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.

Mass Update Feature - Database Lists

Shows how to mass update entire blocks of data at once. This can be particularly useful for managers who need to move large blocks of data between campaigns, or need to reassign ownership of data.

Alternative Methods of Compiling a JabberDog List

There are two alternative methods for compiling a JabberDog List that may help managers work more efficiently, especially if they are running new instances on a regular basis.

How to Set Up a JabberDog Instance

This video goes through a step-by-step explanation of each of the options used to set up a JabberDog instance. An instance is a one-time, single call broadcast.

The Power Dialer

A description of the standard InsideSales Power Dialer solution. Highlights common benefits and basic functionality.

Date Stamp Searches

Demonstrates how to use key date information when searching for records. This is useful for tracking down new records, or when looking for records that have been recently updated.

Lead Routing Concepts

Here we discuss some of the basic concepts behind establishing a lead routing system. Designed to help managers brainstorm ideas for their processes.

Routing Skill Proficiencies

Routing proficiencies control which agents receive leads and how frequently, but there are some unique rules to follow when you create a proficiency-based routing skill.

Tasks and Events

Tasks and Events are the two main types of activity logged on the InsideSales Calendar. Both can be used, depending on the nature of the activity and the time frame in which it should take place.

Layout Group Basics

An initial overview of the Layout Group tool for site administrators. Layout groups control the physical record construction and page views in the main CRM system.

Primary Contact

An account's Primary Contact is the main point of contact within an organization with multiple individuals. The primary contact makes it easy to quickly reference an organization's primary decision maker.

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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