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.