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BriefingEdge Integration
Integrate Salesforce with your BriefingEdge system
- Business Need
- Integration
Allow your sales team to request briefings and other customer engagements directly from Salesforce, pulling relevant account, opportunity and contact information into the BriefingEdge request form.
Highlights
Initiate a briefing request from within Salesforce -- pulling relevant account, opportunity and contact info into the BriefingEdge request form.
Updates on opportunities automatically sent to BriefingEdge allowing the Briefing Program to report on pre vs post opportunity values and demonstrate the impact of the briefing in revenue terms.
Send Briefing/Event data from BriefingEdge back into Salesforce to track briefing engagements and enable Salesforce reporting on briefing activity.
Provider Details
BriefingEdge is the preeminent executive briefing program management software today. There are 28 companies, all Fortune 500, using BriefingEdge to manage their program. BriefingEdge schedules and tracks customer visits into an executive briefing center and tracks attendees, revenue, speakers and topics.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
For BriefingEdge customers, there is no extra charge for the interface to Salesforce.