Microsoft Dynamics Platform Documentation
Microsoft Dynamics Platform
Documentation
Microsoft Dynamics Platform Documentation
1 © 2016 InsideSales.com
TABLE OF CONTENTS
Microsoft Dynamics Platform Documentation ............................................................... 0
Table of Contents ....................................................................................................... 1
PowerDialer for Microsoft Dynamics Specifications ...................................................... 5
Microsoft Dynamics Requirements .............................................................................. 6
Edition requirements ................................................................................................. 6
License Requirements ................................................................................................ 6
End User System Requirements ................................................................................... 8
End User System Requirements ................................................................................ 8
Browser Requirements .............................................................................................. 8
Phone System Requirement........................................................................................ 10
Phone System Requirements .................................................................................. 10
Phone Number Formatting Requirements ............................................................ 11
Supported Locales ........................................................................................................ 12
Product Limitations ...................................................................................................... 13
PowerDialer for Microsoft Dynamics Configuration .................................................... 15
Dialer Panel ................................................................................................................... 16
Dialer Panel Overview .............................................................................................. 16
Click-to-Call Dialer Panel - Call Results ................................................................... 16
PowerDialer User Management ..................................................................................... 19
Managing Users ............................................................................................................ 20
Manage users Overview ........................................................................................... 20
Adding Users ............................................................................................................. 20
Editing Users ............................................................................................................. 21
Permission groups ....................................................................................................... 23
Microsoft Dynamics Platform Documentation
2 © 2016 InsideSales.com
Permission Group Overview .................................................................................... 23
PowerDialer Dialing Lists ................................................................................................. 24
Seek Lists ....................................................................................................................... 25
Seek List Overview .................................................................................................... 25
Creating Seek Lists .................................................................................................... 25
Configuring Main Seek List Settings ........................................................................ 26
Creating Priority Schedule Rules ............................................................................. 27
Configuring Priority Schedule Rules ....................................................................... 28
NeuralView for Microsoft Dynamics Specifications ...................................................... 32
CRM Requirements ...................................................................................................... 33
Microsoft Dynamics Requirements ........................................................................ 33
Objects and Fields .................................................................................................... 33
System Requirements .................................................................................................. 35
End User System Requirements .............................................................................. 35
Browser Requirements ............................................................................................ 35
Product Limits ............................................................................................................... 37
Supported Locales ........................................................................................................ 38
NeuralView Configuration Guide .................................................................................... 39
NeuralView Seek List .................................................................................................... 40
Neuralview seek list overview ................................................................................. 40
creating a seek list for Neuralview .......................................................................... 40
configure Schedule Rules ......................................................................................... 41
Vision Product Specifications .......................................................................................... 43
Vision Configurations ................................................................................................... 44
System Requirements .................................................................................................. 46
Server-side Routing System Requirements............................................................ 46
Microsoft Dynamics Platform Documentation
3 © 2016 InsideSales.com
Outlook Plugin System Requirements .................................................................... 46
Gmail Plugin System Requirements ....................................................................... 47
Product Limits ............................................................................................................... 48
Core Features ............................................................................................................... 49
Vision Configuration Guide ............................................................................................. 51
Vision Overview ............................................................................................................ 52
Vision WebApp .............................................................................................................. 53
Vision WebApp Overview ......................................................................................... 53
Access the WebApp .................................................................................................. 53
Filters Overview ........................................................................................................ 53
Folders Overview ...................................................................................................... 54
Alerts .......................................................................................................................... 54
Account Settings ....................................................................................................... 54
Admin Tab ................................................................................................................. 57
Templates Tab ........................................................................................................... 64
Attachments Tab ....................................................................................................... 70
Activity Feed .............................................................................................................. 76
Reports Tab ............................................................................................................... 78
Outlook Plugin .............................................................................................................. 96
Outlook Plugin Overview ......................................................................................... 96
Vision Sidebar ........................................................................................................... 96
Vision Group .............................................................................................................. 98
Desktop Notifications ............................................................................................... 99
Gmail Plugin ................................................................................................................ 100
Gmail Plugin Overview ........................................................................................... 100
Vision Address Bar Icon ......................................................................................... 100
Microsoft Dynamics Platform Documentation
4 © 2016 InsideSales.com
Vision Group ............................................................................................................ 102
Desktop Notifications ............................................................................................. 103
PowerDialer for Microsoft Dynamics
Specifications
5 © 2016 InsideSales.com
PowerDialer for Microsoft Dynamics
Specifications
PowerDialer for Microsoft Dynamics
Specifications
6 © 2016 InsideSales.com
Microsoft Dynamics Requirements
EDITION REQUIREMENTS
InsideSales supports Microsoft Dynamics 2016 (CRMOL) Online Professional
versions (not on-premise).
Edition Supported Notes
2016 Online ✔
2015 Online X
2014 or before Online X
Hosted X
On-Premise X
LICENSE REQUIREMENTS
Depending on the Microsoft Dynamics edition in use, you may have access to a
wide variety of license types. InsideSales only supports the Microsoft Dynamics
recommended license that is the Full User license. No other licenses are supported.
PowerDialer for Microsoft Dynamics
Specifications
7 © 2016 InsideSales.com
Microsoft Dynamics
License Supported
Notes
Full User ✔ This is the only supported license.
Limited User X
Device Only User X
Windows Group X
External User X
PowerDialer for Microsoft Dynamics
Specifications
8 © 2016 InsideSales.com
End User System Requirements
END USER SYSTEM REQUIREMENTS
InsideSales supports the use of modern desktop and laptop computers. The
product does not support mobile devices such as iPhones, tablets, or Chrome
books.
Requirement Supported
Operating System Windows: 7,8,10 | OSX: 10.9,10.10,10.11
Computer Memory (RAM) 4GB of RAM
Internet 1 mbps download | 512 kpbs Upload per
user
BROWSER REQUIREMENTS
Browser Supported Notes
Google Chrome ✔ Only the latest production version
supported.
Microsoft Internet Explorer 11 ✔
Microsoft Internet Explorer 8,9,10 X
PowerDialer for Microsoft Dynamics
Specifications
9 © 2016 InsideSales.com
InsideSales supports most modern browsers; however, we recommend the latest
version of Google Chrome. All browsers must allow for JavaScript, web sockets, and
popups from InsideSales.
Mozilla Firefox X
Microsoft Edge X
Apple Safari X
PowerDialer for Microsoft Dynamics
Specifications
10 © 2016 InsideSales.com
Phone System Requirement
PHONE SYSTEM REQUIREMENTS
The InsideSales product suite requires a DID (Direct Inward Dialing, also known as a
Direct Inbound Number). DIDs connect directly to the sales rep instead of requiring
an extension or phone menu. InsideSales.com does not provide DIDs. Direct SIP
integrations are not available.
Configuration Supported
On-premise PBX with DID ✔
On-premise PBX with no DID X
Cell Phone* ✔
Soft Phone / Virtual PBX with dedicated network connection for SIP Calls* ✔
Soft Phone / Virtual PBX without dedicated network connection for SIP Calls* X
Direct SIP Integrations X
*Some phone providers experience call quality issues that InsideSales.com cannot troubleshoot. Customers
experiencing call quality problems are encouraged to use an on-premise PBX.
NOTE – When reps place calls using InsideSales, the InsideSales system calls the
rep first (referred to as connecting the agent leg) and then when the rep answers
the InsideSales system calls out to the prospect (connecting the client leg). This
means that to a PBX system, all call traffic is inbound traffic. It is essential that
your inbound call concurrency level can support an open inbound call
connection for all reps.
PowerDialer for Microsoft Dynamics
Specifications
11 © 2016 InsideSales.com
PHONE NUMBER FORMATTING REQUIREMENTS
InsideSales’ telephony tools allow reps to place calls from virtually anywhere in the
world. You must format your numbers correctly and consistently before placing
calls, otherwise the InsideSales system will be unable to place calls. Strict adherence
to the E.164 phone number format standard must be followed.
