The phrase "Eat your own dog food" rings true in the halls of ReadyTalk. As web and audio conferencing provider, we constantly use our own service to connect with remote colleagues, hold meetings with prospects, assist customer with questions via our customer care team, and hold large-scale webinars for our lead generation efforts. In addition, as a business, we are power users of salesforce.com, especially within our sales organization. And, as most of you are aware, our ReadyTalk for Salesforce application supports the sales use case. I recently chatted with one of our account executives, Graham Smith, to get their perspective on our Salesforce application…how he uses it, what he likes, and what other features could help in the future.
What part of the ReadyTalk for Salesforce application do you use most often?
I use it on a daily basis to set up every product demo that I do. From a prospect's lead record, I schedule a meeting for an upcoming date/time to conduct an online demo of ReadyTalk, discuss pricing, etc. In addition, I also refer to the 'ReadyTalk Meeting History' section to quickly look back at past meetings I may have had with a lead (including the attendance duration), trainings they've participated in, or marketing webinars they've attended. This information really helps to spark a conversation, especially when reaching out to a lead that I've been trying to re-connect with.
Does your sales manager use any of the reports or dashboards provided by ReadyTalk for Salesforce?
We take a look at them as part of my sales activity reviews. The dashboards are easy to glance at while looking at overall metrics that our team is measured against.
What other features would you like to see in the application?
One thing that would be really helpful is to be able to edit the ReadyTalk invitation directly from Salesforce. I like to personalize each invitation I send out to my leads based on what we are going to cover, past items we've discussed, etc.
Are you a salesperson that could benefit from ReadyTalk for Salesforce? ReadyTalk will be at Dreamforce in September; schedule time for a demo (RSVP to party with us). If you're already using it, let us know what you think about it.