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Video Communication inside

Enjoy video meetings inside Salesforce, guided workflows and compliant sharing of documents.
Benefits

Keep all communications inside your business interactions

There is one problem with business interactions: Most of the communication happens outside of your business processes. This means the communication is not recorded in your systems and can lead to compliance and documentation issues.

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01 Streamlined workflows
01Streamlined workflows

Streamline sales and customer service in Salesforce with guided account openings, policy signings, tech support.

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02 Auto-sync of meeting data
02Auto-sync of meeting data

Automatically sync meeting data into Salesforce for traceability while protecting sensitive info with limited screen sharing.

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03 Remote identity verification
03Remote identity verification

Remote identity verification and "Know Your Customer" processes enabled through visual checks and ID snapshot capture during video meetings.

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04 Compliant recording
04Compliant recording

Compliant recording of sensitive conversations like policy signings stored directly within Salesforce. Recordings can be accessed for audit purposes.

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05 Zero-download meetings
05Zero-download meetings

Zero-download meetings for customers - just click a link in Salesforce to join a video session. No installation needed.

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06 Agents stay within Salesforce
06Agents stay within Salesforce

Agents never have to leave Salesforce, switching tabs or applications during customer interactions. Fully integrated.

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07 Usage analytics & meeting history
07Usage analytics & meeting history

Usage analytics and meeting history available within Salesforce for better visibility into engagement.

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08 Configurable workflows & branding
08Configurable workflows & branding

Configurable workflows and UI branding allows customization to industry and customer needs.

Marble05
“We finally found a tool which helps us documenting each step of information sharing in the customer journey. And all without leaving Salesforce.”
Thomas L.Product Owner at one of the TOP 5 banks in the EU

Pricing

-/mo
All features included
Setup packages

Pricing available soon

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