NOTE – Microsoft Dynamics does not enforce phone number format standards.
Microsoft Dynamics administrators are strongly encouraged to create validation
rules that enforce E.164 standards.
E.164 STANDARD
All phone numbers saved in Microsoft Dynamics for both the reps’ phone number
and prospect phone numbers must adhere to the E.164 standard. This standard
allows numbers to be formatted for all calling scenarios, including local and
international calls placed to and from any country. There are two components to
E.164 formatted numbers:
Plus Symbol: The E.164 standard simply replaces the country-specific Exit
Code with the plus symbol (+). The InsideSales system will add the exit code
(for example, the US exit code is 011) if it encounters an international
entrance code.
Country Code & Local Number: Add the rest of the number, including the
Country Code.
For example, if a record or rep is located in the United Kingdom, the phone number
entered into the system would be: +44-481958104
TRUNK CODES
Trunk codes should not be saved with any phone number. If a phone number has a
trunk code in it, the phone call will not be successfully placed.
PowerDialer for Microsoft Dynamics
Specifications
12 © 2016 InsideSales.com
Supported Locales
The InsideSales Microsoft Dynamics PowerDialer integration supports reps located
within the United States and Europe. All calls will originate from either the U.S. or
EU telephony centers depending on the sales rep location.
The InsideSales product is only available in U.S. English, and it is not localized for
any other languages or locations.
PowerDialer for Microsoft Dynamics
Specifications
13 © 2016 InsideSales.com
Product Limitations
The InsideSales product suite is quite configurable; however, configurations should
be kept within approved product limits. The following table outlines the limitations
of the PowerDialer product within the Microsoft Dynamics ecosystem.
Feature Item Limits
Seek Lists Quantity of Seek Lists
10 Seek List minimum.
1 additional Seek List
for every user beyond
10 users.
100 Seek Lists
Maximum.
Seek Lists Priority Schedules per Seek List 20 per Seek List
Seek Lists Records per Schedule 5000
Seek Lists Maximum Inactivity Time 10 days
Seek Lists Maximum Users Invited per List 50 users
Seek Lists Supported Objects Leads, Accounts,
Contacts
Users Maximum number of users 2000
Other PowerDialer Solution Version -2 Solutions from
current, but may
require customer to
14 © 2016 InsideSales.com
Feature Item Limits
update if there are
issues.
PowerDialer for Microsoft Dynamics
Configuration
15 © 2016 InsideSales.com
PowerDialer for Microsoft Dynamics
Configuration
PowerDialer for Microsoft Dynamics
Configuration
16 © 2016 InsideSales.com
Dialer Panel
DIALER PANEL OVERVIEW
The Click-to-Call dialer panel houses the primary dialing
actions that reps will have access to – initiating calls,
logging calls, etc.
PACKAGES
Accelerate
Elevate
Communicate
LIMITATIONS
None
The following buttons are available on the dialer panel:
Setting Description
Next Record Loads the next record in the currently selected
dialer list.
Disconnect Disconnects the current inbound or outbound
call.
CLICK-TO-CALL DIALER PANEL - CALL RESULTS
When a rep ends an outbound call, they are prompted to disposition their call
result.
PowerDialer for Microsoft Dynamics
Configuration
17 © 2016 InsideSales.com
CALL RESULT FIELDS
When InsideSales logs a call into Microsoft Dynamics, it utilizes the standard Phone
Call entity in Dynamics.
The Call Log contains two fields—Call Result and Description. The Call Result,
frequently referred to as the Call Disposition, is the most important field that is on
the Call Log. This field logs what took place on the call from a telephony standpoint.
This field is required and has been normalized for Neuralytics analysis of call
outcomes. The Description field is used to enter additional notes about the call.
Call Result / Disposition Purpose
No Answer Used when no one answered the call and no
message was left.
Left Message
Used when a rep leaves a pre-recorded voice
message or a manual message with a live
person or answering machine.
Correct Contact Used when a rep spoke with the individual
record they were calling.
Contact Used when a rep spoke with someone other
than the record they were calling.
Wrong Number
Used when a rep places a call but the person
who answered was not who you intended to
call and they were not a good alternative
contact.
PowerDialer for Microsoft Dynamics
Configuration
18 © 2016 InsideSales.com
Call Result / Disposition Purpose
Disconnected Number Used when the number you called has been
disconnected.
Busy Used when you get a busy signal on a call.
Dial Failed Used if a telephony failure occurred.
NOTE – The Call Result field options cannot be altered and the field is required
by default.
PowerDialer User Management
19 © 2016 InsideSales.com
PowerDialer User Management
PowerDialer User Management
20 © 2016 InsideSales.com
Managing Users
MANAGE USERS OVERVIEW
The Manage Users page allows administrators to
configure individual reps, add additional reps, or
perform other administrative actions around reps.
The Manage Users page is designed for administrators,
and is not intended for use by individual sales reps.
PACKAGES
Accelerate
Elevate
Communicate
SEE ALSO
Licenses
Permission Groups
ADDING USERS
Users can be quickly added to the InsideSales product by adding the InsideSales
User security role in Dynamics. Only Microsoft Dynamics users can be added to the
InsideSales product (i.e. all users must have a Microsoft Dynamics license).
1. Click Settings.
2. Click Security.
3. Click Users.
4. Select the user(s) you wish to add.
5. Select Manage Roles and add the InsideSales User security role.
6. Click + Add Users.
After users are assigned the InsideSales User security role, be sure to assign those
users to appropriate Permission Groups (see also Permission Groups).
PowerDialer User Management
21 © 2016 InsideSales.com
EDITING USERS
There are a number of different settings that can be implemented on a per-user
basis.
1. Click the InsideSales tab.
2. Click Administration.
3. Click Manage Users.
4. Click on the Name of the desired user.
5. Configure the user settings.
6. Click Save.
Setting Description
Name
Displays the name of the rep, as entered in the
Users entity in Microsoft Dynamics. This value
cannot be changed through InsideSales and is
only provided for convenience.
Permission Group
Sets which permission group an individual is
assigned to. This controls which InsideSales
links and features a rep has access to.
SEE ALSO Permission Groups
PowerDialer User Management
22 © 2016 InsideSales.com
Setting Description
Country
Sets which country a rep is located in. This is
used by the InsideSales system to know which
dialer server is used to process phone calls.
NOTE – Contact InsideSales Support to be
begin using international dialer servers. By
default, you are set to only use the US dialer
server regardless of the country selected in
this field.
Phone
Displays the phone number of the rep, as
entered in the Users entity in Microsoft
Dynamics. This value cannot be changed
through InsideSales and is only provided for
convenience.
PowerDialer User Management
23 © 2016 InsideSales.com
Permission groups
PERMISSION GROUP OVERVIEW
Permission Groups control which InsideSales features
individual reps have access to. Permission groups
allow administrators to restrict or grant access as
needed.
PACKAGES
Accelerate
Elevate
Communicate
LIMITATIONS
None
SEE ALSO
Manage Users
Setting Description
Administrator
Provides full access to the InsideSales
application, including Seek Lists, Manage
Users, Call Settings, and NeuralView. The
person who initially installs the
InsideSales.com Solution file will default as the
first Administrator.
Manager Provides access to the InsideSales application
to manage Seek Lists.
Basic
Provides no administrative control; just access
to use the dialer. All users added default to the
Basic permission group.
PowerDialer Dialing Lists
24 © 2016 InsideSales.com
PowerDialer Dialing Lists
PowerDialer Dialing Lists
25 © 2016 InsideSales.com
Seek Lists
SEEK LIST OVERVIEW
Seek Lists are dynamic dialing lists that present reps
records for dialing according to business rules set by
administrators and managers. Seek Lists refresh each
hour, pulling in the appropriate records and removing
records that are no longer qualified to be in the list.
Administrators and managers can create Seek Lists and
invite reps to the lists. Reps are then able to access the
lists and have the records presented to them to be
dialed.
