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Ultimate Salesforce and Panopto Integration Guide for Sales and Marketing Professionals

Sales force & Panopto-Integration

Panopto enables sales and marketing professionals to use video for prospecting, customer engagement, sales enablement, and more.

Record or upload videos and connect them to clients and opportunities.

With Panopto, your agents can create video recordings of conference calls and meetings instead of typing minutes, and upload recorded video conferences with customers to capture the conversations verbatim word. Just as you attach documents to your customers and opportunities in Salesforce, you can now easily add links to recorded presentations, audio files, and other video content.

Send video emails to prospects and customers with Panopto's Salesforce integration

Send video email to customers and prospects.

Video is a proven way to make messages more engaging. With Panopto, your teams can create video emails directly in Salesforce. This makes it easier to personalize emails using a custom video message and improve customer service by presenting solutions to customer problems. You can also measure the effectiveness of these measures by tracking metrics about the replay behavior of recipients.

Panopto lets you share your video library in Salesforce

A simpler solution to the problem of managing video content in Salesforce.

Salesforce limits the size of uploaded files to 2 GB. This is fine for text files, but for video files it means that recordings cannot be longer than 15 minutes – so most sales training, staff meetings, client meetings and include events, webinars and other valuable activities.

Panopto makes it easy to use video in Salesforce. You can record and upload videos to your Panopto video library without file size limits. Sync with your Salesforce SSO for easy identity management and detailed, user-specific analytics. And share your video library with both Salesforce Classic and Salesforce Lightning.

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Panopto lets you share videos on Salesforce Chatter

Share videos on Chatter.

Chatter helps your employees find the information and subject-specific content they need to work more productively. With Panopto, managers and employees can share their thoughts, ideas and best practices via video. The result is a more engaging internal communication flow and knowledge exchange – which happens where your employees are already spending their time.

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Panopto's built-in video search feature lets you search your video library directly in Salesforce

Don’t forget details again.

Search your video library directly in Salesforce.

Panopto’s Salesforce integration includes our industry leading Smart device video search. Video search tool. With Smart Search, your staff can search your entire video library for any word spoken or displayed on the screen and instantly jump to the relevant parts of the video.

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2024-05-05 08:41:38
#Sales #force

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