ReadyTalk

Meet with Confidence

New Functionality for ReadyTalk for Salesforce Users

Posted by Beth Toeniskoetter on
Share this Post:

Over the past few weeks, we have released several updates across our ReadyTalk core product, Outlook Scheduler, and Salesforce application to create additional efficiency between these three platforms.  These enhancements are mainly focused on a collaboration user, like a salesperson, but also benefit a marketing user, like a webinar organizer.

ReadyTalk for Salesforce Application Updates

  • Map post-event survey questions and responses for a webinar to the ReadyTalk Meeting Member Record
    • This data can be used as an additional lead qualification data for more targeted sales follow-up

Sync post-event survey data with Salesforce

  • Chatter Integration
    • Allows a user, like a salesperson, to have visibility into a prospect's webinar and recording playback activities from their Chatter Feed
  • Permission-based view of the application based on user type
    • Enables a more streamlined view of the Salesforce application for collaboration users
  • Case Integration
    • Ability to start or schedule a ReadyTalk meeting or initiate an invitation to playback a ReadyTalk recording from the Case Record
  • Support for Salesforce Group Edition
    • Sync webinar and recording data, start or schedule a meeting from the Contact or Lead record, and more
    • Check it out!

Check out our listing on the AppExchange to install the app or upgrade to the latest version.

Conference Center Updates

  • Create Default Settings: A user can now save default settings for emails and registration pages, saving time for both the collaboration and marketing user
    • Customize your registration page and event-related emails with your company's header image
      • Asking the same set of registration questions for every meeting or webinar? Now you can set up the registration questions once, and forget about it!

Create default meeting settings

 

  • These features are available and ready to use, just check out the Settings section when you sign into Conference Center

ReadyTalk Scheduler for Outlook Updates

Check out the latest features and let us know what you think!

 


Comments for New Functionality for ReadyTalk for Salesforce Users

blog comments powered by Disqus

Recent Posts

Does your tech company have what it takes to compete in the Colfax Relay?

Does your tech company have what it takes to compete in the Colfax Relay? Living a healthy lifestyle is an important part of the ReadyTalk culture. When we hire, we look for...

Mobile Optimization Explained

How to Better Market to a Mobile Audience Yesterday, we had the pleasure of sponsoring an AMA Webinar, “Conversion Optimization in a Multi-Device World.” Led by Chris Goward, CEO...

Try out ReadyTalk Video Lab for Your Next Meeting!

Ready to try something new? Check out ReadyTalk Video Lab, an experiential video conferencing and VoIP solution that's ideal for small, interactive meetings. We are asking...

Want One-Click Meetings?

Want One-Click Meetings?   Phone number. Access Code. #. Press *2. Pin number. #. Listen to recording of options. Meeting begins. The traditional method of starting a conference...

Love Your Mobile Phone? So do we.

Love Your Mobile Phone? So do we. You probably spend more time with your mobile phone than you do with your significant other. After all, it’s with you at work, your commute and at...

Stop. Collaborate and Listen.

Stop. Collaborate and Listen. ReadyTalk plays an important role for teams who want to collaborate during meetings. Unlike webinars with only one or two presenters, collaborative...

Meetings! Meetings! And More Meetings! How Much are They Really Costing You?

Are you running from meeting to meeting? Are there clear agendas, action items and decisions being made in all these meetings?  Do you even know why you were requested to attend?...

Technology Tools for Remote Workers

Technology Tools for Remote Workers Telecommuting, remote work and flex schedules are rising in popularity. On a recent webinar, Out of the Office: Tips and Best Practices for...

Improving Your Remote Work Experience

Improving Your Remote Work Experience Being a remote employee can be both rewarding and challenging. You’re often reliant on in-office colleagues to communicate important details,...