Webex App for Salesforce
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
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.
