Salesforce & Panopto Integration
Panopto enables sales reps and marketers to use video for prospecting, customer communication, sales enablement and more.
Record or upload videos and attach them to accounts and opportunities.
With Panopto, your reps can record video recaps of calls and meetings rather than typing them out, as well as upload recorded video calls with clients for a verbatim record of the discussion. Just as you can attach documents to your Salesforce accounts and opportunities, now you can attach recorded presentations, audio files, and other video content with ease.
Send video emails to prospects and customers.
Video is a proven means to make your messages more engaging. With Panopto, your teams can create video emails directly within Salesforce, making it easy to personalize prospecting emails with a custom video message, improve customer service by demonstrating solutions to customer issues, and measure their results by tracking viewing metrics.
An easier solution to the challenge of managing video in Salesforce.
Salesforce restricts uploaded files to a maximum size of 2GB. That’s fine for text, but with video that means your recordings can be no more than 15 minutes long — making it impossible to include most sales training classes, company town halls, customer calls and events, web conferences, and other invaluable activities.
Panopto makes video easy in Salesforce. Record and upload video without file size limits. Synchronize with your Salesforce single sign-on for simple ID management and detailed, user-specific analytics. And seamlessly share your video library in both Salesforce Classic and Lightning mode.
Share videos on Chatter.
Chatter helps employees connect with the information and expertise they need to work more productively. With Panopto, executives and employees can share their insights, ideas, and best practices using video. The result is a more engaging feed of internal communication and knowledge sharing — shared where your people are already spending their time.
Never forget another detail.
Search your video library from Salesforce.
Panopto’s Salesforce integration includes our industry-leading Smart Search video search engine. With Smart Search, your employees can instantly and find fast-forward to any word spoken or shown on-screen in any video across your entire library.