Webex and Salesforce business collaboration announced at Dreamforce24.
At this year’s Dreamforce24 in San Francisco, collaboration took centre stage as Webex by Cisco announced its deepening integration with Salesforce. With over 40,000 attendees present, the launch marked a new era of cloud-based customer engagement and communications powered by artificial intelligence (AI).
This integration promises to redefine how businesses operate, combining the best of both platforms for a seamless, efficient, and elevated experience.
Webex: A key player in Salesforce Foundations.
One of the most exciting announcements from Dreamforce24 is Webex being chosen as a launch partner for Salesforce Foundations. Available on Salesforce AppExchange, the Webex app supports key Salesforce clouds, including Sales Cloud, Service Cloud, and Marketing Cloud. With this integration, businesses using Salesforce can now seamlessly incorporate Webex’s powerful collaboration tools—Meetings, Messaging, and Calling—into their workflows.
With b+s Connects Service Cloud Voice, agents have all their tools within one platform, eliminating the need to navigate between different systems. The integration brings everything—from customer details to call functionality—into one smooth environment, enabling agents to focus on providing exceptional service. This innovative combination is set to redefine customer engagement, creating a unified, cloud-based solution that merges the strengths of Webex and Salesforce.
A seamless workflow with Webex for Salesforce.
Webex for Salesforce is designed to optimise collaboration across sales and service workflows. Key features include:
- Meetings: Schedule start, and join Webex meetings directly from Salesforce, with the ability to link meetings to Salesforce objects. Access meeting recordings and transcripts to ensure nothing is missed.
- Messaging: Chat with teammates and create collaborative spaces within Salesforce using the Webex Spaces component. Link spaces to Salesforce objects to keep communication tied to important business data.
- Calling: Make outbound or receive inbound calls from within Salesforce, with call details logged and associated with relevant Salesforce objects for easy future reference.
These features ensure that collaboration happens seamlessly across departments, providing consistency and efficiency, particularly during complex sales processes or customer service inquiries.
The future of unified customer engagement.
As Webex continues to integrate with Salesforce, businesses can look forward to a new standard of customer service and collaboration. By leveraging the power of Webex’s communication tools within Salesforce’s CRM environment, teams can focus on creating consistent, high-quality customer experiences across all touchpoints.
Dreamforce24 has set the stage for this enhanced collaboration, bringing together two industry giants to empower organisations with tools designed to drive success. Whether through Webex’s Meetings, Messaging, Calling, or Bucher + Suter’s Elevate package, businesses can now optimise workflows, reduce context switching, and deliver a connected customer experience like never before.
Experience the power of Webex for Salesforce.
At Unifi, as a Cisco partner, we are proud to bring these cutting-edge solutions to our customers. By combining Webex’s robust collaboration tools with Salesforce’s powerful CRM platform, we are helping businesses unlock their full potential. Whether you’re in sales, service, or marketing, the future of customer engagement is here—and we’re excited to be part of it.
Ready to transform your business operations? Contact us today and we will help your business bring customer engagement to the next level!