Webex App for Salesforce (meetings)

Webex App for Salesforce

Integration by Cisco Systems

Webex App for Salesforce

Seamless Collaboration within Salesforce, that minimizes context switches by providing Meetings, Messaging, and Calling capabilities tied to Salesforce records: Leads, Opportunities, Contacts, custom objects and more

Seamless Collaboration within Salesforce, that minimizes context switches by providing Meetings, Messaging, and Calling capabilities tied to Salesforce records: Leads, Opportunities, Contacts, custom objects and more
Integration by Cisco Systems

Download the Webex App for Salesforce.

Working throughout the Sales pipeline or a Support Case requires intensive collaboration that often results in frequent context switches. Those context switches generate frustration and end up spreading significant customer interactions across heterogeneous tools.

Webex for Salesforce allows Business Process Professionals or Salesforce Admins to tailor the quote-to-cash or service collaboration experience by leveraging on Webex Meetings, Messaging and Calling layout components:

MEETINGS

Every time a meeting is created in the context of a Salesforce object, it is automatically tied to that object and appears in the Webex Meetings Widget. Users can record the meeting and attach both recording and transcript to the Salesforce object.

MESSAGING

Both new and existing Webex collaboration spaces may be associated to a Salesforce object. The Messaging component provides easy access to the relevant spaces and their history, directly from Salesforce.

CALLING

Users may quickly call object-specific contacts, in-context, or dial any number through the global dialer.

Support

Categories

Download the Webex App for Salesforce.

Working throughout the Sales pipeline or a Support Case requires intensive collaboration that often results in frequent context switches. Those context switches generate frustration and end up spreading significant customer interactions across heterogeneous tools.

Webex for Salesforce allows Business Process Professionals or Salesforce Admins to tailor the quote-to-cash or service collaboration experience by leveraging on Webex Meetings, Messaging and Calling layout components:

MEETINGS

Every time a meeting is created in the context of a Salesforce object, it is automatically tied to that object and appears in the Webex Meetings Widget. Users can record the meeting and attach both recording and transcript to the Salesforce object.

MESSAGING

Both new and existing Webex collaboration spaces may be associated to a Salesforce object. The Messaging component provides easy access to the relevant spaces and their history, directly from Salesforce.

CALLING

Users may quickly call object-specific contacts, in-context, or dial any number through the global dialer.