Salesforce is a (SaaS) company that specializes in customer relationship management (CRM)

Integrating within Salesforce includes:

1. Adding a Webex widget that provides quick calling and collaboration
2. Adding Webex Calling feature
3. Webex Meetings - Scheduled and Completed alongwith meeting assets like Transcripts, recordings, notes etc
4. Opportunity related spaces and collaboration including all documents, chats and images

Research

Our research team conducted contextual research asking some exploratory questions and sharing designs for usability testing. The sample we had were all Salesforce users using a mix of Slack, MS Teams and Webex.

• Exploratory research questions

Designs

A summary pod and widget on Home. Summary pod can show upcoming meetings, undread messages or upcoming events.

Opportunity related Webex spaces and meetings pod. You can also have Webex call and Schedule a Webex meeting from the main navigation.

Webex widget providing contextual collaboration within Salesforce.

Webex meeting and spaces pods. The meetings pod will present all upcoming and past meetings while the spaces pod will show all collaborative spaces linked to this opportunity.

Make phone calls from within Salesforce.