ReadyTalk for Acteva: Online Payments, Event Management and More

Charge for webinarsReadyTalk continues to add to its' list of partners and integrations as we extend the capabilities of our API.  Last week, we announced our newest connector with Acteva, a cloud-based platform that offers ticketing, registration and payment solutions for in-person and virtual events.  Marketers and trainers  host several types of events to expand the reach of their programs, and engage with new audiences. Until recently, Acteva provided access to various options for in-person events only as well as easy methods to collect and track payments for registration.

As a ReadyTalk and Acteva customer, users are now able to take advantage of the new connector to schedule, manage, and monetize online events, along with the following capabilities:

  • Deliver consistent branding and a familiar user experience for webinars and in-person events
  • Allow webinar attendees multiple online payment options, such as time and volume-based discounts, gift card acceptance, and more
  • Conduct an engaging and polished webinar with high-quality audio, slide and application sharing, and video clip playback
  • Continue the conversation by leverage post-event surveys or recorded content to extend the investment of your webinar
What types of events are you looking to monetize? We would love to hear from you!

 

Sales Enablement Tools: Data.com

Continuing my posts on sales enablement tools, Data.com is another tool we implemented internally for our sales team. There were several problems we wanted to solve with the implementation of Data.com:

  1. Eliminate (or lessen) list building for the operations team and (as an extension of that) lessen the amount of list scrubbing

  2. Give our account executives a way to prospect an account and gather the necessary roles and contact information

  3. Keep our database as clean as possible with regard to lead scoring fields, lead assignment fields and correct email addresses

The implementation was more difficult than we thought it would be because we have a lot of custom fields in our salesforce.com instance. We had to do quite a bit of work to have Data.com update the custom fields and then update what they call their "stare and compare" to reflect our custom fields.

Overall, usage by the account executives has been fair. It has taken quite a bit of education to get the sales team to work it into their everyday routine of cleaning and appending lead records.They each have about 300 leads/contacts they can download a month and we are learning that this is quite a lot for our team.

55 percent of our database is managed, which according to Data.com, is pretty decent. We do have a lot of nonprofits and smaller businesses, which I would expect would throw off this a bit.

We have thoroughly accomplish 1 and 2 of the above outlined. The jury is still out on 3.

Do you use Data.com? What has been your experience?

Updates to ReadyTalk for Salesforce: Import Recordings and more!

More and more, recorded content is becoming just as important as live webinars and meetings.  As schedules become busier and as we become more on-the-go than ever before, the ability to view a product demo or learn about the latest best practices for our respective industry on our own time is imperative.  ReadyTalk has provided robust recording, editing, and playback tools for quite some time now; however, getting that detail and data out of ReadyTalk and into Salesforce has been a manual task of uploading and downloading if you were even doing that at all.

The days of tedious and time-consuming spreadsheets are now over. The latest release of ReadyTalk for Salesforce enables users to import recordings and their corresponding detail, as well as playback registration and duration data.

ReadyTalk Recording Details

 

 

 

 

 

 

 

 

 

 

 

 

 

After a one-time import of a recording, Salesforce will automatically update with any new registration information, as well as the playback status and once it is viewed, the duration. This type of instant visibility enables timely and relevant follow-up by your sales team, leading to higher lead conversion and better return on your overall webinar investment.

Invite to Playback Recording

 

 

 

 

 

 

 

 

 

 

 

Just like with a ReadyTalk meeting, you can invite prospects or customers to plyabck a recording directly from the lead or contact record with a polished email template.  Even better, the Salesforce record will update immediately to reflect playback history, giving sales reps a quick glance into their prospects' activity.

In addition, there are improvements to the standard suite of reports and dashboards, making them more tailored to the type of meeting a user is conducting (like a webinar, training session, or sales demo) to help drive downstream workflows within salesforce.com.  Even better, if you have a specific set of reports and dashboards you'd like to set up for your organization, we provide instructions on how to go about it.

Last but not least, as prospects register for an upcoming webinar, they may or may not already be a contact or lead record in salesforce.com.  If you end up with several unmatched registrants, we have streamlined the process to make it much easier to de-dupe records, and subsequently create new leads.