PACKAGES
Accelerate
Elevate
Communicate
CREATING SEEK LISTS
Administrators or Managers are typically the users who create Seek Lists for their
reps. Creating a Seek List is broken into two parts – the main Seek List settings and
the Priority Schedule rules. Each Seek List can contain multiple schedule rules. Each
schedule rule contains the filters and criteria to determine which records are pulled
into a Schedule Rule. Schedule Rules are then prioritized within the Seek List so that
reps are always working on eligible records from the most important Schedule
Rules first.
1. Click the InsideSales tab.
2. Click Administration
3. Click Seek Lists.
4. Click + New List or click the name of an existing list to edit.
5. Configure Seek List main settings.
6. Click Save on Seek List.
PowerDialer Dialing Lists
26 © 2016 InsideSales.com
CONFIGURING MAIN SEEK LIST SETTINGS
There are two parts to each Seek List – the basic Seek List settings and the Schedule
Rules.
Setting Description
Name
The name of the Seek List. This should be a
descriptive name as it will be seen by reps
when they are choosing which dialer list to use
and is also used in reports.
Limit Calling Times
Limits calls to only take place to prospects in
specific, allowable calling times at the
prospect’s time. The prospect’s time is based
on the area code of the Business Phone
number recorded in Microsoft Dynamics. This
applies to all Priority Schedules rules for the
list.
Time Between Calls (min)
Time Between Calls blocks the same record
from coming back into the seek list repeatedly
in a short period of time. For example, if a
record does not change sufficiently from one
hour to the next, the schedule rule may cause
the record to be pulled in again because it still
meets the schedule rule criteria.
This setting ensures that even if a record
technically meets the filter criteria for a
schedule rule that the record is not pulled back
into the list until the time between calls
expires.
PowerDialer Dialing Lists
27 © 2016 InsideSales.com
Assign Users
Grants visibility of a list to reps who that will
have access to that particular Seek List.
Visible to specific users:
Allows a list to be accessible to only the
selected reps.
NOTE – Be selective of who is invited to a
Seek List. As more reps are selected, the
slower the Seek Lists will refresh.
CREATING PRIORITY SCHEDULE RULES
The Priority Schedule Rules are the filters and criteria that add or remove records
from the list. Each Schedule Rule has a maximum of 5,000 records that can be
pulled in at any given hour. Each Schedule Rule runs during the time specified on
the Seek List page:
1. Click the InsideSales tab.
2. Click Administration
3. Click Seek Lists.
4. Click + New List or click the name of an existing list to edit.
5. Click + New Schedule.
6. Configure Priority Schedule Rule.
7. Click OK on Priority Schedule Rule.
NOTE – If a priority schedule rule is created that has greater than 5,000 eligible
records, all records beyond 5,000 will be excluded. To determine which 5,000
records will be pulled in, adjust the sort criteria on your marketing list.
PowerDialer Dialing Lists
28 © 2016 InsideSales.com
CONFIGURING PRIORITY SCHEDULE RULES
Each Schedule Rule is completely configurable by managers. Typically, end-user
sales reps are not the individuals creating and editing priority schedule rules.
Setting Description
Name The name of the schedule rule. This name
should be descriptive.
Call 800 Numbers
Allows records with toll-free numbers as the
Business Phone to be included in the list. Toll-
free numbers are excluded by default due to
conflicts with Time Zone filtering.
Limit Calls To
Determines when a rep loads the next record
in the list if the rep is allowed or not allowed to
see the next record. If a rep is unable to see a
record, the record is skipped for that rep and
the next record is loaded.
No Limit:
Applies no limit to the Seek List – meaning that
as reps move through the list they can see
records that they are not the owner of. For
example, Rep A can load records owned by
Rep B.
Record Owner:
Limits records to only those who are marked
as the actual owner of a record. This restricts
the ability for one rep to see the records
owned by another rep.
PowerDialer Dialing Lists
29 © 2016 InsideSales.com
Setting Description
Time Zones
Applies filters based on the record’s Business
Phone area code to only allow records to be
included from the selected time zone
# of Dials is at least
Sets the minimum for the amount of times
that a record has been previously called to be
eligible for the specific schedule rule.
# of Dials is at most
Sets the maximum for the amount of times
that a record has been previously called to be
eligible for the specific schedule rule.
Marketing List
The filter fields allow a manager to select an
existing Marketing List to determine which set
of records qualifies for a list
CREATING A MARKETING LIST
1. Click the Main Menu button.
2. Click the Marketing tile.
3. Under the Marketing column, click on Marketing Lists.
4. Click + New.
5. Name the list.
6. Select the Targeted At to correspond to the entity you want to call (Account,
Contact, or Lead)
7. Click Save.
PowerDialer Dialing Lists
30 © 2016 InsideSales.com
8. Click Manage Members or click the + in the top right corner of the Members
section.
9. In the popup, use the Details to specify the filters you want to use to
include/exclude records from your list (e.g. Industry Equals
Accounting;Consulting)
10. Click Find to preview the results or Use Query to add members to your
marketing list.
SEEK LIST REFRESH
Each hour each Schedule Rule in a Seek List refreshes, pulling in all records that
meet the criteria and removing all records that no longer meet the Schedule Rule
criteria.
REMOVAL OF RECORDS
Although a record may match the filter criteria, there may be other reasons why the
record does not appear in the Seek List.
Reason Details
Recently Called
If a record was called too recently as per the
Time Between Calls field, the record will be
ineligible for the Seek List.
Blank Phone Number
Only records with phone numbers in the
primary phone number field are included in
Seek Lists. Records without phone numbers
cannot be pulled into a Seek List to be dialed.
PowerDialer Dialing Lists
31 © 2016 InsideSales.com
Reason Details
Invalid Phone Number
If an invalid number is saved on the record,
InsideSales will not be able to reliably present
it to reps.
NOTE – If you are filtering by time zone,
invalid numbers frequently don’t have a
valid time zone. If there is no valid time
zone, then the Seek List will not pull in the
record.
Already Dialed
A single record can be pulled into multiple
Seek Lists during the same hour timeframe,
however, it can only be dialed from one Seek
List within a single hour. As such, if a record
was dialed in one Seek List, it will be removed
from the other Seek List to ensure it isn’t called
twice.
Invalid Time
Seek Lists rely on time to determine when a
record should and should not be pulled in. A
record may meet all of the filter criteria, but be
disqualified because it is not the appropriate
local time to call a record.
ADJUSTING PRIORITY SCHEDULE RULE RUN TIME
Scheduled Rules only run during specified times, provided by the user creating the
Seek List. These can be easily adjusted used the drag-and-drop interface.
32 © 2016 InsideSales.com
NeuralView for Microsoft Dynamics
Specifications
NeuralView for Microsoft Dynamics
Specifications
33 © 2016 InsideSales.com
CRM Requirements
MICROSOFT DYNAMICS REQUIREMENTS
InsideSales supports Microsoft Dynamics 2016 (CRMOL) Online Professional
versions (not on-premise). InsideSales does not support any other editions.
Edition Supported Notes
2016 Online ✔
2015 Online X
2014 or before Online X
Hosted X
On-Premise X
OBJECTS AND FIELDS
A NeuralView integration allows you great flexibility in scoring one or more entities
within Dynamics. For any entity to be scored the following is needed:
A view on the entity that will determine which records will be scored by the
model
Fields to store the scores for the model
o Close Score
o Contact Score
o Score Last Updated
NeuralView for Microsoft Dynamics
Specifications
34 © 2016 InsideSales.com
The InsideSales.com solution provides the custom fields to easily score account,
contact, and lead entities.
NeuralView for Microsoft Dynamics
Specifications
35 © 2016 InsideSales.com
System Requirements
END USER SYSTEM REQUIREMENTS
InsideSales supports the use of modern desktop and laptop computers. The
product does not support mobile devices such as Windows Phones, iPhone, tablets,
or chrome books.
