Seven Benefits of Salesforce.com Integration

August 19, 2013

The Salesforce AppExchange is all about integration. It’s filled with thousands of apps that allow a third-party application you might already be using to share data with salesforce.com. While it may take some work to get apps installed and running, there is tremendous value available. Companies who aren’t integrating software applications with salesforce.com are likely missing key metrics, working with old or inaccurate data or experiencing a delay in post-event follow up.

Need an example? Here are seven ways that ReadyTalk customers are benefiting by integrating web conferencing and webinars directly with Salesforce:

  1. Automate
    Save time by eliminating the manual processes associated with moving data between your conferencing/webinar platform and Salesforce.
  2. Accurate Data
    Automating the data exchange with Salesforce improves the accuracy of the data being input and helps avoid duplicate data.
  3. Improved Sales Workflow
    Sales reps can schedule and start product demos directly from Salesforce; no need to leave the platform. This demo activity is automatically recorded on the Contact or Lead record, saving reps time and giving managers better insight into rep activity.
  4. Better Webinar ROI
    Get more from your webinar programs by capturing registration, attendance and interactivity details for live or recorded events in salesforce.com. Automatically create new Leads for registrants not already in Salesforce and allow salespeople to invite prospects to the webinar directly from the Lead or Contact record.
  5. Faster Follow Up
    Immediately after a webinar, salespeople have instant visibility into registration, attendance and polling response data, allowing them to follow up quickly.
  6. More Data
    Webinars, trainings, and sales demos generate a lot of data—registration, attendance, polling responses and more. Custom field mapping gives you the flexibility to build-out Lead and Contact records with additional data captured from your web conference or webinar.
  7. Effective Training
    Sales, customer care, and others can quickly invite customers to live or recorded online training sessions directly from the Lead or Contact record. They also get visibility into which sessions customers have attended.

This is just one example of a significant savings of time and money available with a free app from the Salesforce AppExchange and minimal implementation efforts. Has your company begun implementing Salesforce apps to improve workflow and find new efficiencies? We’d love to hear about the good and bad other companies are experiencing. If you haven’t integrated yet, what are you waiting for?

Find out more about us at ReadyTalk.com or reach out to us on Twitter at @ReadyTalk.

 

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