SMB Nation Blog

SMB Nation has been serving the Bainbridge Island area since 2001, providing IT Support such as technical helpdesk support, computer support, and consulting to small and medium-sized businesses.

join.me and Salesforce Develop Integration for Sales Reps, Customer Service

LogMeIn LogoEarlier today, LogMeIn, Inc. announced that its join.me solution has achieved integration status with the Salesforce CRM platform. This integration is now 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.

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Sunday, 01 December 2024