Connector for Salesforce.com
The Brainshark Connector for Salesforce.com can help you improve your selling and training efforts by enabling access to Brainshark Presentations™ from within Salesforce.com. The application enables sales and marketing professionals to improve their productivity and the effectiveness of outbound communications.
Integrated Sharing by Email
With the Brainshark Connector for Salesforce.com, sales reps or marketing staff can email viewing invitations to leads or contacts in Salesforce.com by clicking a link called “Send a Brainshark Presentation.” You then simply select the appropriate presentation(s) which are pulled in from your Brainshark Presentations account, based on folder access permissions.
You can then use the email form provided to type a note to the prospect or choose an existing email template from within Salesforce.com. When ready, you can send the note out of Salesforce or choose to send using your default email client, such as Outlook. Once the email invitation with the Brainshark link is sent, it is recorded under the lead or contact record in Salesforce.com – including the invitation and presentation details.
Integrated Mass Email
The Brainshark Connector for Salesforce.com not only permits one-to-one emails to leads and contacts, but when used in conjunction with Salesforce.com email templates, it also supports mass emails to multiple leads or contacts at once. Marketers can use this capability to invite a group of prospects to an upcoming event or update several customers about a new product or innovation all at once.
Integrated View Tracking
Once someone views a presentation sent using the Connector for Salesforce.com, a task is created for the lead or contact record owner, and the detailed viewing activity information is automatically recorded. Information such as when the presentation was viewed, how much of it was viewed and for how long, and whether it was a mobile view help the sales rep determine how to best follow up with the prospect.
The integrated tracking information also includes the responses to any polls, surveys or test questions included in the presentation. In addition, if a guestbook or tracking code were used, this information is pulled into Salesforce.com as well.
Integrated Reporting
Whenever a lead or contact views a Brainshark presentation, sales reps can receive instant view receipts by email that contain the view tracking information. Also, sales managers and marketers can use Salesforce.com’s reporting and dashboard capabilities to assess the activity level of each salesperson and the effectiveness of each communication, based on Brainshark presentations sent and viewed.
Integrated eLearning
When used in conjunction with the Brainshark Rapid Learning™ application, the Brainshark Connector for Salesforce.com enables internal Salesforce.com users or external partner users to securely access online training courses and curriculums, track their progress and even issue certificates of completion – all from within Salesforce.com.
Available from the AppExchange
Available for download from the Salesforce.com AppExchange, the Brainshark Connector for Salesforce.com provides seamless integration between the two products.
Summary of Key Capabilities:
- Deliver Brainshark presentations to your leads and contacts from within Salesforce.com
- Send one-to-one or one-to-many (mass) emails with Brainshark links
- Automatically track viewing of presentations within Salesforce.com
- Know which leads or contacts are most interested, helping you prioritize follow-up
- Securely deliver training content to Salesforce.com internal users or partner portal users