Archive for the ‘Features’ Category

Use Ribbit to integrate communications into any web application

Sunday, May 2nd, 2010 | located in Features, Salesforce | No Comments »

The DreamSimplicity team caught up with Greg Goldfarb, VP and GM of Enterprise Applications of Ribbit at the Sales 2.0 conference to discuss how businesses are using Ribbit for Salesforce to increase their sales team’s productivity.

One of the biggest hassles field sales teams have is the ‘red tape’ following their client visits. Many times they will spend hours in the office logging meeting notes and action items into Salesforce. Businesses who use Ribbit see instant time savings as the field teams call into Ribbit, record the notes from their meetings and Ribbit converts voice into text and places directly into your Salesforce account. Your client’s inbound message(s) convert to text as well, so it means more time spent on revenue generating items.

Greg Goldfarb of Ribbit with DreamSimplicity at Sales 2.0 SF from DreamSimplicity on Vimeo.

Making Use of Voice Memos in Ribbit for Salesforce

Thursday, March 25th, 2010 | located in Features | No Comments »

If you’re like most people I know, you’re busy—and not just some of the time, but pretty much 24X7. Multitasking is not something you do for just a few minutes here and there when you’re short on time—it’s a daily automatic reflex. So having a tool that lets you avoid time consuming administrative tasks like typing up meeting notes or creating records in Salesforce is more than just valuable, it’s essential.

This is where Ribbit for Salesforce comes in. Once you try this feature you’ll never go back to manually typing your meeting notes.Here’s a potential scenario: You just got off a plane in Miami and you have two client meetings before your evening flight home. Plus, you were hoping to stick your toes in the sand for a few minutes before you rush off the airport. Client A, you discover in your meeting, has some fulfillment issues they’d like to resolve before they place their next order. Before you’re even out of the parking lot you’re already on your phone, dictating your meeting notes while they’re still fresh in your memory.

While you’re driving to meet with client B, your meeting notes are automatically transcribed and sent to you via email—and also flowed directly into your Salesforce message box, where Salesforce activity history is automatically populated. At the same time, Ribbit creates a record of your client visit in Salesforce and inserts your meeting notes. Based on rules you’ve pre-defined in Salesforce, an activity is automatically assigned to customer support for follow up.

Your next meeting with client B goes well and they decide to place an order. You call in your meeting notes from that meeting as you’re driving to the beach, and—based on your pre-defined rules and the phone numbers you’ve set up to call—your notes are automatically transcribed and sent to your admin assistant as an assigned activity. Both your assistant and your customer service team complete their assigned activities while you’re ordering lunch at a beachside cafe. Ahhh.

Now that’s what I call working less while selling more.

The Beauty of Ribbit’s SMS Shout

Wednesday, March 10th, 2010 | located in Features | No Comments »

Lets say you want to alert your Salesforce users about some upcoming scheduled system maintenance, or you want to alert your customers to a limited time offer your company is running. Rather than send this information as an email (which may or may not ever get opened), why not use Ribbit for Salesforce to send it as an SMS Shout?

Think about it. You’ll probably save a day or two bypassing the email creation process. No having to compose an email in both HTML and text, getting your designers to add graphics to make it attractive, and routing it to scores of people before you can send it out to customers. Now you can send simple communications directly from Salesforce in the form of SMS text messages instead.

The advantage is that most people tend to read and respond to text messages immediately (as opposed to non-urgent email messages, which tend to sit unopened in many email inboxes). And the best part is, your SMS Shout is automatically logged in your Salesforce CRM and attached the appropriate customer records, giving you a written record of your communications activity. It’s a great way to get results and stay organized.

Making Use of SMS Reminders in Ribbit for Salesforce

Thursday, February 11th, 2010 | located in Features, Salesforce | No Comments »

Ever schedule a meeting and then spend the first five meetings of said meeting trying to locate everyone who was supposed to participate? Or hear the same “I forgot” excuse from the people who trickle in late? Sure, you probably sent out email reminders to everyone that morning but chances are those emails got quickly buried under 50 other emails. Or maybe it’s early in the day and not everyone has had a chance to read their email yet.

In my experience, sending an SMS text is much more reliable. The first thing people do these days when they hear that familiar ring tone letting them know they’ve received a text message is look at their phones. And now, thanks to cool new features in Ribbit for Salesforce, you can schedule SMS event and meeting reminders right from Salesforce.

The beauty of this feature is that you can schedule these reminders for groups of people in advance, so meeting participants will automatically receive an SMS with the meeting subject and time. And, the fact that you sent reminders for your event will be recorded automatically in Salesforce.

Now, with Ribbit for Saleforce’s SMS reminder feature, your sales team might not only remember to come to those important meetings, they might even come prepared.

Check out Ribbit for Salesforce’s New Release

Monday, February 8th, 2010 | located in Features, Productivity, Salesforce | No Comments »

In response to customer feedback, we’ve completely rebuilt our Ribbit for Salesforce productivity tool with advanced features for linking all your critical sales tools— voice communications, email, SMS, CRM, and voice-to-text transcription —so you can work less and sell more.  Upgrading is free—get all the new features for the same price!

Here are just some of the new features in Ribbit for Salesforce designed to make you even more responsive and productive:

• Schedule SMS reminders for tasks and events right from Salesforce
• Reply via SMS in Salesforce
• Answer incoming mobile calls on your home, office, or web phone using intelligent call routing
• Easily attach voice communications to customer records in Salesforce
• Talk to create new customer records or kick-off workflow in Salesforce
• Delete multiple messages, manage settings, and load pages faster with the new and improved user interface
• Use Ribbit with Salesforce Mobile on your iPhone or Blackberry

Sign-up for a FREE trial or test drive on Salesforce.com’s AppExchange.

Starting April 30th we’ll be migrating our development efforts to the new version, so don’t wait to upgrade.