ReadyTalk for Salesforce Integration

Frustrated by the disconnect between your web conferencing platform and your CRM system? Increase productivity and provide visibility into key sales and marketing activities with our ReadyTalk for Salesforce integration.

Streamlined Webinar and Training Processes

If you run marketing webinars or conduct online training sessions, you know how important it is for these events to go off without a hitch. You’ve invested far too much time and money in planning and promotion to let technology get in the way of your message. Plus, you need to drive timely sales follow-up after the webinar for higher lead conversion and better program ROI.

By integrating ReadyTalk webinars with Salesforce, you can:

  • Automatically capture webinar details in salesforce.com.
  • Let others invite prospects and customers to your marketing webinar in seconds.
  • Provide visibility into webinar activities from the Lead and Contact records, or a user’s Chatter feed.
  • Instantly record attendance, polling, and post-event survey data in Salesforce to speed sales follow-up.
  • Create new Leads for webinar registrants and attendees not in Salesforce.
  • Map ReadyTalk registration data into existing Salesforce contact and lead fields.

Efficient Product Demos and Online Meetings

Your team has invested a lot of money and time getting a prospect to the point where they are ready for an online product demo. Spend this time focused on your message rather than the technology behind the demo.

Sales reps can schedule and start web conferences, online meetings and product demos right from Salesforce or Salesforce1. Demos are automatically captured as Salesforce activities, freeing sales reps to focus on selling while arming management with valuable insight into performance.

ReadyTalk's Salesforce and Salesforce1 integration increases sales productivity by:

  • Enabling reps to instantly start or schedule meetings from a Contact, Lead or Case record.
  • Automatically record prospect demos and customer meetings as Salesforce activities.
  • Providing management with vital insight into sales demo activity.
  • Displaying a prospect’s webinar, playback and recording activity in a user’s Chatter feed.
  • Map ReadyTalk registration data into existing Salesforce contact and lead fields.

Get Started with ReadyTalk's Salesforce Integration

Sign up for a demo of ReadyTalk for Salesforce or a free trial of ReadyTalk’s services so you can see for yourself how ReadyTalk for Salesforce can save time and increase productivity.

ReadyTalk for Salesforce is free and available in the AppExchange and can be installed by your company’s Salesforce administrator.