CRMGuidance Blog

GoToWebinar Salesforce Integration

Posted by Sheila B. on Jul 4, 2018 12:53:14 PM

New and Improved GoToMeeting Integration With Salesforce

When you’re working with a seemingly endless number of apps and tools outside of Salesforce, it’s hard to know which tools or apps serve your organization 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 our latest enhancement of our GoToWebinar Salesforce integration. Our new integration means you can combine two high-powered tools you use every day to manage leads and meet with prospects, so you can save time and close more deals.

Request A Demo

The newest enhancement allows Salesforce / GoToWebinar users/dependents to enjoy the convenience and efficiency that comes with having the top online meeting tool built right in to Salesforce . Users gain seamless visibility of a Lead or Contacts full Webinar History report; i.e. Webinar attendances, Dates, every QA, Poll, Survey Response submitted by that Lead/Contact, by Webinar,  all automatically organized in Salesforce. 

Our GoToWebinar’s Salesforce integration is simple to use, and takes no more than 10-15 minutes to set up and sync your historic webinars right into Salesforce.  Once your company’s admin installs the app,  your Sales, Support and Customer Service Reps can see a Leads or Contacts complete history of registering and attending Webinars. They can see every Survey Response, every Poll and every Q&A interaction  by ever Lead or Contact who has attended a Webinar. No more having to open any contact, lead and see the Webinar Registration and Attendance history. Users and easily invite or register leads and contacts without having to go to another page.  

Here’s what it looks like:

Licensing is $8/month/user, with a break point for 50+ users (get unlimited users for a flat monthly or annual fee)

Request A Demo

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Salesforce Training for Users

Posted by Mike Johnson on Jun 20, 2018 6:09:04 PM


 

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Top 15 Workflow Rules for Salesforce Professional Edition Users

Posted by Mike Johnson on Jul 14, 2015 8:31:00 AM

Historically, Salesforce Professional Edition users do not have a great deal of experience using Salesforce automation tools to address their automation needs. So we thought it would be helpful to share the 15 - 20 most commonly requested Workflow Rules that our customers ask our support team to build for them.

FYI: These rules are possible because the Professional Edition customers are using "Workflow for Professional Edition" from the AppExchange, voted as one of the Top Salesforce Apps for Professional Edition

Available Workflow Actions with Workflow for Professional Edition

  1. Email Alerts- send an alert to a Lead, Contact, Related Contact, Users, Non User, and Role, or the Record Owner
  2. Create New Records – this Salesforce Trigger functionality enables you to create a record on current or a related object, including from Opportunity to Lead
  3. Field Updates – update any editable field on any standard to custom object
  4. Tasks – create a Salesforce Task for the Record Owner, Role or any User
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Salesforce Reporting - How to Schedule Reports

Posted by Sheila B. on Jul 5, 2015 9:45:00 PM

Tips on Scheduling Reports

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