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 day-to-day activities. This release of the ReadyTalk for Salesforce app is primarily focused on the salesperson and includes the following enhancements:

New Functionality for ReadyTalk for Salesforce Users Image 1

• Opportunity Record Integration: You can now schedule or start meetings and share recordings from a Contact, Lead, Case or Opportunity record.

New Functionality for ReadyTalk for Salesforce Users Image 2

• Auto import of meetings: Meetings scheduled outside of Salesforce, whether from ReadyTalk Conference Center or Microsoft Outlook, are automatically tracked in Salesforce.

What does this mean for a salesperson? More minutes in the day to focus on what’s important…giving a great demo and getting closer to winning that deal. If you want some more details, take a look at the Salesforce Integration page, or ask your ask your Salesforce administrator to download and install ReadyTalk for Salesforce app.

Share this:

Blog posts by author

Beth Toeniskoetter

Beth Toeniskoetter is the director of product and marketing at ReadyTalk, a cloud communications company. She loves to see how ReadyTalk enables their customers to create connection through communication. Prior to joining ReadyTalk in 2011, Beth worked as an account manager for a mobile payments start-up and as a product manager for the prepaid gift card program at First Data. Outside of the office, Beth loves to spend time with family and friends, practice her baking skills, and run.

Similar Articles:
Make the most of CTA’s C... Good news Colorado sales professionals; more than 80 CTO’s, CIO’s, and key decision makers for your Colorado target accounts will be in the same place all at once, on one day; and you can win their attention at C-Level @ Mile High, an annual event put on by the Colorado Technology A...
Mutually Beneficial Partnershi... My background in is product. I have lived and breathed technology product marketing and product management for more than 17 years.  After leading ReadyTalk’s product strategy organization for the past 3-1/2 years, I recently shifted my attention to focus on strategic partnerships and in...