Video Communication inside
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.
Streamline sales and customer service in Salesforce with guided account openings, policy signings, tech support.
Automatically sync meeting data into Salesforce for traceability while protecting sensitive info with limited screen sharing.
Remote identity verification and "Know Your Customer" processes enabled through visual checks and ID snapshot capture during video meetings.
Compliant recording of sensitive conversations like policy signings stored directly within Salesforce. Recordings can be accessed for audit purposes.
Zero-download meetings for customers - just click a link in Salesforce to join a video session. No installation needed.
Agents never have to leave Salesforce, switching tabs or applications during customer interactions. Fully integrated.
Usage analytics and meeting history available within Salesforce for better visibility into engagement.
Configurable workflows and UI branding allows customization to industry and customer needs.