Video Tutorials

Welcome to the Video Tutorials. Here you will find a variety of videos about the Insidesales.com system and it's general and more advanced use.

Common Database Organization Fields

Shows the five most common criteria for doing basic organization of data. These five criteria are also commonly used for organizing workflow strategies, as well as for cross-section and split-test reporting.

Inbound / Outbound Dialer Blend - Managing Call Activity

Once logged in, you can now start using the inbound and outbound dialer capabilities using the new ResponseLoop system.

Inbound / Outbound Dialer Blend - New Interface

Shows how to blend inbound and outbound calls from the standard agent dialer system.

Routing Rule Creation

A short demonstration of how to create a routing rule, using existing skills and proficiencies.

Preparing a JabberDog Broadcast List

This video shows how to prepare a basic database list to send a JabberDog voice broadcast. Any type of record--Lead, Account, Contact, Deal, Case--can be included as part of a standard JabberDog broadcast.

Exporting Lists of Data

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

ResponseLoop - Basic Overview

The ResponseLoop (Formerly ELF) is one of the key elements of the InsideSales.com™ ResponseLoop™ system. The ResponseLoop is an automated workflow and response system, designed to reduce user workload while maintaining contact with existing leads and prospects.

Using Layout Groups Part 2 - How to Add a Custom Field

This video shows how to add your own custom database fields and insert them into your records using the Layout Group admin tool.

Layout Group - Making Individual Field Adjustments

Here we demonstrate a few techniques for adjusting individual field properties within a layout group.

How to Create a Lead Routing Skill

Here we show the basic elements of setting up a lead routing skill. Skills require a dropdown field, an agent assignment, and a proficiency.

InsideSales.com ™ is the only provider of on-demand CRM services with built in telephony integration specifically designed for responding quickly and consistently to every lead you receive. We call it Lead Response Management. We make selling through the web and over the phone easy. We tie directly to forms on your website that import your leads directly into the CRM, then we route the lead and check to see if reps are standing by. We then trigger callbacks to your leads in seconds with our dialers; dramatically increasing the number of contacted and qualified leads you receive. We then help you manage prospects, work deals, and manage customers all out of one system. Our reporting lets you truly analyze from your lead sources all the way to dollars in the house. And with our unique 'pay for what you need' fee structure you never need to make large capital investments for enterprise class systems. You can purchase a CRM seat, outbound dialer seat and inbound agent seat on an agent basis paying only for what you need at one low rate. Sign up for a free trial, start dialing and see how it can increase your sales in 10 days or less.

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