Quick Call seamlessly integrates video call capabilities directly into Salesforce, enhancing
productivity, simplifying scheduling, and improving user communication. Here are the
primary benefits for Salesforce users:
1. Enhanced Productivity Within Salesforce
With its integration into the Salesforce Lightning App Utility bar, users can manage video calls without leaving the Salesforce environment. This feature allows teams to access CRM tools and insights while on a call, minimising distractions and optimising efficiency.
2. Intuitive and User-Friendly Experience
Designed for simplicity, offering intuitive controls to schedule, manage, and track video calls directly within Salesforce. Features like the pre-call interface make it easy to view and manage upcoming events, providing a streamlined user experience that benefits new and experienced users alike.
3. Streamlined Scheduling and Tracking of Video Calls
Supporting a new “Video Call” event record type, the App allows users to schedule and track calls as part of Salesforce events. This helps maintain data consistency across CRM activities, making video calls an integral part of the sales and customer support workflows.
4. Secure and Reliable Communication
Security is prioritised with encrypted communication between Salesforce and Whereby, and sensitive credentials are managed via Salesforce’s secure credential storage. This makes the solution suitable for industries with strict data privacy requirements, such as healthcare and finance.
5. Customizable and Scalable Solution
The App offers customizable settings to adapt to organisational needs, including configurable email templates, meeting room options, and user permissions. This flexibility ensures the tool can grow with the business, supporting scalability and evolving requirements.
6. Efficient Meeting Management
The App simplifies meeting management with automated workflows and notifications, reducing
administrative tasks and keeping attendees informed. Real-time platform event notifications allow all participants to stay updated on meeting details effortlessly.
Quick Call enhances Salesforce’s capabilities with an integrated, secure, and easy-to-use
solution that optimises video call management. Ready to streamline your virtual meetings
and boost productivity? Discover more by visiting AppExchange listing or reach out directly at support@kardia.digital.
