ReadyTalk

Meet with Confidence

ReadyTalk for Salesforce - Extending our App

Posted by Susan Ulrich on
Share this Post:

We just celebrated two years since releasing ReadyTalk for Salesforce on the AppExchange. We've had a lot of great customer feedback, and based on that feedback, we've released some major product enhancements in that time. As with any application, we can't solve every pain point, but we continue to churn out new features often. In fact, our next release is currently scheduled for November around Dreamforce. I'd like to share with you a few ways we have expanded the scope of our app simply by leveraging the features already available  within Salesforce.

Many of our customers have asked to see their meeting and recording playback history on the Opportunity record in addition to Leads and Contacts. While that feature is not currently available, there is a nice workaround that we've implemented. By creating a custom report link on your Opportunity record it only takes one click to see meeting attendance and/or confirmations for all Contacts linked to your Opportunity's Account. And since it's a custom report, you can pull in any relevant Meeting, Meeting Member, or Contact columns that are important to your org. Same type of report is available for your Recording Playbacks, assuming you sent their invite from Salesforce.


We've also heard from several customers that they would like to notify the Lead or Contact owner when their prospect registers or attends a ReadyTalk Meeting. This is where the beauty of Workflow comes in handy. Assuming you've tied your Meeting record to a Salesforce Campaign, you can setup a workflow rule from the Campaign Member object to send an email directly to the Lead or Contact owner based on specific Campaign Member/Meeting Member statuses, in this case "Confirmed" or "Attended". Again, same logic applies to Recording Playbacks.

Here's an example of how you might set this up:

Another way you might consider expanding your use of ReadyTalk's App is through customized Dashboard metrics. Although we include a Dashboard with the app install, there is nothing stopping you from customizing that to suit your company's specific needs. For example, would you like to encourage your Sales Team to invite their prospects to an upcoming webinar? Or do you want to organize a contest for highest prospect attendance by rep? Or maybe you'd like to see if your Account Managers are inviting their new customers to your online trainings? Based on the ReadyTalk Meeting Member: Created By field, you can create dashboards to track that information. Here are a couple we've built for your reference:

These are just a few examples of how you can take your ReadyTalk for Salesforce integration to the next level. Have any questions on how to do this? Feel free to reach out to us. Have you created any neat add-ons to our app at your company? Let us know and we'll pass it on!


Comments for ReadyTalk for Salesforce - Extending our App

blog comments powered by Disqus

Recent Posts

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...

New Collaboration Features Available From ReadyTalk

New Collaboration Features Available From ReadyTalk Collaborating just got easier! Starting today, you can choose to present from multiple monitors, pause your screen share and...

Less Work, Better Results: Use Marketing Automation to Your Advantage

Using Marketing Automation to Your Advantage    After broadcasting a webinar and recording it, promoting it and encouraging people to watch the recording becomes the next steps for...

The Power of Webinar Tactics for Lead Qualification

The Power of Webinar Tactics for Lead Qualification  Webinars allow you to not only generate leads, but are also an excellent way to generate lead qualification. By utilizing...

If You Don't Try Designing a Live Webinar for On-Demand Use, You'll Hate Yourself Later

Designing a Live Webinar for On-Demand Use   In recent years webinars have grown in popularity for marketers in the B2B world with about 62 percent of all B2B marketers currently...

Don’t Stutter. Use the Webinar ROI Calculator to Show Your Success.

Don’t Stutter. Use the Webinar ROI Calculator to Show Your Success. Remember that time when your boss asked you about the success of your webinar program? If you stuttered,...

If You Struggle With Evergreen Topics, Read This

Finding Evergreen Topics Many marketers are generating leads through webinars with the lowest possible cost effort by recording your webinar and redistributing it. On average, a...

5 Tools my Sales Team Could Not Live Without

5 Tools Our Sales Team Could Not Live Without As a Sales Director, my goal is to provide tools and resources to my team in order to make them successful and more efficient.  My...

Cost of a Webinar: Is it a good investment?

Cost of a Webinar: Is it a good investment? With today's technology, there are an overwhelming number of ways a marketer can generate demand and capture new customers. Filtering...