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Tenfold
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Resources
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Step 1: Phone System is Authenticated to Evolve IP
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This is the PRIMARY step that's managed by Evolve IP's UC Implementation team.
The Phone System authentication shows "Connected" is ready for your preferred CRM to be authenticated to the Tenfold dashboard: https://dashboard.tenfold.com/
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Step 2: Tenfold IP Addresses to White list (OPTIONAL)
https://www.tenfold.com/support-center/whitelist-ip-addresses
This link points to the IP’s that require to be white-listed to seamlessly work with the Tenfold UI. If the users that this solution will be deployed to are in the office; then it’s a one-time update to be made by your IT admins. However, if the traffic is successfully traversing without issue on the current network, an update might not be required.
Step 3: Authenticate your CRM and
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deploy Tenfold
ON-BOARDING CUSTOMERS BOARDING CUSTOMERS ON TENFOLD: TENFOLD DASHBOARD AND FEATURES REVIEW| View file |
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Client ADMIN master guide that provides an Onboarding checklist, process, training, review of features and functionality. ...
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| title | Tenfold Dashboard: Admin Training |
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| url | https://vimeo.com/362309108 |
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Information on Tenfold CRM UI
https://www.tenfold.com/download
All the Tenfold CRM downloads are based off of the same UI, meaning the end user experience is the SAME across all three software packages.
Salesforce Open CTI/Dynamics Embedded UI/ZenDesk Embedded UI: the version package is controlled by CRM admin and can be installed to sandbox or production.
Tenfold Chrome UI (updated): Chrome Extension download that is managed by Tenfold vendor. Updates to the extension is deployed with any bug fixes and/or Chrome Browser updates.
Tenfold Desktop App: Application that is downloaded and installed to local workstation. Is version controlled by CRM/IT admin to end users.
NOTE: Tenfold Desktop Application requires Tenfold Click-to-Dial Chrome Extension for Outbound CTD calling.
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| title | Install Chrome Extension |
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| url | https://vimeo.com/359293536 |
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| title | A. Salesforce Classic and Lightning |
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| url | https://vimeo.com/354656342 |
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https://vimeo.com/353836996 Tenfold Salesforce Desktop User Guide
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| name | Tenfold Desktop App for Salesforce User Guide V1.1.pdf |
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| height | 250 |
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Tenfold Salesforce OpenCTI User Guide | Widget Connector |
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| url | https://vimeo.com/353836996 |
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| name | Tenfold for Salesforce OpenCTI User Guide.pdf |
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| height | 250 |
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| title | B. Microsoft Dynamics |
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| B. Microsoft Dynamics |
Microsoft | Widget Connector |
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| url | https://vimeo.com/350738039 |
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Installing the Microsoft Dynamics Embedded UI | Widget Connector |
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| url | https://vimeo.com/353886752 |
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MS Dynamics Integration Guide |
- references permissions and roles. | View file |
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| name | Tenfold Integration Guide - Microsoft Dynamics.pdf |
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| height | 250 |
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Tenfold MS Dynamics (DESKTOP) User Guide | View file |
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| name | Tenfold Desktop App for Dynamics User Guide V1.1.pdf |
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| height | 250 |
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| url | https://vimeo.com/350738039 |
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Installing the Microsoft Dynamics Embedded UI | Widget Connector |
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| url | https://vimeo.com/353886752 |
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| Sugar CRMC Sugar CRMSugarCRM SugarCRM Advanced Options350401471 Tenfold SugarCRM (DESKTOP) User Guide | View file |
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| name | Tenfold Desktop App for SugarCRM User Guide V1.1.pdf |
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height | 250
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| ZenDeskE ZenDeskZendesk Zendesk Embedded UI Installation Guide371375044
Tenfold SugarCRM (DESKTOP) User Guide | View file |
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| name | Tenfold Desktop App for SugarCRM User Guide V1.1.pdf |
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| height | 250 |
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| url | https://vimeo.com/350737539 |
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Tenfold ServiceNow (DESKTOP) User Guide | View file |
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| name | Tenfold Desktop App for ServiceNow User Guide V1.1.pdf |
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| height | 250 |
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