Minimum Requirement Supported
User Operating System Windows 7, 8, 10 | OSX 10.9, 10.10, 10.11
User Computer Memory 4GB of RAM
BROWSER REQUIREMENTS
InsideSales supports all modern browsers, however we recommend that users of
the application use Microsoft Internet Explorer version 11. All browsers must allow
for JavaScript and web sockets.
Browser Supported Notes
Google Chrome ✔ Only the latest production version
supported.
Microsoft Internet Explorer 11 ✔
Microsoft Internet Explorer
8,9,10 X
NeuralView for Microsoft Dynamics
Specifications
36 © 2016 InsideSales.com
Mozilla Firefox X
Microsoft Edge X
Apple Safari X
NeuralView for Microsoft Dynamics
Specifications
37 © 2016 InsideSales.com
Product Limits
Feature Item Limits
Close Score Score Updates
Close Scores show a prospects
propensity to buy and are updated
daily.
Contact Score Daily Score
Contact Scores show a prospects
likelihood to answer the phone and
are updated daily.
Predictive Models Number of Models NeuralScore is limited to one model
per outcome (close or contact).
Account Scoring Models No contact model for account objects.
Immediate
Scoring Modifying Records
There is no way to exclude users from
editing a record while NeuralView
updates the score.
NeuralView for Microsoft Dynamics
Specifications
38 © 2016 InsideSales.com
Supported Locales
The InsideSales.com platform integration supports reps located within the United
States and Europe. The InsideSales product is only available in U.S. English, and it is
not localized for any other languages or locations.
NeuralView Configuration Guide
39 © 2016 InsideSales.com
NeuralView Configuration Guide
NeuralView Configuration Guide
40 © 2016 InsideSales.com
NeuralView Seek List
NEURALVIEW SEEK LIST OVERVIEW
NeuralView provides scores relating to contactability
and close, but the Seek List is where the scores
become prescriptive action. Properly configuring a
Seek List with NeuralView in mind is what will
determine the success of reps as well as ease the
workload on sales management.
NeuralView Seek Lists are much more inclusive of
records than the typical Seek List. Therefore, a slightly
different approach is necessary when setting them up.
All scored records will be included in the list, with
known criteria used to opt certain records out.
PACKAGES:
Accelerate
LIMITATIONS:
None
SEE ALSO:
Seek List
CREATING A SEEK LIST FOR NEURALVIEW
Creating a Seek List for use with NeuralView is simple, but requires a bit of planning
from the perspective of management to determine who should not be brought into
the reps’ workflow. The steps are as follows:
1. Click the InsideSales tab.
2. Click Seek Lists.
3. Click + New List or edit an existing list by clicking the name.
4. Save.
5. Create unique marketing lists where the filters include all records within a
specified range (90+, 80-89, 70-79, 60-69, 50-59, 0-49)
6. In the Priority Schedule Rules section, name your first section “NeuralScore
90+”, and set the time range to the total time that reps are dialing records,
and click + New Schedule
NeuralView Configuration Guide
41 © 2016 InsideSales.com
7. Configure the Schedule Rules (see below section) for the corresponding
marketing list.
8. Repeat for each of the corresponding marketing list groups (90+, 80-89, 70-
79, 60-69, 50-59, 0-49)
CONFIGURE SCHEDULE RULES
Configure your Schedule Rules to filter in records based on descending
NeuralScore, as well as identifying other important criteria to filter out undesirable
records.
BASIC SETTINGS
(Refer to PowerDialer documentation for complete field explanation):
Setting Description
Name The name for the Schedule Rule. For example,
“NeuralScore 90+”.
Filter Fields
Within each Marketing List and Schedule Rule
a score range must be defined. The first will be
90+. Set this by selecting:
Entity: Same as entity to Call
Field: Close Score
Operator: Greater or Equal
Value: 90
NeuralView Configuration Guide
42 © 2016 InsideSales.com
Additional Filter Fields
Other customer-defined fields can be used in a
Marketing List to filter records out of the Seek
List. For example:
Entity: Lead
Field: Industry
Operator: is
Value: Healthcare
Vision Product Specifications
43 © 2016 InsideSales.com
Vision Product Specifications
Vision Product Specifications
44 © 2016 InsideSales.com
Vision Configurations
The Vision platform supports multiple system configurations, and each
configuration has its own feature implications and limitations. Here are the five
basic implementations:
Field Description
Server-only Routing
All emails are routed through Vision servers.
Vision Servers apply email tracking to all
emails. Users do not have access to features
such as saved templates and saved
attachments.
Gmail Plugin + Server Routing
Users access additional features (such as
saved templates and attachments) within the
plugin. Vision Servers apply email tracking to
all emails (including emails sent from other
devices).
Outlook Plugin + Server Routing
Users access additional features (such as
saved templates and attachments) within the
plugin. Vision Servers apply email tracking to
all emails (including emails sent from other
devices).
Outlook Plugin Only
Users access features (such as saved
templates and attachments) within the plugin.
The plugin applies tracking to emails sent from
Outlook. Emails sent from other
devices/methods are not tracked (for example,
from a mobile phone).
Vision Product Specifications
45 © 2016 InsideSales.com
Gmail Plugin Only
Users access features (such as saved
templates and attachments) within the plugin.
The plugin applies tracking to emails sent
within the Chrome browser Gmail window.
Emails sent from other devices/methods are
not tracked (for example, from a mobile
phone).
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System Requirements
SERVER-SIDE ROUTING SYSTEM REQUIREMENTS
Administrators can set up server-side routing if they have access to the following
configurations:
Routing Rules
SPF Records
DNS Records
The following email services are fully compatible with Vision server-side routing:
Office 365
GoogleApps Pro
OUTLOOK PLUGIN SYSTEM REQUIREMENTS
Additional application Add-ins may affect performance and functionality. Please
check this page for more information on tested Add-ins:
http://community.insidesales.com/outlook-supported-environments
Requirement Description
Supported Outlook Versions Outlook 2010 and Outlook 2013
Supported Operating Systems Windows 7, Windows 8, Windows 2008R
Supported Browsers IE 10 and above, Chrome, and Firefox
Required RAM 4GB Minimum
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GMAIL PLUGIN SYSTEM REQUIREMENTS
Additional Chrome extensions may affect performance and functionality. Please
check this page for more information on tested extensions:
http://community.insidesales.com/gmail-plugin-supported-environments
Requirement Description
Supported Chrome Versions Chrome for Windows and Chrome for Mac
Supported Operating Systems Windows 7, Windows 8, Windows 2008R, Mac
OS X
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Product Limits
Feature Configurations Limits
Campaigns All Vision does NOT support
campaigns.
Email Number Gmail Only, Gmail +
Server 1000 emails/day (Gmail limit).
Custom Schedule
and NeuralSend
Gmail Only, Gmail +
Server
Gmail will deliver emails within
10 minutes of scheduled time.
Custom Schedule
and NeuralSend
Gmail Only, Gmail +
Server
Emails will appear in scheduled
labels within 10 minutes after
users click schedule.
Vision Templates Outlook + Server, Outlook
Only
Users must click the Sync button
to view new/altered Vision
templates. This is immediately
available.
Send Untracked
Emails Server Only
Users must add (p) to the end of
the subject line.
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Core Features
InsideSales development is continually working to bring new features and
functionality into the Vision platform. This table indicates which products and
features are currently available.
Feature Server
Only
Gmail +
Server
Outlook +
Server
Outlook
Only
Gmail
Only
Tracking ✔ ✔ ✔ ✔ ✔
Open ✔ ✔ ✔ ✔ ✔
Click ✔ ✔ ✔ ✔ ✔
Website ✔ ✔ ✔ ✔ ✔
Forwarding ✔ ✔ ✔ ✔ ✔
Attachment
Download ✔ ✔ ✔ ✔ ✔
Multi-recipient
Tracking ✔ ✔ ✔ X X
Track from any
Device ✔ ✔ ✔ X X
Vision Templates X ✔ ✔ ✔ ✔
Reporting ✔ ✔ ✔ ✔ ✔
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Feature Server
Only
Gmail +
Server
Outlook +
Server
Outlook
Only
Gmail
Only
Custom
Schedule and
NeuralSend X ✔
X X ✔
Desktop
Notifications X ✔ ✔ ✔ ✔
Notifications ✔ ✔ ✔ ✔ ✔
Template
Sharing X ✔ ✔ ✔ ✔
Attachment
Sharing X ✔ ✔ ✔ ✔
Silent
(Enterprise)
Installation
X X ✔ ✔ X
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Vision Overview
The Vision email engagement tracking application has three basic components. SEE
ALSO Vision Configurations
Vision Servers: The Vision servers help track all interactions, send
notifications, host the Vision WebApp, and (if users’ email is configured for
server-side routing) the Vision email servers route and apply tracking to all
Vision emails.
Vision WebApp: Used for managing and configuring Vision Settings.
Vision Plugins: Give users easy access to Vision templates and attachments
and (in the absence of server-side routing) apply tracking to all Vision emails.
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Vision WebApp
VISION WEBAPP OVERVIEW
The Vision WebApp is a central location for configuring
all Vision settings and managing personal, team, and
company settings. Here you will also create, organize,
and assign templates and attachments.
You will also gain insights into the effectiveness of
templates, attachments, links, and individual sales reps.
PACKAGES:
All
LIMITATIONS:
None
ACCESS THE WEBAPP
1. Visit http://vision.insidesales.com
2. Enter your username and password.
3. Click Login.
The Activity Feed is the default page. First time admins should start with Admin tab.
SEE ALSO Admin Tab
FILTERS OVERVIEW
You may filter the data on each page using Filters, including Search.
1. Open the Filter fly-in window by clicking the icon in the upper right corner.
2. Close the Filter window by clicking the icon again.
NOTE – You must clear the search (delete the search criteria and press ENTER)
to clear the search filters.
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FOLDERS OVERVIEW
The Vision WebApp uses folders to help organize teams, templates, and
attachments. Users and teams are granted access to folders based on roles and
team permissions. SEE ALSO Edit User Settings for a list of Roles and permissions.
ALERTS
You may receive the following alerts while in the WebApp.
FIRST TIME SETUP
When you first log in, the system may prompt you to download a plugin. SEE ALSO
Integration Settings
IP ADDRESS
If you access the Vision WebApp as an Admin or Manager from a new IP address,
Vision will ask you if you are in the office and whether you would like to tag your
current IP address as an office address. Vision will not send you notifications of any
email interactions from an office address. SEE ALSO Vision Settings
ACCOUNT SETTINGS
ACCOUNT SETTINGS OVERVIEW
Click Account Settings under your photo and name.
The Account Settings page holds the personal profile and configurations for the
current user (the user who is logged in).
USERS SECTION
The Users Section shows a quick, graphical representation of the user (including the
user’s photo and their past activity.
CHANGE PASSWORD
Use the Change Password link to set a new password.
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1. Click Change Password. The WebApp opens a new tab that contains the
user’s InsideSales account information.
2. Click the expansion arrow in the Change Password section.
3. Enter the current password, enter the new password, and confirm the new
password.
4. Click Change Password.
5. Close the new tab.
EDIT SECTION SETTINGS
Setting Description
First Name The user’s first name.
Last Time The user’s last name.
The user’s email address is also their
username and it is not modifiable. If you enter
in an email address incorrectly, you must
delete the user and make another user profile.
Picture Add a URL for the profile photo. You must host
this photo on another site.
Team
Add users to one or more teams. Users may
only belong to one team and must belong to at
least one team. If no team is selected they will
be added to the default team.
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Setting Description
Permissions
Select one of the three pre-defined roles:
User: Manage and use your own
content. Use team content.
Manager: Manage and use your own
content. Manage and use team content.
Admin: Manage and use your own
content. Manage and use all content.
Teams Managed
Assign users to manage one or more teams.
Managing a team gives visibility to reports for
that team as well as templates and
attachments.
Notification Preferences
Select either Email Notifications or Desktop
Notifications, or both.
Email Notifications: Users receive an
email notifying them of every
interaction.
Desktop Notifications: Users who
install either the Gmail or Outlook plugin
will receive desktop notifications.
OUTLOOK INTEGRATION
1. Click Download to download the Outlook Plugin installer.
NOTE – Enterprise customers will download a .MSI file that you can silently
install. If you have lighter user restrictions and allow reps to download plugins,
they will be able to download the Outlook plugin from this screen as well.
SEE ALSO Outlook Plugin
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GMAIL INTEGRATION
1. Access the WebApp using Google Chrome.
2. Click Install to install the Gmail Plugin.
SEE ALSO Gmail Plugin
ADMIN TAB
The Admin tab contains all of the user, team, and company settings.
Limitation: Only users with the Admin role will have access to this tab.
NOTE – When you click the Admin link, it opens the drop-down links below the
Admin link. If your browser window is not tall enough, you must scroll down to
see the drop-down links. Admins may think that nothing has happened if they
do not see the links appear (if they appear below the current window view).
COMPANY SETTINGS
INTEGRATION SETTINGS
Setting Description
Tracking Script
This link should be given to marketing and
inserted into the footer of any page you would
like tracked.
CRM SETTINGS
Setting Description
Select Your CRM
This setting allows you to indicate which CRM
Vision will integrate with. Currently the only
options are Salesforce and Other. This will
affect which options your users are given in
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the first time user tour and their templates
menus.
VISION SETTINGS
Setting Description
Block These IP Addresses
Vision will not send notifications after opens,
clicks or downloads from these IP addresses.
You can either list individual IP addresses
(using just the Start IP field), or you can specify
ranges of IP addresses (using both the Start
and End IP fields). You may enter as many
addresses and ranges as required. This is
critical to prevent false positives from your
users opening their own emails.
Domain Blocking
Vision will not send notifications after opens,
clicks or downloads from these web domains.
You must add these one at a time.
Corporate Time Zone This is the time zone that Vision will use for
creating reports.
USERS PAGE
The Users page displays all Vision users in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action and Permission Set) by clicking the
column.
o Change from ascending and descending by clicking the column again.
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Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
DATA TABLE COLUMNS
Column Title Description
Actions
The Action column has two actions:
Delete: Click this link to delete the user.
Blank (-): Users will only see this option
if they cannot delete users.
Limitation: You cannot sort using this column.
First Name Sort by the user’s first name.
Last Time Sort by the user’s last name.
Email Sort by the user’s email address (user name).
Permission Set The role of each user.
Limitation: You cannot sort using this column.
Last Updated The last time the user record was changed.
FILTERS
You cannot sort using the Permission Set (roles) column, but you can filter by role.
1. Click the Filter icon in the upper-right corner of the browser window.
2. Click Select Roles.
3. Select one or more role.
You may also use the Search field to quickly find a specific user.
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MASS UPDATE SETTINGS
Use the Mass Update button to change multiple users at once. Click Mass Update
after configuring the settings:
Setting Description
Select Users
Select all of the users you will change. Select
multiple users without needing to hold down
any additional keys. You may also perform
multiple searches. Once you have selected all
of the users, click somewhere on the Users
Mass Update window to close the Select Users
window.
Role
Select one of the three pre-defined roles:
User: Manage and use your own
content. Use team content.
Manager: Manage and use your own
content. Manage and use team content.
Admin: Manage and use your own
content. Manage and use all content.
Team Assign users to a team. You may only select
one team using Mass Update.
Notification Types
Select either Email Notifications or Desktop
Notifications, or both.
Email Notifications: Users receive an
email notifying them of every
interaction.
Desktop Notifications: Users who
install either the Gmail or Outlook plugin
will receive desktop notifications.
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NEW USER
1. Click New User to add a user.
2. Configure each setting (described below) and click Save.
Setting Description
First Name The user’s first name.
Last Time The user’s last name.
The user’s email address is also their
username and it is not modifiable. If you enter
in an email address incorrectly, you must
delete the user and make another user profile.
Picture Add a URL for the profile photo. You must host
this photo on another site.
Team
Add users to one or more teams. Users may
only belong to one team and must belong to at
least one team. If no team is selected they will
be added to the default team.
Permissions
Select one of the three pre-defined roles:
User: Manage and use your own
content. Use team content.
Manager: Manage and use your own
content. Manage and use team content.
Admin: Manage and use your own
content. Manage and use all content.
Teams Managed Assign users to manage one or more teams.
Managing a team gives visibility to reports for
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Setting Description
that team as well as templates and
attachments.
Notification Preferences
Select either Email Notifications or Desktop
Notifications, or both.
Email Notifications: Users receive an
email notifying them of every
interaction.
Desktop Notifications: Users who
install either the Gmail or Outlook plugin
will receive desktop notifications.
TEAMS PAGE
The Teams page displays all Vision teams in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action) by clicking the column.
o Change from ascending and descending by clicking the column again.
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
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DATA TABLE COLUMNS
Column Title Description
Actions
The Action column has two actions:
Delete: Click this link to delete the team.
Blank (-): Users will only see this option
if they cannot delete the team.
Limitation: You cannot sort using this column.
Name Sort by the team name.
Team Member Count Sort by the number of users in the team.
Last Updated The last time the team record was changed.
ADD NEW
1. Click Add New to add a team.
2. Configure each setting (described below) and click Save.
Setting Description
Team Name The Team’s name (required, all other settings
are optional).
Managers
Select none, one, or multiple managers and
then click off of the Managers pop-up window
to continue.
Template Folders Select none, one, or multiple Template Folders
and then click off of the Template Folders pop-
up window to continue. All users will have a
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personal “Unfiled” template folder where
templates will go if they decide to use the Save
As Template feature.
Attachment Folders
Select none, one, or multiple Attachment
Folders and then click off of the Attachment
Folders pop-up window to continue. All users
will have a personal “Unfiled” folder where all
attachments sent outside of the Vision
attachments menu will be stored.
TEMPLATES TAB
The Templates tab gives you access to templates and template folders.
Limitation: Users can only access templates using of the plugins. If you are on a
pure server-side configuration these pages don’t apply to your users. SEE ALSO
Vision Configurations, Outlook Plugin, Gmail Plugin
NOTE – The Template tab link does not open a page, it reveals the two template
page links.
TEMPLATE FOLDERS PAGE
NOTE – We recommend that you create one or more template folders before
creating your templates. When creating a template you must select a template
folder. If you haven’t created your folders you will be able to simply select your
Unfiled Templates folder.
TEMPLATES INSIGHTS
This section gives you quick insights into template effectiveness. For more detailed
information on specific templates, see Top Templates in the Reports section.
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FILTERS
1. Click the Filter icon in the upper-right corner of the browser window.
2. Use one or both filters:
Select Owners: Filter by one or more owners. Owners are the users
that originally created the template. This allows you to zero in on the
most effective template creators.
Select Open Percentage: Filter by the effectiveness of the templates
by selecting one or more ranges of open percentage.
You may also use the Search field to quickly find a specific template folder.
TEMPLATE FOLDERS
The Templates section displays all templates in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action) by clicking the column.
o Change from ascending and descending by clicking the column again.
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
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DATA TABLE COLUMNS
Column Title Description
Action
The Action column has two actions:
Delete: Click this link to delete the user.
Blank (-): Users will only see this option
if they cannot delete the folder.
NOTE – If users share a folder with their
team they can no longer delete the folder,
only managers can delete the shared
folders.
Limitation: You cannot sort using this column.
Name Sort by the folder name.
Type Sort by type of template:
Vision: Templates created within vision.
Templates Sort by the number of templates within the
folder.
Users Sort by the number of users who have access
to the folder.
Owner First Name Sort by folder owner first name.
Owner First Name Sort by folder owner last name.
Sharing
Sort by the sharing settings:
Personal: No sharing.
Team: Shared with a team.
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Column Title Description
Folders Sort by the folder name.
Open Percentage Sort by the percentage of recipients who have
opened the templates.
NEW FOLDER
1. Click New Folder to add a folder.
2. Configure each setting (described below) and click Save.
Setting Description
Folder Name The template folder name (required).
Sharing Select either Personal or Team (required).
NOTE – The folder will not have any items until after you make it and add items.
TEMPLATES PAGE
TEMPLATES INSIGHTS
This section gives you quick insights into template effectiveness. For more detailed
information on specific templates, see Top Templates in the Reports section.
FILTERS
1. Click the Filter icon in the upper-right corner of the browser window.
2. Use one or both filters:
Select Owners: Filter by one or more owners.
Select Open Percentage: Filter by the effectiveness of the templates
by selecting one or more ranges of open percentage.
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You may also use the Search field to quickly find a specific template.
TEMPLATES
The Templates section displays all templates in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action and User Set) by clicking the
column.
o Change from ascending and descending by clicking the column again.
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
DATA TABLE COLUMNS
Column Title Description
Action
The Action column has two actions:
Delete: Click this link to delete the user.
Blank (-): Users will only see this option
if they cannot delete the template.
Limitation: You cannot sort using this column.
Name Sort by the template name.
Type
Sort by type of template:
Vision: Templates created within vision.
Owner First Name Sort by template owner first name.
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Column Title Description
Owner First Name Sort by template owner last name.
Users Sort by the number of users who have access
to the template.
Folders Sort by the folder name.
Open Percentage Sort by the percentage that recipients have
opened the templates.
NEW TEMPLATE (VISION)
1. Click New Template to add a template.
2. Configure each setting (described below) and click Save.
Setting Description
Template Name The template name (required).
Folder Select one folder (required).
Limitation: You can only select one folder.
Subject Enter the email subject (required).
Email Body (unlabeled)
Enter the email body content (optional). Add
links, photos, and formatting. Photos must be
added via link.
Limitation: Font size and Font type
configuration is not currently available though
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if the template is saved from your email client
it will retain the font in which it was saved.
Limitation: Vision email templates do not
support merge fields.
ATTACHMENTS TAB
The Attachments tab gives you access to attachments and attachment folders.
Limitation: Only users with permission to access/edit attachment folders will see
the access to the Attachment Folders page.
Limitation: Users can only access Attachments using one of the plugins, see
Outlook Plugin or Gmail Plugin for more information.
NOTE – The Attachment tab link does not open a page, it reveals the two
template page links.
ATTACHMENT FOLDERS PAGE
NOTE – You should create one or more attachment folders before uploading
any attachments. The Attachments Folder setting is required when uploading
new attachments.
ATTACHMENT INSIGHTS
This section gives you quick insights into attachment effectiveness. For more
detailed information on specific attachments, see Top Attachments in the Reports
section.
FILTERS
1. Click the Filter icon in the upper-right corner of the browser window.
2. Use one or both filters:
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Select Owners: Filter by one or more owners.
Select Download Percentage: Filter by the effectiveness of the
attachments by selecting one or more ranges of download percentage.
You may also use the Search field to quickly find a specific attachment folder.
ATTACHMENT FOLDERS
The Folders section displays all folders in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action) by clicking the column.
o Change from ascending and descending by clicking the column again.
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
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DATA TABLE COLUMNS
Column Title Description
Action
The Action column has two actions:
Delete: Click this link to delete the
folder.
Blank (-): Users will only see this option
if they cannot delete the folder.
NOTE – If users share a folder with their
team they will no longer have permission
to delete the shared folder. Managers will
need to delete the folder.
Limitation: You cannot sort using this column.
Name Sort by the folder name.
Attachments Sort by the number of attachments within the
folder.
Users Sort by the number of users who have access
to the folder
Users Sort by the number of users who have access
to the folder.
Owner First Name Sort by folder owner first name.
Owner First Name Sort by folder owner last name.
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Column Title Description
Sharing
Sort by the sharing settings:
Personal: No sharing.
Team: Shared with a team.
Download Percentage Sort by the percentage that recipients have
downloaded the attachments.
NEW FOLDER
1. Click New Folder to add a folder.
2. Configure each setting (described below) and click Save.
Setting Description
Folder Name The attachment folder name (required).
