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8x8 Meetings for Salesforce
Add 8x8 Meetings details to your Salesforce objects
Overview
Increase efficiency and the value of the information to drive deal closing, partner management and reporting within your company’s sales department, by adding meeting details into your Salesforce accounts, leads, opportunities and contacts.
Add all the meeting data into your Salesforce object directly from your 8x8 Work app. Once your meeting starts, link the meeting to a Salesforce opportunity, lead, account or contact and let the 8x8 Work app automate the upload of information.
Do reporting on your meeting events to see how efficient or costly an opportunity is. Once 8x8 meeting data is stored into Salesforce you can do various reports on the meeting events.
View meeting details based on your Salesforce access, no need for an 8x8 account to view meeting data in Salesforce. All the meeting data such as recordings, transcription, chat and more are also available in a rich interface within the Salesforce event.
8x8 Meeting, part of the 8x8 Work Apps, is offering a full video solution for businesses of any size. With this integration, 8x8 Meeting provide Salesforce and 8x8 Work users with a seamless experience to drive efficiency in communication, collaboration and information transparency to accelerate deal closing, and also help grow the business together with our partners by facilitating an easy way to add meeting details into Salesforce in an automated fashion to an object the user works on, such as opportunities, leads, contacts and accounts. Once information is added, any Salesforce user with access to that object will be able to see meeting title, duration, date/time, participants, speaker time, and all the meeting artefacts such as recording, transcript, polls, chat, screenshots. Now you can have all the needed information in one unified place, which is Salesforce, so that you do not miss crucial information when trying to close a deal or managing a partner.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package