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November 14, 2018 | By

Contact, Consult and Close with our Salesforce Integrations!

Contact, consult, close, repeat…

The everyday grind for sales teams can become taxing without the right tools to help increase efficiency and productivity. In sales, time is money, so every minute of every work day is important. If sales reps able to save even a little time on mundane logistical work like scheduling meetings or sharing call recaps, they can dedicate more of their day to what really matters; talking to customers and closing business.

At GoToMeeting we’re continually innovating to provide a solution that makes life just a little bit easier every day. For almost every sales team, Salesforce is the most important tool in their arsenal, it’s where they spend almost every minute of every day working. GoToMeeting isn’t here to change that, in fact, we’re partnering with the world’s leading CRM solution to enable it. We’re pleased to announce that GoToMeeting has just released an integration with Salesforce to simplify the way sales reps host, schedule and track their daily meetings and client connections.

With this integration reps can now schedule, update, cancel and start a GoToMeeting session directly from the lead, contact, and opportunity pages within Salesforce. There’s no more time wasted bouncing back and forth between Salesforce and GoToMeeting to schedule calls and demos with clients. Then, when the day is done, GoToMeeting will automatically sync daily meeting history with Salesforce, making it easy to keep track of all customer conversations.

Interested in seeing all these new features in action? Check out this demo video that shows the ease of scheduling a meeting, saving valuable time with the GoToMeeting Salesforce integration:  

This video shows how GoToMeeting integrates with the Classic Salesforce experience. But, if you’re using Lightning, we’ve got you covered as well. You can check out the video for Lightning here.

Salesforce administrators can learn more at our listing in the Salesforce App exchange! And if you’re a sales rep, ask your Salesforce administrator about implementing the GoToMeeting integration today, because every minute saved scheduling is another minute allocated towards closing business.


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