Skip to content
Iryna SydorchukOctober 11, 20235 min read

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

In the modern business landscape, an efficient and streamlined sales workflow is more than a luxury; it's a necessity. The fusion of video conferencing tools with Customer Relationship Management (CRM) platforms can redefine the boundaries of what's possible in sales. This article delves into the myriad of benefits and functionalities that arise from integrating Eyeson, a cutting-edge video conferencing tool, with Salesforce, a world leader in CRM solutions. From streamlined communication to data-driven insights, this partnership is poised to redefine the boundaries of excellence in sales processes.


The Sales Workflow Before Eyeson and Salesforce

The traditional sales workflow has its merits but is often riddled with inefficiencies. From disjointed communication channels to manual data entry, the room for error is large, and these errors can be costly. According to research, sales reps spend only about 36% of their time actually selling. Wondering why stats are so low? Spoiler alert: largely due to the mentioned above inefficiencies. Most of the communication with clients happens outside of the business processes, a lot of things are not recorded in your systems and can lead to compliance and documentation issues.


The Magic Happens: Eyeson + Salesforce

The amalgamation of Eyeson and Salesforce can lead to:

  • Time Savings: Manually entering data is about as exciting as watching paint dry—except the paint never dries, and you have to keep painting forever. With automation, Eyeson and Salesforce take those tedious tasks off your plate. Imagine what you could do with all that extra time! Perhaps a second cup of coffee or, dare we say, an actual lunch break?
  • Increased Sales: Imagine your sales reps having the time to actually, you know, sell. By streamlining processes, this alliance turns your sales team into a well-oiled machine that's more productive than a squirrel on an espresso shot.
  • Improved Customer Relationships: With real-time data at your fingertips, you can tailor experiences so personalized, you'll have your clients feeling like they're the guest of honor at a VIP event—even if it's just a Tuesday afternoon catch-up call.

How Exactly Can Your Sales Team Benefit from Salesforce Integration?

The Eyeson for Salesforce Integration supercharges the sales workflow in multiple ways:

Guided Workflow: Navigating your "Meeting Journey" with Eyeson and Salesforce is like having an elite GPS for your sales interactions—one that doesn't just announce the turns but actually helps steer the wheel. This Guided Workflow eliminates guesswork, ensuring that every meeting is not just productive, but finely tuned to your overarching sales strategy. Plus, the data you gather is instantly whisked into Salesforce, making real-time accuracy and rapid decision-making the new norm. It's the efficient, streamlined sales process you've always wanted, now with a dash of brilliance.

Sync Output: Automated syncing is the unsung hero of your sales process, working behind the scenes like a stage manager on opening night. It seamlessly takes the drudgery of manual data entry off your plate, cutting down errors and making sure your time is spent where it really counts—on selling. With perks like immediate analytics and easy follow-ups, your team is always in the loop, equipped with the most up-to-date information. It's efficiency and accuracy rolled into one, making your sales process not just smoother, but smarter.

One Video Window displays People and Data inside Salesforce: Centralized access—the virtual Swiss Army knife of your sales operations. Gone are the days of playing digital hopscotch across multiple platforms, like a detective piecing together a complex case.  With all your intel housed under one digital roof, you can make data-driven decisions faster than a barista can say, "Triple-shot, no foam." The result? A streamlined workflow that's so efficient, even distractions are too intimidating to interrupt. It's not just a game changer; it's the whole new league.

Geography Compliance through Cloud Agnostic Features: Navigating Geography Compliance just became as smooth as a freshly paved runway. For companies navigating the intricate dance of data residency and compliance, consider this your dance guide, leading you step by step. No more tangled web of international regulations; with clear paths to adhere to those rules, you can expand your global footprint confidently. It's like having a co-pilot for legal compliance, ensuring your business takes off internationally without turbulence. Safe travels on the global business highway!

Full Synchronization of All Data with Salesforce (SFDC): Complete data synchronization is your sales team's panoramic lens, offering a 360-degree view of customer interactions as comprehensive as a world atlas. No more navigating blind spots; you're now in the captain's chair with a full dashboard of navigational tools. Personalizing services becomes a straightforward affair, almost like knowing exactly what to recommend on a dinner menu. Consider this your upgraded toolkit for customer engagement—precision and personalization, all in one.

No Install / No Login - Stay in One Salesforce Window: Think of it as the 'easy button' for your sales workflow. This feature reduces friction in the sales workflow by eliminating the need for multiple logins and software installations. It leads to quicker meeting setups and more streamlined processes, ultimately enabling sales reps to shift gears from "setup mode" to "selling superstar."


The fusion of Eyeson for Salesforce Integration is more than just a feature buffet; it's a culinary masterpiece of sales workflow optimization. Imagine each feature as a carefully crafted ingredient, designed to make the entire dish—that is, your sales process—more mouthwatering than ever. From guided meetings that feel like a Michelin-starred experience to data synchronization smoother than a vintage wine, this integration allows your sales team to zero in on what they do best: closing deals. If elevating your sales game is on your menu, then missing out on this integration would be like refusing dessert at a five-star restaurant.

Experience the benefits for yourself and elevate your sales workflow today.


  • Can the Salesforce integration improve sales team workflow?

Surely! The Eyeson for Salesforce Integration can benefit your sales team workflow in various ways. Reach out to us to find out how exactly. 

  • Is the Eyeson for Salesforce Integration complicated?

No, it's designed to be user-friendly and is supported by detailed guides.

  • What's the cost?

The integration itself is part of your Eyeson subscription; Salesforce subscriptions are separate.