The Company Information profile establishes “common ground rules” for a few key features that apply to users system-wide. Some of these settings affect the dialer tools, email system, record keeping, and others.
Many of the options are self-evident (address, phone, etc.); others may have an impact on how your system runs and operates. This section will focus on these items.
This tool can be accessed at:
Administrative Tab > Company Settings > Company Profile > Company Information
Use the following table to help you set the values for your Company Information fields.
|Organization Name||Your company's name.|
|Fiscal Start Date||Specifies the fiscal year start date for any reports that use fiscal year/fiscal quarter as a frame of reference.|
|Rollover Color||This chooses the "highlight" color of any items you mouse over when viewing a list of objects in one of the main records tabs.|
|Required Input Color||When editing records, fields marked as required in the record Layout get highlighted to a specific color. This is the option that specifies what that color is.|
Financial Profile Source
|These fields control the locations of the "Useful Information" quick links. These can be added as a field into your record Layouts to help agents quickly perform research on the Web.|
|Allow Manager to Edit Own Quotas||Sysadmins are allowed to create and edit quotas for individual sales reps (quotas are used in revenue reports based on Deal objects). However, not all companies want to let the individual sales managers edit their OWN quotas (when C-level management mandates the overall team quotas, for example). This option controls this ability.|
|Forecast Basis||Can be set to Best Case or Gross Margin. Best case looks at the overall revenue value of Deals for forecasting; gross margin only looks at the margin value (revenue - costs).|
|Recurring Revenue Period||For companies that operate on subscription-based, or other recurring revenue models, this sets the default recurrence period for Deals that track them.|
|Update Account Subobjects||If an Account record changes ownership, there are often numerous sub-objects attached to the record. Most of the time, a Sysadmin doesn't want to have to go through each account individually and manually update the ownership of all of those sub-objects.
This setting allows you to choose which sub-objects automatically update ownership along with the Account, if it ever changes.
|Logout Redirect URL||This field controls where the system will direct the user's browser when they log out of the InsideSales.com system.|
|Call Now Delivery Order||
"Call Now" refers to recent leads that are posted directly to the IS.com database, then flagged to be immediately called in a dialer initiative.
"The Call Now Delivery Order" setting determines what the system will do if all of the company's agents are on the phone when more than one "Call Now" lead comes in at once.
"First in" ensures that the oldest leads are called first. "Last in" puts the newest leads first in line.
|Callback Grace Period||Controls how long the outbound PowerDialer will wait for an agent before it considers a callback to be delinquent. This works in conjunction with the Callbacks Go To feature of Dialer Initiatives|
Determines how callbacks are handled when record transfers are involved. There are two settings:
Initiating User - The default option. Callbacks always remain with the creator of the callback.
Current Record Owner - Callbacks are tied to the current owner of the record. This ensures that callbacks will move to a new user if ownership of the record is given to another user. This option will also give callbacks to the record owner if they are made by another user after a call transfer.
|Default Caller ID||This is a failsafe setting for all dialer users. Normally a Dialer Initiative or Campaign will control the caller ID for outbound calls made to records within them.|
|Max JabberDogs Per Employee||If you are giving users access to your company’s system-wide JabberDog tool, you may not want employees taking too many lines simultaneously for their own use. This restricts how many JabberDog lines any one employee can tie up at a time.|
|Manual Answer / Ignore on All Calls||When this option is turned on, all incoming calls will present to agents with an Answer / Ignore dialogue. The agent always needs to click Answer in order to get the call. When the option is turned off, incoming calls are handled in a variety of ways depending on the agent's current connection status.|
|Call Now Notification||Places a notification at the top of the record as the user starts a call if it was placed in the dialer list via a "Call Now."
Providing users with better information about "Call Now" leads can improve user performance and increase attention given to fresh, incoming leads.
|Email SMTP Information|
|General Section Notes||This section works in conjunction with the Mass Email permissions contained in a user's Employee Profile, as well as their SMTP user name and password information.
InsideSales.com restricts the use of any email services if your company does not have its own outbound SMTP mail server.
|Server Hostname||This can be the server name, or the direct IP address of your server (i.e., mail.xyzcompany.com, or 18.104.22.168).|
|Server Port||Specifies the TCP/IP port for your SMTP server. By default this should be 25, and unless your IT department gives you a specific reason to change it, leave it.|
|Server Type||Specifies if the SMTP server uses a standard mail host (Default), or is integrated with a Responsys email marketing automation solution. 99% of companies should use Default.|
|Authentication||Specifies the type of login authentication the server requires. Most systems will use either "Plain" or "Login."|
|Hourly Mass Email/Fax Quota||Some SMTP mail servers set a limit on the number of outgoing emails that can be sent per hour/per day. This setting helps keep organizations within their server's limits (for purposes of InsideSales.com, a "fax" is treated the same as an email, as far as your SMTP server is concerned).|
|Default Time Zone and Country||Fairly self explanatory. However, be aware that the default Time Zone has a direct bearing on how your Dialer Initiatives operate. All block start and stop times in each Initiative are based on the time zone you specify here.|
|Details not included in this guide. Clients that need this feature should contact InsideSales.com support.|