NV Connect Salesforce for Zoom-   Admin

NV Connect Salesforce for Zoom- Admin

NovelVox

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

Bring Salesforce to Your Zoom Workplace with NV Connect for Salesforce


Enable agents to make full use of Salesforce CRM without having to switch from Zoom workspace with NV Connect for Salesforce. NV Connect for Salesforce brings complete Salesforce functionalities including Screen Pop 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.


NV Connect for Salesforce: 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 NV Connect for Salesforce 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 NV Connect for Salesforce 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

NV Connect for Salesforce 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 NV Connect for Salesforce?

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

Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

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 your account, others you're allowed to access, and others included in that information.

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.

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:admin

Contact center

contact_center:read:engagement:admin

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