Clone the Salesforce Call Center

Once 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 your office. If…

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…

Automatic Creation of Salesforce Leads from Product Registrations

Our company recently started using Salesforce as its CRM system. We've all been astonished at the change it has made to almost every facet of our business. We're on top of leads, interacting with customers, and tracking every call now using our integration between InGenius Connector and Salesforce. But, we wanted to do more -…

Salesforce Call Centers

This post is going to give you some information about the Salesforce call center: what does it do and why might your business want it? First and foremost though, what is a call center?   The Salesforce call center is basically a softphone within Salesforce.  It typically appears in the upper left hand side of…

Starting with the Basics: CTI Terms for Newbies

Integrated CRM and telephony programs can be intimidating for the uninitiated. Programs are often full of acronyms and may feel overly technical.  The customizable options are exciting for seasoned professionals, but potentially overwhelming to first time users.  So what does someone fresh to the field really need to know about CRMs and telephony to get…

Connect it ALL with InGenius Connector CRM Integrations

As a company, InGenius has been in the software business since 1986 and in the past twelve years has focused its efforts specifically on computer-telephony integrations. In the past four years we have amped up our integration focus to really focus in on providing telephony applications that support multiple platforms and resonate with customer’s needs.…

Connect your Phone with your CRM

Over the past few weeks InGenius has attended several trade shows and we were blown away by the demand for our CRM integrations for InGenius Connector.  Specifically we have been showing our InGenius Connector for Salesforce application that allows for Salesforce.com users to make and receive calls directly from Salesforce. CRM users are thrilled with…

Our CEO Dale Gantous - Top Woman Entrepreneur in Canada

We're thrilled to announce that Dale Gantous has recently received the Sara Kirke award. This award, presented by CATA, is given to the top woman entrepreneur in Canada. To quote the CATA site: The Sara Kirke Award for Woman Entrepreneurship is presented to the woman who has shown the most outstanding technological innovation and corporate…