NV Connect Salesforce for Zoom

NV Connect Salesforce for Zoom

NovelVox

How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
How it works: NV Connect Salesforce for Zoom
Categories:
CRM
+1
Overview

Bring Salesforce to Your Zoom Workplace with NovelVox Salesforce Widget


Enable agents to make full use of Salesforce CRM without having to switch from Zoom workspace with NovelVox Salesforce Widget. Salesforce Widget by NovelVox brings complete Salesforce functionalities including ScreenPop and Auto Interaction Logging into a compact widget within the Zoom workspace, eliminating the need for screen toggling and saving agents’ time and effort on each interaction.

With a single pane of glass, agents can access the best of both Zoom and Salesforce in one place including essential Zoom features like AI Agent Assist and improve their overall operational efficiency.

Salesforce Widget: A Must-Have for Zoom Contact Center

Single Pane of Glass View

Eliminate the need for screen toggling and bring in efficient workflows to the fold by bringing Salesforce widget directly within the Zoom interface, providing agents with quick access to everything they need in one place.

Access to All Essential Zoom Features

Don’t compromise on essential Zoom contact center features such as AI Agent Assist, analytics, and more with NovelVox Salesforce Widget that eliminates the need for toggling to Salesforce CRM for customer information.

Increased Agent Efficiency

Enable agents to handle queries faster, delivering personalized service, and increasing first call resolutions by taking away the need for screen toggling between Salesforce CRM and Zoom workspace.

Auto Screen Pop and Interaction Logging

NovelVox Salesforce Widget can be configured to automatically pop up every time an agent connects with a customer and can also automatically log interactions from Email, Web Chat, Phone, social media etc.


Why Consider NovelVox Salesforce Widget?

-Improves Agent Efficiency
-Streamlines Operations
-Saves Time
-Enables Optimized Performance

Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with you and others who participate in Zoom experiences with you

Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with you

Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.

Associated with you and others who participate in Zoom experiences with you

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

User

user:read:user, user:read:token

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