Cisco WebEx Event Center & SalesForce CRM Integration

kokomomammothSoftware and s/w Development

Feb 17, 2014 (3 years and 5 months ago)

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© 2012 Persistent Systems Ltd. All rights reserved.
www.persistentsys.com

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Cisco WebEx Event Center &
SalesForce CRM Integration
How Persistent’s solution facilitates effective Campaign Collaboration

Enterprises are grappling with challenges of globally distributed workforce. Dispersed teams
and interaction between different time zones, systems and organizational boundaries make it
difficult to achieve real-time communication, effective knowledge exchange and consequently,
timely decision making which may delay sales cycles.
Collaboration acts as an adhesive to keep loosely-joined workforce together and helps
connect people with the right information in real time. This is creating a paradigm shift from
the standard workplace to an extended & integrated working environment which is
especially true for a Sales Organization. SalesForce CRM, a commonly used application by
Sales Teams coupled with conferencing capabilities of Cisco WebEx Event Center provide
an integrated solution to facilitate effective collaboration for campaign management.
SalesForce CRM
SalesForce CRM possesses marketing and management functions that helps automate sales
tasks and enhances business capabilities of an organization. With its recent acquisation of an
Event Management product, SalesForce in the process of developing its event management
capabilities to compete with other established systems.
Cisco WebEx Event Center
Cisco WebEx Event Center facilitates high-impact online events - either live or on-demand,
accelerates marketing & sales efforts and enhances internal as well as external
communication. The WebEx event center manages events end-to-end, creates engaging
webinars, captures attendee information from the database, qualifies, tracks and cultivates
leads for the sales pipeline and supports API capabilities to integrate with other systems.
Cisco WebEx Event Center provides the following advantages:
 Accelerates the sales pipeline
 Increases awareness of products and services
 Enables sales owner to connect with customers, prospects, partners and their teams
 Saves time and money
Persistent’s Integration App for Cisco WebEx Event Center &
SalesForce CRM
Persistent has developed a SalesForce application to bridge the gap between SalesForce
CRM and Cisco WebEx Event. This application enables campaign owners to schedule
WebEx Events for a campaign from within SalesForce facilitating integrated experience.

Key Benefits

• Significantly reduces
users time and efforts
• Seamless integration in
SalesForce CRM
through WebEx Event
Center APIs
• Auto-population of leads
in SalesForce when new
attendee joins the
Campaign Event


© 2012 Persistent Systems Ltd. All rights reserved.
www.persistentsys.com

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Key features:
 Ability to configure the tool as an application in SalesForce
 Create or schedule/edit/delete WebEx Events as Campaigns in SalesForce
 Ability for campaign owner to add/edit/remove Leads or Contacts or both as
Campaign Members
 Get user status information related to the Campaign before and after the campaign
 Enables creating a new event and assigning campaign participants as Event
attendees
 Fetches attendee status from WebEx and displays in SalesForce CRM post event
 New attendees are added to SalesForce user contacts as Leads


High-level Architecture:



About Persistent Systems

Established in 1990, Persistent Systems (BSE & NSE: PERSISTENT) is a global company specializing in software product and technology
services. For more than two decades, Persistent has been an innovation partner for the world’s largest technology brands, leading
enterprises and pioneering start-ups. With a global team of more than 6,000 employees, Persistent has 300 customers spread across
North America, Europe, and Asia. Today, Persistent focuses on developing best-in-class solutions in four key next-generation technology
areas: Cloud Computing, Mobility, Analytics and Collaboration, for telecommunications, life sciences, consumer packaged goods, banking
& financial services and healthcare verticals. For more information, please visit: www.persistentsys.com
.


India

Persistent Systems Limited
Bhageerath, 402,
Senapati Bapat Road
Pune 411016.
Tel: +91 (20) 2570 2000
Fax: +91 (20) 2567 8901

USA

Persistent Systems, Inc.
2055 Laurelwood Road,Suite 210
Santa Clara, CA 95054
Tel: +1 (408) 216 7010
Fax: +1 (408) 451 9177
Email: info@persistentsys.com

Why Persistent?

• 20+ years of strong
product development
experience
• Implemented
Collaboration solutions
at several Fortune 500
companies
• More than five years of
Cisco-Persistent
partnership
• Gold Partner for
WebEx
• Early investors in
SalesForce
Development
• Platform Partnerships
with SalesForce and
Cisco
Contacts

Camp
aigns

SalesForce CRM

Cisco WebEx

SalesForce
WebEx Event UI

WebEx Event
Center APIs
for Events