One-to-one video conferencing experiences from your CRM

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In the business environment we are used to having video calls or online meetings with clients, partners or even coworkers. In this article we talk about Suitebox , a tool that allows us to hold virtual meetings, less focused on sales presentations, and more focused on a connection and one-on-one experiences. The product is designed to offer a more direct and close experience in video conferences, where documents can be reviewed and executed in real time. It also offers the possibility of combining videos and the option to sign documents, as a unique feature.

Suitebox online document signing
Suitebox online document signing
“I wanted an easy alternative to online bc data mexico phone number conferencing,” said co-founder Craig Meek when asked what inspired him and his partner Ian Black to create Suitebox. Last April, Suitebox was one of 50 entrants in the annual AppThrowdown contest held during SugarCRM’s annual conference, SugarCon. SuiteBox was voted the industry’s best video conferencing solution. Suitebox allows you to start and run video conferences within the SugarCRM framework . During the meeting, electronic documents and forms can be presented to participants to be filled out and signed instantly. The following video shows how to start video conferences directly without leaving SugarCRM: SuiteBox is a platform that is widely used, especially in the financial and insurance sector, with the aim of saving time, where fund managers and agents need to meet with clients on a regular basis to review investment objectives or contract conditions.



Key features of Suitebox integrated with SugarCRM:
– One-to-One Video. Makes face-to-face meetings with clients much more productive because you can connect from your tablet or mobile device without having to be physically in the office. Meetings can be recorded and saved securely — from anywhere, anytime — and will be available for future reference. – Document Sharing. This option allows you to closely review PDF documents with clients remotely, knowing that you are on the same page of the document.
Suitebox share documents– SugarCRM integration. A video conference can be started from SugarCRM. All recordings are automatically stored in the CRM customer record for later reference. – Notes recording. You have the ability to capture important moments on video during the meeting and store them in SugarCRM.