Webex App for Salesforce
Webex App for Salesforce
Seamless Collaboration within Salesforce, that minimizes context switches by providing Meetings, Messaging, and Calling capabilities tied to Salesforce records: Leads, Opportunities, Contacts, custom objects and more
Seamless Collaboration within Salesforce, that minimizes context switches by providing Meetings, Messaging, and Calling capabilities tied to Salesforce records: Leads, Opportunities, Contacts, custom objects and more
Download the Webex App for Salesforce.
Working throughout the Sales pipeline or a Support Case requires intensive collaboration that often results in frequent context switches. Those context switches generate frustration and end up spreading significant customer interactions across heterogeneous tools.
Webex for Salesforce allows Business Process Professionals or Salesforce Admins to tailor the quote-to-cash or service collaboration experience by leveraging on Webex Meetings, Messaging and Calling layout components:
MEETINGS
Schedule, start, and join meetings directly from Salesforce. Link meetings to Salesforce objects automatically and access meetings, along with recordings and transcripts, via the Webex Meetings component.
MESSAGING
Chat with teammates directly from Salesforce and create new spaces linked to Salesforce objects. Using the Webex Spaces component, access existing spaces to communicate.
CALLING
Make outbound calls or receive inbound calls (phone/video) from within Salesforce. Log call details and associate to Salesforce object for future reference. Access Salesforce information related to the caller for quick context.
WEBINARS
See lists of upcoming and past webinars, and easily import Webex webinar registrant data into Salesforce Campaigns to further enhance campaign analytics.
For more information, please visit: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Glau3UAB&tab=e
Support
Categories
Download the Webex App for Salesforce.
Working throughout the Sales pipeline or a Support Case requires intensive collaboration that often results in frequent context switches. Those context switches generate frustration and end up spreading significant customer interactions across heterogeneous tools.
Webex for Salesforce allows Business Process Professionals or Salesforce Admins to tailor the quote-to-cash or service collaboration experience by leveraging on Webex Meetings, Messaging and Calling layout components:
MEETINGS
Schedule, start, and join meetings directly from Salesforce. Link meetings to Salesforce objects automatically and access meetings, along with recordings and transcripts, via the Webex Meetings component.
MESSAGING
Chat with teammates directly from Salesforce and create new spaces linked to Salesforce objects. Using the Webex Spaces component, access existing spaces to communicate.
CALLING
Make outbound calls or receive inbound calls (phone/video) from within Salesforce. Log call details and associate to Salesforce object for future reference. Access Salesforce information related to the caller for quick context.
WEBINARS
See lists of upcoming and past webinars, and easily import Webex webinar registrant data into Salesforce Campaigns to further enhance campaign analytics.
For more information, please visit: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Glau3UAB&tab=e
