Ribbit Enduser Training - Q209


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Ribbit for Salesforce best practice training deck

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Ribbit Enduser Training - Q209

  1. 1. Ribbit for Salesforce Training - March 09 a company
  2. 2. <ul><li>Manage a voice “inbox” in salesforce.com </li></ul><ul><li>Call and attach post-meeting notes </li></ul><ul><li>Convert customers voicemail to text and send to customer record </li></ul><ul><li>Unlimited Voice Storage </li></ul><ul><li>Back up your mobile phone </li></ul>Ribbit Brings Voice to Actionable Context Voice Message Notification to Email, SMS and IM Read Your Voice Messages
  3. 3. When You Don’t Track Activities <ul><li>No visibility into troubled accounts </li></ul><ul><li>No visibility into rep performance </li></ul><ul><li>No visibility into trends </li></ul>
  4. 4. SFDC Improvement: Activity Tracking <ul><li>Track Calls </li></ul><ul><li>Track Emails </li></ul><ul><li>Track Neglected Deals </li></ul><ul><li>Rank Team Members </li></ul><ul><li>Calculate Totals </li></ul><ul><li>Create Reminders </li></ul>
  5. 5. Ribbit for Salesforce: Best Practices
  6. 6. Store and organize your voicemails in Salesforce <ul><li>Automatically store and organize voicemails along with other customer information. </li></ul><ul><li>1) Your voice messages automatically appear in the message box in Salesforce. </li></ul><ul><li>2) Messages that are from Leads or Contacts will automatically be logged in the relevant Activity History list. </li></ul><ul><li>3) Use the Attach feature to map unidentified messages to any record in Salesforce. </li></ul><ul><li>Note: Messages that don’t match leads or contacts remain in a private queue in the message box unless you Attach them to records. </li></ul>
  7. 7. Leads and Contact Mapped Voicemail
  8. 8. Read voicemails on your Blackberry or Cell Phone <ul><li>Read voicemails on your phone as if they were SMS text messages or emails. Respond right away even if your in the middle of a meeting. </li></ul><ul><li>Text transcriptions of your voicemail will be delivered via both SMS and email. On average transcriptions arrive within 10 minutes of the call. You can also dial in to listen to voicemail or listen/read messages within salesforce.com. </li></ul><ul><li>Note: Customize your notifications from the “Device” screen in the Ribbit tab in Salesforce. </li></ul>
  9. 9. Device Settings
  10. 10. Call in Sales Updates <ul><li>Call sales updates in on the go instead of logging into Salesforce and typing them. </li></ul><ul><li>1) Call into the Ribbit Voicemail number from your mobile - 619-916-2500 </li></ul><ul><li>2) Press “*” to get to the main menu </li></ul><ul><li>3) Press “5” and record a voice memo </li></ul><ul><li>4) Next time you login to salesforce.com select the message in the message box and click “Attach” to map it to the relevant customer record. </li></ul>
  11. 11. Attach Memos to “Memo Contact” Attach Notes to Opptys and Accounts
  12. 12. Dictate daft emails <ul><li>Dictate drafts of emails, even when away from your desk </li></ul><ul><li>1) Call into the Ribbit Voicemail number from your mobile - 619-916-2500 </li></ul><ul><li>2) Press “*” to get to the main menu </li></ul><ul><li>3) Press “5” and record a voice memo </li></ul><ul><li>4) Next time you open email, you will see a draft of what you dictated in your inbox. </li></ul>
  13. 13. Contacts <ul><li>General & Support </li></ul><ul><ul><li>http:// www.ribbit.com /salesforce/support/incidents/ </li></ul></ul><ul><li>Sales & Marketing </li></ul><ul><li>Chris Cranis; [email_address] ; 415-484-1299 </li></ul>