ReadyTalk

Meet with Confidence

Say Goodbye to Tedious Spreadsheet Work with ReadyTalk for Salesforce

Posted by Anita Wehnert on
Share this Post:

In a previous life, I was the director of marketing at a small IT analyst firm in Boulder, CO. A large percentage of our leads came from webinars that highlighted our research studies and positioned our analysts as thought leaders. We also hosted dozens of webinars each year to help our technology vendor clients meet their own lead generation goals. On average, my small team of three was running two webinars a week in addition to handling all of the other marketing activities for the firm (PPC campaigns, email newsletters, PR, website, trade shows, partner marketing, report production, etc., etc., etc.).

As I look back, one of the things we dreaded most was wrapping up after each webinar – particularly the time-consuming task of getting registration and attendance data out of our webinar platform and into our CRM system. This painful process involved waiting for our webinar vendor to finalize the attendance report, downloading it as a .csv file, manually de-dupping the data and then uploading the clean data into our CRM. Depending on the size of the event, this work could take 2-3 hours – both numbing our minds and delaying time-sensitive sales follow-up. What a headache!

These memories were fresh in my mind when I joined the ReadyTalk product marketing team and learned that my first assignment was to define an integration between ReadyTalk and salesforce.com. Now, two years (and countless customer conversations) later, I’m excited to be heading to Dreamforce to launch ReadyTalk for Salesforce.

Designed to help marketers and trainers skip the tedious spreadsheet work, ReadyTalk for Salesforce streamlines once-manual processes by automatically capturing registration and attendance data in salesforce.com. The application even makes it easy to create new Lead records for registrants and attendees not found in salesforce.com.



As an added benefit, ReadyTalk for Salesforce increases access to important webinar and training programs by allowing sales and others in the organization to:


  • See a summary of which sessions their prospects and customers are involved

  • Quickly send webinar or training invitations right from the Lead or Contact record


So far, we’ve had great feedback on the application from our early access testers.. If you want to see it in action for yourself, register for an upcoming live demo or come see us at Dreamforce next week (Booth #1021). Ready to get started? Install the free ReadyTalk for Salesforce application from the AppExchange now.

 

Here’s to marketers and trainers spending their time doing what they do best instead of manually schlepping data back and forth between systems that can’t talk to one another!

 

As Director of Product Marketing, Anita is focused on talking to customers about their needs and translating these into priorities for the ReadyTalk product roadmap. Before joining ReadyTalk, she gained first-hand experience with the challenges of running a webinar program while serving as director of marketing at an IT analyst firm. When she’s not thinking about conferencing, she likes to do yoga and spend time with her dogs.

 


Name: Say Goodbye to Tedious Spreadsheet Work with Ready
Time: Thursday, September 29, 2011

[...] 0 This post was authored by Anita Wehnert and originally appeared on the ReadyTalk blog. ReadyTalk's web and audio conferencing service is available for donation to eligible [...]

Comments for Say Goodbye to Tedious Spreadsheet Work with ReadyTalk for Salesforce

blog comments powered by Disqus

Recent Posts

Cost Analysis of Webinar Leads

 Cost Analysis of Webinar Leads Webinars have gained popularity as a cost effective lead generation tactic in the past couple of years. Depending on your webinar strategy, the...

Webinar Promotion Q&A with Marketing Experts

Your Webinar Questions Answered by HourlyNerd's Dan Slagen and ReadyTalk's Shawn Cardinal On August 19, Dan Slagen, the CMO of HourlyNerd spoke on ReadyTalk’s webinar series about...

Watch your audience go from yawn to yay!

ReadyTalk Hosts Susan Stewart on our Webinar Series Time and time again people eagerly register for webinars, to only drift off from the live event and leave the webcast wondering...

The Cost of Bad Data

Cost of Bad Data Bad data is data that is not perfect – it could be incorrect data, data with missing chunks or data that is delayed. Most businesses do not realize it yet, but bad...

Optimize Your Webinar Spending with the Webinar ROI Calculator

Optimize Your Webinar Spending with the Webinar ROI Calculator As a marketer, you’re probably asked to provide weekly results in order to justify your budget and efforts. Week over...

ReadyTalk Makes Outside Magazine's 2014 list for "Best Places to Work"

The 2014 Outside Magazine “Best Places to Work” winners have been released, and ReadyTalk is happy to announce that we have made this year's list. For the past seven years, Outside...

6 Perspectives On Realistic Goals For New Advocate Marketing Programs (Guest Post)

6 Perspectives On Realistic Goals For New Advocate Marketing Programs If you’re anything like me, you have to set explicit goals for yourself before you can get anything really...

Find the Paths Your Customers Follow (Guest Post)

Find the Paths Your Customers Follow SHINY OBJECTS ARE DISTRACTING ReadyTalk recently invited me to provide a webinar on delivering content for demand generation and customer...

New from ReadyTalk - iPhone App Web Participant

Joining web meetings from your iPhone has never been easier.  Whether you are in the office or on the road, you can now participate in both the audio and web portions of the...