ReadyTalk

Meet with Confidence

Using the ReadyTalk for Salesforce Integration to Increase Webinar Registration & Attendance

Posted by Beth Toeniskoetter on
Share this Post:

Recently, one of our customers that uses the ReadyTalk for Salesforce integration asked how to use the application to encourage their sales team to invite their prospects to an upcoming webinar. A great question, and one that we'd love to answer!

The sales team needs to keep a prospect engaged by offering helpful resources, like a webinar, that offers value for their business, and subsequently moves them along in the buying process.   Let's take a look at how the ReadyTalk for Salesforce application makes it easy for reps to invite their prospects to a webinar, which will, in turn, help increase registration and attendance rates. 


The Webinar Organizer's Role

  • Schedule and setup your upcoming meeting in ReadyTalk. Make sure to create an engaging invitation as this is what prospects will see when a salesperson invites them to the webinar.
  • When importing the meeting into Salesforce, check the 'Allow Others to Invite' box. This will allow other salesforce.com users within your organization, like your sales team, to invite Leads or Contacts to this webinar. 

 Allow Others to Invite

  • Let your sales team (and account management team!) know about the upcoming webinar....like when it will be, who the speakers are, and the target audience. If you really want to increase your registration and attendance numbers, organize a contest for highest prospect attendance by sales rep (see how below)

 

The Sales Rep's Role

  • From the lead or contact record, scroll to the ReadyTalk Meeting History section and click on the Invite to ReadyTalk Meeting button.
  • Choose Invite to Scheduled Meeting to display a list of shared meetings or webinars. Select the upcoming webinar that you would like to invite your prospect to.
  • On the next screen, you can add others you would like to invite, like your prospect's team member or boss. Then click the Add and Invite to Meeting button. This will send out the invitation that the webinar organizer created in ReadyTalk.

Invite a Contact or Lead to a Scheduled Meeting

  • From the lead or contact record, you can view the status of your prospect's registration and attendance. So, if you see that their status has not yet changed to Confirmed for the webinar, you can encourage them to register, or, after they have registered, you can remind them to attend.
  • After the event is over, you can also view how long they attended the webinar and if they answered any polling or post-event survey questions that might help you in subsequent conversations. 

The ReadyTalk for Salesforce application offers a handful of dashboards and reports based on ReadyTalk Meeting and Meeting Member information. These are available automatically when the application is installed. In addition to the standard reports, you can create custom reports and dashboards on the data that is passed from ReadyTalk into Salesforce. For instance, as I referenced above, you can create a dashboard to track prospect attendance by sales rep based on the ReadyTalk Meeting Member: Created By field. Want some more ideas on creating custom workflows and reports from the ReadyTalk for Salesforce app? Check out another blog post from our own Salesforce admin.

Do you have more questions about how to use our Salesforce integration? Keep 'em coming!

You may also be interested in:

ReadyTalk for Salesforce - Extending our App

Top 10 Benefits of ReadyTalk for Salesforce


Comments for Using the ReadyTalk for Salesforce Integration to Increase Webinar Registration & Attendance

blog comments powered by Disqus

Recent Posts

Where to Find a Great Webinar Speaker

Where to Find a Great Webinar Speaker Have you ever needed a webinar speaker but not sure where to look? The great thing about a webinar is that your speakers and experts can be...

ReadyTalkers Take to the Park

ReadyTalkers Take to the Park Today’s post is provided by Samantha Mizzi a quality assurance engineer at ReadyTalk. Samantha is an active member of ReadyTalk’s Charitable...

5 Awesome Reasons to Attend Dreamforce '14

Dreamforce '14 is quickly approaching! Are you planning on attending? If you are still unsure and need just a little push to commit, check out these 5 awesome reasons to attend.  ...

Sales & Marketing 101: What We Don't Learn in College

Sales & Marketing 101: What We Don't Learn in College Today's post is from Brittany Jones. Brittany was recently hired as a marketing coordinator after being a ReadyTalk intern for...

Giving to the Greater Community

One thing that I appreciate about ReadyTalk is our sincere wish to make a positive difference in our community.  This certainly applies to relationships with other businesses and...

A Customers Perspective: Using ReadyTalk for Tech Training

A Customers Perspective: Using ReadyTalk for Tech Training Today's post is provided by Kelsey Harms, a computer specialist with the Illinois Education Association. IEA is a...

Growth Through Marketing and Innovation: How Peter Drucker Shaped ReadyTalk

Growth Through Marketing and Innovation: How Peter Drucker Shaped ReadyTalk Those who know me well know that I read a lot of business books. Besides Jim Collins, the books and...

New from ReadyTalk: Pause Desktop/Application Sharing

Keep Presentations Professional with Pause Have you ever wanted to pause screen sharing in a meeting to do things on your system without showing potentially confidential...

New Functionality for ReadyTalk for Salesforce Users

The ReadyTalk team continues to add new features to our Salesforce application to create additional efficiencies for our customers when using the two applications in their...