What would you like to see in our next round of enhancements for the ReadyTalk for Salesforce application?

If you're at Dreamforce this week, be sure to stop by booth #1429 for a demo. Not at Dreamforce? Sign up for a demo.

 

Case Study: Leveraging ReadyTalk and Salesforce.com for Better Customer Development

ReadyTalk for Salesforce Case StudyAs you read this, thousands of people are making their way to San Francisco for Salesforce’s annual user conference, Dreamforce. As we’ve mentioned, a major component of ReadyTalk exhibiting at Dreamforce is to create awareness about our free Salesforce App, ReadyTalk for Salesforce.

The app allows ReadyTalk customers to seamlessly integrate data from web conferences and webinars with Salesforce. Integrating this data into Salesforce enables customers to act more quickly on that data. It also improves data accuracy.

Many of our customers have experienced improved efficiencies from the integration. But don’t take my word for it.  Frost and Sullivan wrote about how one company, Overdrive, uses ReadyTalk for Salesforce to manage their webinar-based training programs.

Read it now: Webinars Can Improve Business Processes: Leveraging ReadyTalk and Salesforce.com for Better Customer Development

Want to see it in action? Stop by our booth (#1429) at Dreamforce or sign up for a demo.

Dreamforce Packing Tips

Time to pull out your suitcases. The countdown is on; Dreamforce 2012 kicks off in less than a week! As a nine year veteran to the conference, this isn't my first rodeo, so I thought I’d share some packing tips I’ve picked up from my time at the big show.

Tip #1 – Comfortable shoes. I know it seems obvious, but it can’t be emphasized enough. This year’s show is the largest ever. Sessions are spread out over several city blocks and your hotel may be farther away from the action than in year's past. Even with the addition of a shuttle service, you will be doing a lot of walking. Or maybe you're working at the Partner Expo and spending hours on your feet greeting potential customers. Trust me, they'll remember your happy demeanor much longer than that fancy pair of heels. And you better believe, I'm planning on flats for rockin' with the Red Hot Chili Peppers. If you end up with a blister, stop by the ReadyTalk booth (#1429) for a first aide kit.

          Dreamforce Campus

Tip #2 – Aspirin. Speaking of the Red Hot Chili Peppers, you will most likely find yourself enjoying a few late night parties while at Dreamforce. I have both witnessed, and experienced, one too many heavy pours at these events. Don't regret that awesome night out by being unprepared the next morning. Also, if you fail to heed Tip #1 you'll need some relief for those aching feet. Seriously, don't leave this one to chance, pack some aspirin. Forgot the aspirin? The ReadyTalk first aide kit includes aspirin (booth #1429).

Tip #3 – Umbrella. I know it can take up valuable space in your bag, but if it rains, you will be very happy to have it. I've seen all kinds of weather at Dreamforce and rain can really put a damper on your day, pun intended. Maybe it's me, but it seems that taxis suddenly disappear and my hotel moves another mile from Moscone when it's raining. And it's no fun sitting in a breakout session dripping all over your neighbors. If you do skip this, I know several hotels have a limited supply of umbrellas that you can borrow if needed. The ReadyTalk first aide kit does not include an umbrella.

Tip #4 – Extra room in your suitcase. SchwagIt took me a couple of years to get onboard with this one. I'm not a fan of the checked bag, but after having to leave behind a computer bag or two, I've finally learned my lesson. This show is brimming with great schwag. Check out my haul from last year. My little guy still plays with that duckie in the bathtub. And lets not forget room for a few souvenirs from San Francisco. I seem come home with a new cookbook from an amazing restaurant every year. Make room, you'll be happy you did.

Tip #5 – Business Cards. Smartphones and iPads are everywhere at Dreamforce, and it's all about socializing in the cloud, but sometimes you need to network old school. Bring your business cards. Lots of venders still do cool giveaways with the fishbowl, you don't want to miss out. Maybe you'll meet someone at a session or at a happy hour that you want to reconnect with. And sometimes, it's just easier to have that vendor card in hand when you go back to the office. I always carry a small stash with me throughout the conference.

Well that's it from me. Have you got any packing tips to add? I'd love to hear from you. Looking forward to seeing you all next week!