instructions.
1. Navigate to the AppExchange to install the PowerDialer for
Salesforce Package by pointing your browser to:
http://appexchange.salesforce.com
2. Search for the package by inputting PowerDialer into the
search bar.


Installation Guide
3. Navigate to the PowerDialer page by clicking on the panel that

appears.
4. Once youre on the main PowerDialer for Salesforce product

page, click the Get It Now link on the right.


Installation Guide
5. Use the Login to the AppExchange button.

6. Enter your Salesforce username and password.
7. Salesforce will take a moment to verify your credentials. Once
it finishes, youll be asked if you want to install the software in
your production Salesforce system, or a sandbox.


Installation Guide
8. In most cases you can install the software in your production

system. If you do install it on sandbox, when youre ready
to add it to your production system, simply re-run the AppExchange installation.
9. Agree to the terms and conditions, and click Confirm and
Install!
10. Youll be asked to re-enter your Salesforce username and password.
11. After the system runs some initial steps, youll land inside your
Salesforce system on the package installation page. Click the
orange Continue button.
12. To continue, youll need to approve the package to use the
Salesforce API. Click the Next button in the lower right corner.
13. Depending on your version, you may be prompted at this time
to select your security settings. If you are, select Grant access
to all users and then click Next.
14. Youll receive a notice that The package is ready to be installed.
Click the Install button.
15. Be patient while the package is installed. When the process is
completed, you'll see a Processing screen telling you that your
request is in progress, and that Salesforce will email you once
the process completes. As soon as you receive the confirmation
email, youre ready to start configuring your dialer package.


Installation Guide
CONFIGURATION (TURN IT ON!)

After completing installation, youll need to make some basic configuration changes to your Salesforce system. Follow these steps and
soon you'll be PowerDialing!
First, configure your layouts to display the PowerDialer fields and the
Create 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 navigation
to include all of the links you need to configure your PowerDialer.
2. Navigate to Customize in the App Setup panel on the left, then
scroll down and click Users, then Page Layouts. Click to edit the
user layout.
3. In the User Layout panel you'll find 5 InsideSales fields: Admin,

Authorization Token, Password, Subdomain, and Username.
Select all of these fields, drag them to the Additional Information section below the Standard Fields section.
4. Click Save in the User Layout section to complete this step.


Installation Guide


Installation Guide
Display Activity Layout Fields
1. Navigate to Customize, Activities, Task Page Layouts

2. Create a new section by clicking on the pink Selection field and
dragging it to a location under the Task Information section.
Use the default configuration for this section and name it something like InsideSales.
3. Locate the following fields in the Task Layout section and drag
them 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 Result
h. Call Ring Time
i. Call Time Zone


Installation Guide
4. Click Save in the Task Layout section to complete this step.


Installation Guide
Display Create List and Manage Lists Buttons

The next steps will be repeated for Activities, Leads, Accounts, Contacts, Opportunities, and Cases. The instructions are written for Activities, so just replace that with Leads, Accounts, etc. as you repeat the
steps.
1. Navigate to Customize --> Activities and click on the Activity

Search Layouts link.
2. Click Edit to the left of Activities List View.
3. Select Create List and Manage Lists from the Available Buttons
on the left and click Add to move them to the Selected buttons
on the right.
4. Click Save to complete this step.
Repeat steps 1 through 4 for Leads, Accounts, Contacts, Opportunities,
and Cases.


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10
Add Click-to-Call Interface

1. Navigate to Customize --> Home and click on Home Page Layouts.
2. Click on the name of the layout assigned to the users who will
be using the Click-to-Call feature. Click Clone, enter a name for
this 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 bottom
of the list) and check Show Custom Sidebar Components on All
Pages. Click Save to complete this step.


Installation Guide
11
Add Dials Fields to Layouts

As with the Create List and Manage Lists buttons you will repeat the
next steps for Leads, Contacts, and Accounts.
1. Navigate to Customize --> Leads and click on the Page Layout
link.
2. Select Dials and LastCallTime from the available fields and drag
them to the layout (just under Phone is a convenient place to
see this information).
3. Click Save to complete this step.

4. Repeat steps 1 through 3 for Contacts and Accounts.


Installation Guide
12
Set Up Network Access

1. Navigate to Security Controls in Administration Setup and click
the Network Access link.
2. Click New and enter 64.90.204.227 in the Start IP Address field

and 64.90.204.235 in the End IP Address field. Click Save to
complete this step.


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13
Perform your first Authorization of the PowerDialer

IMPORTANT NOTE: If you are performing a sandbox installation, contact your InsideSales.com representative before proceeding with
the next steps of this guide. In order for your installation to be successful, we need to adjust a setting on your account on our end before
you 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 screen
then click the InsideSales link in the alphabetized list (you may
want to add this tab to your layout by clicking Customize My
Tabs and moving it from the Available Tabs to the Selected
Tabs).
2. Click Authorize the PowerDialer, enter your Salesforce Username and Password, click Test Account Login. If you get the
message Login appears to be valid, continue by clicking Save.
If you get any other message call us at 1-866-698-9989 and we'll
troubleshoot with you.
3. Return to the InsideSales tab and you will find your PowerDialer
Administration and Tools page. Navigate to any of the Object
(Lead, Account, etc.) pages to see the Click-to-Call interface in
the 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 the
record
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 button.


Installation Guide
14
Additional Help
Thanks again for choosing the PowerDialer for Salesforce. If you have
any 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!


Installation Guide
15
At InsideSales.com, we never stop searching for innovative

ways to provide our clients with powerful, effective sales and
marketing solutions. Our ground-breaking research with
Harvard Business Review, Northwestern Kellogg School of
Management, infoUSA, and others has made InsideSales.com
an industry thought leader in the areas of sales automation,
marketing, and lead management.
toll-free: (877) 210-0342

fax: (801) 853-4089
With over 900 clients spanning the globe, our goal is to provide
the quality of service and support that every business should
expect from a trusted partner. Our client list includes Act-On
Software, Cisco, Dell, Domo, Epicor, Groupon, and Marketo.
Act now, and get the products and best practices for people
that dont just expect success, but demand it.
www.insidesales.com
sales@insidesales.com
34 East 1700 South

Provo UT 84606

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The PowerDialer upgrades a simple dial into

Copyright 2014, InsideSales.com, Inc.