Salesforce Integration

A powerful set of web conferencing features in an
easy–to–use interface—all of it quickly actionable and trackable from within Salesforce

Convenos web conferencing delivers real-time collaboration directly to Salesforce users from within the Salesforce console, and on-demand collaboration is a key component in shortening the sales cycle.

Seamlessly integrated with Salesforce, the Convenos integration is simple to use.

  • Launch meetings from Contacts, Accounts, Leads, and Opportunities tabs
  • Associate, track, and update online meetings within Salesforce activities in real-time
  • Manage online meeting invitations through Salesforce Contact and Lead records

Better leverage your Salesforce investment

The Salesforce console updates in real-time, allowing sales teams and sales management to track meeting status (scheduled, in-progress, or delivered). Meeting notes are automatically logged to the Salesforce record from which the meeting was launched or scheduled.

Sales teams stay focused on providing customer solutions and spend less time on collecting the meeting details. Management is able to better leverage their CRM investment as they react to information captured from the real-time meeting environment.

Easy end user install

An easy download and installation, the integration takes end users five minutes to configure their individual systems once the Salesforce administrator has enabled the plug-in.

Convenos Meeting Center benefits:

  • Promote user confidence with user-friendly interface
  • Leverage Skype for free audio
  • Bridge free PC-to-PC Skype and standard phone calls with High Speed Conferencing
  • Share applications, slides or polls with distributed teams

Salesforce integration highlights:

  • Launch and manage meetings from Salesforce
  • Retain meeting notes automatically as a SFDC record
  • Easy 5-minute install—no IT expertise required

Meeting interface

A full set of features in an intuitive meeting interface Larger image >>


Easy integration within the Salesforce console
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“Web conferencing is among the topmost sought-after services when we survey our customers. We are pleased to see Convenos make a commitment to the AppExchange because it is a relevant response to customer requests.”

– Matt Holleran, VP, AppExchange partners, salesforce.com

“Our sales and services teams hold more meetings in less time, experience greater interactivity and customer satisfaction, and are much less frustrated with web conferencing. We’ve also slashed costs by 64%.”

– Geoff Herbst, Director, Client Services, Spoke Software

“We were looking for a more affordable way to sell our product that was not only intuitive but also integrated with Salesforce.com and Skype. Convenos Meeting Center met all our requirement expectations. Our sales team launches their meetings with Convenos Meeting Center inside Saleforce.com and are now able to utilize Salesforce.com to its full capacity. Convenos Meeting Center is fun to use and is a win-win solution. I like the tool, and I like the Convenos support team.”

– Bertrand de Petigny of Odotech Inc.