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New Functionality for ReadyTalk for Salesforce Users

Posted by Beth Toeniskoetter on
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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!

 


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