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Shaman Presentation Platform
Close the loop between offline meetings and CRM
- Business Need
- Chat & Web Conferencing
Shaman is great meeting tool for offline face-to-face meetings and web meetings. It helps you to manage sales content, build sales guidance/methodology, collect information during the meeting to quickly create a call report to sync with salesforce.com
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Shaman Connector/Shaman Connector 2.22.0
- Listed On
- 04/09/2018
- Latest Release
- 03/03/2022
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 10Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
The Shaman Connector let's you easily sync all meeting data with Salesforce.com. Think about meeting times, duration, content discussed, feedback questions and follow-up tasks. You can take notes and create a quick call report including meeting rating, contact rating, sales funnel progress, next obstacles, liked and disliked content. It offers free text fields to add additional information. You can also obtain customer information during the meeting, by including questions in the presentation. These clicks will be recorded and saved with the meeting. Think about targeting, segmentation or preference questions. Shaman gives you much more control about the data collected. It will be collected in a much more structured way. And it will take less time. No valuable information will get lost. Sales teams will save time, while sales management can do easy reporting within Salesforce.
Need help?
Shaman BV
Haarlem, NH, The Netherlands
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