8x8 Meetings for Salesforce
Store 8x8 meeting details and artifacts in Salesforce records such as opportunities, leads, contacts, and accounts.
8x8, Inc.Paid
BriefingSource
by EchoVision, LLCSalesforceFree
Capture executive briefing requests and connect account and opportunity details with Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The wizard captures information for Executive Briefing Programs access requests and passes account and opportunity details to briefing participants. It exchanges data between Salesforce and BriefingSource in both directions. Sales teams can associate multiple opportunities with one briefing and view request progress and planning stages. Management can report on and track revenue opportunities connected to briefing programs.
Key capabilities
from the Salesforce AppExchange listingBriefing access requests
Captures information needed to request access to Executive Briefing Programs.
Two-way data integration
Exchanges account and opportunity information between Salesforce and BriefingSource.
Opportunity association
Associates multiple sales opportunities with a single briefing.
Request progress tracking
Provides sales teams with details about the progress and planning stages of briefing requests.
Opportunity reporting
Reports on and tracks revenue-generating opportunities connected to briefing programs.
Configurable application
Who it's for
Sales teams, executives, subject matter experts, and management.
In the catalog
642 plugins in Salesforce Platform · Sales
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. A briefing with Executives and Subject Matter Experts is a key sales tool for moving an opportunity forward through the sales cycle.»