New generation
devices management
your activity
BriefingSource integrates with the leading, related marketing and sales platforms to automate and streamline your work. We provide a fully documented API to all our data, which allows other systems to move data to and from BriefingSource. The possibilities of what you can do with your data in the briefing and event ecosystem are endless.
SFDC Integration
The SFDC Wizard allows Sales Teams to stay in their native environment to seamlessly access BriefingSource so they can request events, share information, and collaborate with the meeting organizers and participants all in one place. Meaning, you can create a “Request Briefing” button in Salesforce that takes Sales Teams directly to your request form.
The two-way integration automates the process of sharing data between the two applications and empowers users to create meaningful reports and dashboards in both platforms. This is a significant advantage for Marketing as it allows the team to report on revenue influenced in a way not previously possible. Other features include the ability to:
- Track multiple Accounts, Opportunities, and Campaigns in a single event
- Request meetings from the Account or Opportunity levels (or both)
- Automate workflow and communication between platforms
- Simplify collaboration and share data with two-way integration
- Share contacts between BriefingSource and Salesforce
- Build comprehensive reports and dashboards using data from both platforms
- Manage Sites, Meeting Types, Forms, Mapping, Email Templates, Speakers, and Topics in minutes, with no additional development.
Technologies for better
buisness meetings
We always listen to the opinions of our users to grow and improve with you.
API Integrations:
