InGenius Connector for Salesforce: How to Stop those Annoying Internet Explorer Pop-Up Messages

Are you getting annoying pop up messages in Internet Explorer when you use Salesforce?  Does Internet Explorer ask you if you want to display mixed content every time you change the page?  That's a whole lot of extra clicking!  If you would like to avoid this pop up, you can make a change in Internet…

InGenius Connector for Salesforce Call Center CTI and Cisco - in Firefox and Chrome

We've released support for our InGenius Connector Salesforce plugin on Cisco platforms, and we couldn't be more pleased about it!  This solution is exciting for two reasons, 1) It supports Cisco Call Manager and, 2) It makes use of Salesforce call center version 4. What does that mean?  The InGenius Connector for Salesforce and Cisco works…

From the Support Desk: Adding Licenses and Profiles

Maybe your trial license has expired, maybe you are adding a softphone profile, or maybe you've decided to add a new CRM integration.  Whatever the case, we get lots of questions about what do when when you've got a licensing issue.  This post will help you out. To add a new license: Once you've received…

InGenius Connector for Microsoft Dynamics CRM - in Houston!

It's trade show season and starting this weekend, the InGenius Team is off and running.  First up is Convergence 2012, the Microsoft show that starts this weekend in Houston.  InGenius will be at booth 2416 to show off our updates to the InGenius Connector for Microsoft Dynamics CRM plugin.  In case you aren't going to…

We're Winners!

That's right, our InGenius Connector for Salesforce made us the winner of TMC Net's 2011 Unified Communications Product of the Year Award. Good for us! Give one of our AWARD WINNING InGenius Connector CRM integrations a try!  We offer free 15-day trials of our integration products and we are happy to walk you through the…

Add Users to the Salesforce Call Center

This is another post related to optimizing your Salesforce call center.  Adding users to the Salesforce call center is pretty standard stuff - it's covered in our PDF help guides as well as on the Salesforce website itself.  I thought I'd toss it up here just so everything is together. Like the other edits we've…

Clone the Salesforce Call Center

Now that you know how to make changes to the call center wrap up codes in Salesforce, you might find yourself with a long list of wrap up codes.  Maybe you got code happy and are deciding to pare it down, or maybe you really need all of those options for the various groups in…

Creating Workflow Rules in Salesforce

Happy Valentine's Day everyone! A client recently asked about how to automate task creation based on the result of a call in the call center. This is what we recommended.  In order to make these changes and set up a workflow task, you'll have to be a Salesforce Administrator on your company's Salesforce.com account. First,…

Project Management with Trello

At InGenius we typically have quite a few projects on the go, and a lot of very busy developers. One of the difficulties we face is project tracking. Making sure that: every developer is working on the most pressing items, our QA department knows what to focus their testing efforts on, for each build, our…