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Advanced Training: Admin

For the purposes of this Guide, we assume you're familiar with basic computing and Internet functions like file management, cut-and-paste, Web browsing and sending email. We'll point out specific browser or operating system settings that are less common. Before you get started, you'll want to make sure that your current software and hardware are configured correctly.

Minimum Requirements

Minimum system requirements for InsideSales.com™ to run properly are:

  • A PC running Windows XP, Vista, 7, or 8 with the latest service packs; an Apple Macintosh-based system running MacOS X 10.4 or higher
  • A 1.5 Ghz or faster CPU
  • 512 MB of RAM
  • A high-speed Internet connection capable of a minimum 512 kbps download and 256 kbps upload speeds
  • A compatible Web browser from one of the following: Internet Explorer 8 or higher; Mozilla Firefox 4.0 or higher; Google Chrome 12.0 or higher.
Supported Web Browsers

Recommended

InsideSales.com is designed for a minimum 1024x768-pixel screen display resolution. For highest efficiency and easier navigation, we recommend running your display at 1280x1024 resolution or higher. We have also found that wide-screen monitors (16:9 or 16:10 aspect ratio) work better than standard monitors (4:3 aspect) to minimize horizontal scrolling.

For an optimal experience we recommend:

  • A 3.0+ Ghz or multi-core CPU
  • 1 GB of RAM or more
  • An Internet connection with 1 mbps or higher download and 384 kbps or higher upload speeds

Using the PowerDialer and Voice Messaging

If your team will be using the PowerDialer, InboundAgent, ResponsePop, or Click-to-Call tools, you will need to make sure that your telephone systems are configured correctly. Agents must have:

  • A 10-digit DID (direct inward dialing) telephone number for each concurrent user. InsideSales.com™ does NOT support the use of phone extensions through an office PBX system. In other words, agents who will be using the dialer must have a complete 10-digit, directly dial-able phone number to their station.
  • One Flex Port license for each concurrent voice broadcast, voice message, and toll-free inbound call (port availability and licensing will covered in more detail in the User Management portion of this guide).

Web Browser Controls

The InsideSales.com system dynamically creates the Web page screens displayed by your browser when you click certain buttons and links. Using ‘back’ and ‘forward’ buttons can cause problems displaying these dynamically generated pages. For this reason, we recommend against using these controls on your browser when operating InsideSales.com.

The Browser "Back" Button

In addition, your Web browser requires the following configuration options:

  • JavaScript and cookies support must be enabled in your Web browser — these are usually turned on by default. If you encounter problems accessing the system, check your browser configuration to ensure both JavaScript support and cookies support are enabled.
  • The InsideSales.com domain must be added to your browser's pop-up blocker exception list. Many of InsideSales.com™’s features launch from browser pop-up windows. Make sure your company’s InsideSales.com sub-domain (e.g., http://mycompany.insidesales.com) is added to your browser’s pop-up blocker exception list.

Additional Configuration Notes

  • Your computer must have network access to the InsideSales.com software server. If your company has specific site or IP address restrictions in place, make sure any firewalls or other network security controls are configured to provide access to the InsideSales.com software.
  • It has been our experience that VOIP-based/"soft-phone" technologies provide poor performance and call quality using the InsideSales.com dialer systems. Our technology has been built specifically to work over traditional phone lines, because historically VOIP solutions have proven unreliable to a number of our clients. Be certain that if you have chosen a VOIP-based phone solution that your company has enough bandwidth, and that your voice system PBX has been optimized for the level of usage required.
  • As a hosted application, no data is saved to the InsideSales.com system until the appropriate "Save" links are selected, posting the data to the Web server. Thus, clicking away from a record entry, or clicking the "back" button on your browser before saving will cause any data not saved to be lost.

"Multi-Select" Menus

The system often uses multi-select (multiple-selection) menu items for a number of functions. To select multiple items within a menu, press and hold the "Ctrl" key on your keyboard while making your selections. To use a single-select (single selection) menu, simply click on the appropriate single menu item.

A Multi-Select Menu

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