available via the Salesforce AppExchange and will work with any join.me enterprise account. This announcement is key for sales reps to avoid losing time between calls and a product/service demo.
In particular, with the join.me and Salesforce integration in place, a sales rep or customer service agent can start a join.me session directly from a Contact or Lead record. This session is auto-logged in Salesforce as an activity on the record in question.
“One of the most important elements for successful collaboration is context. When a person has to switch from one tool to another, valuable information, time and ultimately revenue can be lost,” said Alan Lepofsky, Principal Analyst at Constellation Research, in a press release today. “The more seamless experiences are, the more effective people can be in getting their jobs done.”
Learn more about this integration on the Salesforce AppExchange here.