Sharing Select either Personal or Team (required).
NOTE – The folder will not have any items until after you make it and add items.
ATTACHMENT PAGE
ATTACHMENT INSIGHTS
This section gives you quick insights into attachment effectiveness. For more
detailed information on specific attachments, see Top Attachments in the Reports
section.
FILTERS
1. Click the Filter icon in the upper-right corner of the browser window.
2. Use one or both filters:
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Select Owners: Filter by one or more owners.
NOTE – Filtering by owner is a good way to monitor messaging or respond to
problems created by content sent by a specific user.
Select Download Percentage: Filter by the effectiveness of the
attachments by selecting one or more ranges of download percentage.
You may also use the Search field to quickly find a specific attachment.
ATTACHMENTS
The Attachments section displays all attachments in a table.
Vision displays twenty lines per page.
Navigate to additional pages using the page navigation at the bottom-right
corner of the user table.
Sort by any of the columns (except Action) by clicking the column.
o Change from ascending and descending by clicking the column again.
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the table of users.
DATA TABLE COLUMNS
Column Title Description
Action
The Action column has two actions:
Delete: Click this link to delete the user.
Blank (-): Users will only see this option
if they cannot delete the team.
Limitation: You cannot sort using this column.
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Column Title Description
Name Sort by the attachment name.
Owner First Name Sort by template owner first name.
Owner First Name Sort by template owner last name.
Users Sort by the number of users who have access
to the template.
Folders Sort by the folder name.
Last Updated Sort by the date the attachment was last
updated.
Open Percentage Sort by the percentage that recipients have
opened the templates.
CREATE ATTACHMENT
1. Click Create Attachment to add a template.
2. Configure each setting (described below) and click Save.
Setting Description
Attachment Folder The attachment folder (required).
Limitation: You can only select one folder.
Drop Files Here
Drag and drop one or more file(s) from your
computer into this area (optional – use this or
the Select Files method).
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Select Files
A window of your computer files pops open.
Select the file(s) you wish to upload (optional –
use this or the Drop Files Here method).
ACTIVITY FEED
The activity feed shows the past interactions for each specific user (the user who is
logged in). Use the filters to show or hide interactions based on type or time frame.
FILTERS
TIME-BASED FILTER
Choose one of the following time frames:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
NOTIFICATION FILTER
You can choose one or all of the following types of interaction notifications to show:
Notification Description
Email Sent – Not Opened
Notifications appear whenever you send an
email and is used to gain a quick view into
whether some high priority prospects having
interacted with your emails.
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Email Opened
Notifications appear when the recipient opens
an email.
NOTE – Opens will not show if the
recipients email client doesn’t download
images. This depends completely on the
email client – Gmail always downloads
images, some versions of Outlook don’t by
default.
Email Forwarded
Notifications appear when the recipient
forwards an email.
Limitation: Forwards are only tracked when
Vision has identified a recipient before. For
example, if you sent an email to a prospect
and that prospect forwards the email to
several people you’ve never emailed before
Vision won’t show a forward notification – it
will show an additional open from the original
recipient.
Attachment Downloaded Notifications appear whenever the attachment
is downloaded.
Link Clicked Notifications appear when recipients click a
link.
Web Page Visited
Notifications appear when a recipient visits
your corporate web pages.
Limitation: This requires users to receive and
accept cookies. Users get cookies from clicking
links, downloading attachments, and opening
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emails within a web browser. Users must then
visit the website using that same web browser.
REPORTS TAB
The Reports tab gives you access to great reports and insight into how your reps
and assets are performing. It also shows the top contacts.
NOTE – The Reports tab link does not open a page, it reveals the individual
report page links.
FILTERS
Filters are an extremely important for modifying and viewing reports. Filters help
users find and sort other information in other tabs, but filters are vital for all of the
reports.
Click the filters icon to expose the filters fly-in window and modify how Vision
displays each report.
REP EFFORT
Rep Effort tracks one metric:
Metric Description
Total Emails Sent How many emails reps sent during the
specified time period.
The report shows a graph of the current data.
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The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
NOTE – If you are setup with the email plugin and no server level integration
this will only track emails the rep has sent from their desktop where the plugin
is installed – not from their mobile phone. If you have server level integration
emails sent from any other device including mobile phones will be tracked as
well.
FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
Teams
Select one or more team. Users can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
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Filter Options/ Description
Users
Select one or more user. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
Search Quickly find a user.
DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
First Name Sort by reps’ first names.
Last Name Sort by reps’ last names.
Total Emails Sent Sort by number of emails sent during the
specified time period.
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REP EFFECTIVENESS
Rep Effectiveness tracks three metrics:
Metric Description
Email Open Percentage
The percentage of emails sent that were
opened by recipients.
NOTE – These percentages may be above
100% if each one sent is clicked multiple
times.
Link Click Percentage The percentage of links sent that were clicked
by recipients.
Attachment Download Percentage The percentage of attachments sent that were
downloaded by recipients.
The report shows a graph of the current data.
The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
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FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
Teams
Select one or more team. Users can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
Users
Select one or more user. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
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DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
First Name Sort by reps’ first names.
Last Name Sort by reps’ last names.
Email Open Percentage Sort by the percentage of emails sent that
were opened by recipients.
Link Click Percentage Sort by the percentage of links sent that were
clicked by recipients.
Attachment Download Percentage Sort by the percentage of attachments sent
that were downloaded by recipients.
CONTACT ENGAGEMENT
Contact Engagement tracks three metrics:
Metric Description
Total Emails sent The number of emails sent to that recipients.
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Metric Description
Total Interactions
The total number of interactions from the
user. This total includes the recipient doing the
following interactions:
Opening Vision email.
Forwarding a Vision email.
Clicking a link in a Vision email.
Downloading a Vision attachment.
Visiting your company website
Limitations: Vision tracks interactions, but the
system may infrequently record a false positive
interaction (for example a Vision user opening
their own sent email on their mobile device
outside of your work network), or miss an
interaction (for example, if a recipient does not
accept cookies and then visits the website.
Last Email Sent This is the last time anyone within the Vision
account emailed this contact.
Last Interaction The last time the recipient interacted with a
Vision email from the selected users/teams.
The report shows a graph of the current data.
The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
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FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
Teams
Select one or more team. Vision will only
display the recipients contacted by the
selected teams. Users can perform multiple
searches and the system will remember each
selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
Users
Select one or more user. Vision will only
display the recipients contacted by the
selected users. You can perform multiple
searches and the system will remember each
selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
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DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
Total Emails sent Sort by the number of emails sent to that
recipients.
Total Interactions
Sort by the total number of interactions from
the user. This total includes the recipient doing
the following interactions:
Opening Vision email.
Forwarding a Vision email.
Clicking a link in a Vision email.
Downloading a Vision attachment.
Visiting your company website
Limitations: Vision tracks interactions, but the
system may infrequently record a false positive
interaction (for example a Vision user opening
their own sent email on their mobile device
outside of your work network), or miss an
interaction (for example, if a recipient does not
accept cookies and then visits the website.
Last Email Sent Sort by the last time anyone within the Vision
account emailed each contact.
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Column Options/ Description
Last Interaction
Sort by the last time the recipient interacted
with a Vision email from the selected
users/teams.
TOP LINKS
Top Links tracks two metrics:
Metric Description
Links Sent The number of times the link was sent.
Link Click Percentage The percentage that links were clicked by
recipients.
The report shows a graph of the current data.
The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
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FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
Teams
Select one or more team. Users can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
Owner
Select one or more user. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
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Filter Options/ Description
Link Click Percentage Filter by a range of percentages.
Limitation: You can only select one range.
DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
Links Sort by links.
Links Sent Sort by the number of times the link was sent.
Link Click Percentage Sort by the percentage that links were clicked
by recipients.
TOP TEMPLATES
Rep Effectiveness tracks three metrics:
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Metric Description
Total Sent The total number of times the template was
sent.
Open Percentage The percentage that recipients opened emails
that used that template.
