Product | Eyeson for Salesforce

Still working outside Salesforce?

Running a business can be challenging, especially when it comes to compliance and following intricate processes. But why make your life harder than it needs to be?

Introducing Eyeson for Salesforce – your ultimate solution for seamlessly navigating through processes while staying compliant. With its guided workflows and enterprise-level document sharing of pre-approved files, you can streamline your operations like never before.

And the best part? You can even showcase the impact on Salesforce reports. Let Eyeson for Salesforce simplify your business complexities, so you can focus on what really matters.

Guided User Workflows

Begin your "Meeting Journey" by selecting the ideal path for your meeting, effortlessly follow the designated script, and seamlessly update Salesforce with all the relevant information discussed in the meeting.

Secure Document Sharing

Share pre-approved documents, not your desktop. Avoid exposing unauthorized versions or sensitive info. Keep customer access limited. Maintain compliance. Ensure security throughout the process.

Autosync Meeting Data

Seamlessly integrate meetings into Salesforce. Keep meeting data accessible. No need to leave Salesforce. Enhance reporting by incorporating meeting metrics. Exploit this opportunity for better analytics.

Benefits

Why Eyeson for Salesforce?

There is no single answer to this question. Each individual perceives distinct advantages in our product, and these are the ones we firmly believe have the greatest impact on our customers' lives.

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01 Streamlined workflows

01Streamlined workflows

Streamline sales and customer service in Salesforce with guided account openings, policy signings, tech support.

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02 Auto-sync of meeting data

02Auto-sync of meeting data

Automatically sync meeting data into Salesforce for traceability while protecting sensitive info with limited screen sharing.

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03 Remote identity verification

03Remote identity verification

Remote identity verification and "Know Your Customer" processes enabled through visual checks and ID snapshot capture during video meetings.

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04 Compliant recording

04Compliant recording

Compliant recording of sensitive conversations like policy signings stored directly within Salesforce. Recordings can be accessed for audit purposes.

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05 Zero-download meetings

05Zero-download meetings

Zero-download meetings for customers - just click a link in Salesforce to join a video session. No installation needed.

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06 Agents stay within Salesforce

06Agents stay within Salesforce

Agents never have to leave Salesforce, switching tabs or applications during customer interactions. Fully integrated.

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07 Usage analytics & meeting history

07Usage analytics & meeting history

Usage analytics and meeting history available within Salesforce for better visibility into engagement.

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08 Configurable workflows & branding

08Configurable workflows & branding

Configurable workflows and UI branding allows customization to industry and customer needs.

Eyeson for Salesforce

Still working outside Salesforce?

Why Eyeson for Salesforce?

Pricing

Show, don't tell! Book a demo now.

Eyeson for Salesforce

Still working outside Salesforce?

Why Eyeson for Salesforce?

Pricing

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Eyes on Salesforce: Enhanced Engagement Visibility with Meeting History and Usage Analytics

Eyes on Salesforce: Revolutionizing Remote Identity Verification

Eyes on Salesforce: Automatic Data Syncing with the Eyeson for Salesforce Integration

Eyes on Salesforce: Streamline Sales Workflows with the Eyeson for Salesforce Integration

Show, don't tell! Book a demo now.