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May 31, 2017 | By

New and Improved GoToMeeting Integration With Salesforce

When you’re working with a seemingly endless number of apps and tools, it’s hard to know which is the best. One key measurement for how well a tool is working for you is its ability to make you more efficient and effective at your job.

That’s why we’re so excited to announce a complete overhaul of GoToMeeting’s Salesforce integration. Our new integration means you can combine two tools you use every day to manage leads and meet with prospects, so you can save time and close more deals.

The integration allows GoToMeeting users to enjoy the convenience and efficiency that comes with having an online meeting tool built right in to Salesforce’s CRM platform. You can schedule and start a meeting, and invite others, all from within Salesforce. Once GoToMeeting is launched within Salesforce you can share presentations and run demos for prospects or clients through screen sharing and video conferencing.

GoToMeeting’s Salesforce integration is simple to use. Once your company’s admin installs the app, open any contact, lead, or opportunity page. Then simply click the “New GoToMeeting” button to schedule a future meeting or “GoToMeeting Now” to start a meeting right away. Either way, you can customize the description and pick who to invite before the invitations go out.

Here’s what it looks like:

Salesforce also tracks your meeting history – including date, duration, and attendees – so you have a clear record of your sales calls.

Check it out here.


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