The report shows a graph of the current data.
The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
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Teams
Select one or more team. Users can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
Template Folder
Select one or more folder. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
folders.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple folders.
Users
Select one or more user. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
Open Percentage Filter by a range of percentages.
Limitation: You can only select one range.
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DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
Template Sort by Template names.
Type
Sort by template type:
Personal: Only used by individuals.
Team: Shared by a team.
Owner First Name Sort by reps’ first names.
Owner Last Name Sort by reps’ last names.
Total Sent The total number of times the template was
sent.
Open Percentage The percentage that recipients opened emails
that used that template.
TOP ATTACHMENTS
Rep Effectiveness tracks three metrics:
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Metric Description
Total Sent The total number of times the attachment was
sent.
Download Percentage The percentage of downloaded attachments.
The report shows a graph of the current data.
The data table displays 20 records of the current data.
Navigate to additional pages (if needed) using the arrows and page numbers
in the lower left corner.
Sort and filter the data using columns and filters.
FILTER SETTINGS
Filter Options/ Description
Time
Select a time frame:
Today
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Note: At least one time frame is required.
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Filter Options/ Description
Teams
Select one or more team. Users can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
teams.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple teams.
Template Folder
Select one or more folder. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
folders.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple folders.
Users
Select one or more user. You can perform
multiple searches and the system will
remember each selection.
If you select None then Vision will display all
users.
Note: No need to hold down a key (such as
CTRL or SHIFT) to select multiple users.
Download Percentage Filter by a range of percentages.
Limitation: You can only select one range.
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DATA TABLE COLUMNS
Hide or make visible any of the columns by clicking the expansion arrow in
the upper-right corner of the data table.
Sort by a column by clicking on that column.
o Switch from ascending and descending order by clicking again on the
column.
Column Options/ Description
Attachment Sort by attachment title.
Type
Sort by type of attachment:
Personal: Only used by individuals.
Team: Shared by a team.
Owner First Name Sort by template owner’s first names.
Owner Last Name Sort by template owner’s last names.
Total Sent Sort by total times the template was sent.
Download Percentage Sort by the percentage of times downloaded.
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Outlook Plugin
OUTLOOK PLUGIN OVERVIEW
The Vision Outlook plugin serves two purposes:
Track emails (when companies are not using
server-side routing).
Give users access to Vision templates and
attachments within Outlook, as well as desktop
notifications.
PACKAGES:
All
LIMITATIONS:
Windows OS
SEE ALSO
Vision Product Spec
VISION SIDEBAR
The Vision plugin creates a sidebar on the right side of Outlook. The Vision Sidebar
has two icons:
Activity Feed
Settings
SETTINGS
The Vision Settings icon looks like a gear.
To log in:
1. Click on the Login icon.
2. Enter your email address (username).
3. Enter your password.
4. Click Login.
To log out:
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1. Click on the Login icon.
2. Click Logout.
ENABLING AND DISABLING NOTIFICATIONS
The Settings link also has the ability to turn on desktop notifications vs. email
notifications. Desktop notifications pop a notification on the bottom right hand of
the screen not matter where the user is navigating as long as they have Outlook up.
Email notifications send an actual email to the rep of the notification (used when
the ability to access notifications from mobile is critical).
ACTIVITY FEED
The Activity Feed icon looks like a house.
Click on the icon to show and hide the Activity Feed.
The Activity Feed shows all of the recent notifications:
Notification Description
Email Opened Notifications appear when the recipient opens
an email.
Email Forwarded
Notifications appear when the recipient
forwards an email.
Limitation: Forwards are only tracked when
Vision has identified a recipient before. For
example: if you sent an email to a prospect
and that prospect forwards the email to
several people you’ve never emailed before
Vision won’t show a forward notification – it
will show an additional open from the original
recipient
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Attachment Downloaded Notifications appear whenever the attachment
is downloaded.
Link Clicked Notifications appear when recipients click a
link.
Web Page Visited
Notifications appear when a recipient visits a
web page.
Limitation: This requires users to receive and
accept cookies. Users get cookies from clicking
links, downloading attachments, and opening
emails within a web browser. Users must then
visit the website using that same web browser.
VISION GROUP
The Vision Outlook plugin installs Vision tools within the Message Tab of the New
Email window. These tools are located in the Vision tool group.
TOOLS
Tool Description
Attachments
The Attachments tool gives users access to
that user’s Vision attachments in two ways:
Recent Attachments: Attachments
used recently.
Vision: A tree-view navigation of all
attachments the user has access to.
Templates The Templates tool gives users access to many
template options:
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Save As Template: Save the current
email as a new Vision Template.
Recent Attachments: Attachments
used recently.
Vision: A tree-view navigation of all
Vision templates the user has access to.
Sync
This button forces the plugin to resync all of
the templates and attachments. Vision
templates are synced automatically every 30
minutes.
Track
When selected (default) emails are tracked in
Vision. Deselect this to not track the current
email.
DESKTOP NOTIFICATIONS
The Vision Outlook plugin will create desktop notifications near the system tray if
the user profile is set to receive desktop notifications. See Edit Section Settings in
the Account Settings section of the WebApp for more information on enabling
desktop notifications.
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Gmail Plugin
GMAIL PLUGIN OVERVIEW
The Vision Gmail plugin serves two purposes:
Track emails (when companies are not using
server-side routing).
Give users access to Vision templates and
attachments within Gmail.
PACKAGES:
All
LIMITATIONS:
Chrome browser
SEE ALSO
Vision Product Spec
VISION ADDRESS BAR ICON
The Vision plugin creates a Vision icon to the right of the Chrome address bar. The
Vision icon has two purposes:
Activity Feed
Settings
SETTINGS
To log in:
1. Click on the Vision icon.
2. Enter your email address (username).
3. Enter your password.
4. Click Login.
To log out:
1. Click on the Vision icon.
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2. Click Logout.
ENABLING AND DISABLING NOTIFICATIONS
The Settings link also has the ability to turn on desktop notifications vs. email
notifications. Desktop notifications pop a notification on the bottom right hand of
the screen not matter where the user is navigating as long as they have Outlook up.
Email notifications send an actual email to the rep of the notification (used when
the ability to access notifications from mobile is critical).
ACTIVITY FEED
Click on the Vision icon to show and hide the Activity Feed.
The Activity Feed shows all of the recent notifications:
Notification Description
Email Opened Notifications appear when the recipient opens
an email.
Email Forwarded
Notifications appear when the recipient
forwards an email.
Attachment Downloaded Notifications appear whenever the attachment
is downloaded.
Link Clicked Notifications appear when recipients click a
link.
Web Page Visited
Notifications appear when a recipient visits a
web page.
Limitation: This requires users to receive and
accept cookies. Users get cookies from clicking
links, downloading attachments, and opening
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emails within a web browser. Users must then
visit the website using that same web browser.
VISION GROUP
The Vision Gmail plugin installs Vision tools within the New Email (Compose)
window. These tools are located at the bottom of the window with the formatting
tools.
TOOLS
Tool Description
Attachments
The Attachments tool gives users access to
that user’s Vision attachments in two ways:
Recent Attachments: Attachments
used recently
Vision: A tree-view navigation of all
attachments the user has access to.
Templates
The Templates tool gives users access to many
template options:
Save As Template: Save the current
email as a new Vision Template.
Recent Attachments: Attachments
used recedntly
Vision: A tree-view navigation of all
Vision templates the user has access to.
Custom Schedule
This option schedules an email in the future
and changes the Send button to Schedule.
NeuralSend™: Send the email at the
optimal time.
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Custom Schedule: Choose a specific
time to send the email.
Tracked
When selected (default) emails are tracked in
Vision. Deselect this to not track the current
email.
DESKTOP NOTIFICATIONS
The Vision Gmail plugin will create desktop notifications near the system tray if the
user profile is set to receive desktop notifications. SEE ALSO Edit Section Settings in
the Account Settings section of the WebApp for more information on enabling
desktop notifications.