Logo-Small-Agg

Salesforce Meetings

Salesforce Meetings

Necessity is the mother of invention.’

In today’s environment, as the number of companies embracing a remote work culture is Increasing exponentially, so is the need to connect virtually to ensure daily functioning of organizations. Gone are the days when upgrading IT infrastructure remained a luxury only some chose to implement. It is now a necessity for laying the basic framework to communicate and meet requirements like sales, marketing and payments.

To help organizations handle this sudden surge in the digital mode of working and to manage  businesses safely and effectively, Salesforce has added more tools and functionalities to its coveted Salesforce 360 platform. One such feature that drastically improves communication and efficiency is Salesforce Meetings.

Salesforce Meetings is a new video meeting management system that allows sales reps to prepare for, host, and follow up on calls directly within Salesforce. It lays atop every counterpart videos software by providing an interface that gives instant access to the  data stored in Salesforce, allowing impactful and productive calls and strengthening relationships with customers.

Major features of Salesforce Meetings:

  • See and identify key decision makers on the call
  • Access information about meeting attendees
  • Gain information on customer history
  • Review open Service cases
  • Log notes for internal collaboration with “Salesforce Anywhere
  • Provide automated follow up actions from Einstein and flag meeting attendees not in CRM and create new Contacts
  • Have an engaging experience as the presenter and presentation appear side by side for all attendees
  • Pull in the captured digital file of the total proceedings from Salesforce Meetings to Salesforce Cloud for a quick review.

With Salesforce Meetings, your  Sales team  can now be more productive than ever. Equipped with all the key information of the customer in a 360 degree mode, sales agents shine in the sea of virtual meetings. Empowering sales personnel during these unprecedented times boosts productivity of the entire organization. If you have encountered tough issues in your organization due to glitches in communication, Salesforce Meetings could be the answer. Contact us for more information.





Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.