In sales, speed counts - the faster you can present or demo a solution, the faster you can close that deal. With join.me’s Salesforce integration, sales reps can instantly start a meeting from a contact or lead record in Salesforce. Watch the video to learn how.
In sales, speed counts. The faster you can present or demo a solution, the faster you can close that deal. With our Salesforce integration, sales reps can now instantly start a join.me meeting from a contact or a lead record in Salesforce. Just go to join.me/apps to find our App Exchange plugin. First, open the contact you’d like to initiate a meeting with. On the left hand side, you will see a join.me button that reads ‘Start join.me.’ Click this button when you’re ready to instantly start a meeting. Join.me will open, and your screen will be shared. Once you’ve initiated the meeting, provide your customer the unique URL to join the meeting. With that URL they’ll join your meeting instantly from their web browser. Once the meeting ends, a Salesforce activity log is created. Here you can add notes and follow up items from the meeting.