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Connect more freely with Zoom and Webex Integration (8.6)

Updated on May 12, 2021

In today’s fast-moving world, businesses are now working, connecting, and selling differently. Many face-to-face interactions have shifted to become completely virtual - transforming the entire sales process. Video conferencing tools such as Zoom and Cisco Webex have enabled sellers to stay connected with customers and have created new opportunities to collaborate. Now, you can further enhance your team’s overall productivity with Pega Sales Automation’s Zoom and Webex integration.

Cisco Webex and Zoom integration in Pega Sales Automation

Zoom and Cisco Webex integration in Pega Sales Automation

Reduce context switching

Rather than having to toggle between multiple applications, Pega’s Zoom and Webex integration enables reps and managers to schedule and initiate virtual meetings directly within Pega Sales Automation. Sellers can engage with customers and colleagues, send chat messages, and share content without ever having to leave the familiar interface of Pega Sales Automation. This results in less time managing multiple screens and more time connecting with customers.

Infuse insights into virtual collaboration

Going even further, the Zoom and Webex integration also syncs video call transcripts directly into Sales Automation. Pega’s Natural Language Processing (NLP) can then be applied to surface insights and recommendations to the sales team. With this enhanced insight, sellers are able to better serve their customers’ needs and progress their opportunities faster.

For more information, see Connecting to Zoom and Cross-team collaboration with Cisco Productivity Tools.

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